Plan Document Amendments

767 topics in this forum

1. Implementation of New Hardship Rules

   By jennintenn, October 12, 2018
   • 2 replies
   • 993 views
   • 
   • msmith
   • October 12, 2018

2. adding partipating ER to 401k SH plan

   By doombuggy, October 9, 2018   

   • 401k plan amendment
   • control groups
   • 4 replies
   • 784 views
   • 
   • Larry Starr
   • October 11, 2018

3. Early Inclusion Amendment - Adoption Date

   By msmith, September 6, 2018
   • 4 replies
   • 751 views
   • 
   • ACK
   • September 10, 2018

4. Pension Plan Freeze

   By John Feldt ERPA CPC QPA, June 13, 2018
   • 2 replies
   • 768 views
   • 
   • david rigby
   • June 14, 2018

5. PPA Restatement for FT William Document

   By jkharvey, May 14, 2018
   • 9 replies
   • 1.1k views
   • 
   • NJ Mike
   • May 14, 2018

6. 1000 Hour Accrual Requirement

   By JackS, April 5, 2018   

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

7. to amend or not to amend for disability determination

   By TPApril, March 1, 2018
   • 3 replies
   • 613 views
   • 
   • K2retire
   • April 3, 2018

8. operational failure

   By doombuggy, March 6, 2018
   • 1 reply
   • 717 views
   • 
   • Mike Preston
   • March 6, 2018

9. hand-written amendment

   By WCC, August 22, 2017
   • 11 replies
   • 2.2k views
   • 
   • Earl
   • February 19, 2018

10. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob, February 9, 2018
    • 13 replies
    • 1.4k views
    • 
    • austin3515
    • February 13, 2018

11. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke, January 31, 2018
    • 4 replies
    • 683 views
    • 
    • Kevin C
    • February 6, 2018

12. QDRO

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

13. Takeover plans & plan documents

    By chuTzPA, February 8, 2017
    • 7 replies
    • 1.2k views
    • 
    • Bri
    • December 26, 2017

14. restatement to change plan year end

    By M Norton, August 23, 2017   

    • restatement
    • 52/53 week
    • (and 1 more)

      Tagged with:

      • restatement
      • 52/53 week
      • change plan dates
    • 4 replies
    • 496 views
    • 
    • CuseFan
    • August 24, 2017

15. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 431 views
    • 
    • ESOP Guy
    • August 15, 2017

16. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 2.9k views
    • 
    • Cloudy
    • July 31, 2017

17. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA, June 5, 2017   

    • 411
    • vesting
    • 18 replies
    • 2.2k views
    • 
    • Kevin C
    • June 9, 2017

18. Effect of Late Discretionary Amendment

    By JJRetirement, May 23, 2017   

    • plan amendment
    • remedial amendment period
    • (and 3 more)

      Tagged with:

      • plan amendment
      • remedial amendment period
      • operational error
      • defined contribution
      • late adoption
    • 3 replies
    • 991 views
    • 
    • CuseFan
    • May 25, 2017

19. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999, April 26, 2017
    • 4 replies
    • 1.1k views
    • 
    • Mel_1999
    • April 27, 2017

20. 403(b) restatements with pre-approved language

    By Belgarath, April 12, 2017
    • 1 reply
    • 642 views
    • 
    • Peter Gulia
    • April 13, 2017

21. Amendment to Discretionary Match / Notification to Employees

    By TPA Bob, March 6, 2017
    • 2 replies
    • 985 views
    • 
    • TPA Bob
    • March 7, 2017

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

    By Peter Gulia, February 1, 2017   

    • plan document; procedures; power of attorney
    • 15 replies
    • 3.4k views
    • 
    • K2retire
    • February 3, 2017

23. Provider of TRA 86 401k documents?

    By Fully Vested, December 29, 2016
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • December 29, 2016

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

    By Peter Gulia, December 8, 2016   

    • remedial amendment period
    • 0 replies
    • 616 views
    • 
    • Peter Gulia
    • December 8, 2016

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

    By pensionreview, October 31, 2016
    • 4 replies
    • 748 views
    • 
    • Mike Preston
    • November 16, 2016