Plan Document Amendments

777 topics in this forum

1. failure to amend for ppa & egtrra

   By Beemer, March 21, 2011
   • 6 replies
   • 2k views
   • 
   • Beemer
   • March 25, 2011

2. Failure to date plan documents

   By Guest Smokin, May 23, 2011
   • 3 replies
   • 1.7k views
   • 
   • EPCRSGuru
   • May 24, 2011

3. Failure to Furnish SPD

   By Guest Donaldson, October 17, 2003
   • 2 replies
   • 3.7k views
   • 
   • Guest
   • October 17, 2003

4. Fee for GUST/EGTRRA Amendment/Restatement

   By chris, November 7, 2001
   • 3 replies
   • 3.6k views
   • 
   • rcline46
   • November 8, 2001

5. Fidelity Prototype - GUST

   By Mike Preston, February 27, 2013
   • 2 replies
   • 1.9k views
   • 
   • Mike Preston
   • February 27, 2013

6. Filing deadline for individually designed plan

   By Belgarath, June 11, 2009
   • 9 replies
   • 2.7k views
   • 
   • John Feldt ERPA CPC QPA
   • June 16, 2009

7. Filing deadlines

   By Belgarath, September 17, 2010
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 11, 2010

8. Final 401(k)/(m) amendments

   By MarZDoates, August 4, 2006
   • 7 replies
   • 6k views
   • 
   • jpod
   • September 8, 2006

9. Final 415 Regulation Amendment

   By Gruegen, April 8, 2008
   • 1 reply
   • 2.6k views
   • 
   • J Simmons
   • April 9, 2008

10. Final Cycle A - Execution Deadline

    By JustMe, March 5, 2019
    • 2 replies
    • 1.4k views
    • 
    • Luke Bailey
    • March 7, 2019

11. Final Roth Amendments

    By doombuggy, July 3, 2008
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • July 3, 2008

12. FIS/Relius IDP VS document users and adding Roth for 2024

    By Rayofsunshine, June 28, 2023
    • 7 replies
    • 1.6k views
    • 
    • Lou S.
    • July 6, 2023

13. Fom 5307 and Sch. Q

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

14. Foregoing GUST restatement for terminating plans -- what are the sanct

    By Guest Robin Vatalaro, January 14, 2002
    • 8 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • February 11, 2002

15. forfeiture question - amendment necessary?

    By Gudgergirl, August 17, 2010
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • August 17, 2010

16. Forfeitures

    By Guest Betsy Oakey, January 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2003

17. Forget late GUST, How about late everything

    By mschwechter, November 18, 2004
    • 10 replies
    • 3k views
    • 
    • Guest
    • November 20, 2004

18. Form 2848 - Unenrolled Return Preparer

    By retbenser, May 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • May 13, 2011

19. Form 5300

    By retbenser, January 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 19, 2011

20. Form 5307

    By 12AX7, December 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2008

21. Form 5307 and VCP

    By retbenser, January 18, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 18, 2011

22. Form 5307 Status

    By BTH, June 15, 2011
    • 3 replies
    • 1.8k views
    • 
    • mming
    • July 15, 2011

23. Form 5500

    By KevinMc, May 29, 2009
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 29, 2009

24. Form 8717 Exemption from User Fee??

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

25. Form 8717 Fee Exemption - New DB Cash Balance Plan

    By Rob P, November 22, 2013
    • 1 reply
    • 3.3k views
    • 
    • Trekker
    • February 4, 2014

26. Form 8717 user fee

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 1, 2010

27. Form 8905

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

28. Form 8905

    By Guest Phil Schwartz, September 19, 2006
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 19, 2006

29. Form 8905

    By retbenser, May 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • May 5, 2011

30. Form 8905

    By retbenser, January 17, 2011
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • January 17, 2011

31. Form 8905

    By Below Ground, June 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • Below Ground
    • June 9, 2008

32. Form 8905-Cycle C Filer

    By Guest shaul, January 16, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 16, 2009

33. Forms to File for IRS Submission

    By Guest Sprout, July 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • July 29, 2002

34. Four-Tier Allocation Formula

    By chris, December 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • chris
    • December 9, 2002

35. Freeze Date for Old Law Benefits

    By dmb, April 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2002

36. Fresh Start Amendment

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

37. frozen keogh

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

38. Frozen plan for closed company

    By SoCalActuary, April 7, 2011
    • 5 replies
    • 1.9k views
    • 
    • SoCalActuary
    • April 8, 2011

39. Frozen plan to be terminated -- document issues

    By chris, June 17, 2003
    • 10 replies
    • 2k views
    • 
    • billfgrady
    • September 5, 2003

40. FYI - EGTRRA and California State Taxes

    By Christine Roberts, January 9, 2002
    • 20 replies
    • 6k views
    • 
    • Harwood
    • January 28, 2002

41. Gateway Amendment

    By John Feldt ERPA CPC QPA, February 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2008

42. gatt-i know old news

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

43. Good EGTRRA Conformity Status Site

    By Guest Dook, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • March 19, 2002

44. Good faith EGTRRA Amendment - timing

    By Guest abrandw, October 15, 2003
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 17, 2003

45. Good Faith EGTRRA Deadline--91 days after GUST letter?

    By Guest Sutter, December 10, 2002
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 10, 2002

46. 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

47. Guidance on Notice to Interested Parties

    By Guest Powers, February 13, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2002

48. GUST Amendment Procedures

    By Guest rmm@richmatthews.com, February 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2002

49. GUST amendment Time Frames

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

50. GUST Amendments and Terminated Plans

    By davef, November 7, 2002
    • 6 replies
    • 2k views
    • 
    • davef
    • November 13, 2002