Plan Document Amendments

777 topics in this forum

1. Sponsoring new document

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

2. Datair Plan Documents

   By Guest bill555, August 25, 2009
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • August 26, 2009

3. Amending another's Plan Doc on same platform

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

4. IDP without current DL

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

5. individually designed DB to prototype

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

6. QNEC Question

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

7. Handling non '97 amendments with a Volume Submitter document

   By mwyatt, December 3, 2001
   • 1 reply
   • 1.8k views
   • 
   • Bob R
   • December 4, 2001

8. Takeover plans & plan documents

   By chuTzPA, February 8, 2017
   • 7 replies
   • 1.8k views
   • 
   • Bri
   • December 26, 2017

9. Evidence of Entitlement to Extension of the GUST Remedial Amendment Period

   By billfgrady, December 30, 2003
   • 1 reply
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • December 31, 2003

10. New IDP

    By Guest Grumpy456, March 3, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 6, 2008

11. 1986 Money Purchase Pension Plans

    By Guest Wtotin, February 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 16, 2006

12. True IDP 401(k) documents

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

13. Form 5307 Status

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

14. Now what?

    By Guest Boilerburm, February 27, 2002
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 28, 2002

15. Allocation of MP/PS combination plan assets to new GUST paired plan

    By Guest dgoldie, August 29, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 29, 2002

16. GUST Restatement Issues

    By Guest hussac, February 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 20, 2002

17. Restatements

    By Belgarath, September 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • September 18, 2008

18. PPA Restatement for FT William Document

    By jkharvey, May 14, 2018
    • 9 replies
    • 1.8k views
    • 
    • NJ Mike
    • May 14, 2018

19. Last day to adopt GUST plan (Rev Proc 55)

    By Guest Factster, January 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • January 5, 2002

20. OBRA '93 - $150k comp limit

    By flosfur, February 2, 2003
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 4, 2003

21. A dumb question

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

22. Prior Opinion Letter Cannot Be Produced

    By Dougsbpc, November 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • SheilaD
    • November 20, 2008

23. to restate or not restate?

    By Lori H, January 22, 2009
    • 6 replies
    • 1.7k views
    • 
    • Lori H
    • January 26, 2009

24. Extension of January 31, 2004 GUST deadline?

    By billfgrady, December 30, 2003
    • 6 replies
    • 1.7k views
    • 
    • Lynn Campbell
    • January 22, 2004

25. Corporate Trustee - who signs what?

    By HarleyBabe, November 26, 2012
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • November 27, 2012

26. Failure to date plan documents

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

27. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • February 20, 2002

28. Effective Date of GUST Restatement in regards to ADP/ACP Testing

    By Guest BrianF, February 4, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

29. Form 8905

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

30. Employment Agreement as Plan Amendment

    By BTG, October 12, 2020
    • 7 replies
    • 1.7k views
    • 
    • Larry Gagnon
    • October 15, 2020

31. GUST volume submitter prototype document relying on sponsor's approval letter now being amended to include a non-standard option.

    By Guest Judy S, July 12, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 12, 2004

32. Why should a prototype file for a DL?

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

33. Restatement deadline when employer sponsors both a prototype DB and DC

    By Guest Rudy, September 17, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 18, 2002

34. EGTRRA Restatement

    By YankeeFan, July 21, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • July 22, 2009

35. Correction for late restatement

    By Guest Thornton, April 9, 2008
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008

36. Late 401(a)(31) Amendment

    By Guest mcw, January 15, 2004
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • January 15, 2004

37. Amendment for PS

    By jmartin, January 13, 2015
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

38. State Taxes and EGTRRA

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

39. Is '01 MP contribution required if merges with PS plan?

    By Cathy from Chicago, February 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Richard Anderson
    • February 1, 2002

40. Exemption from User Fee -- Form 8717

    By chris, May 5, 2003
    • 0 replies
    • 1.7k views
    • 
    • chris
    • May 5, 2003

41. Determination Letter Requests

    By Guest Dave Burns, July 1, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 26, 2002

42. Date Plan was Signed

    By retbenser, December 31, 2010
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 19, 2011

43. Did Not Restate Plan for Gust

    By Below Ground, July 28, 2006
    • 2 replies
    • 1.7k views
    • 
    • Below Ground
    • July 28, 2006

44. EGTRRA letter

    By Guest JBeck, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

45. QDRO

    By Madmac, January 22, 2018
    • 6 replies
    • 1.7k views
    • 
    • Pam Shoup
    • January 24, 2018

46. 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

47. Inward rollovers TO a qualified plan by

    By Jerry Erisa, February 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Appleby
    • March 3, 2015

48. IDP - Cycle A

    By blue, July 31, 2008
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 1, 2008

49. davis bacon plans/gust

    By MJ Hartman, January 11, 2002
    • 0 replies
    • 1.7k views
    • 
    • MJ Hartman
    • January 11, 2002

50. Impact of GUST Closing

    By Guest Grumpy455, June 8, 2005
    • 1 reply
    • 1.7k views
    • 
    • g8r
    • June 11, 2005