Plan Document Amendments

777 topics in this forum

1. Slap-on amendments

   By Guest Pensions in Paradise, August 14, 2003
   • 5 replies
   • 2.2k views
   • 
   • E as in ERISA
   • September 5, 2003

2. Volume Submitter plans

   By Guest ccharper, November 13, 2008
   • 5 replies
   • 1.9k views
   • 
   • K2retire
   • November 22, 2008

3. Questions regarding restated document provisions

   By Lori H, January 6, 2009
   • 5 replies
   • 2.2k views
   • 
   • Lori H
   • January 7, 2009

4. retroactive participating agreement effective date

   By Jerry Erisa, May 8, 2015
   • 5 replies
   • 3.6k views
   • 
   • Briandfox
   • June 25, 2015

5. PPA 06 amendment for terminating plans

   By DMcGovern, October 22, 2008
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • January 8, 2009

6. Does outgoing trustee sign trustee change amendment?

   By TPApril, December 18, 2020
   • 5 replies
   • 1.3k views
   • 
   • TPApril
   • December 23, 2020

7. IRS Submissions

   By Guest asire2002, May 7, 2003
   • 5 replies
   • 3.3k views
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   • Guest
   • May 16, 2003

8. Terminating before 7/31/22 to avoid restatement

   By TPApril, June 12, 2022
   • 5 replies
   • 1.2k views
   • 
   • G8Rs
   • June 14, 2022

9. VS definition of compensation

   By WCC, September 28, 2021
   • 5 replies
   • 1.4k views
   • 
   • WCC
   • September 29, 2021

10. Date Plan was Signed

    By retbenser, December 31, 2010
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 19, 2011

11. GUST extension still available if plan already amended for GUST (with a determination letter)? Need to change ADP/ACP testing for 2002

    By Jeff Kirtner, September 30, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • October 1, 2003

12. Deadline for Notice for Determination Letter....

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

13. CIGNA 401(a)(9) amendment

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

14. Amending discretionary ps formula

    By MarZDoates, September 11, 2015
    • 5 replies
    • 1.3k views
    • 
    • MarZDoates
    • September 11, 2015

15. Restatement deadline when employer sponsors both a prototype DB and DC

    By Guest Rudy, September 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 18, 2002

16. DB plan with Normal Form of J&100

    By John Feldt ERPA CPC QPA, January 13, 2009
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

17. Plan not amended for final 401(k)

    By MBCarey, March 24, 2009
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • April 1, 2009

18. Non-Standardized IDP vs. Prototypes

    By Rayofsunshine, February 20
    • 4 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 24

19. Cycle 3 late adopter

    By Tom, September 7, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • September 8, 2022

20. 2007 Required Amendments, deadline date?

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

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

    By LKSmoke, January 31, 2018
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • February 6, 2018

22. Automatic Rollover Amendment and 2005-95

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

23. Exemption of User Fees

    By MBCarey, October 8, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 10, 2002

24. Very minor modifications to VS documents

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

25. Listing of all required amendments?

    By Guest HiKidsImASrPensionAdmin, November 4, 2006
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • May 27, 2007

26. IDP to Prototype-Notice Requirements

    By Guest shaul, January 15, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • January 15, 2009

27. Filing deadlines

    By Belgarath, September 17, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2010

28. Payment of GUST/EGTRRA expenses from plan assets

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

29. Acknowledgement Letter

    By Rai401k, June 21, 2010
    • 4 replies
    • 3.3k views
    • 
    • Oh so SIMPLE
    • June 22, 2010

30. What if a § 401(a) plan matches a governmental § 457(b) deferral?

    By Peter Gulia, April 21, 2022
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 22, 2022

31. Plan Already Terminated -- Winding Down Assets -- Does it need to be a

    By Guest 91smithie, November 15, 2001
    • 4 replies
    • 2.9k views
    • 
    • KJohnson
    • February 11, 2003

32. Allocation of MP/PS combination plan assets to new GUST paired plan

    By Guest dgoldie, August 29, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2002

33. Divorced 12/2020

    By Art Blancia, October 22, 2024
    • 4 replies
    • 580 views
    • 
    • Peter Gulia
    • October 24, 2024

34. Amendments for Corbel volume submitter with adoption agreement

    By Jim Chad, August 13, 2008
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 14, 2008

35. Early Inclusion Amendment - Adoption Date

    By msmith, September 6, 2018
    • 4 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

36. trustee and plan sponsor disagree

    By K2retire, March 31, 2010
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • March 31, 2010

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

    By pensionreview, October 31, 2016
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • November 16, 2016

38. Extension of RAP...

    By Guest RONNIE WASEL, December 10, 2003
    • 4 replies
    • 1.9k views
    • 
    • g8r
    • December 11, 2003

39. GUST amendment Time Frames

    By Guest Fuzzy, November 18, 2002
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • November 19, 2002

40. 8717 - small plan fee waiver

    By Gilmore, March 7, 2009
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2009

41. SMM timing--ridiculous?

    By BG5150, April 29, 2021
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • April 30, 2021

42. GUST Extension

    By Guest Donaldson, October 31, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 31, 2003

43. Catch up Match Calculation

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

44. Plan Documents

    By Guest Karenm, May 23, 2008
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • May 27, 2008

45. new vesting schedule

    By Guest MNR, January 7, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 2002

46. Restatements

    By Belgarath, September 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • September 18, 2008

47. 6-Year Cycle (Volume Submitter)

    By PJ2009, October 13, 2009
    • 4 replies
    • 2.7k views
    • 
    • PJ2009
    • October 19, 2009

48. Non-amenders?

    By Guest MEvans, May 3, 2002
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 5, 2002

49. ESOP Cycle A Determination Letter

    By mwyatt, April 28, 2009
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • May 8, 2009

50. Recd IRS AUdit letter, found mandatory r/o amd was signed late

    By Guest jc1457, April 2, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 2, 2009