Plan Document Amendments

777 topics in this forum

1. IRS Submissions

   By Guest asire2002, May 7, 2003
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • May 16, 2003

2. EGTRRA Effective Date

   By Guest Amy T-R, November 26, 2008
   • 2 replies
   • 3.3k views
   • 
   • John Feldt ERPA CPC QPA
   • November 26, 2008

3. Form 8717 Fee Exemption - New DB Cash Balance Plan

   By Rob P, November 22, 2013
   • 1 reply
   • 3.3k views
   • 
   • Trekker
   • February 4, 2014

4. Plan restatement and 411(d)(6)

   By Lori H, June 25, 2009
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • June 26, 2009

5. Certification of Intent to Adopt

   By R. Butler, December 4, 2001
   • 17 replies
   • 3.2k views
   • 
   • KJohnson
   • December 13, 2001

6. Listing of all required amendments?

   By Guest HiKidsImASrPensionAdmin, November 4, 2006
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • May 27, 2007

7. confused about the dates

   By Guest DIGMYDOG, September 18, 2003
   • 1 reply
   • 3.2k views
   • 
   • Blinky the 3-eyed Fish
   • September 18, 2003

8. Retroactive amendments

   By Guest mdduke, September 11, 2008
   • 9 replies
   • 3.2k views
   • 
   • K2retire
   • September 18, 2008

9. GUST deadline for prototype plans

   By k man, August 23, 2002
   • 16 replies
   • 3.1k views
   • 
   • Gilmore
   • October 12, 2002

10. GUST Model Amendments?

    By Guest friedbrain, October 26, 2001
    • 3 replies
    • 3.1k views
    • 
    • Bob R
    • November 13, 2001

11. Sample 415 Amendment?

    By Guest rulesrulesrules, October 9, 2007
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2007

12. Jeopardizing Prototype Status

    By Randy Watson, July 7, 2011
    • 8 replies
    • 3.1k views
    • 
    • ETA Consulting LLC
    • July 18, 2011

13. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA, June 5, 2017   

    • 411
    • vesting
    • 18 replies
    • 3k views
    • 
    • Kevin C
    • June 9, 2017

14. TPAs responsibility to maintain excecuted documents

    By JAY21, May 5, 2010
    • 14 replies
    • 3k views
    • 
    • BeanCounterBlues
    • July 21, 2010

15. Forget late GUST, How about late everything

    By mschwechter, November 18, 2004
    • 10 replies
    • 3k views
    • 
    • Guest
    • November 20, 2004

16. Missed cycle A deadline - now what?

    By Guest skresq, October 4, 2007
    • 8 replies
    • 3k views
    • 
    • Blinky the 3-eyed Fish
    • January 14, 2008

17. 5 or 6 year cycle?

    By Randy Watson, September 12, 2012
    • 2 replies
    • 3k views
    • 
    • KJohnson
    • September 12, 2012

18. How can I change the effective date of plan

    By ERISA13, October 22, 2008
    • 11 replies
    • 3k views
    • 
    • ERISA13
    • October 24, 2008

19. Working Copy Draft for Determination Letter Application

    By kgr12, January 17, 2013
    • 3 replies
    • 3k views
    • 
    • jpod
    • January 18, 2013

20. Automatic Rollover Amendment and 2005-95

    By PMC, January 20, 2006
    • 4 replies
    • 3k views
    • 
    • E as in ERISA
    • February 27, 2006

21. What exactly would be submitted to the IRS for EGTRRA?

    By Guest LMalone, August 10, 2004
    • 5 replies
    • 3k views
    • 
    • g8r
    • August 18, 2004

22. Are you adopting the 415 amendment by 12/31/2008

    By jkharvey, December 21, 2007
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

23. What do you choose as a plan’s restatement date?

    By Peter Gulia, June 30, 2022   

    • restatement
    • 7 replies
    • 2.9k views
    • 
    • Peter Gulia
    • July 4, 2022

24. Eligibility change mid year to safe harbor plan.

    By Rai401k, April 5, 2016
    • 2 replies
    • 2.9k views
    • 
    • Rai401k
    • April 5, 2016

