Plan Document Amendments

703 topics in this forum

1. Final Cycle A - Execution Deadline

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

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

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

3. Match Added Mid-Year - Compensation Question

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

4. Retroactive Amendment after Restatement

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

5. Cash Balance - PPA Restatements

   By msmith, November 8, 2018
   • 2 replies
   • 309 views
   • 
   • G8Rs
   • November 9, 2018

6. change of Plan Sponsor

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

7. Implementation of New Hardship Rules

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

8. adding partipating ER to 401k SH plan

   By doombuggy, October 9, 2018   

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

9. Early Inclusion Amendment - Adoption Date

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

10. Pension Plan Freeze

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

11. PPA Restatement for FT William Document

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

12. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

13. to amend or not to amend for disability determination

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

14. operational failure

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

15. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,441 views
    • 
    • Earl
    • February 19, 2018

16. Plan Amendment to use Forfeitures to fund SH Contributions

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

17. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke, January 31, 2018
    • 4 replies
    • 375 views
    • 
    • Kevin C
    • February 6, 2018

18. QDRO

    By Madmac, January 22, 2018
    • 6 replies
    • 467 views
    • 
    • Pam Shoup
    • January 24, 2018

19. Takeover plans & plan documents

    By chuTzPA, February 8, 2017
    • 7 replies
    • 810 views
    • 
    • Bri
    • December 26, 2017

20. restatement to change plan year end

    By M Norton, August 23, 2017   

    • restatement
    • 52/53 week
    • (and 1 more)

      Tagged with:

      • restatement
      • 52/53 week
      • change plan dates
    • 4 replies
    • 276 views
    • 
    • CuseFan
    • August 24, 2017

21. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 262 views
    • 
    • ESOP Guy
    • August 15, 2017

22. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 1,039 views
    • 
    • Cloudy
    • July 31, 2017

23. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA, June 5, 2017   

    • 411
    • vesting
    • 18 replies
    • 1,144 views
    • 
    • Kevin C
    • June 9, 2017

24. Effect of Late Discretionary Amendment

    By JJRetirement, May 23, 2017   

    • plan amendment
    • remedial amendment period
    • (and 3 more)

      Tagged with:

      • plan amendment
      • remedial amendment period
      • operational error
      • defined contribution
      • late adoption
    • 3 replies
    • 468 views
    • 
    • CuseFan
    • May 25, 2017

25. Amend Profit Sharing formula & remove accrual requirements

    By Mel_1999, April 26, 2017
    • 4 replies
    • 600 views
    • 
    • Mel_1999
    • April 27, 2017