Plan Document Amendments

777 topics in this forum

1. News from Arkansas on nonconforming state tax code - increased EGTRRA

   By Dave Baker, March 8, 2002
   • 0 replies
   • 2.6k views
   • 
   • Dave Baker
   • March 8, 2002

2. Plan Amendment for Definition of Allocation Compensation

   By Guest sritts, January 26, 2011
   • 1 reply
   • 2.6k views
   • 
   • Bird
   • January 26, 2011

3. H/S amendment for plan doc by other provider/vendor

   By TPApril, October 19, 2019
   • 15 replies
   • 2.6k views
   • 
   • Peter Gulia
   • November 1, 2019

4. Payment of GUST/EGTRRA expenses from plan assets

   By Guest AndyL, November 14, 2001
   • 4 replies
   • 2.6k views
   • 
   • Belgarath
   • November 28, 2001

5. Termination in '06--Complete Restatement Required?

   By Guest Gompers, August 1, 2006
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • August 10, 2006

6. 8905 Forms by 1/31/2007

   By mwyatt, December 12, 2006
   • 3 replies
   • 2.6k views
   • 
   • David MacLennan
   • December 30, 2006

7. Document Failure - VCP question

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

8. amendments correcting certain disqualifying provisions

   By k man, November 26, 2003
   • 1 reply
   • 2.6k views
   • 
   • Mike Preston
   • December 1, 2003

9. Final 415 Regulation Amendment

   By Gruegen, April 8, 2008
   • 1 reply
   • 2.6k views
   • 
   • J Simmons
   • April 9, 2008

10. EGTRRA restatement date for Individually designed DB

    By Belgarath, November 17, 2011
    • 7 replies
    • 2.6k views
    • 
    • Kevin C
    • November 18, 2011

11. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 20, 2007
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 20, 2007

12. EGTRRA Restatements

    By Scuba 401, December 10, 2009
    • 8 replies
    • 2.5k views
    • 
    • Scuba 401
    • December 21, 2009

13. EGTRRA Restatements Terminating Plan

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

14. Amendment to Remove Participants?

    By ERISA1, August 22, 2008
    • 10 replies
    • 2.5k views
    • 
    • Laura Harrington
    • August 27, 2008

15. Gateway Amendment

    By John Feldt ERPA CPC QPA, February 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2008

16. HEART Amendment

    By msmith, December 15, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2011

17. Adoption Of 94GAR Table

    By Guest merlin, October 15, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 2002

18. Very minor modifications to VS documents

    By Belgarath, July 17, 2012
    • 4 replies
    • 2.5k views
    • 
    • Kevin C
    • June 26, 2014

19. QNEC Provisions

    By Guest Sabadee!, July 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2008

20. 0% Money Purchase Plans

    By Sully, August 18, 2011
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 19, 2011

21. EGTRRA restatements

    By Rai401k, July 28, 2009
    • 16 replies
    • 2.5k views
    • 
    • Rai401k
    • July 30, 2009

22. 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

23. Timing of purely discretionary amendments

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

24. EGTRA Required Amendment

    By Guest Chris May, January 8, 2003
    • 4 replies
    • 2.5k views
    • 
    • KJohnson
    • January 9, 2003

25. Non-sponsor prototype amendments

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

26. Differential Wage Payments

    By BTG, May 25, 2010
    • 1 reply
    • 2.5k views
    • 
    • BTG
    • June 8, 2010

27. Form 8905

    By Guest Phil Schwartz, September 19, 2006
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 19, 2006

28. Re-adopt "Good-Faith" Interim Amendments

    By Rob P, July 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Rob P
    • July 12, 2007

29. Volume submitter

    By Guest bergs, July 1, 2006
    • 1 reply
    • 2.4k views
    • 
    • Bob R
    • July 22, 2006

30. EGTRRA and government plans

    By Guest George Chimento, May 23, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 23, 2005

31. Still VS?

    By Guest dbvail, August 29, 2007
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 4, 2007

32. Age-weighted Profit Sharing Plan

    By Guest AFRICA6796, March 14, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • March 19, 2002

33. Plan amendments signed and submitted late to IRS

    By k man, August 31, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 1, 2006

34. Form 2848 - Unenrolled Return Preparer

    By retbenser, May 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • May 13, 2011

35. 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

36. vcp for non amenders

    By k man, January 17, 2006
    • 2 replies
    • 2.4k views
    • 
    • namealreadyinuse
    • January 18, 2006

37. Idaho and West Virginia seem to have conformed their income tax codes

    By Dave Baker, March 13, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 22, 2002

38. Caught in the Pension Plan Update Vise

    By Guest aidan7, January 8, 2011
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2011

39. EGTRRA aendment, restate for GUST, new EGTRRA amendment?

    By Guest JPAdmin, February 12, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

40. Extended Remedial Amendment Period for Interim Amendments

    By Guest gaham, May 5, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 9, 2009

41. Nothing since 2002

    By Rai401k, April 9, 2013
    • 5 replies
    • 2.4k views
    • 
    • Kevin C
    • April 12, 2013

42. Plan Amendment - new Trustee

    By HarleyBabe, January 3, 2014
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • January 6, 2014

43. Backdating Plan Amendments

    By Ananda, January 4, 2022
    • 10 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 6, 2022

44. 2007 Required Amendments, deadline date?

    By Guest jc1457, February 9, 2009
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • March 5, 2009

45. Guidance on Notice to Interested Parties

    By Guest Powers, February 13, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2002

46. Deadline for Notice for Determination Letter....

    By Guest RONNIE WASEL, January 15, 2004
    • 5 replies
    • 2.3k views
    • 
    • Kirk Maldonado
    • January 23, 2004

47. Good faith EGTRRA Amendment - timing

    By Guest abrandw, October 15, 2003
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2003

48. Short Plan Year Amendment

    By Dougsbpc, April 8, 2014
    • 1 reply
    • 2.3k views
    • 
    • 12AX7
    • April 8, 2014

49. CIGNA 401(a)(9) amendment

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

50. Document Restatement

    By jala, May 4, 2010
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • September 23, 2010