25. Immediate Eligibility for Doctors - Not Staff?

    By ERISA1, September 11, 2008
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • September 14, 2008

26. Plan Already Terminated -- Winding Down Assets -- Does it need to be a

    By Guest 91smithie, November 15, 2001
    • 4 replies
    • 2.9k views
    • 
    • KJohnson
    • February 11, 2003

27. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 2.9k views
    • 
    • Earl
    • February 19, 2018

28. Amending to remove 401(k) safe harbor mid-year

    By Belgarath, May 26, 2009
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • May 27, 2009

29. Amend plan to change trustee retroactively?

    By Lori H, October 13, 2016
    • 2 replies
    • 2.9k views
    • 
    • Lou S.
    • October 13, 2016

30. True-up when employer contributions suspended midyear

    By jaxon1225, September 19, 2013
    • 5 replies
    • 2.8k views
    • 
    • Bird
    • September 20, 2013

31. Looking For New DB Prototype

    By mming, April 27, 2011
    • 9 replies
    • 2.8k views
    • 
    • FormsRstillmylife
    • March 21, 2012

32. RMD Final Reg Amendment

    By nancy, January 11, 2004
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • October 4, 2004

33. Protected Benefit?

    By kevind2010, August 9, 2013
    • 3 replies
    • 2.8k views
    • 
    • Bird
    • August 12, 2013

34. PPA 06 amendment for terminating plans

    By DMcGovern, October 22, 2008
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • January 8, 2009

35. Cash Balance Restatement - Cycle A

    By Richard Anderson, December 5, 2006
    • 0 replies
    • 2.8k views
    • 
    • Richard Anderson
    • December 5, 2006

36. GUST restatement vs. amendment

    By Guest lisbetf, January 23, 2003
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2003

37. Cross v Bragg, 4CA 7/24/2009 decision (unpublished)

    By J Simmons, September 21, 2009
    • 10 replies
    • 2.7k views
    • 
    • Bill Presson
    • September 22, 2009

38. Determination Application - Letter 1014

    By Guest ljsc, March 26, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2007

39. Separate accounts after merging pension plan into profit sharing

    By Guest Charles Griffin, February 28, 2002
    • 10 replies
    • 2.7k views
    • 
    • KJohnson
    • March 2, 2002

40. Who can sign amendments

    By Jim Chad, December 18, 2008
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • December 19, 2008

41. 6-Year Cycle (Volume Submitter)

    By PJ2009, October 13, 2009
    • 4 replies
    • 2.7k views
    • 
    • PJ2009
    • October 19, 2009

42. Any Accudraft Users Out There?

    By Tinman, March 12, 2008
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

43. GUST extension still available if plan already amended for GUST (with a determination letter)? Need to change ADP/ACP testing for 2002

    By Jeff Kirtner, September 30, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • October 1, 2003

44. Filing deadline for individually designed plan

    By Belgarath, June 11, 2009
    • 9 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2009

45. Protected Benefit issue

    By DLavigne, May 9, 2008
    • 6 replies
    • 2.7k views
    • 
    • DLavigne
    • May 12, 2008

46. Tack-On GUST Amendment Still Permissible for Terminating Plans?

    By Christine Roberts, November 7, 2001
    • 2 replies
    • 2.7k views
    • 
    • Bob R
    • November 13, 2001

47. Amendments for Corbel volume submitter with adoption agreement

    By Jim Chad, August 13, 2008
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 14, 2008

48. Early Retirement Date- Protected Benefit?

    By Flyboyjohn, August 7, 2014
    • 4 replies
    • 2.7k views
    • 
    • Flyboyjohn
    • August 8, 2014

49. Duty to Collect Amendment from Relius/Sunguard

    By Guest FourOone, August 12, 2011
    • 7 replies
    • 2.7k views
    • 
    • DMcGovern
    • August 24, 2011

50. Can't find corporate resolution for an amendment

    By Guest jc1457, April 9, 2009
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 11, 2009