Plan Document Amendments

777 topics in this forum

1. Automatic Rollover Issue

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

2. Amendment Adding Automatic Enrollment

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

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

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

4. Mistake when restating

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

5. 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
   • 
   • mbozek
   • March 16, 2004

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

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

7. Determination Letter

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

8. 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

9. 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

10. 2007 EGTRRA prototype?

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

11. MP/PS Mergered Retroactively

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

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

    By Peter Gulia, August 7
    • 4 replies
    • 1.7k views
    • 
    • CuseFan
    • August 8

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

    By Rayofsunshine, June 28, 2023
    • 7 replies
    • 1.7k views
    • 
    • Lou S.
    • July 6, 2023

14. What language must be in a plan document?

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

15. 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

16. Gust Deadline

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

17. Convert or Merge MPP

    By Below Ground, July 15, 2008
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • July 15, 2008

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

    By Peter Gulia, January 13, 2022
    • 7 replies
    • 1.6k views
    • 
    • CuseFan
    • January 19, 2022

19. Cash Balance GUST Question

    By Guest CRC02, August 23, 2002
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 26, 2002

20. Individually designed plans

    By Guest Scrappy, November 19, 2003
    • 3 replies
    • 1.6k views
    • 
    • g8r
    • November 24, 2003

21. Multiple use test elimination and after tax voluntary contributions

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

22. Attack of the alien plan document

    By Guest Hilarion, February 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • February 19, 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. 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

28. 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

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. Form 5307

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

31. 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

32. Form 8905

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

33. Amendments to Prototypes

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

34. Gust Rap

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

35. Physical Address for Form 5307 filing

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

36. Cash Balance - PPA Restatements

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

37. EGTRRA

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

38. 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

39. 401(a)(17) comp limit "old law"

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

40. 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

41. Merger Amendments - Prototype

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

42. Multiple Employer Plan Restatement

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

43. Timing of Amendment

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

44. Switch from Prototype to IDP

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

45. Can we retroactively amend during amendment period

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

46. Plan restatements --

    By Jean, September 30, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • October 1, 2002

47. GUST restatement issue

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

48. Profit Sharing Plan amendments since GUST?

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

49. PPA Restatement of Safe Harbor Plan

    By 401kQ's, April 24, 2015
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • April 24, 2015

50. 8717 - small plan fee waiver

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