Plan Document Amendments

777 topics in this forum

1. Anticutback violation?

   By Guest RONNIE WASEL, June 10, 2003
   • 4 replies
   • 1.9k views
   • 
   • chris
   • July 8, 2003

2. Plan restatement and 411(d)(6)

   By Lori H, June 25, 2009
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • June 26, 2009

3. EGTRRA restatement--how far back for DL?

   By BG5150, December 11, 2009
   • 4 replies
   • 1.4k views
   • 
   • J Simmons
   • December 16, 2009

4. Controlled Group

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

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

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

6. 2010 or late?

   By Guest Sabadee!, August 25, 2008
   • 4 replies
   • 2k views
   • 
   • Guest
   • August 25, 2008

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

   By Lori H, November 7, 2014
   • 4 replies
   • 2.4k views
   • 
   • Tom Poje
   • November 11, 2014

8. Paired plans

   By Guest Kevin1, October 19, 2009
   • 4 replies
   • 2k views
   • 
   • masteff
   • October 19, 2009

9. Restatement of Merged MP Plan

   By Guest Chris Compton, September 10, 2002
   • 4 replies
   • 2k views
   • 
   • Guest
   • September 13, 2002

10. Can't determine ADP/ACP testing methods for 1997-1999.

    By R. Butler, January 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

11. GUST deadline and takeovers through 12/31/2002

    By Guest Emiman, October 18, 2002
    • 4 replies
    • 1.5k views
    • 
    • Jean
    • November 7, 2002

12. Early Retirement Date- Protected Benefit?

    By Flyboyjohn, August 7, 2014
    • 4 replies
    • 2.7k views
    • 
    • Flyboyjohn
    • August 8, 2014

13. Minor deviations from master volume submitter

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

14. GUST restatement vs. amendment

    By Guest lisbetf, January 23, 2003
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2003

15. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999, April 26, 2017
    • 4 replies
    • 1.4k views
    • 
    • Mel_1999
    • April 27, 2017

16. Safe Harbor Plan Amendment vs. Resolution

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

17. "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

18. Prior Opinion Letter Cannot Be Produced

    By Dougsbpc, November 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • SheilaD
    • November 20, 2008

19. Now what?

    By Guest Boilerburm, February 27, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2002

20. Lost signature pages for documents

    By Guest JPR, August 18, 2012
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • August 21, 2012

21. Undated amendments

    By J Simmons, April 18, 2010
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 19, 2010

22. Which plan document does Ascensus use?

    By Peter Gulia, March 31, 2022
    • 4 replies
    • 922 views
    • 
    • Peter Gulia
    • April 5, 2022

23. restatement to change plan year end

    By M Norton, August 23, 2017   

    • restatement
    • 52/53 week
    • (and 1 more)

      Tagged with:

      • restatement
      • 52/53 week
      • change plan dates
    • 4 replies
    • 869 views
    • 
    • CuseFan
    • August 24, 2017

24. When might a plan sponsor prefer an individually-designed plan document?

    By Peter Gulia, August 7
    • 4 replies
    • 1.7k views
    • 
    • CuseFan
    • August 8

25. 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
    • 1.5k views
    • 
    • Peter Gulia
    • March 19, 2014

26. EGTRA Required Amendment

    By Guest Chris May, January 8, 2003
    • 4 replies
    • 2.5k views
    • 
    • KJohnson
    • January 9, 2003

27. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

    • 401k plan amendment
    • control groups
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 11, 2018

28. Cash Balance GUST Question

    By Guest CRC02, August 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2002

29. Amending and Restating Safe Harbor plan into PPA document

    By TPAnnie, June 30, 2014
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • July 1, 2014

30. Protected Benefits

    By Lauren0507, December 31, 2019
    • 3 replies
    • 1.5k views
    • 
    • Lauren0507
    • January 2, 2020

31. Non Discretionary Corporate Trustee

    By emmetttrudy, January 3, 2013
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 3, 2013

32. timing of gust re: 2002 limits = ?!

    By Guest David M. Lipkin, July 16, 2002
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • July 17, 2002

33. change in name of sponsor

    By Guest lip, March 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2009

34. Is it over now?

    By Guest ProblemPlan, March 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2011

35. IDP merged with Pre-approved plan - still an IDP?

    By Guest awnodn, November 7, 2007
    • 3 replies
    • 1.2k views
    • 
    • JanetM
    • November 9, 2007

36. Top Heavy Cutback Issue

    By Christine Roberts, December 6, 2001
    • 3 replies
    • 2k views
    • 
    • KJohnson
    • December 11, 2001

37. Cash Balance Plan never submitted

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

38. Failure to date plan documents

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

39. Convert or Merge MPP

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

40. GUST Model Amendments?

    By Guest friedbrain, October 26, 2001
    • 3 replies
    • 3.1k views
    • 
    • Bob R
    • November 13, 2001

41. Can You Change the Plan Sponsor Upon Restatement?

    By Susan S., January 13, 2016
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • January 13, 2016

42. Who can sign amendments

    By Jim Chad, December 18, 2008
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • December 19, 2008

43. New Rollover Rules

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

44. directed trustee and separate trust agreement

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

45. Multiple Volume Submitters

    By PJ2009, March 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • PJ2009
    • March 6, 2009

46. SPD Distribution

    By dmwe, February 2, 2010
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • February 3, 2010

47. Effect of Late Discretionary Amendment

    By JJRetirement, May 23, 2017   

    • plan amendment
    • remedial amendment period
    • (and 3 more)

      Tagged with:

      • plan amendment
      • remedial amendment period
      • operational error
      • defined contribution
      • late adoption
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • May 25, 2017

48. Plan Sponsor closed, Freeze Plan?

    By K-t-F, January 14, 2016
    • 3 replies
    • 1.3k views
    • 
    • K-t-F
    • January 14, 2016

49. SH Matching Plan - Am I allowed to amend during year to add more generous eligibility?

    By erisa parrot, February 15, 2019
    • 3 replies
    • 1.1k views
    • 
    • mdm09
    • February 20, 2019

50. 2007 EGTRRA prototype?

    By Jim Chad, August 15, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 25, 2009