Plan Document Amendments

778 topics in this forum

1. Plan Mergers

   By Guest dms9999, December 29, 2008
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 29, 2008

2. 2008 Interim Amendments

   By Guest Grumpy456, December 17, 2008
   • 6 replies
   • 2.1k views
   • 
   • D Syrett
   • December 21, 2008

3. Who can sign amendments

   By Jim Chad, December 18, 2008
   • 3 replies
   • 2.8k views
   • 
   • Guest
   • December 19, 2008

4. Form 5307

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

5. 401(a) 9 amendment

   By SheilaD, December 8, 2008
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • December 11, 2008

6. Language in document

   By jkdoll2, November 24, 2008
   • 12 replies
   • 1.9k views
   • 
   • Guest
   • December 10, 2008

7. EGTRRA Restatement fee

   By Guest 401kadmin_man, December 3, 2008
   • 1 reply
   • 2.2k views
   • 
   • WDIK
   • December 3, 2008

8. Question for Datair/Citrix Users

   By Guest perplexedbypensions, December 2, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 2, 2008

9. EGTRRA Effective Date

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

10. EGTRRA Restatements Terminating Plan

    By perkinsran, September 3, 2008
    • 6 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

11. Volume Submitter plans

    By Guest ccharper, November 13, 2008
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • November 22, 2008

12. 415 Amendment

    By BTG, October 17, 2008
    • 5 replies
    • 3.7k views
    • 
    • Everett Moreland
    • November 20, 2008

13. Prior Opinion Letter Cannot Be Produced

    By Dougsbpc, November 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • SheilaD
    • November 20, 2008

14. What would you do?

    By Belgarath, November 14, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • November 14, 2008

15. What language must be in a plan document?

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

16. Sponsor Switches Prototypes - How much grace period?

    By BeanCounterBlues, October 28, 2008
    • 3 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • October 28, 2008

17. How can I change the effective date of plan

    By ERISA13, October 22, 2008
    • 11 replies
    • 3.1k views
    • 
    • ERISA13
    • October 24, 2008

18. 403(b) Plan Document Issue

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

19. EGTRRA Amendment Fees

    By BeanCounterBlues, October 15, 2008
    • 5 replies
    • 2.2k views
    • 
    • BeanCounterBlues
    • October 16, 2008

20. 5307 - phone number for IRS in Covington

    By Jim Chad, October 2, 2008
    • 2 replies
    • 5.8k views
    • 
    • Jim Chad
    • October 2, 2008

21. Restatements

    By Belgarath, September 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Peanut Butter Man
    • September 18, 2008

22. Retroactive amendments

    By Guest mdduke, September 11, 2008
    • 9 replies
    • 3.2k views
    • 
    • K2retire
    • September 18, 2008

23. Immediate Eligibility for Doctors - Not Staff?

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

24. CIGNA 401(a)(9) amendment

    By traveler, September 4, 2008
    • 5 replies
    • 2.3k views
    • 
    • traveler
    • September 8, 2008

25. One more on IDP DBPP

    By Guest Sabadee!, August 28, 2008
    • 0 replies
    • 982 views
    • 
    • Guest
    • August 28, 2008

26. Amendment to Remove Participants?

    By ERISA1, August 22, 2008
    • 10 replies
    • 2.5k views
    • 
    • Laura Harrington
    • August 27, 2008

27. 2010 or late?

    By Guest Sabadee!, August 25, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 25, 2008

28. Amendments for Corbel volume submitter with adoption agreement

    By Jim Chad, August 13, 2008
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 14, 2008

29. terminating plan and no egtrra amendment

    By abanky, August 6, 2008
    • 6 replies
    • 2.3k views
    • 
    • abanky
    • August 6, 2008

30. IDP - Cycle A

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

31. Convert or Merge MPP

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

32. QNEC Provisions

    By Guest Sabadee!, July 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2008

33. Final Roth Amendments

    By doombuggy, July 3, 2008
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • July 3, 2008

34. EGTRRA

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

35. Automatic enrollment amendment

    By Guest JackPoint, May 22, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 25, 2008

36. Determination Letter For EGTRRA Pre-Approved Plan

    By Rai401k, June 19, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 25, 2008

37. Any Accudraft Users Out There?

    By Tinman, March 12, 2008
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • June 25, 2008

38. Prototype to IDP, then back to Prototype?

    By maverick, June 19, 2008
    • 0 replies
    • 1.2k views
    • 
    • maverick
    • June 19, 2008

39. Form 8905

    By Below Ground, June 9, 2008
    • 2 replies
    • 1.6k views
    • 
    • Below Ground
    • June 9, 2008

40. Changing sponsor name on an advisory letter

    By Guest Grumpy456, June 5, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 5, 2008

41. IRS Review (Required Amendment for Determination)

    By abanky, June 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • abanky
    • June 3, 2008

42. Non-spouse Rollovers

    By Guest Sabadee!, May 28, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 28, 2008

43. Plan Documents

    By Guest Karenm, May 23, 2008
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • May 27, 2008

44. Protected Benefit issue

    By DLavigne, May 9, 2008
    • 6 replies
    • 2.7k views
    • 
    • DLavigne
    • May 12, 2008

45. Redlining requirement for Cycle C submissions

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

46. off cycle restatement

    By Guest latwz, April 17, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 17, 2008

47. Opinion Letters?

    By 401_4_ever, April 3, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • April 16, 2008

48. 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

49. Takeover Plan with Prototype

    By Dougsbpc, April 10, 2008
    • 6 replies
    • 2.1k views
    • 
    • J Simmons
    • April 15, 2008

50. Correction for late restatement

    By Guest Thornton, April 9, 2008
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008