Plan Document Amendments

777 topics in this forum

1. Controlled Group

   By Guest mcw, September 3, 2003
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • September 4, 2003

2. Controlled Group Amendment Issues

   By Guest Jeff Underwood, December 3, 2003
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • December 12, 2003

3. controlled group/affiliated service group

   By Guest mcw, August 12, 2003
   • 7 replies
   • 4.9k views
   • 
   • Guest
   • January 30, 2008

4. Conversion of 0% MPP to PSP

   By Lori Foresz, September 8, 2003
   • 2 replies
   • 1.6k views
   • 
   • Lori Foresz
   • September 9, 2003

5. Convert or Merge MPP

   By Below Ground, July 15, 2008
   • 3 replies
   • 1.6k views
   • 
   • Below Ground
   • July 15, 2008

6. Copy of Prior Determination Letter--Where to Find?

   By lkpittman, July 25, 2002
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 21, 2002

7. Corporate Trustee - who signs what?

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

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

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

9. Correcting a No Plan Situation

   By Guest jvajj, June 23, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • June 23, 2009

10. Correction for late restatement

    By Guest Thornton, April 9, 2008
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008

11. Cost for restatement

    By Guest TrustMe401k, January 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 21, 2002

12. Cross Test LRM 94

    By Jean, December 18, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • December 18, 2006

13. Cross v Bragg, 4CA 7/24/2009 decision (unpublished)

    By J Simmons, September 21, 2009
    • 10 replies
    • 2.7k views
    • 
    • Bill Presson
    • September 22, 2009

14. cross-tested volume submitter plans

    By eilano, July 9, 2003
    • 2 replies
    • 2k views
    • 
    • g8r
    • July 10, 2003

15. Cycle 3 - Document Restatements

    By msmith, December 9, 2020
    • 2 replies
    • 774 views
    • 
    • msmith
    • December 9, 2020

16. Cycle 3 deadline.... Date Confused

    By Basically, November 12, 2021
    • 2 replies
    • 1.4k views
    • 
    • Basically
    • November 12, 2021

17. Cycle 3 Document is Delayed

    By Renee H, March 9, 2021
    • 10 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 23, 2021

18. Cycle 3 late adopter

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

19. Cycle A plan amended effective 1/1/2005

    By Guest Iwonder, April 28, 2010
    • 0 replies
    • 904 views
    • 
    • Guest
    • April 28, 2010

20. Cycle E PPA Amendment

    By pgold, December 19, 2015   

    • Interim Amendments
    • 0 replies
    • 986 views
    • 
    • pgold
    • December 19, 2015

21. Datair Plan Documents

    By Guest bill555, August 25, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 26, 2009

22. Date for adopting a GUST document

    By Belgarath, November 3, 2004
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 10, 2004

23. Date of Revised Form 5307

    By mming, October 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 31, 2002

24. Date Plan was Signed

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

25. date to freeze mpp

    By Guest janice55, December 1, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 1, 2009

26. davis bacon plans/gust

    By MJ Hartman, January 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • MJ Hartman
    • January 11, 2002

27. 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

28. DC & DB top heavy minimum benefit

    By Guest RONNIE WASEL, August 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • August 19, 2003

29. DC Prototype Adopts Amendment Taking it Out of Proram

    By rocknrolls2, July 19, 2012
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 19, 2012

30. DC/401(k) LRMs

    By PJ2009, June 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • June 4, 2009

31. deadline for Money Purchase Pension contribution change

    By M Norton, December 17, 2019
    • 1 reply
    • 825 views
    • 
    • Lou S.
    • December 18, 2019

32. Deadline for Notice for Determination Letter....

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

33. Deceased Keogh Owner - who can sign plan amendments/termination documents

    By Cobras59, February 26, 2021
    • 2 replies
    • 711 views
    • 
    • Cobras59
    • February 26, 2021

34. Deductibility issue

    By kmciver, September 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 22, 2002

35. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.7k views
    • 
    • jstorch
    • May 10, 2004

36. Deferral election forms

    By Guest Lil Anderson, August 9, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 9, 2010

37. Defined Benefit Amendments

    By HarleyBabe, December 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 3, 2010

38. Deleted

    By Guest WantsToLearn, November 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 16, 2006

39. Determ Letters

    By Guest Ashley, July 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2003

40. Determination Application - Letter 1014

    By Guest ljsc, March 26, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2007

41. Determination Letter

    By Guest cease, August 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2003

42. Determination Letter Applications

    By Guest jg62098, November 12, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 13, 2007

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. Determination letter filing deadline

    By Belgarath, July 19, 2006
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • July 26, 2006

45. Determination Letter For EGTRRA Pre-Approved Plan

    By Rai401k, June 19, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 25, 2008

46. Determination Letter for Volume Submitter Plan

    By Doghouse, October 25, 2016   

    • volume submitter
    • determination letter
    • (and 1 more)

      Tagged with:

      • volume submitter
      • determination letter
      • amendment
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • October 25, 2016

47. Determination Letter Needed or Word For word adoption?

    By PMC, July 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • July 17, 2002

48. Determination letter needed?

    By Guest RONNIE WASEL, December 3, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2002

49. Determination Letter on Prototype Plan

    By Guest Jane S, January 16, 2004
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • January 16, 2004

50. Determination Letter Request

    By chris, November 14, 2001
    • 0 replies
    • 1.9k views
    • 
    • chris
    • November 14, 2001