Plan Document Amendments

777 topics in this forum

1. Determination Letter Requests

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

2. determination letter, or lack there of

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

3. Determination Letters...

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

4. Did Not Restate Plan for Gust

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

5. Did not sign 8905

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

6. Did the plan amend for ....

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

7. Differential Wage Payments

   By BTG, May 25, 2010
   • 1 reply
   • 2.4k views
   • 
   • BTG
   • June 8, 2010

8. directed trustee and separate trust agreement

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

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

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

10. Discretionary amendment under the HEART Act

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

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

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

12. Distribution options

    By Chippy, August 11, 2021
    • 14 replies
    • 1.9k views
    • 
    • acm_acm
    • August 30, 2021

13. Divorced 12/2020

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

14. 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

15. Do I need to change NRA?

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

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

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

17. Document Approval List

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

18. Document correction

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

19. Document Failure - VCP question

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

20. document fees

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

21. Document provider

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

22. Document Restatement

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

23. 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

24. 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

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

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 3, 2013

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

    By Peter Gulia, January 8, 2014
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 9, 2014

27. Does outgoing trustee sign trustee change amendment?

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

28. 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
    • 4.9k views
    • 
    • K2retire
    • February 3, 2017

29. 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
    • 896 views
    • 
    • Kevin C
    • March 14, 2016

30. 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
    • 1.3k views
    • 
    • Peter Gulia
    • November 20, 2021

31. Dual Plan Provisions, need experts advice

    By stephen20, March 17, 2021
    • 5 replies
    • 1k views
    • 
    • Alonzo Church
    • March 18, 2021

32. Duty to Collect Amendment from Relius/Sunguard

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

33. Early Inclusion Amendment

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

34. Early Inclusion Amendment - Adoption Date

    By msmith, September 6, 2018
    • 4 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

35. Early Retirement Date- Protected Benefit?

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

36. 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

37. 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

38. Effective date for amending/restating MP to PS

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

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

    By ERISA1, June 28, 2022
    • 12 replies
    • 2k views
    • 
    • Peter Gulia
    • August 1, 2022

40. 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

41. 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

42. 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

43. 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

44. effective dates

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

45. EGTRA Required Amendment

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

46. EGTRRA

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

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

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

48. EGTRRA amendment

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

49. EGTRRA Amendment

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

50. EGTRRA Amendment Date for Frozen DB

    By Guest CRC02, July 30, 2002
    • 1 reply
    • 1.2k views
    • 
    • MGB
    • July 30, 2002