Plan Document Amendments

778 topics in this forum

1. Deleted

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

2. PPA Restatement for FT William Document

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

3. GUST amendment Time Frames

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

4. Restatements

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

5. Non-spouse Rollovers

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

6. IDP without current DL

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

7. Non-amenders?

   By Guest MEvans, May 3, 2002
   • 4 replies
   • 1.8k views
   • 
   • david rigby
   • June 5, 2002

8. Sponsoring new document

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

9. Datair Plan Documents

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

10. True IDP 401(k) documents

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

11. 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

12. QNEC Question

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

13. Form 5307 Status

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

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

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

15. New IDP

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

16. 1986 Money Purchase Pension Plans

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

17. 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

18. GUST Restatement Issues

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

19. Now what?

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

22. A dumb question

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

23. Prior Opinion Letter Cannot Be Produced

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

24. Extension of January 31, 2004 GUST deadline?

    By billfgrady, December 30, 2003
    • 6 replies
    • 1.8k views
    • 
    • Lynn Campbell
    • January 22, 2004

25. to restate or not restate?

    By Lori H, January 22, 2009
    • 6 replies
    • 1.8k views
    • 
    • Lori H
    • January 26, 2009

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

    By Rayofsunshine, June 28, 2023
    • 7 replies
    • 1.8k views
    • 
    • Lou S.
    • July 6, 2023

27. Failure to date plan documents

    By Guest Smokin, May 23, 2011
    • 3 replies
    • 1.8k views
    • 
    • EPCRSGuru
    • May 24, 2011

28. Corporate Trustee - who signs what?

    By HarleyBabe, November 26, 2012
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • November 27, 2012

29. Is there a vendor with a Hacienda-preapproved document to tax-qualify for Puerto Rico?

    By Peter Gulia, January 13, 2022
    • 7 replies
    • 1.8k views
    • 
    • CuseFan
    • January 19, 2022

30. When might a plan sponsor prefer an individually-designed plan document?

    By Peter Gulia, August 7, 2025
    • 4 replies
    • 1.8k views
    • 
    • CuseFan
    • August 8, 2025

31. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • February 20, 2002

32. Form 8905

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

33. 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

34. 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

35. QDRO

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

36. Amendment for PS

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

37. State Taxes and EGTRRA

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

38. 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

39. Why should a prototype file for a DL?

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

40. EGTRRA Restatement

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

41. Correction for late restatement

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

42. Late 401(a)(31) Amendment

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

43. 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

44. Exemption from User Fee -- Form 8717

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

45. Inward rollovers TO a qualified plan by

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

46. Date Plan was Signed

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

47. Determination Letter Requests

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

48. Did Not Restate Plan for Gust

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

49. EGTRRA letter

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

50. 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