Plan Document Amendments

780 topics in this forum

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 Cross v Bragg, 4CA 7/24/2009 decision (unpublished)

   By J Simmons, September 21, 2009
   • 10 replies
   • 2.9k views
   • 
   • Bill Presson
   • September 22, 2009

2. EGTRRA Restatements & 08 Cumulative List items

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

3. Confused About EGTRRA Restatement & Filing Deadlines

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

4. Not a late amender - a late filer!

   By SheilaD, August 19, 2009
   • 2 replies
   • 1.3k views
   • 
   • SheilaD
   • August 31, 2009

5. Datair Plan Documents

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

6. New Entity/Sponsor

   By pixmax, August 26, 2009
   • 0 replies
   • 1.1k views
   • 
   • pixmax
   • August 26, 2009

7. accudraft

   By Guest Happy Actuary, August 25, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 25, 2009

8. Pension Protection Act

   By LIBERTYKID, August 14, 2007
   • 1 reply
   • 1.9k views
   • 
   • PJ2009
   • August 25, 2009

9. 2007 EGTRRA prototype?

   By Jim Chad, August 15, 2009
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • August 25, 2009

10. 401(a)(9) Amendments

    By PJ2009, August 21, 2009
    • 0 replies
    • 1.6k views
    • 
    • PJ2009
    • August 21, 2009

11. Actually, of course, the Pension Protection Act comes to mind.

    By Guest Enda80, August 15, 2009
    • 0 replies
    • 918 views
    • 
    • Guest
    • August 15, 2009

12. document fees

    By thepensionmaven, August 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • August 11, 2009

13. EGTRRA restatements

    By Rai401k, July 28, 2009
    • 16 replies
    • 2.6k views
    • 
    • Rai401k
    • July 30, 2009

14. EGTRRA Restatement

    By YankeeFan, July 21, 2009
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • July 22, 2009

15. Restating 401(k) PS Plan & Adding Accrual Requirements

    By Guest notapensiongeek, July 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • July 10, 2009

16. Did the plan amend for ....

    By doombuggy, June 25, 2009
    • 3 replies
    • 1.3k views
    • 
    • Below Ground
    • June 26, 2009

17. Amend Normal Retirement Age From 55 to 62

    By Guest notapensiongeek, June 26, 2009
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 26, 2009

18. Plan restatement and 411(d)(6)

    By Lori H, June 25, 2009
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • June 26, 2009

19. Plan Amendment

    By Gary, June 25, 2009
    • 0 replies
    • 1.4k views
    • 
    • Gary
    • June 25, 2009

20. Correcting a No Plan Situation

    By Guest jvajj, June 23, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 23, 2009

21. Modification to a Volume Plan

    By Dougsbpc, June 18, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • June 18, 2009

22. Filing deadline for individually designed plan

    By Belgarath, June 11, 2009
    • 9 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2009

23. Amending Plan for Non-Spouse Rollover

    By PJ2009, March 27, 2009
    • 2 replies
    • 1.3k views
    • 
    • PJ2009
    • June 9, 2009

24. DC/401(k) LRMs

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

25. Form 5500

    By KevinMc, May 29, 2009
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 29, 2009

26. Amending to remove 401(k) safe harbor mid-year

    By Belgarath, May 26, 2009
    • 9 replies
    • 3k views
    • 
    • Belgarath
    • May 27, 2009

27. Timing of Amendment to Exclude HCE

    By Guest notapensiongeek, May 21, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • May 22, 2009

28. amendment to allow for in service distribution

    By thepensionmaven, May 18, 2009
    • 0 replies
    • 1.6k views
    • 
    • thepensionmaven
    • May 18, 2009

29. Extended Remedial Amendment Period for Interim Amendments

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

30. ESOP Cycle A Determination Letter

    By mwyatt, April 28, 2009
    • 4 replies
    • 2k views
    • 
    • QDROphile
    • May 8, 2009

31. Use of Separate Trust in Pre-Approved Plan

    By Guest gaham, May 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 8, 2009

32. Discretionary amendment under the HEART Act

    By Guest Benefitsrock, April 17, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 17, 2009

33. Can't find corporate resolution for an amendment

    By Guest jc1457, April 9, 2009
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • April 11, 2009

34. Eliminate 1% for less than 2 vesting years

    By J Simmons, April 4, 2009
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • April 5, 2009

35. Recd IRS AUdit letter, found mandatory r/o amd was signed late

    By Guest jc1457, April 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 2, 2009

36. Plan not amended for final 401(k)

    By MBCarey, March 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • April 1, 2009

37. 8717 - small plan fee waiver

    By Gilmore, March 7, 2009
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2009

38. Multiple Volume Submitters

    By PJ2009, March 5, 2009
    • 3 replies
    • 1.6k views
    • 
    • PJ2009
    • March 6, 2009

39. 2007 Required Amendments, deadline date?

    By Guest jc1457, February 9, 2009
    • 4 replies
    • 2.4k views
    • 
    • Kevin C
    • March 5, 2009

40. change in name of sponsor

    By Guest lip, March 3, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2009

41. Eliminating SH Nonelective Contribution mid-year

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

42. Switch from Prototype to IDP

    By bvhea, January 27, 2009
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2009

43. to restate or not restate?

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

44. 5 yr cycles

    By goldtpa, January 21, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • January 22, 2009

45. Form 8905-Cycle C Filer

    By Guest shaul, January 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 16, 2009

46. 403(a) Qualified Annuity Plans

    By Laura Harrington, January 16, 2009
    • 0 replies
    • 1.6k views
    • 
    • Laura Harrington
    • January 16, 2009

47. "prior adopter" under Rev Proc 2007-44

    By t.haley, January 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • t.haley
    • January 15, 2009

48. IDP to Prototype-Notice Requirements

    By Guest shaul, January 15, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2009

49. DB plan with Normal Form of J&100

    By John Feldt ERPA CPC QPA, January 13, 2009
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

50. PPA 06 amendment for terminating plans

    By DMcGovern, October 22, 2008
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • January 8, 2009