Plan Document Amendments

777 topics in this forum

1. Removing a Trustee

   By K-t-F, July 11, 2022
   • 6 replies
   • 1.8k views
   • 
   • Peter Gulia
   • July 12, 2022

2. Extension of January 31, 2004 GUST deadline?

   By billfgrady, December 30, 2003
   • 6 replies
   • 1.7k views
   • 
   • Lynn Campbell
   • January 22, 2004

3. PPA document software

   By jane murray, January 19, 2016
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • January 20, 2016

4. Non-sponsor prototype amendments

   By Guest JWR, August 20, 2010
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • August 23, 2010

5. 1000 Hour Accrual Requirement

   By JackS, April 5, 2018   

   • protected benefit
   • 411(d)
   • 6 replies
   • 1.5k views
   • 
   • JackS
   • April 10, 2018

6. Amending a terminated plan

   By Blinky the 3-eyed Fish, April 29, 2003
   • 6 replies
   • 2.1k views
   • 
   • mwyatt
   • May 1, 2003

7. multiple employer plan filing

   By MJ Hartman, October 15, 2002
   • 6 replies
   • 1.9k views
   • 
   • mbozek
   • October 16, 2002

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

   By Peter Gulia, July 12, 2016   

   • qualification; Form 5300
   • 6 replies
   • 1.4k views
   • 
   • Peter Gulia
   • July 13, 2016

9. to restate or not restate?

   By Lori H, January 22, 2009
   • 6 replies
   • 1.7k views
   • 
   • Lori H
   • January 26, 2009

10. Document Failure - VCP question

    By Guest PensionAdministrator, August 25, 2005
    • 6 replies
    • 2.6k views
    • 
    • WDIK
    • August 26, 2005

11. Increasing Involuntary Distribution Threshold

    By Guest Judy S, July 25, 2007
    • 6 replies
    • 4k views
    • 
    • Guest
    • August 2, 2007

12. Catch-ups

    By Guest kdm, July 3, 2002
    • 6 replies
    • 3.6k views
    • 
    • Belgarath
    • July 8, 2002

13. Protected Benefits

    By Spodie, February 12, 2010
    • 6 replies
    • 5.9k views
    • 
    • Kevin C
    • February 15, 2010

14. EGTRRA amendment required for terminated plan?

    By Medusa, January 9, 2002
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 10, 2002

15. failure to amend for ppa & egtrra

    By Beemer, March 21, 2011
    • 6 replies
    • 2k views
    • 
    • Beemer
    • March 25, 2011

16. Intentional New Plan Disqualification

    By John Feldt ERPA CPC QPA, March 13, 2014   

    • Intentional Disqualification
    • ab initio
    • (and 6 more)

      Tagged with:

      • Intentional Disqualification
      • ab initio
      • from inception
      • void
      • disqualify
      • determination letter
      • unfavorable letter
      • new plan
    • 6 replies
    • 1.5k views
    • 
    • My 2 cents
    • March 14, 2014

17. GUST Amendments and Terminated Plans

    By davef, November 7, 2002
    • 6 replies
    • 2k views
    • 
    • davef
    • November 13, 2002

18. Takeover Plan with Prototype

    By Dougsbpc, April 10, 2008
    • 6 replies
    • 2.1k views
    • 
    • J Simmons
    • April 15, 2008

19. Protected Benefit issue

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

20. QDRO

    By Madmac, January 22, 2018
    • 6 replies
    • 1.7k views
    • 
    • Pam Shoup
    • January 24, 2018

21. Is this choice-of-law provision now common?

    By Peter Gulia, June 3, 2021
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 4, 2021

22. EGTRRA Restatements Terminating Plan

    By perkinsran, September 3, 2008
    • 6 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

23. Can a retirement plan’s sponsor adopt disaster and emergency provisions in advance?

    By Peter Gulia, May 11, 2020   

    • tax qualification; pre-approved; irs
    • 6 replies
    • 871 views
    • 
    • Luke Bailey
    • May 11, 2020

