Plan Document Amendments

777 topics in this forum

1. GUST and EGTRRA Amendments

   By Guest Tara Curran, October 16, 2002
   • 0 replies
   • 1.1k views
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   • Guest
   • October 16, 2002

2. Gust and EGTRRA Restatement

   By Guest ssbtrust, October 24, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • October 24, 2002

3. GUST AND RAP

   By Jilliandiz, November 29, 2005
   • 3 replies
   • 3.4k views
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   • Guest
   • November 30, 2005

4. GUST certification

   By Guest dudehead, March 7, 2002
   • 19 replies
   • 3.6k views
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   • Mike Preston
   • September 23, 2002

5. GUST Certification

   By perkinsran, November 4, 2002
   • 0 replies
   • 1.3k views
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   • perkinsran
   • November 4, 2002

6. Gust Deadline

   By KJohnson, December 12, 2002
   • 2 replies
   • 1.7k views
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   • KJohnson
   • December 12, 2002

7. GUST deadline and takeovers through 12/31/2002

   By Guest Emiman, October 18, 2002
   • 4 replies
   • 1.5k views
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   • Jean
   • November 7, 2002

8. GUST deadline for prototype plans

   By k man, August 23, 2002
   • 16 replies
   • 3.2k views
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   • Gilmore
   • October 12, 2002

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

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

10. GUST determination letter application must be filed by February 28, 20

    By Guest 91smithie, February 5, 2002
    • 7 replies
    • 2.2k views
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    • Moe Howard
    • February 12, 2002

11. GUST Determination Letter Deadline - Individually Designed Plans

    By Christine Roberts, November 7, 2001
    • 16 replies
    • 4.7k views
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    • jstorch
    • November 15, 2001

12. GUST Extension

    By Guest Donaldson, October 31, 2003
    • 4 replies
    • 1.5k views
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    • Guest
    • October 31, 2003

13. GUST extension still available if plan already amended for GUST (with a determination letter)? Need to change ADP/ACP testing for 2002

    By Jeff Kirtner, September 30, 2003
    • 5 replies
    • 2.7k views
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    • Guest
    • October 1, 2003

14. GUST Model Amendments?

    By Guest friedbrain, October 26, 2001
    • 3 replies
    • 3.1k views
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    • Bob R
    • November 13, 2001

15. GUST plan restated AFTER 1/1/97

    By Guest slt, October 23, 2001
    • 0 replies
    • 2.2k views
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    • Guest
    • October 23, 2001

16. Gust Rap

    By J2D2, February 13, 2002
    • 0 replies
    • 1.6k views
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    • J2D2
    • February 13, 2002

17. GUST Remedial Amendment Period Extended - what about EGTRRA good faith

    By John A, November 19, 2002
    • 11 replies
    • 4k views
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    • KJohnson
    • November 21, 2002

18. GUST Remedial Amendment Period Without RP 2000-20 Certification

    By Guest merlin, October 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 24, 2002

19. GUST restatement date

    By Guest Big Show, October 9, 2002
    • 7 replies
    • 3.4k views
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    • maverick
    • October 21, 2002

20. Gust Restatement Deadline

    By Guest rslagle224, November 14, 2002
    • 0 replies
    • 1.9k views
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    • Guest
    • November 14, 2002

21. GUST restatement for prototype doc

    By Guest mpark, October 14, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • October 14, 2002

22. GUST restatement issue

    By eilano, March 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • March 11, 2003

23. GUST Restatement Issues

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

24. GUST Restatement Submitted to IRS in Proposed Form

    By Wessex, November 22, 2002
    • 0 replies
    • 1.3k views
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    • Wessex
    • November 22, 2002

25. GUST restatement timeline

    By Guest DSquared, March 22, 2006
    • 0 replies
    • 1.9k views
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    • Guest
    • March 22, 2006

26. GUST restatement vs. amendment

    By Guest lisbetf, January 23, 2003
    • 4 replies
    • 2.8k views
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    • Guest
    • January 27, 2003

27. GUST SPD due date?

    By Guest Hilarion, March 26, 2002
    • 0 replies
    • 1.5k views
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    • Guest
    • March 26, 2002

28. 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
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    • Guest
    • July 12, 2004

29. GUST-updated prototype deleted a needed provision

    By Guest Robin Vatalaro, February 2, 2002
    • 2 replies
    • 1.7k views
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    • Guest
    • February 5, 2002

30. H/S amendment for plan doc by other provider/vendor

    By TPApril, October 19, 2019
    • 15 replies
    • 2.6k views
    • 
    • Peter Gulia
    • November 1, 2019

31. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 2.9k views
    • 
    • Earl
    • February 19, 2018

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

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

33. Handling of 1999 restated plan

    By Guest amm19, June 20, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • June 20, 2002

34. HCE Top-Paid Group Election

    By Guest Yolanda, March 2, 2013
    • 2 replies
    • 1.8k views
    • 
    • BG5150
    • March 2, 2013

35. HEART Act amendments for DC plans

    By Guest AMS_NY, August 16, 2010
    • 1 reply
    • 1.4k views
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    • Guest
    • September 15, 2010

36. HEART Amendment

    By msmith, December 15, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2011

37. how "material" for an SMM?

    By AlbanyConsultant, June 22, 2007
    • 7 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2007

38. How can I change the effective date of plan

    By ERISA13, October 22, 2008
    • 11 replies
    • 3k views
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    • ERISA13
    • October 24, 2008

39. How do we get PPA provisions in pre-approved plans?

    By Trekker, April 15, 2008
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • April 16, 2008

40. How long does the IRS take for a determination on a Form 5307 application?

    By Peter Gulia, April 4, 2016   

    • determination; Form 5307
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 4, 2016

41. How to file with VPC (prototype adopter and late restatement)

    By Guest moosegirl, March 6, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • March 6, 2004

42. Idaho and West Virginia seem to have conformed their income tax codes

    By Dave Baker, March 13, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • April 22, 2002

43. IDP - Cycle A

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

44. IDP Amendments due 1/9/08

    By HarleyBabe, November 27, 2007
    • 0 replies
    • 1.2k views
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    • HarleyBabe
    • November 27, 2007

45. IDP merged with Pre-approved plan - still an IDP?

    By Guest awnodn, November 7, 2007
    • 3 replies
    • 1.2k views
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    • JanetM
    • November 9, 2007

46. IDP to Prototype

    By Scuba 401, April 9, 2012
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • April 10, 2012

47. IDP to Prototype-Notice Requirements

    By Guest shaul, January 15, 2009
    • 4 replies
    • 1.3k views
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    • Guest
    • January 15, 2009

48. IDP without current DL

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

49. If the IRS determines that a plan amendment disqualifies the plan, can the employer get a return of contributions attributable to the amendment?

    By Peter Gulia, March 17, 2014   

    • remedial-amendment cycle
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 19, 2014

50. Immediate Eligibility for Doctors - Not Staff?

    By ERISA1, September 11, 2008
    • 19 replies
    • 2.9k views
    • 
    • Guest
    • September 14, 2008