Plan Document Amendments

777 topics in this forum

1. 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

2. Retro amendment to add last day rule on discretionary match

   By Flyboyjohn, November 16, 2020
   • 3 replies
   • 996 views
   • 
   • BG5150
   • November 17, 2020

3. GUST AND RAP

   By Jilliandiz, November 29, 2005
   • 3 replies
   • 3.4k views
   • 
   • Guest
   • November 30, 2005

4. qualified plan loan offset amendment - timing

   By AlbanyConsultant, April 26, 2021
   • 3 replies
   • 463 views
   • 
   • Gilmore
   • April 27, 2021

5. Profit Sharing Plan amendments since GUST?

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

6. EZ PS plan not restated/amended since 1997

   By TPApril, May 28, 2014
   • 3 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • October 7, 2014

7. Individually designed plans

   By Guest Scrappy, November 19, 2003
   • 3 replies
   • 1.6k views
   • 
   • g8r
   • November 24, 2003

8. PPA amendment for frozen one-person PSP

   By Guest Penelope, December 5, 2009
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • December 10, 2009

9. May multiple-employer plan go volume submitter

   By Trekker, July 18, 2007
   • 3 replies
   • 3.7k views
   • 
   • Guest
   • August 21, 2007

10. MP/PS Mergered Retroactively

    By imchipbrown, March 7, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2002

11. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.5k views
    • 
    • 52626
    • May 30, 2014

12. Is Form 2848 needed on IRS submissions now?

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

13. Protected Benefit?

    By kevind2010, August 9, 2013
    • 3 replies
    • 2.8k views
    • 
    • Bird
    • August 12, 2013

14. Vol Submitter plan finally gets a DL for 2009 restatement;

    By katieinny, August 16, 2011
    • 3 replies
    • 1.4k views
    • 
    • katieinny
    • August 16, 2011

15. HEART Amendment

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

16. CAF Number

    By Rai401k, September 16, 2009
    • 3 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 6, 2009

17. PPA opinion letters for DC prototype/volume submitter out yet?

    By Guest TaxedToDeath, April 10, 2014
    • 3 replies
    • 2.2k views
    • 
    • Kevin C
    • April 11, 2014

18. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall, October 28, 2021
    • 3 replies
    • 902 views
    • 
    • RatherBeGolfing
    • October 30, 2021

19. Abandoned Prototype Plan

    By ASmithCPA, January 18, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 23, 2020

20. 8905 Forms by 1/31/2007

    By mwyatt, December 12, 2006
    • 3 replies
    • 2.6k views
    • 
    • David MacLennan
    • December 30, 2006

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

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

22. Amendment to Change Vesting. Which schedule does a new participant follow?

    By jkharvey, May 10, 2022
    • 3 replies
    • 1.5k views
    • 
    • acm_acm
    • May 12, 2022

23. Are you adopting the 415 amendment by 12/31/2008

    By jkharvey, December 21, 2007
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

24. New IDP

    By Guest Grumpy456, March 3, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 6, 2008

25. Did the plan amend for ....

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

26. Numbering Amendments after restatement...

    By Guest RONNIE WASEL, February 17, 2003
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

27. Termination in '06--Complete Restatement Required?

    By Guest Gompers, August 1, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • August 10, 2006

28. PPA Restatement Of All Retirement Plans-Signatures

    By jala, November 5, 2014
    • 3 replies
    • 1.6k views
    • 
    • jala
    • November 5, 2014

29. Working Copy Draft for Determination Letter Application

    By kgr12, January 17, 2013
    • 3 replies
    • 3k views
    • 
    • jpod
    • January 18, 2013

30. Cash Balance - PPA Restatements

    By msmith, November 8, 2018
    • 3 replies
    • 1.6k views
    • 
    • ERISA1
    • September 16, 2019

31. Use of elective deferrals and/or QNEC in the ACP Test

    By Lori H, April 8, 2010
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • April 8, 2010

32. Amend Normal Retirement Age From 55 to 62

    By Guest notapensiongeek, June 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 26, 2009

33. Copy of Prior Determination Letter--Where to Find?

    By lkpittman, July 25, 2002
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 21, 2002

34. What's remedial amendment period deadline for 403(b) plan?

    By Guest Twitch, September 24, 2003
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • September 24, 2003

35. Under the new regime, when must a sponsor of an individually-designed plan do plan amendments?

    By Peter Gulia, March 18, 2016   

    • remedial-amendment period
    • 3 replies
    • 1k views
    • 
    • Peter Gulia
    • March 21, 2016

36. Good faith EGTRRA Amendment - timing

    By Guest abrandw, October 15, 2003
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2003

37. Sample EGTRRA Amendments

    By k man, May 12, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 2005

38. Summary of Material Modifications required

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

39. Stupid GUST quesiton

    By Guest CitationSquirrel, February 25, 2002
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • March 20, 2002

40. Safe Harbor Plan Changes

    By msmith, December 8, 2015
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • December 8, 2015

41. EGTRRA

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

42. Opinion Letters?

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

43. to amend or not to amend for disability determination

    By TPApril, March 1, 2018
    • 3 replies
    • 979 views
    • 
    • K2retire
    • April 3, 2018

44. Fee for GUST/EGTRRA Amendment/Restatement

    By chris, November 7, 2001
    • 3 replies
    • 3.6k views
    • 
    • rcline46
    • November 8, 2001

45. OBRA '93 - $150k comp limit

    By flosfur, February 2, 2003
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 4, 2003

46. What language must be in a plan document?

    By Guest Grumpy456, November 13, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2008

47. RRA 98 & CRA

    By Guest mcw, September 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 5, 2003

48. Form 5307 Status

    By BTH, June 15, 2011
    • 3 replies
    • 1.8k views
    • 
    • mming
    • July 15, 2011

49. Mandatory Distribution Amendment

    By J Simmons, January 3, 2008
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 4, 2008

50. Recommendations/Comments for Plan Document Services

    By Guest mcmiller, October 19, 2015   

    • amendments; tpa;
    • 3 replies
    • 1.3k views
    • 
    • NJ Mike
    • October 20, 2015