Plan Document Amendments

712 topics in this forum

1. Retroactive participation agreement

   By hunter001, February 27
   • 7 replies
   • 584 views
   • 
   • JackS
   • February 27

2. Abandoned Prototype Plan

   By ASmithCPA, January 18
   • 3 replies
   • 547 views
   • 
   • Bill Presson
   • January 23

3. Receipt for SPD

   By thepensionmaven, January 10
   • 11 replies
   • 290 views
   • 
   • Patricia Neal Jensen
   • January 15

4. Protected Benefits

   By Lauren0507, December 31, 2019
   • 3 replies
   • 417 views
   • 
   • Lauren0507
   • January 2

5. deadline for Money Purchase Pension contribution change

   By M Norton, December 17, 2019
   • 1 reply
   • 228 views
   • 
   • Lou S.
   • December 18, 2019

6. Minor Modifications - Traditional DB plan

   By pb5350, November 3, 2019   

   • determination letters
   • restatements
   • 0 replies
   • 283 views
   • 
   • pb5350
   • November 3, 2019

7. H/S amendment for plan doc by other provider/vendor

   By TPApril, October 19, 2019
   • 15 replies
   • 756 views
   • 
   • Peter Gulia
   • November 1, 2019

8. Adding an arbitration provision?

   By Peter Gulia, September 29, 2019   

   • plan document; preapproved; irs; arbitration
   • 5 replies
   • 429 views
   • 
   • Bob the Swimmer
   • September 30, 2019

9. Cash Balance - PPA Restatements

   By msmith, November 8, 2018
   • 3 replies
   • 654 views
   • 
   • ERISA1
   • September 16, 2019

10. What plan amendment is needed for an ESOP's termination?

    By Peter Gulia, September 4, 2019   

    • esop; termination; plan amendment
    • 1 reply
    • 165 views
    • 
    • Peter Gulia
    • September 5, 2019

11. Final Cycle A - Execution Deadline

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

12. SH Matching Plan - Am I allowed to amend during year to add more generous eligibility?

    By erisa parrot, February 15, 2019
    • 3 replies
    • 470 views
    • 
    • mdm09
    • February 20, 2019

13. Match Added Mid-Year - Compensation Question

    By Francisco, February 5, 2019
    • 2 replies
    • 297 views
    • 
    • Patricia Neal Jensen
    • February 6, 2019

14. Retroactive Amendment after Restatement

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

15. change of Plan Sponsor

    By Chippy, October 17, 2018
    • 5 replies
    • 339 views
    • 
    • jpod
    • October 18, 2018

16. Implementation of New Hardship Rules

    By jennintenn, October 12, 2018
    • 2 replies
    • 746 views
    • 
    • msmith
    • October 12, 2018

17. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

    • 401k plan amendment
    • control groups
    • 4 replies
    • 392 views
    • 
    • Larry Starr
    • October 11, 2018

18. Early Inclusion Amendment - Adoption Date

    By msmith, September 6, 2018
    • 4 replies
    • 397 views
    • 
    • ACK
    • September 10, 2018

19. Pension Plan Freeze

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

20. PPA Restatement for FT William Document

    By jkharvey, May 14, 2018
    • 9 replies
    • 826 views
    • 
    • NJ Mike
    • May 14, 2018

21. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

    • protected benefit
    • 411(d)
    • 6 replies
    • 613 views
    • 
    • JackS
    • April 10, 2018

22. to amend or not to amend for disability determination

    By TPApril, March 1, 2018
    • 3 replies
    • 457 views
    • 
    • K2retire
    • April 3, 2018

23. operational failure

    By doombuggy, March 6, 2018
    • 1 reply
    • 455 views
    • 
    • Mike Preston
    • March 6, 2018

24. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,582 views
    • 
    • Earl
    • February 19, 2018

25. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob, February 9, 2018
    • 13 replies
    • 889 views
    • 
    • austin3515
    • February 13, 2018