Plan Document Amendments

777 topics in this forum

1. Catch-up Contributions - 401k and IRA

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

2. Four-Tier Allocation Formula

   By chris, December 9, 2002
   • 0 replies
   • 1.6k views
   • 
   • chris
   • December 9, 2002

3. Conversion of 0% MPP to PSP

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

4. Form 8905

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

5. Filing deadlines

   By Belgarath, September 17, 2010
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • November 11, 2010

6. Late Filed VS Plan

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

7. 2007 datair amendment signed late

   By Guest jc1457, July 15, 2010
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 16, 2010

8. Determination Letter For EGTRRA Pre-Approved Plan

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

9. new clients with insufficient documents

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

10. Are we restating too quickly

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

11. 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

12. No restated adoption agreement

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

13. Amendment to QACA Plan

    By 52626, May 29, 2014
    • 3 replies
    • 1.5k views
    • 
    • 52626
    • May 30, 2014

14. PPA Restatement Of All Retirement Plans-Signatures

    By jala, November 5, 2014
    • 3 replies
    • 1.5k views
    • 
    • jala
    • November 5, 2014

15. 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

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

    By Guest Carl C, March 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 3, 2013

17. 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

18. GUST Extension

    By Guest Donaldson, October 31, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 31, 2003

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
    • 1.5k views
    • 
    • Peter Gulia
    • March 19, 2014

20. 403(a) Qualified Annuity Plans

    By Laura Harrington, January 16, 2009
    • 0 replies
    • 1.5k views
    • 
    • Laura Harrington
    • January 16, 2009

21. IRS User Fees in 2006

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

22. DC/401(k) LRMs

    By PJ2009, June 3, 2009
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • June 4, 2009

23. Restating a Safe Harbor Plan document

    By cpc0506, June 2, 2011
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • June 6, 2011

24. Controlled Group

    By Guest mcw, September 3, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2003

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

    By Peter Gulia, January 8, 2014
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • January 9, 2014

26. Nonamender

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

27. EGTRRA prototypes

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

28. Can Determination Letter be challenged on audit?

    By Flyboyjohn, June 10, 2014
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • June 11, 2014

29. GUST Amendment Procedures

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

30. Electronic Signature of Plan Documents and Amendments

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

31. amendment to allow for in service distribution

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

32. change of benefit options

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

33. Restatement effective date

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

34. IDP to Prototype

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

35. 5307 #3(g)

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

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. 401(a)(9) Amendments

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

38. EGTRRA and compensation limit

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

39. Non-gust amended plans - terminating

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

40. Multiple Volume Submitters

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

41. Retroactive Amendment after Restatement

    By C. B. Zeller, December 17, 2018
    • 2 replies
    • 1.5k views
    • 
    • Larry Starr
    • December 18, 2018

42. GUST SPD due date?

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

43. Incorporating Prior Amendments into Restated Document

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

44. VCP or EPCRS

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

45. EGTRRA Detail

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

46. choice in adopting EGTRRA amendments?

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

47. Rev Rul 2002-27

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

48. Forms to File for IRS Submission

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

49. Modification to a Volume Plan

    By Dougsbpc, June 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • June 18, 2009

50. SPD Distribution

    By dmwe, February 2, 2010
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • February 3, 2010