Plan Document Amendments

778 topics in this forum

1. Determination Letter Request

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

2. Determination Letter Requests

   By Guest Dave Burns, July 1, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 26, 2002

3. determination letter, or lack there of

   By abanky, October 16, 2007
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • October 16, 2007

4. Determination Letters...

   By Guest RONNIE WASEL, July 31, 2002
   • 3 replies
   • 1.5k views
   • 
   • jaemmons
   • August 5, 2002

5. Did Not Restate Plan for Gust

   By Below Ground, July 28, 2006
   • 2 replies
   • 1.7k views
   • 
   • Below Ground
   • July 28, 2006

6. Did not sign 8905

   By jkharvey, June 20, 2007
   • 0 replies
   • 1.3k views
   • 
   • jkharvey
   • June 20, 2007

7. Did the plan amend for ....

   By doombuggy, June 25, 2009
   • 3 replies
   • 1.3k views
   • 
   • Below Ground
   • June 26, 2009

8. Differential Wage Payments

   By BTG, May 25, 2010
   • 1 reply
   • 2.5k views
   • 
   • BTG
   • June 8, 2010

9. directed trustee and separate trust agreement

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

10. Discretionary Amendment - Amending Forfeiture Allocation Methods - Anti-Cutback Violation?

    By David Olive, August 24, 2022
    • 1 reply
    • 749 views
    • 
    • Bird
    • August 24, 2022

11. Discretionary amendment under the HEART Act

    By Guest Benefitsrock, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 17, 2009

12. Distinction between "opinion letter" and "determination letter"

    By Guest Fishchick, January 29, 2004
    • 2 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • January 30, 2004

13. Distribution options

    By Chippy, August 11, 2021
    • 14 replies
    • 2k views
    • 
    • acm_acm
    • August 30, 2021

14. Divorced 12/2020

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

15. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia, March 24, 2021   

    • 401(a)(9)
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2021

16. Do I need to change NRA?

    By AlbanyConsultant, October 27, 2015
    • 0 replies
    • 932 views
    • 
    • AlbanyConsultant
    • October 27, 2015

17. Do some plan sponsors tinker with the IRS-preapproved documents?

    By Peter Gulia, June 30, 2021
    • 2 replies
    • 761 views
    • 
    • Peter Gulia
    • July 1, 2021

18. Document Approval List

    By Dougsbpc, January 13, 2006
    • 0 replies
    • 5.5k views
    • 
    • Dougsbpc
    • January 13, 2006

19. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 648 views
    • 
    • ESOP Guy
    • August 15, 2017

20. Document Failure - VCP question

    By Guest PensionAdministrator, August 25, 2005
    • 6 replies
    • 2.6k views
    • 
    • WDIK
    • August 26, 2005

21. document fees

    By thepensionmaven, August 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • August 11, 2009

22. Document provider

    By J Simmons, July 8, 2022
    • 1 reply
    • 783 views
    • 
    • Patricia Neal Jensen
    • July 12, 2022

23. Document Restatement

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

24. Document sponsor can correct users’ failures to adopt the document

    By Peter Gulia, April 5, 2016   

    • preapproved plan; prototype
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • April 5, 2016

25. Does a Form 5300 review ever ask about operational compliance?

    By Peter Gulia, July 12, 2016   

    • qualification; Form 5300
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • July 13, 2016

26. Does a plan amendment have to be sent to the IRS

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 3, 2013

27. Does a plan amendment to specify a time limit for a claim break preapproved treatment?

    By Peter Gulia, January 8, 2014
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • January 9, 2014

28. Does outgoing trustee sign trustee change amendment?

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

29. Does the plan document say anything about a participant's power of attorney?

    By Peter Gulia, February 1, 2017   

    • plan document; procedures; power of attorney
    • 15 replies
    • 5k views
    • 
    • K2retire
    • February 3, 2017

30. Does VS plan that lost VS status have to restate by 4/30/2016? 4/30/2017?

    By SavingsRUS, March 11, 2016   

    • Volume Submitter
    • PPA Restatement
    • (and 1 more)

      Tagged with:

      • Volume Submitter
      • PPA Restatement
      • Notice 2016-3
    • 1 reply
    • 910 views
    • 
    • Kevin C
    • March 14, 2016

31. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

    By Peter Gulia, November 17, 2021   

    • minimum distribution; required beginning date
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 20, 2021

32. Dual Plan Provisions, need experts advice

    By stephen20, March 17, 2021
    • 5 replies
    • 1.1k views
    • 
    • Alonzo Church
    • March 18, 2021

33. Duty to Collect Amendment from Relius/Sunguard

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

34. Early Inclusion Amendment

    By Misty, October 5, 2022
    • 2 replies
    • 1.2k views
    • 
    • EBECatty
    • October 5, 2022

35. Early Inclusion Amendment - Adoption Date

    By msmith, September 6, 2018
    • 4 replies
    • 1.2k views
    • 
    • ACK
    • September 10, 2018

36. Early Retirement Date- Protected Benefit?

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

37. 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

38. Effect of statute of lim's on failure to amend and restate??

    By chris, August 30, 2002
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 1, 2002

39. Effective date for amending/restating MP to PS

    By Belgarath, October 13, 2014
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • October 14, 2014

40. 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

41. Effective Date of GUST Restatement in regards to ADP/ACP Testing

    By Guest BrianF, February 4, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

42. Effective date of GUST restatement& Elimination of Fail-Safe prov

    By Guest AlCal, February 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 2002

43. Effective date of late amendments (past remedial amendment period)

    By Guest KennyH, December 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 30, 2009

44. Effective Date of Top Heavy provisions

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

45. effective dates

    By Guest MNR, April 29, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 29, 2002

46. EGTRA Required Amendment

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

47. EGTRRA

    By msmith, July 1, 2008
    • 3 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 1, 2008

48. EGTRRA aendment, restate for GUST, new EGTRRA amendment?

    By Guest JPAdmin, February 12, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

49. EGTRRA amendment

    By Guest lindamichals, August 4, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2003

50. EGTRRA Amendment

    By Guest Sara H, October 18, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 14, 2002