Plan Document Amendments

777 topics in this forum

1. Consent Resolution

   By Guest Spock, October 5, 2009
   • 2 replies
   • 2.1k views
   • 
   • K2retire
   • October 5, 2009

2. Retroactive amendment to create additional HCE PS allocation group

   By M Norton, June 6, 2023
   • 2 replies
   • 915 views
   • 
   • CuseFan
   • June 6, 2023

3. DC Prototype Adopts Amendment Taking it Out of Proram

   By rocknrolls2, July 19, 2012
   • 2 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 19, 2012

4. Physical Address for Form 5307 filing

   By Guest griffith, April 27, 2010
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • April 28, 2010

5. Redlining requirement for Cycle C submissions

   By Trekker, April 18, 2008
   • 2 replies
   • 2.2k views
   • 
   • Trekker
   • April 25, 2008

6. Caught in the Pension Plan Update Vise

   By Guest aidan7, January 8, 2011
   • 2 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • January 10, 2011

7. GUST Deadline Missed (tricky, time is short) -- Solutions?

   By Guest Plan the Man, July 17, 2002
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 18, 2002

8. VS or Prototype

   By R. Butler, August 9, 2011
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • August 9, 2011

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

   By t.haley, January 15, 2009
   • 2 replies
   • 1.2k views
   • 
   • t.haley
   • January 15, 2009

10. Prototype to IDP

    By britoski, February 2, 2010
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • February 4, 2010

11. Is DL needed with VCP submission?

    By DLavigne, December 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • DLavigne
    • December 4, 2009

12. Retroactive Amendment after Restatement

    By C. B. Zeller, December 17, 2018
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • December 18, 2018

13. Deductibility issue

    By kmciver, September 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 22, 2002

14. EGTRRA Effective Date

    By Guest Amy T-R, November 26, 2008
    • 2 replies
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 26, 2008

15. Amending Plan for Non-Spouse Rollover

    By PJ2009, March 27, 2009
    • 2 replies
    • 1.2k views
    • 
    • PJ2009
    • June 9, 2009

16. Form 8717 Exemption from User Fee??

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

17. Safe Harbor 401(k) Amendment

    By Guest carpen, January 5, 2012
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • January 6, 2012

18. Late amender

    By Guest JPIngold, July 5, 2011
    • 2 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • August 18, 2011

19. Determination Letter Applications

    By Guest jg62098, November 12, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 13, 2007

20. non-specific trustees?

    By AlbanyConsultant, October 14, 2011
    • 2 replies
    • 994 views
    • 
    • AlbanyConsultant
    • October 14, 2011

21. Non calendar year end limits...

    By Guest RONNIE WASEL, May 20, 2002
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • May 20, 2002

22. Deceased Keogh Owner - who can sign plan amendments/termination documents

    By Cobras59, February 26, 2021
    • 2 replies
    • 713 views
    • 
    • Cobras59
    • February 26, 2021

23. Amendment to accelerate vesting for one group

    By Spencer, May 27, 2010
    • 2 replies
    • 1.4k views
    • 
    • Spencer
    • May 28, 2010

24. Employer reliance on VS opinion letter

    By retbenser, May 3, 2011
    • 2 replies
    • 1.4k views
    • 
    • retbenser
    • May 3, 2011

25. Chaning Prototype Sponsor; Re-Amend for 415, HEART, etc.

    By Guest djw, October 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • October 15, 2011

26. Abandoned Profit Sharing Plan

    By Barry K, May 29, 2020
    • 2 replies
    • 1.5k views
    • 
    • Lucky32
    • May 30, 2020

27. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

    By RCK13, April 28, 2021   

    • disaster
    • tpa
    • (and 1 more)

      Tagged with:

      • disaster
      • tpa
      • distribution
    • 2 replies
    • 877 views
    • 
    • RCK13
    • April 30, 2021

28. Catch-up Contributions - Age 50 Requirement

    By Guest nmh, January 15, 2003
    • 2 replies
    • 1.9k views
    • 
    • kocak
    • January 16, 2003

29. excluding temporary service for employees subsequently hired

    By M Norton, November 7, 2013   

    • temporary employees
    • staffing agency
    • (and 1 more)

      Tagged with:

      • temporary employees
      • staffing agency
      • temporry workers
    • 2 replies
    • 6.3k views
    • 
    • KJohnson
    • November 7, 2013

30. Provider of TRA 86 401k documents?

    By Fully Vested, December 29, 2016
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • December 29, 2016

31. Merger Amendments - Prototype

    By Guest shaul, April 8, 2011
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2011

32. Changing a PPA Amendment

    By Susan S., October 23, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 28, 2014

33. Do some plan sponsors tinker with the IRS-preapproved documents?

    By Peter Gulia, June 30, 2021
    • 2 replies
    • 725 views
    • 
    • Peter Gulia
    • July 1, 2021

34. No restated adoption agreement

    By Guest LoloV, June 29, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 2004

35. Not a late amender - a late filer!

    By SheilaD, August 19, 2009
    • 2 replies
    • 1.2k views
    • 
    • SheilaD
    • August 31, 2009

36. Restating a Safe Harbor Plan document

    By cpc0506, June 2, 2011
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • June 6, 2011

37. DC & DB top heavy minimum benefit

    By Guest RONNIE WASEL, August 8, 2003
    • 2 replies
    • 1.4k views
    • 
    • mwyatt
    • August 19, 2003

38. Did Not Restate Plan for Gust

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

39. 5 or 6 year cycle?

    By Randy Watson, September 12, 2012
    • 2 replies
    • 3k views
    • 
    • KJohnson
    • September 12, 2012

40. PPA Restatement for Individually Designed Plan

    By bzorc, March 7, 2022
    • 2 replies
    • 1.2k views
    • 
    • bzorc
    • March 7, 2022

41. Effective Date of Top Heavy provisions

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

42. restatement deadline

    By K2retire, December 10, 2009
    • 2 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • December 14, 2009

43. top heavy question

    By Guest Julie Woulfe, October 15, 2002
    • 2 replies
    • 1.2k views
    • 
    • kocak
    • October 15, 2002

44. IRS Submission

    By Blinky the 3-eyed Fish, August 29, 2003
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 2, 2003

45. Early Inclusion Amendment

    By Misty, October 5, 2022
    • 2 replies
    • 1.2k views
    • 
    • EBECatty
    • October 5, 2022

46. Removal of QJSA

    By Tinman, June 20, 2012
    • 2 replies
    • 1.3k views
    • 
    • Tinman
    • June 20, 2012

47. Money Purchase Plan merging into Profit Sharing Plan. Timing question

    By Guest EPS, February 22, 2002
    • 2 replies
    • 2k views
    • 
    • Archimage
    • February 22, 2002

48. Fidelity Prototype - GUST

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

49. Timing of Amendment

    By emmetttrudy, December 11, 2012
    • 2 replies
    • 1.6k views
    • 
    • MoJo
    • December 12, 2012

50. S Corp owner loans...

    By Guest RONNIE WASEL, May 24, 2002
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • May 29, 2002