Plan Document Amendments

778 topics in this forum

1. Recommendations/Comments for Plan Document Services

   By Guest mcmiller, October 19, 2015   

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

2. EGTRRA Restatement Issues

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

3. Is a plan amendment ineffective because it lacks a distinct signature for an adopting employer?

   By Peter Gulia, February 20, 2023
   • 3 replies
   • 1.2k views
   • 
   • MoJo
   • February 20, 2023

4. State Taxes and EGTRRA

   By Guest wolfman, January 10, 2002
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • January 10, 2002

5. DC/401(k) LRMs

   By PJ2009, June 3, 2009
   • 3 replies
   • 1.6k views
   • 
   • Kevin C
   • June 4, 2009

6. Extended Remedial Amendment Period for Interim Amendments

   By Guest gaham, May 5, 2009
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • May 9, 2009

7. Plan amendments signed and submitted late to IRS

   By k man, August 31, 2005
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 1, 2006

8. individually designed DB to prototype

   By Scuba 401, December 27, 2010
   • 3 replies
   • 1.8k views
   • 
   • Kevin C
   • December 28, 2010

9. Non amender in audit

   By ombskid, August 29, 2011
   • 3 replies
   • 1.5k views
   • 
   • shERPA
   • August 29, 2011

10. John Hancock Prototype - YES OR NO?????

    By pkfountain, May 11, 2015
    • 3 replies
    • 2.2k views
    • 
    • pkfountain
    • May 11, 2015

11. Amend from current year testing to prior year

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

12. MP merged to PS - forfeiture allocations different - which governs?

    By Cathy from Chicago, February 27, 2002
    • 3 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 28, 2002

13. How long does the IRS take for a determination on a Form 5307 application?

    By Peter Gulia, April 4, 2016   

    • determination; Form 5307
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 4, 2016

14. Determination Letters...

    By Guest RONNIE WASEL, July 31, 2002
    • 3 replies
    • 1.5k views
    • 
    • jaemmons
    • August 5, 2002

15. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA, April 1, 2022
    • 3 replies
    • 886 views
    • 
    • Bob the Swimmer
    • April 5, 2022

16. Amending to exclude union, nonresident, leased - any issue

    By TPApril, November 28, 2021
    • 3 replies
    • 782 views
    • 
    • BG5150
    • December 1, 2021

17. Defined Benefit Amendments

    By HarleyBabe, December 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 3, 2010

18. Quick reference re changes incorporated in GUST/EGTRRA Amendments

    By chris, February 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 6, 2003

19. QNEC Question

    By Guest Rosebud, February 20, 2004
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 20, 2004

20. A dumb question

    By bzorc, February 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Archimage
    • February 18, 2002

21. Submission to IRS

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

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

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

23. new clients with insufficient documents

    By Golgi, August 10, 2010
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • August 10, 2010

24. Individually designed CB plan without a FDL

    By pensionlaf, May 12, 2020
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • May 13, 2020

25. 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

26. Sponsor Switches Prototypes - How much grace period?

    By BeanCounterBlues, October 28, 2008
    • 3 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • October 28, 2008

27. Amend plan to change trustee retroactively?

    By Lori H, October 13, 2016
    • 2 replies
    • 2.9k views
    • 
    • Lou S.
    • October 13, 2016

28. Plan amendment

    By retbenser, August 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • My 2 cents
    • August 11, 2010

29. Restatement effective date

    By Guest Pat Metallic, June 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2002

30. GUST Remedial Amendment Period Without RP 2000-20 Certification

    By Guest merlin, October 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2002

31. Automatic Rollovers of Certain Distributions

    By Guest KFLETT, December 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2002

32. How do we get PPA provisions in pre-approved plans?

    By Trekker, April 15, 2008
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • April 16, 2008

33. Form 8905

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

34. Determination Letter on Prototype Plan

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

35. Date for adopting a GUST document

    By Belgarath, November 3, 2004
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • November 10, 2004

36. Incorporating Prior Amendments into Restated Document

    By Dougsbpc, February 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 8, 2003

37. Remedial Amendment issues with EGTRRA and GUST

    By Guest jig, February 26, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

38. Amendment Adding Automatic Enrollment

    By Guest kmvr, August 28, 2012
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 29, 2012

39. Match Added Mid-Year - Compensation Question

    By Francisco, February 5, 2019
    • 2 replies
    • 939 views
    • 
    • Patricia Neal Jensen
    • February 6, 2019

40. date to freeze mpp

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

41. 2007 datair amendment signed late

    By Guest jc1457, July 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 2010

42. Change in Employer - Change in Cycle?

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

43. Effective date for amending/restating MP to PS

    By Belgarath, October 13, 2014
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • October 14, 2014

44. Eliminating SH Nonelective Contribution mid-year

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

45. Re-adopt "Good-Faith" Interim Amendments

    By Rob P, July 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Rob P
    • July 12, 2007

46. 5307 #3(g)

    By chris, August 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • g8r
    • August 5, 2003

47. IDP without current DL

    By TPApril, July 26, 2013
    • 2 replies
    • 1.8k views
    • 
    • TPApril
    • July 29, 2013

48. Confused About EGTRRA Restatement & Filing Deadlines

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

49. Sponsoring new document

    By Guest Sehrl, January 17, 2002
    • 2 replies
    • 1.8k views
    • 
    • jaemmons
    • January 29, 2002

50. Plan Changes with GUST Restatement

    By DP, August 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • DP
    • August 4, 2003