24. PPA Restatement for Sungard Volume Submitter Docs

    By Susan S., October 4, 2011
    • 6 replies
    • 4.1k views
    • 
    • Peanut Butter Man
    • October 20, 2011

25. terminating plan and no egtrra amendment

    By abanky, August 6, 2008
    • 6 replies
    • 2.3k views
    • 
    • abanky
    • August 6, 2008

26. change of benefit options

    By Guest Smokin, April 26, 2011
    • 6 replies
    • 1.5k views
    • 
    • QNPG
    • April 27, 2011

27. ESOP

    By Guest mcw, August 20, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 22, 2003

28. May a practitioner allow an employer to ignore an employer’s past failure to administer a retirement plan according to the plan’s terms?

    By Peter Gulia, November 25, 2009
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • November 28, 2009

29. change of Plan Sponsor

    By Chippy, October 17, 2018
    • 5 replies
    • 1.1k views
    • 
    • jpod
    • October 18, 2018

30. 5307 question

    By Richard Anderson, October 8, 2002
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

31. Corporation dissolved - who adopts restated plan or amendments?

    By Belgarath, July 9, 2014
    • 5 replies
    • 1.9k views
    • 
    • Belgarath
    • July 10, 2014

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

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

33. True-up when employer contributions suspended midyear

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

34. Adopting an amendment

    By Chippy, October 22, 2014
    • 5 replies
    • 1.3k views
    • 
    • QDROphile
    • October 22, 2014

35. Frozen plan for closed company

    By SoCalActuary, April 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • April 8, 2011

36. Whether an amendment is needed or not

    By HarleyBabe, January 13, 2011
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • January 14, 2011

37. Plan Amendment - new Trustee

    By HarleyBabe, January 3, 2014
    • 5 replies
    • 2.3k views
    • 
    • BG5150
    • January 6, 2014

38. Adding an arbitration provision?

    By Peter Gulia, September 29, 2019   

    • plan document; preapproved; irs; arbitration
    • 5 replies
    • 1k views
    • 
    • Bob the Swimmer
    • September 30, 2019

39. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • February 20, 2002

40. VS or Prototype

    By R. Butler, October 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • November 11, 2011

41. Will a prototype document allow a user to specify an investment alternative by its name?

    By Peter Gulia, September 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • February 18, 2010

42. Does a plan amendment to specify a time limit for a claim break preapproved treatment?

    By Peter Gulia, January 8, 2014
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 9, 2014

43. Nothing since 2002

    By Rai401k, April 9, 2013
    • 5 replies
    • 2.3k views
    • 
    • Kevin C
    • April 12, 2013

44. New Profit Sharing Plan to avoid amending SH Plan

    By Rai401k, November 15, 2013
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • November 18, 2013

45. EGTRRA Amendment Fees

    By BeanCounterBlues, October 15, 2008
    • 5 replies
    • 2.2k views
    • 
    • BeanCounterBlues
    • October 16, 2008

46. Timing of purely discretionary amendments

    By Guest JM123, September 21, 2011
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 9, 2011

47. Trustees signing PPA Restatement

    By Tinman, March 17, 2016
    • 5 replies
    • 1.2k views
    • 
    • Tinman
    • March 18, 2016

48. 415 Amendment

    By BTG, October 17, 2008
    • 5 replies
    • 3.6k views
    • 
    • Everett Moreland
    • November 20, 2008

49. Dual Plan Provisions, need experts advice

    By stephen20, March 17, 2021
    • 5 replies
    • 1k views
    • 
    • Alonzo Church
    • March 18, 2021

50. Multiple Employer Plans

    By John Feldt ERPA CPC QPA, May 11, 2011
    • 5 replies
    • 2.1k views
    • 
    • DMcGovern
    • May 11, 2011