Plan Document Amendments

777 topics in this forum

1. Physical Address for Form 5307 filing

   By Guest griffith, April 27, 2010
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • April 28, 2010

2. Restatements still not done

   By Rai401k, October 27, 2009
   • 29 replies
   • 6.1k views
   • 
   • Rai401k
   • April 23, 2010

3. Amend from current year testing to prior year

   By Richard Anderson, April 17, 2010
   • 3 replies
   • 2.2k views
   • 
   • Bird
   • April 23, 2010

4. Governmental Plans - What type of document are you using & are you filing under Cycle E?

   By Spodie, February 17, 2010
   • 1 reply
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • April 19, 2010

5. Undated amendments

   By J Simmons, April 18, 2010
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • April 19, 2010

6. 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

7. trustee and plan sponsor disagree

   By K2retire, March 31, 2010
   • 4 replies
   • 1.4k views
   • 
   • K2retire
   • March 31, 2010

8. Form 8905

   By Rai401k, March 25, 2010
   • 2 replies
   • 1.6k views
   • 
   • Madison71
   • March 26, 2010

9. Fom 5307 and Sch. Q

   By Chippy, March 25, 2010
   • 0 replies
   • 926 views
   • 
   • Chippy
   • March 25, 2010

10. Why should a prototype file for a DL?

    By Guest newbie2, February 2, 2010
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • March 4, 2010

11. Will a prototype document allow a user to specify an investment alternative by its name?

    By Peter Gulia, September 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • February 18, 2010

12. Protected Benefits

    By Spodie, February 12, 2010
    • 6 replies
    • 5.9k views
    • 
    • Kevin C
    • February 15, 2010

13. New plans - required amendments to submit for DL

    By Rai401k, February 10, 2010
    • 0 replies
    • 1.4k views
    • 
    • Rai401k
    • February 10, 2010

14. Retroactive Amendments

    By Guest Mauiorbust, February 8, 2010
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • February 8, 2010

15. Prototype to IDP

    By britoski, February 2, 2010
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 4, 2010

16. SPD Distribution

    By dmwe, February 2, 2010
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • February 3, 2010

17. Minor deviations from master volume submitter

    By Gudgergirl, January 20, 2010
    • 4 replies
    • 2.2k views
    • 
    • Gudgergirl
    • January 22, 2010

18. ethical dilemma

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

19. Relius DB Restatements - Cycle D

    By Blinky the 3-eyed Fish, January 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2010

20. New Plan Document for Cycle C

    By emmetttrudy, January 12, 2010
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • January 13, 2010

21. 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

22. Fresh Start Amendment

    By benpat3, December 21, 2009
    • 2 replies
    • 1.5k views
    • 
    • benpat3
    • January 4, 2010

23. Effective date of late amendments (past remedial amendment period)

    By Guest KennyH, December 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • December 30, 2009

24. restatement: IDP to prototype

    By Scuba 401, December 23, 2009
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • December 28, 2009

25. EGTRRA Restatements

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

26. EGTRRA Restatement Individually Designed Plan

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

27. New plans and addon amendments

    By SoCalActuary, December 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 17, 2009

28. Schedule C Keogh and LLC income

    By Guest kprhok, December 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 17, 2009

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

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

30. restatement deadline

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

31. PPA Extension

    By Guest Benefitsrock, December 1, 2009
    • 12 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 11, 2009

32. PPA amendment for frozen one-person PSP

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

33. Is DL needed with VCP submission?

    By DLavigne, December 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • DLavigne
    • December 4, 2009

34. date to freeze mpp

    By Guest janice55, December 1, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 1, 2009

35. May a practitioner allow an employer to ignore an employer’s past failure to administer a retirement plan according to the plan’s terms?

    By Peter Gulia, November 25, 2009
    • 6 replies
    • 1.3k views
    • 
    • mbozek
    • November 28, 2009

36. EGTRRA and plan mergers

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

37. frozen keogh

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

38. CAF Number

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

39. WRERA / PPA Technical Amendment Deadline

    By Gruegen, November 5, 2009
    • 0 replies
    • 3.7k views
    • 
    • Gruegen
    • November 5, 2009

40. Amend eligibility

    By rlb64, November 5, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 5, 2009

41. pfea LUMP SUM AMENDMENT

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

42. IRC 401(a)(31)(B) Automatic Rollover Amendment

    By YankeeFan, October 28, 2009
    • 3 replies
    • 6.5k views
    • 
    • Guest
    • October 28, 2009

43. True IDP 401(k) documents

    By John Feldt ERPA CPC QPA, October 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • Trekker
    • October 22, 2009

44. Paired plans

    By Guest Kevin1, October 19, 2009
    • 4 replies
    • 2k views
    • 
    • masteff
    • October 19, 2009

45. 6-Year Cycle (Volume Submitter)

    By PJ2009, October 13, 2009
    • 4 replies
    • 2.7k views
    • 
    • PJ2009
    • October 19, 2009

46. Which official directive states that the effective date for a GUST restatement must occur on 1/1/02?

    By Guest Enda80, October 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • October 16, 2009

47. Consent Resolution

    By Guest Spock, October 5, 2009
    • 2 replies
    • 2.1k views
    • 
    • K2retire
    • October 5, 2009

48. Cross v Bragg, 4CA 7/24/2009 decision (unpublished)

    By J Simmons, September 21, 2009
    • 10 replies
    • 2.7k views
    • 
    • Bill Presson
    • September 22, 2009

49. EGTRRA Restatements & 08 Cumulative List items

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

50. Confused About EGTRRA Restatement & Filing Deadlines

    By PJ2009, September 9, 2009
    • 2 replies
    • 1.5k views
    • 
    • PJ2009
    • September 9, 2009