Plan Document Amendments

767 topics in this forum

1. SH 401k Plan Terminating Jan or Feb 2016 Amend for PPA?

   By CAR, September 28, 2015
   • 1 reply
   • 876 views
   • 
   • Bird
   • September 29, 2015

2. Amending discretionary ps formula

   By MarZDoates, September 11, 2015
   • 5 replies
   • 892 views
   • 
   • MarZDoates
   • September 11, 2015

3. retroactive participating agreement effective date

   By Jerry Erisa, May 8, 2015
   • 5 replies
   • 2.8k views
   • 
   • Briandfox
   • June 25, 2015

4. John Hancock Prototype - YES OR NO?????

   By pkfountain, May 11, 2015
   • 3 replies
   • 1.7k views
   • 
   • pkfountain
   • May 11, 2015

5. PPA Restatement of Safe Harbor Plan

   By 401kQ's, April 24, 2015
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • April 24, 2015

6. Signature on Board Resolution instead of Plan Adoption Agreement

   By Jerry Erisa, March 26, 2015
   • 8 replies
   • 3.2k views
   • 
   • Bird
   • April 6, 2015

7. PS with NRA 60, but has Pension Assets

   By Belgarath, March 13, 2015
   • 9 replies
   • 1.4k views
   • 
   • My 2 cents
   • March 18, 2015

8. Inward rollovers TO a qualified plan by

   By Jerry Erisa, February 25, 2015
   • 8 replies
   • 1.4k views
   • 
   • Appleby
   • March 3, 2015

9. Amendment for PS

   By jmartin, January 13, 2015
   • 7 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 16, 2015

10. Plan sponsor changed its name last week - amend when?

    By AlbanyConsultant, December 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • December 29, 2014

11. New Vesting Schedule

    By jpod, December 17, 2014
    • 0 replies
    • 1.1k views
    • 
    • jpod
    • December 17, 2014

12. applying for determination letter

    By Chippy, November 14, 2014
    • 2 replies
    • 1.3k views
    • 
    • Chippy
    • November 14, 2014

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

    By Lori H, November 7, 2014
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • November 11, 2014

14. PPA Restatement Of All Retirement Plans-Signatures

    By jala, November 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • jala
    • November 5, 2014

15. Changing a PPA Amendment

    By Susan S., October 23, 2014
    • 2 replies
    • 1k views
    • 
    • BG5150
    • October 28, 2014

16. Adopting an amendment

    By Chippy, October 22, 2014
    • 5 replies
    • 1k views
    • 
    • QDROphile
    • October 22, 2014

17. Effective date for amending/restating MP to PS

    By Belgarath, October 13, 2014
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • October 14, 2014

18. EZ PS plan not restated/amended since 1997

    By TPApril, May 28, 2014
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 7, 2014

19. VS versus Prototype

    By MarZDoates, September 30, 2014
    • 1 reply
    • 883 views
    • 
    • Kevin C
    • September 30, 2014

20. Merger of ESOP

    By LIBERTYKID, September 16, 2014
    • 0 replies
    • 1.1k views
    • 
    • LIBERTYKID
    • September 16, 2014

21. Not "true" ESOP

    By Spodie, August 7, 2014   

    • ESOP
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • ESOP
      • Plan Termination
      • Restatement
    • 2 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • August 8, 2014

22. Early Retirement Date- Protected Benefit?

    By Flyboyjohn, August 7, 2014
    • 4 replies
    • 2.3k views
    • 
    • Flyboyjohn
    • August 8, 2014

23. Corporation dissolved - who adopts restated plan or amendments?

    By Belgarath, July 9, 2014
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • July 10, 2014

24. Amending and Restating Safe Harbor plan into PPA document

    By TPAnnie, June 30, 2014
    • 3 replies
    • 3.6k views
    • 
    • Kevin C
    • July 1, 2014

25. Very minor modifications to VS documents

    By Belgarath, July 17, 2012
    • 4 replies
    • 2.3k views
    • 
    • Kevin C
    • June 26, 2014