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Plan Document Amendments

781 topics in this forum

  1. QDRO

    By Madmac,
    • 6 replies
    • 2k views

  2. Takeover plans & plan documents

    By chuTzPA,
    • 7 replies
    • 2.1k views
    • Bri
    • Bri

  3. restatement to change plan year end

    By M Norton,   
    • 4 replies
    • 1.1k views

  4. Document correction

    By Cynchbeast,
    • 2 replies
    • 776 views

  5. Change Non-SH Allocation Formula?

    By Cloudy,
    • 21 replies
    • 4.2k views

  6. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA,   
    • 18 replies
    • 3.5k views

  7. Effect of Late Discretionary Amendment

    By JJRetirement,   
    • 3 replies
    • 1.5k views

  8. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999,
    • 4 replies
    • 1.7k views

  9. 403(b) restatements with pre-approved language

    By Belgarath,
    • 1 reply
    • 949 views

  10. Amendment to Discretionary Match / Notification to Employees

    By TPA Bob,
    • 2 replies
    • 1.4k views

  11. Does the plan document say anything about a participant's power of attorney?

    By Peter Gulia,   
    • 15 replies
    • 5.8k views

  12. Provider of TRA 86 401k documents?

    By Fully Vested,
    • 2 replies
    • 1.6k views

  13. What is the remedial-amendment date if the plan's sponsor will not apply for the IRS's determination?

    By Peter Gulia,   
    • 0 replies
    • 939 views

  14. Amend Plan to fully vest former owner of split company?

    By pensionreview,
    • 4 replies
    • 1.2k views

  15. Submit PPA 5307 g

    By pgold,
    • 0 replies
    • 829 views

  16. Determination Letter for Volume Submitter Plan

    By Doghouse,   
    • 0 replies
    • 1.4k views

  17. Amend plan to change trustee retroactively?

    By Lori H,
    • 2 replies
    • 3.1k views

  18. Does a Form 5300 review ever ask about operational compliance?

    By Peter Gulia,   
    • 6 replies
    • 1.6k views

  19. Should an individually-designed plan omit getting a determination in this last cycle?

    By Peter Gulia,   
    • 13 replies
    • 1.7k views

  20. Document sponsor can correct users’ failures to adopt the document

    By Peter Gulia,   
    • 1 reply
    • 1.2k views

  21. Eligibility change mid year to safe harbor plan.

    By Rai401k,
    • 2 replies
    • 3.1k views

  22. What was Cycle E plan's deadline to adopt pre-approved plan - 1/31/2016 or 4/30/2016?

    By SavingsRUS,
    • 0 replies
    • 1.1k views

  23. How long does the IRS take for a determination on a Form 5307 application?

    By Peter Gulia,   
    • 3 replies
    • 1.6k views

  24. Under the new regime, when must a sponsor of an individually-designed plan do plan amendments?

    By Peter Gulia,   
    • 3 replies
    • 1.2k views

  25. Trustees signing PPA Restatement

    By Tinman,
    • 5 replies
    • 1.5k views

  26. PPA Restatement and Nonamender Timing

    By WDIK,
    • 1 reply
    • 1.4k views

  27. Does VS plan that lost VS status have to restate by 4/30/2016? 4/30/2017?

    By SavingsRUS,   
    • 1 reply
    • 1k views

  28. Should we amend the plan to allow immediate entry

    By pam@bbm,
    • 6 replies
    • 2.3k views

  29. Mid-Year Amendment to Waiver of Allocation Conditions

    By Spodie,   
    • 1 reply
    • 1.7k views

  30. PPA document software

    By jane murray,
    • 6 replies
    • 1.6k views

  31. Plan Sponsor closed, Freeze Plan?

    By Basically,
    • 3 replies
    • 1.4k views

  32. PPA Restatement

    By DTH,
    • 0 replies
    • 1.1k views
    • DTH
    • DTH

  33. Can You Change the Plan Sponsor Upon Restatement?

    By Susan S.,
    • 3 replies
    • 1.4k views

  34. Cycle E PPA Amendment

    By pgold,   
    • 0 replies
    • 1.1k views

  35. Mid year amendments but document not executed

    By KimBoyd1105,
    • 2 replies
    • 1.1k views

  36. Safe Harbor Plan Changes

    By msmith,
    • 3 replies
    • 1.3k views

  37. Two mergers: what is applicable cycle?

    By JJRetirement,   
    • 0 replies
    • 1.1k views

  38. Do I need to change NRA?

    By AlbanyConsultant,
    • 0 replies
    • 1.1k views

  39. Recommendations/Comments for Plan Document Services

    By Guest mcmiller,   
    • 3 replies
    • 1.4k views

  40. SH 401k Plan Terminating Jan or Feb 2016 Amend for PPA?

    By CAR,
    • 1 reply
    • 1.2k views
    • Bird
    • Bird

  41. Amending discretionary ps formula

    By MarZDoates,
    • 5 replies
    • 1.4k views

  42. retroactive participating agreement effective date

    By Jerry Erisa,
    • 5 replies
    • 4k views

  43. John Hancock Prototype - YES OR NO?????

    By pkfountain,
    • 3 replies
    • 2.4k views

  44. PPA Restatement of Safe Harbor Plan

    By 401kQ's,
    • 1 reply
    • 1.7k views

  45. Signature on Board Resolution instead of Plan Adoption Agreement

    By Jerry Erisa,
    • 8 replies
    • 5.1k views

  46. PS with NRA 60, but has Pension Assets

    By Belgarath,
    • 9 replies
    • 2.2k views

  47. Inward rollovers TO a qualified plan by

    By Jerry Erisa,
    • 8 replies
    • 1.9k views

  48. Amendment for PS

    By jmartin,
    • 7 replies
    • 1.9k views

  49. Plan sponsor changed its name last week - amend when?

    By AlbanyConsultant,
    • 1 reply
    • 1.5k views

  50. New Vesting Schedule

    By jpod,
    • 0 replies
    • 1.5k views
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