Plan Document Amendments

778 topics in this forum

1. 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

2. davis bacon plans/gust

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

3. Impact of GUST Closing

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

4. Automatic Rollover Issue

   By chris, January 3, 2005
   • 0 replies
   • 1.7k views
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   • chris
   • January 3, 2005

5. Amendment Adding Automatic Enrollment

   By Guest kmvr, August 28, 2012
   • 2 replies
   • 1.7k views
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   • Guest
   • August 29, 2012

6. Merged plans-Can the surviving plan's GUST & EGTRRA amendment cover both plans; even though they are different types of plans?

   By Guest spanarkle, March 16, 2004
   • 2 replies
   • 1.7k views
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   • mbozek
   • March 16, 2004

7. Form 8717 user fee

   By John Feldt ERPA CPC QPA, November 1, 2010
   • 0 replies
   • 1.7k views
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   • John Feldt ERPA CPC QPA
   • November 1, 2010

8. Effective date of GUST restatement& Elimination of Fail-Safe prov

   By Guest AlCal, February 11, 2002
   • 0 replies
   • 1.7k views
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   • Guest
   • February 11, 2002

9. Cash Balance GUST Question

   By Guest CRC02, August 23, 2002
   • 4 replies
   • 1.7k views
   • 
   • Mike Preston
   • August 26, 2002

10. Determination Letter

    By Guest cease, August 22, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 22, 2003

11. Mistake when restating

    By Rai401k, March 28, 2013
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • March 29, 2013

12. Can't determine ADP/ACP testing methods for 1997-1999.

    By R. Butler, January 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

13. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.7k views
    • 
    • jstorch
    • May 10, 2004

14. 2007 EGTRRA prototype?

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

15. MP/PS Mergered Retroactively

    By imchipbrown, March 7, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 8, 2002

16. What language must be in a plan document?

    By Guest Grumpy456, November 13, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 14, 2008

17. GUST-updated prototype deleted a needed provision

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

18. Convert or Merge MPP

    By Below Ground, July 15, 2008
    • 3 replies
    • 1.7k views
    • 
    • Below Ground
    • July 15, 2008

19. Gust Deadline

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

20. Individually designed plans

    By Guest Scrappy, November 19, 2003
    • 3 replies
    • 1.7k views
    • 
    • g8r
    • November 24, 2003

21. Attack of the alien plan document

    By Guest Hilarion, February 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • February 19, 2002

22. Multiple use test elimination and after tax voluntary contributions

    By Guest kjungkin, January 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 10, 2002

23. Plan Changes with GUST Restatement

    By DP, August 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • DP
    • August 4, 2003

24. Non-calendar year plan deadline

    By Cathy from Chicago, April 18, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • April 21, 2002

25. Effect of statute of lim's on failure to amend and restate??

    By chris, August 30, 2002
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 1, 2002

26. 403(b) Plan Document Issue

    By Guest packaging, October 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 2008

27. Money Purchase restated to a Profit Sharing Plan. Do I need to get a

    By Sully, February 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 24, 2002

28. Cash Balance - PPA Restatements

    By msmith, November 8, 2018
    • 3 replies
    • 1.6k views
    • 
    • ERISA1
    • September 16, 2019

29. Plan adopted in 1995, but no document updates since then

    By Santo Gold, June 24, 2005
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • June 24, 2005

30. 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

31. Form 5307

    By 12AX7, December 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2008

32. Form 8905

    By Rai401k, March 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • Madison71
    • March 26, 2010

33. Submit GUST approved plan for determination or wait til staggered remedial amendment period

    By mariemonroe, January 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • mariemonroe
    • January 27, 2005

34. Physical Address for Form 5307 filing

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

35. Amendments to Prototypes

    By Guest mkelly, February 21, 2002
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • February 22, 2002

36. Gust Rap

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

37. Will a prototype document allow a user to specify an investment alternative by its name?

    By Peter Gulia, September 16, 2009
    • 5 replies
    • 1.6k views
    • 
    • Peter Gulia
    • February 18, 2010

38. EGTRRA

    By msmith, July 1, 2008
    • 3 replies
    • 1.6k views
    • 
    • Kimberly S
    • July 1, 2008

39. Profit Sharing Plan amendments since GUST?

    By Lori H, December 13, 2010
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 13, 2010

40. Multiple Employer Plan Restatement

    By Guest tbyrd, August 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 28, 2003

41. Merger Amendments - Prototype

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

42. Timing of Amendment

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

43. 2007 datair amendment signed late

    By Guest jc1457, July 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 2010

44. Filing deadlines

    By Belgarath, September 17, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 11, 2010

45. 401(a)(17) comp limit "old law"

    By Guest meggie, February 21, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2002

46. restated plan with safe harbor match and ADP/ACP language

    By Guest cbclark, March 3, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 13, 2011

47. Can we retroactively amend during amendment period

    By R. Butler, September 3, 2003
    • 0 replies
    • 1.6k views
    • 
    • R. Butler
    • September 3, 2003

48. Switch from Prototype to IDP

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

49. Four-Tier Allocation Formula

    By chris, December 9, 2002
    • 0 replies
    • 1.6k views
    • 
    • chris
    • December 9, 2002

50. GUST restatement issue

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