Plan Document Amendments

777 topics in this forum

1. Language in document

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

2. Distribution options

   By Chippy, August 11, 2021
   • 14 replies
   • 1.9k views
   • 
   • acm_acm
   • August 30, 2021

3. What is determination letter submission deadline

   By Belgarath, January 10, 2013   

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

4. 5- or 6-Year Cycle?

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

5. PS with NRA 60, but has Pension Assets

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

6. ESOP Cycle A Determination Letter

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

7. Determination letter filing deadline

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

8. multiple employer plan filing

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

9. Extension of RAP...

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

10. Gust Restatement Deadline

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

11. frozen keogh

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

12. Newly Established Custom Plan

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

13. Change in Employer - Change in Cycle?

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

14. GUST restatement timeline

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

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

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

16. 415(c) and Post Severance Compensation

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

17. Changes required by IRS

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

18. VS or Prototype

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

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

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

20. Stupid GUST quesiton

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

21. Non calendar year end limits...

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

22. Amendments to frozen plan

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

23. Pension Protection Act

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

24. gatt-i know old news

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

25. Determination Letter on Prototype Plan

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

26. determination letter, or lack there of

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

27. Catch-up Contributions - Age 50 Requirement

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

28. Locating Old Amendments

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

29. Anticutback violation?

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

30. Removing a Trustee

    By K-t-F, July 11, 2022
    • 6 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 12, 2022

31. Submission to IRS

    By Lynn Campbell, July 31, 2003
    • 3 replies
    • 1.8k views
    • 
    • davef
    • August 27, 2003

32. restatement deadline

    By K2retire, December 10, 2009
    • 2 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • December 14, 2009

33. 5307 question

    By Richard Anderson, October 8, 2002
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2002

34. Cost for restatement

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

35. EGTRRA Compensation Limit

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

36. Form 8717 Exemption from User Fee??

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

37. 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

38. Amending a Safe Harbor Plan

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

39. Secure Act Roth Catch Up requirement

    By Rayofsunshine, April 3, 2023
    • 9 replies
    • 1.8k views
    • 
    • Below Ground
    • April 5, 2023

40. 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

41. HCE Top-Paid Group Election

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

42. ESOP

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

43. pfea LUMP SUM AMENDMENT

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

44. Accudraft - 401a4 question

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

45. Deleted

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

46. Safe Harbor 401(k) Amendment

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

47. 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

48. GUST amendment Time Frames

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

49. Non-spouse Rollovers

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

50. Amending another's Plan Doc on same platform

    By TPApril, November 27, 2023
    • 12 replies
    • 1.8k views
    • 
    • TPApril
    • November 30, 2023