Plan Document Amendments

777 topics in this forum

1. Final Cycle A - Execution Deadline

   By JustMe, March 5, 2019
   • 2 replies
   • 1.4k views
   • 
   • Luke Bailey
   • March 7, 2019

2. Trustee Documents on Cycle 3 restatements

   By mattmc82, March 16, 2022
   • 2 replies
   • 1.2k views
   • 
   • Peter Gulia
   • March 16, 2022

3. 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

4. Changes to the Determination Letter Program

   By Guest Pensions in Paradise, May 3, 2003
   • 2 replies
   • 1.5k views
   • 
   • Mike Preston
   • May 13, 2003

5. HCE Top-Paid Group Election

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

6. Retroactive amendment to change eligibility

   By jpdrews, December 16, 2022
   • 2 replies
   • 1.4k views
   • 
   • Peter Gulia
   • December 17, 2022

7. 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

8. Cycle 3 - Document Restatements

   By msmith, December 9, 2020
   • 2 replies
   • 776 views
   • 
   • msmith
   • December 9, 2020

9. Forms to File for IRS Submission

   By Guest Sprout, July 26, 2002
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • July 29, 2002

10. Eliminate 1% for less than 2 vesting years

    By J Simmons, April 4, 2009
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • April 5, 2009

11. Switch from Prototype to IDP

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

12. IRS asking for plan doc info from inception of plan?

    By chris, March 2, 2006
    • 2 replies
    • 2.1k views
    • 
    • namealreadyinuse
    • March 2, 2006

13. Cycle 3 deadline.... Date Confused

    By Basically, November 12, 2021
    • 2 replies
    • 1.4k views
    • 
    • Basically
    • November 12, 2021

14. Gust Deadline

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

15. EGTRRA Compensation Limit

    By Scott, February 25, 2002
    • 2 replies
    • 1.8k views
    • 
    • Scott
    • February 27, 2002

16. Failure to Furnish SPD

    By Guest Donaldson, October 17, 2003
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • October 17, 2003

17. Distinction between "opinion letter" and "determination letter"

    By Guest Fishchick, January 29, 2004
    • 2 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • January 30, 2004

18. Pension Plan Freeze

    By John Feldt ERPA CPC QPA, June 13, 2018
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 14, 2018

19. Age-weighted Profit Sharing Plan

    By Guest AFRICA6796, March 14, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • March 19, 2002

20. Guidance on Notice to Interested Parties

    By Guest Powers, February 13, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 14, 2002

21. Not "true" ESOP

    By Spodie, August 7, 2014   

    • ESOP
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • ESOP
      • Plan Termination
      • Restatement
    • 2 replies
    • 1.9k views
    • 
    • Flyboyjohn
    • August 8, 2014

22. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 641 views
    • 
    • ESOP Guy
    • August 15, 2017

23. Good EGTRRA Conformity Status Site

    By Guest Dook, March 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • MGB
    • March 19, 2002

24. applying for determination letter

    By Chippy, November 14, 2014
    • 2 replies
    • 1.5k views
    • 
    • Chippy
    • November 14, 2014

25. Amendment to Discretionary Match / Notification to Employees

    By TPA Bob, March 6, 2017
    • 2 replies
    • 1.2k views
    • 
    • TPA Bob
    • March 7, 2017

26. Tack-On GUST Amendment Still Permissible for Terminating Plans?

    By Christine Roberts, November 7, 2001
    • 2 replies
    • 2.7k views
    • 
    • Bob R
    • November 13, 2001

27. Form 2848 - Unenrolled Return Preparer

    By retbenser, May 12, 2011
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • May 13, 2011

28. Nonamender

    By Spodie, August 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • Spodie
    • August 17, 2012

29. Mid year amendments but document not executed

    By KimBoyd1105, December 15, 2015
    • 2 replies
    • 922 views
    • 
    • Doghouse
    • December 15, 2015

30. IRS 6 year cycle history...

    By Basically, November 19, 2021
    • 2 replies
    • 760 views
    • 
    • Basically
    • November 22, 2021

31. Gateway Amendment

    By John Feldt ERPA CPC QPA, February 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2008

32. Fresh Start Amendment

    By benpat3, December 21, 2009
    • 2 replies
    • 1.5k views
    • 
    • benpat3
    • January 4, 2010

33. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia, March 24, 2021   

    • 401(a)(9)
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2021

34. Missed the GUST late amender deadline

    By Guest erisa15, February 18, 2004
    • 2 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 19, 2004

35. 403(b) Plan Document Issue

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

36. Can't find corporate resolution for an amendment

    By Guest jc1457, April 9, 2009
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 11, 2009

37. Amendment Adoption by E-Mail

    By Guest shaul, April 10, 2012
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • April 11, 2012

38. IRS wants my HCE definition to "affirmatively" elect use of

    By Guest kjungkin, January 11, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 14, 2002

39. Effective Date of GUST Restatement in regards to ADP/ACP Testing

    By Guest BrianF, February 4, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2003

40. Missed Cycle A deadline

    By Guest Livia, June 4, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 2007

41. cross-tested volume submitter plans

    By eilano, July 9, 2003
    • 2 replies
    • 2k views
    • 
    • g8r
    • July 10, 2003

42. Merging 401(k) & MP Plans

    By TPApril, October 22, 2020
    • 2 replies
    • 709 views
    • 
    • CuseFan
    • October 22, 2020

43. EGTRRA and compensation limit

    By eilano, January 25, 2003
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2003

44. Conversion of 0% MPP to PSP

    By Lori Foresz, September 8, 2003
    • 2 replies
    • 1.6k views
    • 
    • Lori Foresz
    • September 9, 2003

45. MPPP merged to PSP, but assets not tranferred yet

    By Moe Howard, July 30, 2003
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 30, 2003

46. Eligibility change mid year to safe harbor plan.

    By Rai401k, April 5, 2016
    • 2 replies
    • 2.9k views
    • 
    • Rai401k
    • April 5, 2016

47. Retroactive Application of EGTRRA Comp Limit

    By Guest merlin, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • July 11, 2002

48. QNEC Provisions

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

49. Request for Basic Plan Doc & AA

    By Guest dbj628, September 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 1, 2012

50. Official Sources requiring accelerated amendment schedule for a terminating plan

    By Guest PivotTable, August 7, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • August 9, 2010