Plan Document Amendments

777 topics in this forum

1. EGTRRA Amendment Fees

   By BeanCounterBlues, October 15, 2008
   • 5 replies
   • 2.2k views
   • 
   • BeanCounterBlues
   • October 16, 2008

2. EGTRRA amendment required for terminated plan?

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

3. EGTRRA Amendments

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

4. EGTRRA and compensation limit

   By eilano, January 25, 2003
   • 2 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 27, 2003

5. EGTRRA and government plans

   By Guest George Chimento, May 23, 2005
   • 1 reply
   • 2.4k views
   • 
   • WDIK
   • May 23, 2005

6. EGTRRA and Multiple Use Test

   By nancy, December 26, 2002
   • 0 replies
   • 1.2k views
   • 
   • nancy
   • December 26, 2002

7. EGTRRA and plan mergers

   By Guest JPIngold, November 16, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 16, 2009

8. EGTRRA Comp Limit

   By Guest CRC02, May 5, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • May 5, 2003

9. EGTRRA Compensation Limit

   By Scott, February 25, 2002
   • 2 replies
   • 1.8k views
   • 
   • Scott
   • February 27, 2002

10. EGTRRA Detail

    By Guest Melissa Winslow, May 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 3, 2002

11. EGTRRA Effective Date

    By Guest Amy T-R, November 26, 2008
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 26, 2008

12. EGTRRA letter

    By Guest JBeck, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

13. EGTRRA Limits for 2002

    By mming, December 26, 2002
    • 0 replies
    • 1.3k views
    • 
    • mming
    • December 26, 2002

14. EGTRRA Lookback Rules For Multiple Distributions

    By Guest merlin, August 6, 2002
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 8, 2002

15. EGTRRA prototypes

    By Oh so SIMPLE, April 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peanut Butter Man
    • April 3, 2008

16. EGTRRA Restatement

    By YankeeFan, July 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • July 22, 2009

17. EGTRRA restatement date for Individually designed DB

    By Belgarath, November 17, 2011
    • 7 replies
    • 2.5k views
    • 
    • Kevin C
    • November 18, 2011

18. EGTRRA Restatement fee

    By Guest 401kadmin_man, December 3, 2008
    • 1 reply
    • 2.2k views
    • 
    • WDIK
    • December 3, 2008

19. EGTRRA restatement for frozen plan

    By Guest Grumpy456, September 19, 2011
    • 1 reply
    • 1.3k views
    • 
    • 12AX7
    • October 31, 2011

20. EGTRRA Restatement Individually Designed Plan

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

21. EGTRRA Restatement Issues

    By Guest igglesfan, January 4, 2008
    • 3 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 7, 2008

22. EGTRRA restatement--how far back for DL?

    By BG5150, December 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • J Simmons
    • December 16, 2009

23. EGTRRA Restatements

    By Scuba 401, December 10, 2009
    • 8 replies
    • 2.5k views
    • 
    • Scuba 401
    • December 21, 2009

24. EGTRRA restatements

    By Rai401k, July 28, 2009
    • 16 replies
    • 2.5k views
    • 
    • Rai401k
    • July 30, 2009

25. EGTRRA Restatements & 08 Cumulative List items

    By Guest Butterfly, September 18, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 18, 2009

26. EGTRRA Restatements Terminating Plan

    By perkinsran, September 3, 2008
    • 6 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

27. EGTRRA, NY, and CA

    By Guest Linda Moody, March 14, 2002
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • March 14, 2002

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

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

29. Electronic Signature of Plan Documents and Amendments

    By msmith, October 30, 2013
    • 0 replies
    • 1.5k views
    • 
    • msmith
    • October 30, 2013

30. Eligibility Amendment

    By Guest jc_TPA2009, May 27, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 27, 2011

31. Eligibility change mid year to safe harbor plan.

    By Rai401k, April 5, 2016
    • 2 replies
    • 2.9k views
    • 
    • Rai401k
    • April 5, 2016

32. Eliminate 1% for less than 2 vesting years

    By J Simmons, April 4, 2009
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • April 5, 2009

33. Eliminating SH Nonelective Contribution mid-year

    By Guest Thomas2006, March 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • March 4, 2009

34. Elimination of In-service Withdrawals

    By Guest lforesz, April 3, 2002
    • 7 replies
    • 7.6k views
    • 
    • Guest
    • May 6, 2002

35. Employer reliance on VS opinion letter

    By retbenser, May 3, 2011
    • 2 replies
    • 1.4k views
    • 
    • retbenser
    • May 3, 2011

36. Employment Agreement as Plan Amendment

    By BTG, October 12, 2020
    • 7 replies
    • 1.7k views
    • 
    • Larry Gagnon
    • October 15, 2020

37. ESOP

    By Guest mcw, August 20, 2003
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • August 22, 2003

38. ESOP Cycle A Determination Letter

    By mwyatt, April 28, 2009
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • May 8, 2009

39. ethical dilemma

    By K2retire, January 15, 2010
    • 16 replies
    • 3.9k views
    • 
    • K2retire
    • January 19, 2010

40. Evidence of Entitlement to Extension of the GUST Remedial Amendment Period

    By billfgrady, December 30, 2003
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • December 31, 2003

41. excluding temporary service for employees subsequently hired

    By M Norton, November 7, 2013   

    • temporary employees
    • staffing agency
    • (and 1 more)

      Tagged with:

      • temporary employees
      • staffing agency
      • temporry workers
    • 2 replies
    • 6.3k views
    • 
    • KJohnson
    • November 7, 2013

42. Exemption From IRS User Fee on Form 8717

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

43. Exemption from User Fee -- Form 8717

    By chris, May 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • chris
    • May 5, 2003

44. Exemption of User Fees

    By MBCarey, October 8, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 10, 2002

45. Extended Remedial Amendment Period for Interim Amendments

    By Guest gaham, May 5, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2009

46. Extension of January 31, 2004 GUST deadline?

    By billfgrady, December 30, 2003
    • 6 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • January 22, 2004

47. Extension of RAP...

    By Guest RONNIE WASEL, December 10, 2003
    • 4 replies
    • 1.9k views
    • 
    • g8r
    • December 11, 2003

48. Extension?

    By John A, November 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • November 11, 2002

49. EZ PS plan not restated/amended since 1997

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

50. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 11, 2005