Plan Document Amendments

777 topics in this forum

1. Automatic Rollover Amendment and 2005-95

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

2. Automatic Rollover Issue

   By chris, January 3, 2005
   • 0 replies
   • 1.7k views
   • 
   • chris
   • January 3, 2005

3. Automatic Rollovers of Certain Distributions

   By Guest KFLETT, December 3, 2002
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • December 3, 2002

4. Backdating Plan Amendments

   By Ananda, January 4, 2022
   • 10 replies
   • 2.3k views
   • 
   • Luke Bailey
   • January 6, 2022

5. CAF Number

   By Rai401k, September 16, 2009
   • 3 replies
   • 4.2k views
   • 
   • Blinky the 3-eyed Fish
   • November 6, 2009

6. Can a PPA restatement be effective January 1 2014?

   By Lori H, November 7, 2014
   • 4 replies
   • 2.4k views
   • 
   • Tom Poje
   • November 11, 2014

7. 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
   • 870 views
   • 
   • Luke Bailey
   • May 11, 2020

8. Can Determination Letter be challenged on audit?

   By Flyboyjohn, June 10, 2014
   • 9 replies
   • 1.5k views
   • 
   • masteff
   • June 11, 2014

9. Can I add an adopting employer after year end?

   By Jakyasar, February 8, 2021
   • 20 replies
   • 3.7k views
   • 
   • DDahl
   • September 1, 2021

10. Can we retroactively amend during amendment period

    By R. Butler, September 3, 2003
    • 0 replies
    • 1.6k views
    • 
    • R. Butler
    • September 3, 2003

11. Can You Change the Plan Sponsor Upon Restatement?

    By Susan S., January 13, 2016
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • January 13, 2016

12. Can't determine ADP/ACP testing methods for 1997-1999.

    By R. Butler, January 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

13. Can't find corporate resolution for an amendment

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

14. cares act and compensation definition

    By Beemer, May 27, 2021
    • 0 replies
    • 833 views
    • 
    • Beemer
    • May 27, 2021

15. Cash Balance - PPA Restatements

    By msmith, November 8, 2018
    • 3 replies
    • 1.6k views
    • 
    • ERISA1
    • September 16, 2019

16. Cash Balance GUST Question

    By Guest CRC02, August 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2002

17. Cash Balance Plan never submitted

    By Rai401k, March 16, 2012
    • 3 replies
    • 1.9k views
    • 
    • Rai401k
    • March 26, 2012

18. Cash Balance Restatement - Cycle A

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

19. Catch Up Contributions

    By Guest Chris May, February 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 18, 2003

20. Catch up Match Calculation

    By Guest Factster, January 22, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • January 24, 2002

21. Catch-up Contributions - 401k and IRA

    By Guest Suanne, June 17, 2003
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 17, 2003

22. Catch-up Contributions - Age 50 Requirement

    By Guest nmh, January 15, 2003
    • 2 replies
    • 1.8k views
    • 
    • kocak
    • January 16, 2003

23. Catch-ups

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

24. Caught in the Pension Plan Update Vise

    By Guest aidan7, January 8, 2011
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2011

25. Cert of Intent to Adopt and Controlled Group

    By jkharvey, September 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • September 14, 2004

26. Certification of Intent to Adopt

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

27. Certification to adopt Volume Submitter

    By nancy, September 17, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 17, 2003

28. Certified Intent to Adopt?

    By stevena, November 29, 2001
    • 13 replies
    • 3.5k views
    • 
    • Guest
    • January 4, 2002

29. Change from fiscal to calendar year

    By Guest PensionPrincess, March 19, 2013   

    • Plan Amendment
    • fiscal to calendar
    • (and 1 more)

      Tagged with:

      • Plan Amendment
      • fiscal to calendar
      • amendment deadline
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • March 19, 2013

30. Change in Employer - Change in Cycle?

    By emmetttrudy, June 1, 2012
    • 2 replies
    • 1.9k views
    • 
    • Yesrod5
    • January 18, 2013

31. change in name of sponsor

    By Guest lip, March 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2009

32. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 3.6k views
    • 
    • Cloudy
    • July 31, 2017

33. change of benefit options

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

34. change of Plan Sponsor

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

35. Change of Vesting Schedule with EGTRRA

    By Guest ERISA Geek, November 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 14, 2002

36. Changes required by IRS

    By Guest Kathleen Meagher, November 14, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

37. Changes to the Determination Letter Program

    By Guest Pensions in Paradise, May 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 13, 2003

38. Changing a PPA Amendment

    By Susan S., October 23, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 28, 2014

39. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall, October 28, 2021
    • 3 replies
    • 897 views
    • 
    • RatherBeGolfing
    • October 30, 2021

40. Changing NRA and adding ERA

    By TBob, June 6, 2011
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 6, 2011

41. Changing sponsor name on an advisory letter

    By Guest Grumpy456, June 5, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 5, 2008

42. Chaning Prototype Sponsor; Re-Amend for 415, HEART, etc.

    By Guest djw, October 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • October 15, 2011

43. choice in adopting EGTRRA amendments?

    By eilano, February 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

44. Church Plan GUST RAP

    By Guest APierce, August 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 27, 2003

45. CIGNA 401(a)(9) amendment

    By traveler, September 4, 2008
    • 5 replies
    • 2.3k views
    • 
    • traveler
    • September 8, 2008

46. Claims Procedures

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 24, 2003

47. Closed S Corp's Simple 401K: EGTRRA Adoption Amendment

    By Guest VS007, April 1, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2011

48. Confused About EGTRRA Restatement & Filing Deadlines

    By PJ2009, September 9, 2009
    • 2 replies
    • 1.5k views
    • 
    • PJ2009
    • September 9, 2009

49. confused about the dates

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

50. Consent Resolution

    By Guest Spock, October 5, 2009
    • 2 replies
    • 2.1k views
    • 
    • K2retire
    • October 5, 2009