Plan Document Amendments

778 topics in this forum

1. Merger Amendments - Prototype

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

2. Closed S Corp's Simple 401K: EGTRRA Adoption Amendment

   By Guest VS007, April 1, 2011
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 1, 2011

3. failure to amend for ppa & egtrra

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

4. Is it over now?

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

5. Question About Remedial Amendment Period

   By Guest khartford, March 2, 2011
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • March 2, 2011

6. When to file for determination letter

   By DMcGovern, March 1, 2011
   • 0 replies
   • 1.2k views
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   • DMcGovern
   • March 1, 2011

7. Plan Amendment for Definition of Allocation Compensation

   By Guest sritts, January 26, 2011
   • 1 reply
   • 2.6k views
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   • Bird
   • January 26, 2011

8. Traditional to Cash Balance Plan conversion

   By retbenser, January 22, 2011
   • 0 replies
   • 1.2k views
   • 
   • retbenser
   • January 22, 2011

9. Date Plan was Signed

   By retbenser, December 31, 2010
   • 5 replies
   • 1.7k views
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   • John Feldt ERPA CPC QPA
   • January 19, 2011

10. Form 5300

    By retbenser, January 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 19, 2011

11. Form 5307 and VCP

    By retbenser, January 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 18, 2011

12. Form 8905

    By retbenser, January 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • January 17, 2011

13. Whether an amendment is needed or not

    By HarleyBabe, January 13, 2011
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 14, 2011

14. HEART Amendment

    By msmith, December 15, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2011

15. Caught in the Pension Plan Update Vise

    By Guest aidan7, January 8, 2011
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 10, 2011

16. Safe Harbor Plan Amendment vs. Resolution

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

17. individually designed DB to prototype

    By Scuba 401, December 27, 2010
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • December 28, 2010

18. Amend vesting

    By Guest JPIngold, December 17, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2010

19. Profit Sharing Plan amendments since GUST?

    By Lori H, December 13, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2010

20. Defined Benefit Amendments

    By HarleyBabe, December 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 3, 2010

21. SMM?

    By CJS07, December 1, 2010
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • December 1, 2010

22. PPA Restatement

    By Randy Watson, December 1, 2010
    • 1 reply
    • 3.6k views
    • 
    • Lou S.
    • December 1, 2010

23. The Heart Act and Interim Amendments due 12/31

    By HarleyBabe, November 29, 2010
    • 0 replies
    • 1.3k views
    • 
    • HarleyBabe
    • November 29, 2010

24. Amendments to frozen plan

    By Guest Penelope, November 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 23, 2010

25. Filing deadlines

    By Belgarath, September 17, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2010

26. Form 8717 user fee

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 1, 2010

27. Reliance on Prototype sponsor adopted amendments

    By Guest CAG1, October 28, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2010

28. Amending a Safe Harbor Plan

    By KateSmithPA, October 26, 2010
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • October 27, 2010

29. Missed Restatement Deadline

    By Guest Grumpy456, October 23, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2010

30. Resolution vs. Amendment

    By Guest nmyers, June 24, 2010
    • 12 replies
    • 9.1k views
    • 
    • K2retire
    • October 8, 2010

31. anyone ever "cured" a defective 204(h) notice?

    By Gudgergirl, October 8, 2010
    • 0 replies
    • 1.2k views
    • 
    • Gudgergirl
    • October 8, 2010

32. Document Restatement

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

33. PPA Amendments

    By Guest bobolink, September 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 15, 2010

34. HEART Act amendments for DC plans

    By Guest AMS_NY, August 16, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2010

35. IRS Summer 2010 News--5307 filing date extended?

    By Guest Penelope, August 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2010

36. Non-sponsor prototype amendments

    By Guest JWR, August 20, 2010
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • August 23, 2010

37. forfeiture question - amendment necessary?

    By Gudgergirl, August 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • August 17, 2010

38. Plan amendment

    By retbenser, August 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 11, 2010

39. new clients with insufficient documents

    By Golgi, August 10, 2010
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 10, 2010

40. Deferral election forms

    By Guest Lil Anderson, August 9, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 9, 2010

41. Official Sources requiring accelerated amendment schedule for a terminating plan

    By Guest PivotTable, August 7, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • August 9, 2010

42. plan amendment and resolution?

    By Gary, July 23, 2010
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • July 25, 2010

43. TPAs responsibility to maintain excecuted documents

    By JAY21, May 5, 2010
    • 14 replies
    • 3.1k views
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    • BeanCounterBlues
    • July 21, 2010

44. 2007 datair amendment signed late

    By Guest jc1457, July 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 2010

45. Acknowledgement Letter

    By Rai401k, June 21, 2010
    • 4 replies
    • 3.3k views
    • 
    • Oh so SIMPLE
    • June 22, 2010

46. Submitting prototype documents after deadline

    By k man, June 15, 2010
    • 0 replies
    • 1.1k views
    • 
    • k man
    • June 15, 2010

47. Differential Wage Payments

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

48. Amendment to accelerate vesting for one group

    By Spencer, May 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Spencer
    • May 28, 2010

49. PTO Contribution Amendment

    By Guest Statler, May 10, 2010
    • 0 replies
    • 993 views
    • 
    • Guest
    • May 10, 2010

50. Why do termianting plan have to restate?

    By BG5150, April 28, 2010
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010