Plan Document Amendments

777 topics in this forum

1. Adopting an amendment

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

2. Effective date for amending/restating MP to PS

   By Belgarath, October 13, 2014
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • October 14, 2014

3. EZ PS plan not restated/amended since 1997

   By TPApril, May 28, 2014
   • 3 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • October 7, 2014

4. VS versus Prototype

   By MarZDoates, September 30, 2014
   • 1 reply
   • 1k views
   • 
   • Kevin C
   • September 30, 2014

5. Merger of ESOP

   By LIBERTYKID, September 16, 2014
   • 0 replies
   • 1.3k views
   • 
   • LIBERTYKID
   • September 16, 2014

6. Not "true" ESOP

   By Spodie, August 7, 2014   

   • ESOP
   • Plan Termination
   • (and 1 more)

     Tagged with:

     • ESOP
     • Plan Termination
     • Restatement
   • 2 replies
   • 1.9k views
   • 
   • Flyboyjohn
   • August 8, 2014

7. Early Retirement Date- Protected Benefit?

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

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

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

9. Amending and Restating Safe Harbor plan into PPA document

   By TPAnnie, June 30, 2014
   • 3 replies
   • 3.9k views
   • 
   • Kevin C
   • July 1, 2014

10. Very minor modifications to VS documents

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

11. Can Determination Letter be challenged on audit?

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

12. Adopting retro corrective amendment for early entrant

    By MarZDoates, May 30, 2014
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • May 30, 2014

13. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.5k views
    • 
    • 52626
    • May 30, 2014

14. Safe Harbor Plan 401(k) Plan - Amend to Change Sponsor Address

    By MarZDoates, May 27, 2014
    • 8 replies
    • 4k views
    • 
    • jpod
    • May 29, 2014

15. PPA opinion letters for DC prototype/volume submitter out yet?

    By Guest TaxedToDeath, April 10, 2014
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • April 11, 2014

16. Short Plan Year Amendment

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

17. If the IRS determines that a plan amendment disqualifies the plan, can the employer get a return of contributions attributable to the amendment?

    By Peter Gulia, March 17, 2014   

    • remedial-amendment cycle
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 19, 2014

18. 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

19. 11(g) Amendment

    By Lame Duck, February 27, 2014   

    • Adding non-safe harbor alloca
    • 8 replies
    • 7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 10, 2014

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

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

21. 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

22. Plan Amendment - new Trustee

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

23. New Profit Sharing Plan to avoid amending SH Plan

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

24. excluding temporary service for employees subsequently hired

    By M Norton, November 7, 2013   

    • temporary employees
    • staffing agency
    • (and 1 more)

      Tagged with:

      • temporary employees
      • staffing agency
      • temporry workers
    • 2 replies
    • 6.2k views
    • 
    • KJohnson
    • November 7, 2013

25. Electronic Signature of Plan Documents and Amendments

    By msmith, October 30, 2013
    • 0 replies
    • 1.5k views
    • 
    • msmith
    • October 30, 2013

26. True-up when employer contributions suspended midyear

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

27. Protected Benefit?

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

28. IDP without current DL

    By TPApril, July 26, 2013
    • 2 replies
    • 1.8k views
    • 
    • TPApril
    • July 29, 2013

29. Nothing since 2002

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

30. Mistake when restating

    By Rai401k, March 28, 2013
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2013

31. plan restatement - break in service rules

    By AKconsult, March 27, 2013   

    • must I keep these in plan?
    • 0 replies
    • 1.2k views
    • 
    • AKconsult
    • March 27, 2013

32. 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

33. Does a plan amendment have to be sent to the IRS

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 3, 2013

34. HCE Top-Paid Group Election

    By Guest Yolanda, March 2, 2013
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • March 2, 2013

35. Fidelity Prototype - GUST

    By Mike Preston, February 27, 2013
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 27, 2013

36. Relius Documents - Non-Standard Vesting

    By austin3515, February 20, 2013
    • 7 replies
    • 2.3k views
    • 
    • GMK
    • February 21, 2013

37. Would a Retroactive Amendment be Permitted?

    By mal, February 11, 2013
    • 1 reply
    • 4.3k views
    • 
    • Mike Preston
    • February 12, 2013

38. Working Copy Draft for Determination Letter Application

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

39. Change in Employer - Change in Cycle?

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

40. What is determination letter submission deadline

    By Belgarath, January 10, 2013   

    • Slightly modified VS document
    • 0 replies
    • 1.9k views
    • 
    • Belgarath
    • January 10, 2013

41. Non Discretionary Corporate Trustee

    By emmetttrudy, January 3, 2013
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 3, 2013

42. Timing of Amendment

    By emmetttrudy, December 11, 2012
    • 2 replies
    • 1.6k views
    • 
    • MoJo
    • December 12, 2012

43. Determination Letter Filing - missing interim amendments

    By Dennis Povloski, December 7, 2012
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 7, 2012

44. Corporate Trustee - who signs what?

    By HarleyBabe, November 26, 2012
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • November 27, 2012

45. Prototype DB Plan Document

    By emmetttrudy, November 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2012

46. Request for Basic Plan Doc & AA

    By Guest dbj628, September 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 1, 2012

47. 5 or 6 year cycle?

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

48. Amendment Adding Automatic Enrollment

    By Guest kmvr, August 28, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2012

49. Lost signature pages for documents

    By Guest JPR, August 18, 2012
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • August 21, 2012

50. Nonamender

    By Spodie, August 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Spodie
    • August 17, 2012