Plan Document Amendments

777 topics in this forum

1. directed trustee and separate trust agreement

   By K2retire, June 7, 2012
   • 3 replies
   • 2k views
   • 
   • Stevo-PDX
   • July 31, 2012

2. Amendment with No Resolution

   By Dougsbpc, July 19, 2012
   • 6 replies
   • 5.8k views
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   • mbozek
   • July 23, 2012

3. DC Prototype Adopts Amendment Taking it Out of Proram

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

4. Removal of QJSA

   By Tinman, June 20, 2012
   • 2 replies
   • 1.3k views
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   • Tinman
   • June 20, 2012

5. Advance Notice for Amendment

   By mming, June 18, 2012
   • 1 reply
   • 1.3k views
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   • ETA Consulting LLC
   • June 19, 2012

6. retro amendment-eligibilty

   By Guest algeis, June 5, 2012
   • 0 replies
   • 1.1k views
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   • Guest
   • June 5, 2012

7. Interim Amendments - Corrections

   By Guest ERISAWork, April 13, 2012
   • 1 reply
   • 1.4k views
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   • ETA Consulting LLC
   • April 13, 2012

8. Puerto Rico Plans

   By Nassau, April 12, 2012
   • 0 replies
   • 1.1k views
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   • Nassau
   • April 12, 2012

9. Puerto Rico Plans

   By Nassau, April 11, 2012
   • 0 replies
   • 1k views
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   • Nassau
   • April 11, 2012

10. Amendment Adoption by E-Mail

    By Guest shaul, April 10, 2012
    • 2 replies
    • 1.2k views
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    • GMK
    • April 11, 2012

11. IDP to Prototype

    By Scuba 401, April 9, 2012
    • 1 reply
    • 1.5k views
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    • Kevin C
    • April 10, 2012

12. Exemption From IRS User Fee on Form 8717

    By mming, February 25, 2012
    • 1 reply
    • 2k views
    • 
    • Draper55
    • April 4, 2012

13. Cash Balance Plan never submitted

    By Rai401k, March 16, 2012
    • 3 replies
    • 1.9k views
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    • Rai401k
    • March 26, 2012

14. Looking For New DB Prototype

    By mming, April 27, 2011
    • 9 replies
    • 2.8k views
    • 
    • FormsRstillmylife
    • March 21, 2012

15. Plan Amendment

    By Guest mike0355, March 8, 2012
    • 2 replies
    • 1.3k views
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    • rcline46
    • March 9, 2012

16. 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

17. Amending Plan Allocation on Discretionary Contributions

    By kevind2010, January 31, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 1, 2012

18. 1/31/12 ESOP Restatement

    By DLavigne, January 24, 2012
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • January 24, 2012

19. Safe Harbor 401(k) Amendment

    By Guest carpen, January 5, 2012
    • 2 replies
    • 1.8k views
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    • Kevin C
    • January 6, 2012

20. Timing of purely discretionary amendments

    By Guest JM123, September 21, 2011
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 9, 2011

21. Amendment for catch-up contributions

    By Guest key123, November 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 22, 2011

22. Plan document Det Letter submission gone bad

    By Santo Gold, November 22, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 22, 2011

23. EGTRRA restatement date for Individually designed DB

    By Belgarath, November 17, 2011
    • 7 replies
    • 2.5k views
    • 
    • Kevin C
    • November 18, 2011

24. VS or Prototype

    By R. Butler, October 19, 2011
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • November 11, 2011

25. PPA Good Faith Amendment from 2008

    By HarleyBabe, November 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Effen
    • November 4, 2011

26. EGTRRA restatement for frozen plan

    By Guest Grumpy456, September 19, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • October 31, 2011

27. PPA Restatement for Sungard Volume Submitter Docs

    By Susan S., October 4, 2011
    • 6 replies
    • 4k views
    • 
    • Peanut Butter Man
    • October 20, 2011

28. Chaning Prototype Sponsor; Re-Amend for 415, HEART, etc.

    By Guest djw, October 14, 2011
    • 2 replies
    • 1.2k views
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    • mbozek
    • October 15, 2011

29. non-specific trustees?

    By AlbanyConsultant, October 14, 2011
    • 2 replies
    • 991 views
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    • AlbanyConsultant
    • October 14, 2011

30. Volume Submitter Document

    By Nassau, October 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2011

31. Non amender in audit

    By ombskid, August 29, 2011
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • August 29, 2011

32. Duty to Collect Amendment from Relius/Sunguard

    By Guest FourOone, August 12, 2011
    • 7 replies
    • 2.7k views
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    • DMcGovern
    • August 24, 2011

33. 0% Money Purchase Plans

    By Sully, August 18, 2011
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • August 19, 2011

34. Late amender

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

35. Vol Submitter plan finally gets a DL for 2009 restatement;

    By katieinny, August 16, 2011
    • 3 replies
    • 1.4k views
    • 
    • katieinny
    • August 16, 2011

36. VS or Prototype

    By R. Butler, August 9, 2011
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • August 9, 2011

37. Jeopardizing Prototype Status

    By Randy Watson, July 7, 2011
    • 8 replies
    • 3.1k views
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    • ETA Consulting LLC
    • July 18, 2011

38. Form 5307 Status

    By BTH, June 15, 2011
    • 3 replies
    • 1.8k views
    • 
    • mming
    • July 15, 2011

39. Changing NRA and adding ERA

    By TBob, June 6, 2011
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 6, 2011

40. Restating a Safe Harbor Plan document

    By cpc0506, June 2, 2011
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • June 6, 2011

41. Eligibility Amendment

    By Guest jc_TPA2009, May 27, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 27, 2011

42. Failure to date plan documents

    By Guest Smokin, May 23, 2011
    • 3 replies
    • 1.7k views
    • 
    • EPCRSGuru
    • May 24, 2011

43. Form 2848 - Unenrolled Return Preparer

    By retbenser, May 12, 2011
    • 2 replies
    • 2.4k views
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    • mbozek
    • May 13, 2011

44. Multiple Employer Plans

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

45. Form 8905

    By retbenser, May 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • May 5, 2011

46. Employer reliance on VS opinion letter

    By retbenser, May 3, 2011
    • 2 replies
    • 1.4k views
    • 
    • retbenser
    • May 3, 2011

47. change of benefit options

    By Guest Smokin, April 26, 2011
    • 6 replies
    • 1.5k views
    • 
    • QNPG
    • April 27, 2011

48. restated plan with safe harbor match and ADP/ACP language

    By Guest cbclark, March 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 13, 2011

49. Frozen plan for closed company

    By SoCalActuary, April 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • April 8, 2011

50. Merger Amendments - Prototype

    By Guest shaul, April 8, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2011