Plan Document Amendments

735 topics in this forum

1. IRS Form 5307

   By Belgarath, October 22, 2020
   • 1 reply
   • 181 views
   • 
   • Suzanne85
   • July 9

2. Can I add an adopting employer after year end?

   By Jakyasar, February 8
   • 19 replies
   • 515 views
   • 
   • PeterN
   • July 9

3. Do some plan sponsors tinker with the IRS-preapproved documents?

   By Peter Gulia, June 30
   • 2 replies
   • 119 views
   • 
   • Peter Gulia
   • July 1

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

   By Peter Gulia, June 3
   • 6 replies
   • 248 views
   • 
   • Peter Gulia
   • June 4

5. cares act and compensation definition

   By Beemer, May 27
   • 0 replies
   • 94 views
   • 
   • Beemer
   • May 27

6. Post PPA restatements

   By thepensionmaven, May 13
   • 1 reply
   • 202 views
   • 
   • Peter Gulia
   • May 13

7. SMM timing--ridiculous?

   By BG5150, April 29
   • 4 replies
   • 296 views
   • 
   • BG5150
   • April 30

8. Required Amendments for individually drafted plan

   By Belgarath, April 30
   • 0 replies
   • 59 views
   • 
   • Belgarath
   • April 30

9. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

   By RCK13, April 28   

   • disaster
   • tpa
   • (and 1 more)

     Tagged with:

     • disaster
     • tpa
     • distribution
   • 2 replies
   • 181 views
   • 
   • RCK13
   • April 30

10. qualified plan loan offset amendment - timing

    By AlbanyConsultant, April 26
    • 3 replies
    • 102 views
    • 
    • Gilmore
    • April 27

11. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia, March 24   

    • 401(a)(9)
    • 2 replies
    • 240 views
    • 
    • Peter Gulia
    • March 24

12. Cycle 3 Document is Delayed

    By Renee H, March 9
    • 10 replies
    • 375 views
    • 
    • Bill Presson
    • March 23

13. Dual Plan Provisions, need experts advice

    By stephen20, March 17
    • 5 replies
    • 188 views
    • 
    • Alonzo Church
    • March 18

14. Deceased Keogh Owner - who can sign plan amendments/termination documents

    By Cobras59, February 26
    • 2 replies
    • 235 views
    • 
    • Cobras59
    • February 26

15. Restatement Date for Terminated Plans

    By Belgarath, February 5
    • 0 replies
    • 113 views
    • 
    • Belgarath
    • February 5

16. Does outgoing trustee sign trustee change amendment?

    By TPApril, December 18, 2020
    • 5 replies
    • 504 views
    • 
    • TPApril
    • December 23, 2020

17. Cycle 3 - Document Restatements

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

18. Retro amendment to add last day rule on discretionary match

    By Flyboyjohn, November 16, 2020
    • 3 replies
    • 443 views
    • 
    • BG5150
    • November 17, 2020

19. Merging 401(k) & MP Plans

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

20. Employment Agreement as Plan Amendment

    By BTG, October 12, 2020
    • 7 replies
    • 550 views
    • 
    • Larry Gagnon
    • October 15, 2020

21. Abandoned Profit Sharing Plan

    By Barry K, May 29, 2020
    • 2 replies
    • 871 views
    • 
    • Lucky32
    • May 30, 2020

22. Individually designed CB plan without a FDL

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

23. Can a retirement plan’s sponsor adopt disaster and emergency provisions in advance?

    By Peter Gulia, May 11, 2020   

    • tax qualification; pre-approved; irs
    • 6 replies
    • 334 views
    • 
    • Luke Bailey
    • May 11, 2020

24. Retroactive participation agreement

    By hunter001, February 27, 2020
    • 7 replies
    • 1.2k views
    • 
    • JackS
    • February 27, 2020

25. Abandoned Prototype Plan

    By ASmithCPA, January 18, 2020
    • 3 replies
    • 715 views
    • 
    • Bill Presson
    • January 23, 2020