Plan Document Amendments

778 topics in this forum

1. Document Restatement

   By jala, May 4, 2010
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • September 23, 2010

2. Retroactive participation agreement

   By hunter001, February 27, 2020
   • 7 replies
   • 2.3k views
   • 
   • JackS
   • February 27, 2020

3. New Contribution Limits and State Taxes

   By Christine Roberts, December 6, 2001
   • 6 replies
   • 2.3k views
   • 
   • Dave Baker
   • December 18, 2001

4. Controlled Group Amendment Issues

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

5. terminating plan and no egtrra amendment

   By abanky, August 6, 2008
   • 6 replies
   • 2.3k views
   • 
   • abanky
   • August 6, 2008

6. GUST determination letter application must be filed by February 28, 20

   By Guest 91smithie, February 5, 2002
   • 7 replies
   • 2.3k views
   • 
   • Moe Howard
   • February 12, 2002

7. Relius Documents - Non-Standard Vesting

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

8. 401(a) 9 amendment

   By SheilaD, December 8, 2008
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • December 11, 2008

9. Mandatory Distribution Amendment

   By J Simmons, January 3, 2008
   • 3 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • January 4, 2008

10. Determination Letter Applications

    By Guest jg62098, November 12, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 13, 2007

11. plan amendment and resolution?

    By Gary, July 23, 2010
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • July 25, 2010

12. Redlining requirement for Cycle C submissions

    By Trekker, April 18, 2008
    • 2 replies
    • 2.2k views
    • 
    • Trekker
    • April 25, 2008

13. EGTRRA Restatement fee

    By Guest 401kadmin_man, December 3, 2008
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • December 3, 2008

14. how "material" for an SMM?

    By AlbanyConsultant, June 22, 2007
    • 7 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2007

15. Late amender

    By Guest JPIngold, July 5, 2011
    • 2 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • August 18, 2011

16. EGTRRA Amendment Fees

    By BeanCounterBlues, October 15, 2008
    • 5 replies
    • 2.2k views
    • 
    • BeanCounterBlues
    • October 16, 2008

17. How do we get PPA provisions in pre-approved plans?

    By Trekker, April 15, 2008
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • April 16, 2008

18. Slap-on amendments

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

19. John Hancock Prototype - YES OR NO?????

    By pkfountain, May 11, 2015
    • 3 replies
    • 2.2k views
    • 
    • pkfountain
    • May 11, 2015

20. GUST plan restated AFTER 1/1/97

    By Guest slt, October 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 23, 2001

21. 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

22. New Rollover Rules

    By joel, March 6, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • March 8, 2002

23. Catch up Match Calculation

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

24. Missed Cycle A deadline

    By Guest Livia, June 4, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 2007

25. Minor deviations from master volume submitter

    By Gudgergirl, January 20, 2010
    • 4 replies
    • 2.2k views
    • 
    • Gudgergirl
    • January 22, 2010

26. How to file with VPC (prototype adopter and late restatement)

    By Guest moosegirl, March 6, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 6, 2004

27. Sample EGTRRA Amendments

    By k man, May 12, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 2005

28. Amend from current year testing to prior year

    By Richard Anderson, April 17, 2010
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • April 23, 2010

29. Late amender

    By R. Butler, September 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2003

30. PPA Extension

    By Guest Benefitsrock, December 1, 2009
    • 12 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2009

31. "Due Date" of the determination letter application? (5307)

    By Guest RONNIE WASEL, January 30, 2004
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • January 30, 2004

32. New plan, Cycle A, to be signed March 2007

    By Trekker, December 15, 2006
    • 4 replies
    • 2.2k views
    • 
    • Trekker
    • March 23, 2007

33. Rollovers from IRA to Profit Sharing Plans.

    By stevena, January 9, 2002
    • 1 reply
    • 2.2k views
    • 
    • pmacduff
    • January 9, 2002

34. Questions regarding restated document provisions

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

35. What is the point in giving historical information about pre-amendment

    By BFree, January 15, 2002
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 4, 2002

36. Retroative Non-GUST Amendments on GUST Prototype Restatement?

    By Guest T-BONE, May 7, 2002
    • 7 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 8, 2002

37. Multiple Employer Plans

    By John Feldt ERPA CPC QPA, May 11, 2011
    • 5 replies
    • 2.1k views
    • 
    • DMcGovern
    • May 11, 2011

38. Numbering Amendments after restatement...

    By Guest RONNIE WASEL, February 17, 2003
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

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

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

40. Consent Resolution

    By Guest Spock, October 5, 2009
    • 2 replies
    • 2.1k views
    • 
    • K2retire
    • October 5, 2009

41. List of Required Provisions - EGTRRA

    By wmyer, April 25, 2005
    • 2 replies
    • 2.1k views
    • 
    • wmyer
    • April 25, 2005

42. Amending a terminated plan

    By Blinky the 3-eyed Fish, April 29, 2003
    • 6 replies
    • 2.1k views
    • 
    • mwyatt
    • May 1, 2003

43. Sample Amendment Language for Terminating Plan

    By chris, March 8, 2002
    • 1 reply
    • 2.1k views
    • 
    • Lynn Campbell
    • March 8, 2002

44. What's remedial amendment period deadline for 403(b) plan?

    By Guest Twitch, September 24, 2003
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • September 24, 2003

45. Safe Harbor Plan Amendment vs. Resolution

    By Spodie, December 28, 2010
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • December 29, 2010

46. Amending a frozen MPP plan to allow for in service dist?

    By kwalified, December 9, 2011
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • February 8, 2012

47. Takeover Plan with Prototype

    By Dougsbpc, April 10, 2008
    • 6 replies
    • 2.1k views
    • 
    • J Simmons
    • April 15, 2008

48. 2008 Interim Amendments

    By Guest Grumpy456, December 17, 2008
    • 6 replies
    • 2.1k views
    • 
    • D Syrett
    • December 21, 2008

49. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob, February 9, 2018
    • 13 replies
    • 2.1k views
    • 
    • austin3515
    • February 13, 2018

50. Effective Date of Cycle 3 Restatement 1 Day After Deadline?

    By ERISA1, June 28, 2022
    • 12 replies
    • 2.1k views
    • 
    • Peter Gulia
    • August 1, 2022