Plan Document Amendments

777 topics in this forum

1. Impact of GUST Closing

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

2. Implementation of New Hardship Rules

   By jennintenn, October 12, 2018
   • 2 replies
   • 1.3k views
   • 
   • msmith
   • October 12, 2018

3. Including "leased" ee's who don't meet 414n

   By AlbanyConsultant, November 1, 2007
   • 15 replies
   • 3.4k views
   • 
   • AlbanyConsultant
   • November 12, 2007

4. Incorporating Prior Amendments into Restated Document

   By Dougsbpc, February 7, 2003
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • February 8, 2003

5. Increasing Involuntary Distribution Threshold

   By Guest Judy S, July 25, 2007
   • 6 replies
   • 4k views
   • 
   • Guest
   • August 2, 2007

6. Individually designed CB plan without a FDL

   By pensionlaf, May 12, 2020
   • 3 replies
   • 963 views
   • 
   • Luke Bailey
   • May 13, 2020

7. individually designed DB to prototype

   By Scuba 401, December 27, 2010
   • 3 replies
   • 1.8k views
   • 
   • Kevin C
   • December 28, 2010

8. Individually Designed Plan - OK to Sign Certification by 2/28/02?

   By Christine Roberts, February 21, 2002
   • 1 reply
   • 1.5k views
   • 
   • Archimage
   • February 21, 2002

9. Individually designed plans

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

10. Initial Determination Letter After Two Decades

    By Guest stella, February 8, 2002
    • 7 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 19, 2002

11. Intentional New Plan Disqualification

    By John Feldt ERPA CPC QPA, March 13, 2014   

    • Intentional Disqualification
    • ab initio
    • (and 6 more)

      Tagged with:

      • Intentional Disqualification
      • ab initio
      • from inception
      • void
      • disqualify
      • determination letter
      • unfavorable letter
      • new plan
    • 6 replies
    • 1.5k views
    • 
    • My 2 cents
    • March 14, 2014

12. Interim Amendments - Corrections

    By Guest ERISAWork, April 13, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 13, 2012

13. Inward rollovers TO a qualified plan by

    By Jerry Erisa, February 25, 2015
    • 8 replies
    • 1.7k views
    • 
    • Appleby
    • March 3, 2015

14. IRC 401(a)(31)(B) Automatic Rollover Amendment

    By YankeeFan, October 28, 2009
    • 3 replies
    • 6.5k views
    • 
    • Guest
    • October 28, 2009

15. IRS 6 year cycle history...

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

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

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

17. IRS Form 5307

    By Belgarath, October 22, 2020
    • 0 replies
    • 642 views
    • 
    • Belgarath
    • October 22, 2020

18. IRS issues guidance on Deemed IRAs

    By Appleby, January 3, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • January 3, 2003

19. IRS Requested EGTRRA Amendment for Terminating Plan

    By chris, January 8, 2003
    • 0 replies
    • 1.2k views
    • 
    • chris
    • January 8, 2003

20. IRS Review (Required Amendment for Determination)

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

21. IRS Submission

    By Blinky the 3-eyed Fish, August 29, 2003
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 2, 2003

22. IRS Submissions

    By Guest asire2002, May 7, 2003
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • May 16, 2003

23. IRS Summer 2010 News--5307 filing date extended?

    By Guest Penelope, August 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2010

24. IRS User Fees in 2006

    By Guest Jeff Hartmann, December 20, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 20, 2005

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

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

26. Is '01 MP contribution required if merges with PS plan?

    By Cathy from Chicago, February 1, 2002
    • 2 replies
    • 1.7k views
    • 
    • Richard Anderson
    • February 1, 2002

27. Is a plan amendment ineffective because it lacks a distinct signature for an adopting employer?

    By Peter Gulia, February 20, 2023
    • 3 replies
    • 1.2k views
    • 
    • MoJo
    • February 20, 2023

28. Is DL needed with VCP submission?

    By DLavigne, December 3, 2009
    • 2 replies
    • 1.2k views
    • 
    • DLavigne
    • December 4, 2009

29. Is Form 2848 needed on IRS submissions now?

    By Lynn Campbell, November 20, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • November 24, 2003

30. Is It Necessary For Me To Do Anything by February 28, 2002?

    By Guest bldoz, February 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 24, 2002

31. Is it over now?

    By Guest ProblemPlan, March 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 10, 2011

32. 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

33. Is this choice-of-law provision now common?

    By Peter Gulia, June 3, 2021
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • June 4, 2021

34. Isabel extend GUST deadline?

    By Sully, September 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • October 1, 2003

35. J&S Annuity Distribution Option

    By chris, February 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • chris
    • February 20, 2003

36. Jeopardizing Prototype Status

    By Randy Watson, July 7, 2011
    • 8 replies
    • 3.1k views
    • 
    • ETA Consulting LLC
    • July 18, 2011

37. John Hancock Prototype - YES OR NO?????

    By pkfountain, May 11, 2015
    • 3 replies
    • 2.2k views
    • 
    • pkfountain
    • May 11, 2015

38. Language in document

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

39. Last day to adopt GUST plan (Rev Proc 55)

    By Guest Factster, January 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • January 5, 2002

40. Late 401(a)(31) Amendment

    By Guest mcw, January 15, 2004
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • January 15, 2004

41. Late adoption of prototype amendments - need to file 5307?

    By Guest bruss, December 18, 2003
    • 1 reply
    • 1.5k views
    • 
    • Lynn Campbell
    • December 19, 2003

42. Late amender

    By Guest JPIngold, July 5, 2011
    • 2 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • August 18, 2011

43. Late amender

    By R. Butler, September 17, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 18, 2003

44. Late Filed VS Plan

    By Guest jvanheyde, February 20, 2002
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • February 21, 2002

45. List of Required Provisions - EGTRRA

    By wmyer, April 25, 2005
    • 2 replies
    • 2.1k views
    • 
    • wmyer
    • April 25, 2005

46. Listing of all required amendments?

    By Guest HiKidsImASrPensionAdmin, November 4, 2006
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • May 27, 2007

47. Locating Old Amendments

    By Guest ANNEBV, January 17, 2003
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • January 17, 2003

48. Looking For New DB Prototype

    By mming, April 27, 2011
    • 9 replies
    • 2.8k views
    • 
    • FormsRstillmylife
    • March 21, 2012

49. Lost signature pages for documents

    By Guest JPR, August 18, 2012
    • 4 replies
    • 1.5k views
    • 
    • MoJo
    • August 21, 2012

50. Mandatory Distribution Amendment

    By J Simmons, January 3, 2008
    • 3 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 4, 2008