Plan Document Amendments

784 topics in this forum

1. Amendment for PS

   By jmartin, January 13, 2015
   • 7 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 16, 2015

2. Plan sponsor changed its name last week - amend when?

   By AlbanyConsultant, December 29, 2014
   • 1 reply
   • 1.6k views
   • 
   • jpod
   • December 29, 2014

3. New Vesting Schedule

   By jpod, December 17, 2014
   • 0 replies
   • 1.6k views
   • 
   • jpod
   • December 17, 2014

4. applying for determination letter

   By Chippy, November 14, 2014
   • 2 replies
   • 1.8k views
   • 
   • Chippy
   • November 14, 2014

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

   By Lori H, November 7, 2014
   • 4 replies
   • 2.6k views
   • 
   • Tom Poje
   • November 11, 2014

6. PPA Restatement Of All Retirement Plans-Signatures

   By jala, November 5, 2014
   • 3 replies
   • 1.8k views
   • 
   • jala
   • November 5, 2014

7. Changing a PPA Amendment

   By Susan S., October 23, 2014
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • October 28, 2014

8. Adopting an amendment

   By Chippy, October 22, 2014
   • 5 replies
   • 1.6k views
   • 
   • QDROphile
   • October 22, 2014

9. Effective date for amending/restating MP to PS

   By Belgarath, October 13, 2014
   • 2 replies
   • 1.5k views
   • 
   • Belgarath
   • October 14, 2014

10. EZ PS plan not restated/amended since 1997

    By TPApril, May 28, 2014
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 7, 2014

11. VS versus Prototype

    By MarZDoates, September 30, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • September 30, 2014

12. Merger of ESOP

    By LIBERTYKID, September 16, 2014
    • 0 replies
    • 1.5k views
    • 
    • LIBERTYKID
    • September 16, 2014

13. Not "true" ESOP

    By Spodie, August 7, 2014   

    • ESOP
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • ESOP
      • Plan Termination
      • Restatement
    • 2 replies
    • 2.2k views
    • 
    • Flyboyjohn
    • August 8, 2014

14. Early Retirement Date- Protected Benefit?

    By Flyboyjohn, August 7, 2014
    • 4 replies
    • 3.1k views
    • 
    • Flyboyjohn
    • August 8, 2014

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

    By Belgarath, July 9, 2014
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • July 10, 2014

16. Amending and Restating Safe Harbor plan into PPA document

    By TPAnnie, June 30, 2014
    • 3 replies
    • 4.2k views
    • 
    • Kevin C
    • July 1, 2014

17. Very minor modifications to VS documents

    By Belgarath, July 17, 2012
    • 4 replies
    • 2.9k views
    • 
    • Kevin C
    • June 26, 2014

18. Can Determination Letter be challenged on audit?

    By Flyboyjohn, June 10, 2014
    • 9 replies
    • 1.8k views
    • 
    • masteff
    • June 11, 2014

19. Adopting retro corrective amendment for early entrant

    By MarZDoates, May 30, 2014
    • 1 reply
    • 1.5k views
    • 
    • BG5150
    • May 30, 2014

20. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.8k views
    • 
    • 52626
    • May 30, 2014

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

    By MarZDoates, May 27, 2014
    • 8 replies
    • 4.6k views
    • 
    • jpod
    • May 29, 2014

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

    By Guest TaxedToDeath, April 10, 2014
    • 3 replies
    • 2.4k views
    • 
    • Kevin C
    • April 11, 2014

23. Short Plan Year Amendment

    By Dougsbpc, April 8, 2014
    • 1 reply
    • 2.6k views
    • 
    • 12AX7
    • April 8, 2014

24. 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
    • 1.9k views
    • 
    • Peter Gulia
    • March 19, 2014

25. 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
    • 1.9k views
    • 
    • My 2 cents
    • March 14, 2014

26. 11(g) Amendment

    By Lame Duck, February 27, 2014   

    • Adding non-safe harbor alloca
    • 8 replies
    • 7.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 10, 2014

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

    By Rob P, November 22, 2013
    • 1 reply
    • 3.5k views
    • 
    • Trekker
    • February 4, 2014

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

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

29. Plan Amendment - new Trustee

    By HarleyBabe, January 3, 2014
    • 5 replies
    • 2.7k views
    • 
    • BG5150
    • January 6, 2014

30. New Profit Sharing Plan to avoid amending SH Plan

    By Rai401k, November 15, 2013
    • 5 replies
    • 2.3k views
    • 
    • Bird
    • November 18, 2013

31. 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
    • 6.7k views
    • 
    • KJohnson
    • November 7, 2013

32. Electronic Signature of Plan Documents and Amendments

    By msmith, October 30, 2013
    • 0 replies
    • 1.7k views
    • 
    • msmith
    • October 30, 2013

33. True-up when employer contributions suspended midyear

    By jaxon1225, September 19, 2013
    • 5 replies
    • 3.2k views
    • 
    • Bird
    • September 20, 2013

34. Protected Benefit?

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

35. IDP without current DL

    By TPApril, July 26, 2013
    • 2 replies
    • 2.1k views
    • 
    • TPApril
    • July 29, 2013

36. Nothing since 2002

    By Rai401k, April 9, 2013
    • 5 replies
    • 2.7k views
    • 
    • Kevin C
    • April 12, 2013

37. Mistake when restating

    By Rai401k, March 28, 2013
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • March 29, 2013

38. plan restatement - break in service rules

    By AKconsult, March 27, 2013   

    • must I keep these in plan?
    • 0 replies
    • 1.4k views
    • 
    • AKconsult
    • March 27, 2013

39. 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
    • 2.7k views
    • 
    • david rigby
    • March 19, 2013

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

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • March 3, 2013

41. HCE Top-Paid Group Election

    By Guest Yolanda, March 2, 2013
    • 2 replies
    • 2.1k views
    • 
    • BG5150
    • March 2, 2013

42. Fidelity Prototype - GUST

    By Mike Preston, February 27, 2013
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 27, 2013

43. Relius Documents - Non-Standard Vesting

    By austin3515, February 20, 2013
    • 7 replies
    • 2.7k views
    • 
    • GMK
    • February 21, 2013

44. Would a Retroactive Amendment be Permitted?

    By mal, February 11, 2013
    • 1 reply
    • 4.5k views
    • 
    • Mike Preston
    • February 12, 2013

45. Working Copy Draft for Determination Letter Application

    By kgr12, January 17, 2013
    • 3 replies
    • 3.2k views
    • 
    • jpod
    • January 18, 2013

46. Change in Employer - Change in Cycle?

    By emmetttrudy, June 1, 2012
    • 2 replies
    • 2.1k views
    • 
    • Yesrod5
    • January 18, 2013

47. What is determination letter submission deadline

    By Belgarath, January 10, 2013   

    • Slightly modified VS document
    • 0 replies
    • 2.1k views
    • 
    • Belgarath
    • January 10, 2013

48. Non Discretionary Corporate Trustee

    By emmetttrudy, January 3, 2013
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 3, 2013

49. Timing of Amendment

    By emmetttrudy, December 11, 2012
    • 2 replies
    • 1.8k views
    • 
    • MoJo
    • December 12, 2012

50. Determination Letter Filing - missing interim amendments

    By Dennis Povloski, December 7, 2012
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 7, 2012