Plan Document Amendments

778 topics in this forum

1. Missed the GUST late amender deadline

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

2. PS with NRA 60, but has Pension Assets

   By Belgarath, March 13, 2015
   • 9 replies
   • 1.9k views
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   • My 2 cents
   • March 18, 2015

3. Language in document

   By jkdoll2, November 24, 2008
   • 12 replies
   • 1.9k views
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   • Guest
   • December 10, 2008

4. What is determination letter submission deadline

   By Belgarath, January 10, 2013   

   • Slightly modified VS document
   • 0 replies
   • 1.9k views
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   • Belgarath
   • January 10, 2013

5. 5- or 6-Year Cycle?

   By Guest AEA, October 27, 2006
   • 1 reply
   • 1.9k views
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   • Peanut Butter Man
   • October 27, 2006

6. ESOP Cycle A Determination Letter

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

7. Gust Restatement Deadline

   By Guest rslagle224, November 14, 2002
   • 0 replies
   • 1.9k views
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   • Guest
   • November 14, 2002

8. Determination letter filing deadline

   By Belgarath, July 19, 2006
   • 2 replies
   • 1.9k views
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   • Belgarath
   • July 26, 2006

9. multiple employer plan filing

   By MJ Hartman, October 15, 2002
   • 6 replies
   • 1.9k views
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   • mbozek
   • October 16, 2002

10. Removing a Trustee

    By K-t-F, July 11, 2022
    • 6 replies
    • 1.9k views
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    • Peter Gulia
    • July 12, 2022

11. Extension of RAP...

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

12. frozen keogh

    By Guest jack91, November 12, 2009
    • 0 replies
    • 1.9k views
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    • Guest
    • November 12, 2009

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

    By Belgarath, July 9, 2014
    • 5 replies
    • 1.9k views
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    • Belgarath
    • July 10, 2014

14. Newly Established Custom Plan

    By Guest Mike Spickard, November 17, 2005
    • 0 replies
    • 1.9k views
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    • Guest
    • November 17, 2005

15. Change in Employer - Change in Cycle?

    By emmetttrudy, June 1, 2012
    • 2 replies
    • 1.9k views
    • 
    • Yesrod5
    • January 18, 2013

16. GUST restatement timeline

    By Guest DSquared, March 22, 2006
    • 0 replies
    • 1.9k views
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    • Guest
    • March 22, 2006

17. 415(c) and Post Severance Compensation

    By Felicia, April 25, 2005
    • 1 reply
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 26, 2005

18. Changes required by IRS

    By Guest Kathleen Meagher, November 14, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • November 15, 2002

19. Amendments to frozen plan

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

20. Determination Letter on Prototype Plan

    By Guest Jane S, January 16, 2004
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • January 16, 2004

21. VS or Prototype

    By R. Butler, August 9, 2011
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • August 9, 2011

22. Amending another's Plan Doc on same platform

    By TPApril, November 27, 2023
    • 12 replies
    • 1.9k views
    • 
    • TPApril
    • November 30, 2023

23. Secure Act Roth Catch Up requirement

    By Rayofsunshine, April 3, 2023
    • 9 replies
    • 1.9k views
    • 
    • Below Ground
    • April 5, 2023

24. Non calendar year end limits...

    By Guest RONNIE WASEL, May 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2002

25. Who signs plan amendments - trustees or plan sponsor?

    By Santo Gold, November 16, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 16, 2006

26. Stupid GUST quesiton

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

27. Pension Protection Act

    By LIBERTYKID, August 14, 2007
    • 1 reply
    • 1.9k views
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    • PJ2009
    • August 25, 2009

28. determination letter, or lack there of

    By abanky, October 16, 2007
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 16, 2007

29. Catch-up Contributions - Age 50 Requirement

    By Guest nmh, January 15, 2003
    • 2 replies
    • 1.9k views
    • 
    • kocak
    • January 16, 2003

30. gatt-i know old news

    By Guest sue1jeff, May 11, 2005
    • 1 reply
    • 1.9k views
    • 
    • mwyatt
    • May 18, 2005

31. restatement deadline

    By K2retire, December 10, 2009
    • 2 replies
    • 1.9k views
    • 
    • Peanut Butter Man
    • December 14, 2009

32. Locating Old Amendments

    By Guest ANNEBV, January 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • January 17, 2003

33. Anticutback violation?

    By Guest RONNIE WASEL, June 10, 2003
    • 4 replies
    • 1.9k views
    • 
    • chris
    • July 8, 2003

34. 5307 question

    By Richard Anderson, October 8, 2002
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

35. Submission to IRS

    By Lynn Campbell, July 31, 2003
    • 3 replies
    • 1.9k views
    • 
    • davef
    • August 27, 2003

36. Cost for restatement

    By Guest TrustMe401k, January 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 21, 2002

37. 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

38. EGTRRA Compensation Limit

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

39. Form 8717 Exemption from User Fee??

    By chris, December 5, 2002
    • 2 replies
    • 1.8k views
    • 
    • davef
    • December 11, 2002

40. Amending a Safe Harbor Plan

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

41. 5-Year Restatement Cycle

    By John Feldt ERPA CPC QPA, January 7, 2010
    • 0 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 7, 2010

42. HCE Top-Paid Group Election

    By Guest Yolanda, March 2, 2013
    • 2 replies
    • 1.8k views
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    • BG5150
    • March 2, 2013

43. pfea LUMP SUM AMENDMENT

    By LIBERTYKID, November 2, 2009
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2009

44. ESOP

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

45. Accudraft - 401a4 question

    By Guest Happy Actuary, January 24, 2003
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2003

46. Deleted

    By Guest WantsToLearn, November 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 16, 2006

47. Safe Harbor 401(k) Amendment

    By Guest carpen, January 5, 2012
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 6, 2012

48. MPPP merged to PSP, but assets not tranferred yet

    By Moe Howard, July 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 30, 2003

49. GUST amendment Time Frames

    By Guest Fuzzy, November 18, 2002
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • November 19, 2002

50. Non-spouse Rollovers

    By Guest Sabadee!, May 28, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2008