Plan Document Amendments

778 topics in this forum

1. PPA Restatement of Safe Harbor Plan

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

2. Conversion of 0% MPP to PSP

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

3. Plan restatements --

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

4. Catch-up Contributions - 401k and IRA

   By Guest Suanne, June 17, 2003
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • June 17, 2003

5. new clients with insufficient documents

   By Golgi, August 10, 2010
   • 3 replies
   • 1.6k views
   • 
   • david rigby
   • August 10, 2010

6. 8717 - small plan fee waiver

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

7. Form 8905

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

8. Late Filed VS Plan

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

9. Determination Letter For EGTRRA Pre-Approved Plan

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

10. Are we restating too quickly

    By Santo Gold, September 28, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • October 5, 2007

11. IRS User Fees in 2006

    By Guest Jeff Hartmann, December 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 20, 2005

12. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.6k views
    • 
    • 52626
    • May 30, 2014

13. Remedial Amendment issues with EGTRRA and GUST

    By Guest jig, February 26, 2003
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 26, 2003

14. GUST Extension

    By Guest Donaldson, October 31, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 31, 2003

15. PPA Restatement Of All Retirement Plans-Signatures

    By jala, November 5, 2014
    • 3 replies
    • 1.6k views
    • 
    • jala
    • November 5, 2014

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

    By Guest bldoz, February 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 24, 2002

17. No restated adoption agreement

    By Guest LoloV, June 29, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 2004

18. Does a plan amendment have to be sent to the IRS

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 3, 2013

19. If the IRS determines that a plan amendment disqualifies the plan, can the employer get a return of contributions attributable to the amendment?

    By Peter Gulia, March 17, 2014   

    • remedial-amendment cycle
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 19, 2014

20. 403(a) Qualified Annuity Plans

    By Laura Harrington, January 16, 2009
    • 0 replies
    • 1.6k views
    • 
    • Laura Harrington
    • January 16, 2009

21. Does a plan amendment to specify a time limit for a claim break preapproved treatment?

    By Peter Gulia, January 8, 2014
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • January 9, 2014

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

    By Guest bruss, December 18, 2003
    • 1 reply
    • 1.6k views
    • 
    • Lynn Campbell
    • December 19, 2003

23. Retroactive Amendment after Restatement

    By C. B. Zeller, December 17, 2018
    • 2 replies
    • 1.6k views
    • 
    • Larry Starr
    • December 18, 2018

24. Can Determination Letter be challenged on audit?

    By Flyboyjohn, June 10, 2014
    • 9 replies
    • 1.6k views
    • 
    • masteff
    • June 11, 2014

25. Restating a Safe Harbor Plan document

    By cpc0506, June 2, 2011
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • June 6, 2011

26. Controlled Group

    By Guest mcw, September 3, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 4, 2003

27. DC/401(k) LRMs

    By PJ2009, June 3, 2009
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • June 4, 2009

28. Nonamender

    By Spodie, August 16, 2012
    • 2 replies
    • 1.6k views
    • 
    • Spodie
    • August 17, 2012

29. EGTRRA prototypes

    By Oh so SIMPLE, April 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peanut Butter Man
    • April 3, 2008

30. GUST Amendment Procedures

    By Guest rmm@richmatthews.com, February 1, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 1, 2002

31. change of benefit options

    By Guest Smokin, April 26, 2011
    • 6 replies
    • 1.5k views
    • 
    • QNPG
    • April 27, 2011

32. Non-gust amended plans - terminating

    By Guest cgransee, December 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

33. Electronic Signature of Plan Documents and Amendments

    By msmith, October 30, 2013
    • 0 replies
    • 1.5k views
    • 
    • msmith
    • October 30, 2013

34. IDP to Prototype

    By Scuba 401, April 9, 2012
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • April 10, 2012

35. Restatement effective date

    By Guest Pat Metallic, June 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2002

36. Uh-oh...Inherited DB plan contains no Rollover language.

    By mal, December 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 27, 2002

37. amendment to allow for in service distribution

    By thepensionmaven, May 18, 2009
    • 0 replies
    • 1.5k views
    • 
    • thepensionmaven
    • May 18, 2009

38. 5307 #3(g)

    By chris, August 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • g8r
    • August 5, 2003

39. Amendment to Change Vesting. Which schedule does a new participant follow?

    By jkharvey, May 10, 2022
    • 3 replies
    • 1.5k views
    • 
    • acm_acm
    • May 12, 2022

40. EGTRRA and compensation limit

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

41. 401(a)(9) Amendments

    By PJ2009, August 21, 2009
    • 0 replies
    • 1.5k views
    • 
    • PJ2009
    • August 21, 2009

42. Incorporating Prior Amendments into Restated Document

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

43. Multiple Volume Submitters

    By PJ2009, March 5, 2009
    • 3 replies
    • 1.5k views
    • 
    • PJ2009
    • March 6, 2009

44. GUST SPD due date?

    By Guest Hilarion, March 26, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2002

45. Forms to File for IRS Submission

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

46. choice in adopting EGTRRA amendments?

    By eilano, February 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 18, 2002

47. applying for determination letter

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

48. Rev Rul 2002-27

    By Guest RS Vatalaro, August 5, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 5, 2002

49. VCP or EPCRS

    By Guest RONNIE WASEL, January 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 23, 2004

50. EGTRRA Detail

    By Guest Melissa Winslow, May 3, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • May 3, 2002