Plan Document Amendments

777 topics in this forum

1. Plan Amendment to use Forfeitures to fund SH Contributions

   By 401_noob, February 9, 2018
   • 13 replies
   • 2k views
   • 
   • austin3515
   • February 13, 2018

2. IRS wants my HCE definition to "affirmatively" elect use of

   By Guest kjungkin, January 11, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • June 14, 2002

3. Is Form 2848 needed on IRS submissions now?

   By Lynn Campbell, November 20, 2003
   • 3 replies
   • 2k views
   • 
   • mbozek
   • November 24, 2003

4. VCP submission for GUST non-amender

   By Guest Nineteen, November 17, 2004
   • 1 reply
   • 2k views
   • 
   • WDIK
   • November 17, 2004

5. Sample Letter

   By Guest Theresa Irvin, December 12, 2001
   • 0 replies
   • 2k views
   • 
   • Guest
   • December 12, 2001

6. Amended out of a prototype from the "get go"-still entitled

   By KJohnson, November 2, 2001
   • 3 replies
   • 2k views
   • 
   • Alf
   • January 14, 2002

7. Restating document - Sole Proprietor is deceased

   By Guest taj32z, June 6, 2003
   • 1 reply
   • 2k views
   • 
   • Guest
   • June 6, 2003

8. Safe harbor 401k hardship WD

   By Guest Bruce Bonanomi, November 20, 2002
   • 1 reply
   • 2k views
   • 
   • kocak
   • November 20, 2002

9. Switch from individually designed to vol submitter

   By Trekker, August 8, 2006
   • 1 reply
   • 2k views
   • 
   • Bob R
   • August 10, 2006

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

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

11. Restatement of Merged MP Plan

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

12. mp plan converted to ps for restatement

    By betheeg, March 26, 2003
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • March 27, 2003

13. Cross Test LRM 94

    By Jean, December 18, 2006
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • December 18, 2006

14. Money Purchase Plan merging into Profit Sharing Plan. Timing question

    By Guest EPS, February 22, 2002
    • 2 replies
    • 2k views
    • 
    • Archimage
    • February 22, 2002

15. Exemption From IRS User Fee on Form 8717

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

16. Opinion Letters?

    By 401_4_ever, April 3, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 16, 2008

17. Frozen plan to be terminated -- document issues

    By chris, June 17, 2003
    • 10 replies
    • 2k views
    • 
    • billfgrady
    • September 5, 2003

18. Amendment Deadlines

    By Guest Mardi Gras, November 29, 2006
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 29, 2006

19. failure to amend for ppa & egtrra

    By Beemer, March 21, 2011
    • 6 replies
    • 2k views
    • 
    • Beemer
    • March 25, 2011

20. Paired plans

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

21. New RAP

    By Guest mcw, October 5, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 5, 2005

22. cross-tested volume submitter plans

    By eilano, July 9, 2003
    • 2 replies
    • 2k views
    • 
    • g8r
    • July 10, 2003

23. EGTRRA Amendments

    By MarZDoates, March 11, 2002
    • 8 replies
    • 2k views
    • 
    • BFree
    • March 20, 2002

24. EGTRRA Restatement Individually Designed Plan

    By Guest ebailey, December 16, 2009
    • 9 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 19, 2009

25. Top paid group election

    By Richard Anderson, March 1, 2002
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2002

26. EGTRRA/Top Heavy & look back for In-Service Withdrawals

    By Guest RJM, February 7, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 7, 2002

27. Should we amend the plan to allow immediate entry

    By pam@bbm, February 25, 2016
    • 6 replies
    • 2k views
    • 
    • ESOP Guy
    • February 26, 2016

28. 2010 or late?

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

29. Top Heavy Cutback Issue

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

30. Date for adopting a GUST document

    By Belgarath, November 3, 2004
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 10, 2004

31. directed trustee and separate trust agreement

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

32. Foregoing GUST restatement for terminating plans -- what are the sanct

    By Guest Robin Vatalaro, January 14, 2002
    • 8 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • February 11, 2002

33. Restatement of a DB Prototype Plan

    By flosfur, March 24, 2003
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 27, 2003

34. Undated amendments

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

35. EGTRRA amendment required for terminated plan?

    By Medusa, January 9, 2002
    • 6 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 10, 2002

36. Determination Letter Request

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

37. Not "true" ESOP

    By Spodie, August 7, 2014   

    • ESOP
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • ESOP
      • Plan Termination
      • Restatement
    • 2 replies
    • 1.9k views
    • 
    • Flyboyjohn
    • August 8, 2014

38. Frozen plan for closed company

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

39. new vesting schedule

    By Guest MNR, January 7, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 2002

40. Cash Balance Plan never submitted

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

41. Non Discretionary Corporate Trustee

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

42. Initial Determination Letter After Two Decades

    By Guest stella, February 8, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 19, 2002

43. New Profit Sharing Plan to avoid amending SH Plan

    By Rai401k, November 15, 2013
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • November 18, 2013

44. 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

45. SIMPLE 401(k)

    By Guest hershey, December 4, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 2001

46. Volume Submitter plans

    By Guest ccharper, November 13, 2008
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • November 22, 2008

47. Fidelity Prototype - GUST

    By Mike Preston, February 27, 2013
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 27, 2013

48. S Corp owner loans...

    By Guest RONNIE WASEL, May 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • May 29, 2002

49. Missed the GUST late amender deadline

    By Guest erisa15, February 18, 2004
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 19, 2004

50. Summary of Material Modifications required

    By Belgarath, October 14, 2022
    • 3 replies
    • 1.9k views
    • 
    • Luke Bailey
    • October 24, 2022