Plan Document Amendments

686 topics in this forum

1. hand-written amendment

   By WCC, August 22
   • 10 replies
   • 688 views
   • 
   • ETA Consulting LLC
   • August 25

2. restatement to change plan year end

   By M Norton, August 23   

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

     Tagged with:

     • restatement
     • 52/53 week
     • change plan dates
   • 4 replies
   • 99 views
   • 
   • CuseFan
   • August 24

3. Document correction

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

4. Change Non-SH Allocation Formula?

   By Cloudy, July 24
   • 21 replies
   • 438 views
   • 
   • Cloudy
   • July 31

5. Vesting Change from Immediate to 6-Year Graded

   By John Feldt ERPA CPC QPA, June 5   

   • 411
   • vesting
   • 18 replies
   • 788 views
   • 
   • Kevin C
   • June 9

6. Effect of Late Discretionary Amendment

   By JJRetirement, May 23   

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

     Tagged with:

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

7. Amend Profit Sharing formula & remove accrual requirements

   By Melgh69, April 26
   • 4 replies
   • 311 views
   • 
   • Melgh69
   • April 27

8. 403(b) restatements with pre-approved language

   By Belgarath, April 12
   • 1 reply
   • 255 views
   • 
   • Fiduciary Guidance Counsel
   • April 13

9. Amendment to Discretionary Match / Notification to Employees

   By TPA Bob, March 6
   • 2 replies
   • 407 views
   • 
   • TPA Bob
   • March 7

10. Revenue Procedure 2005-16, Announcement 2005-37

    By Bumppo23, February 20   

    • power to amend
    • volume submitter plans
    • (and 5 more)

      Tagged with:

      • power to amend
      • volume submitter plans
      • advisory letters
      • volume submitter
      • plan sponsor
      • amendments
      • advisory letter
    • 0 replies
    • 216 views
    • 
    • Bumppo23
    • February 20

11. Takeover plans & plan documents

    By chuTzPA, February 8
    • 6 replies
    • 430 views
    • 
    • John Feldt ERPA CPC QPA
    • February 16

12. Does the plan document say anything about a participant's power of attorney?

    By Fiduciary Guidance Counsel, February 1   

    • plan document; procedures; power of attorney
    • 15 replies
    • 385 views
    • 
    • K2retire
    • February 3

13. Provider of TRA 86 401k documents?

    By Fully Vested, December 29, 2016
    • 2 replies
    • 580 views
    • 
    • Kevin C
    • December 29, 2016

14. What is the remedial-amendment date if the plan's sponsor will not apply for the IRS's determination?

    By Fiduciary Guidance Counsel, December 8, 2016   

    • remedial amendment period
    • 0 replies
    • 401 views
    • 
    • Fiduciary Guidance Counsel
    • December 8, 2016

15. Amend Plan to fully vest former owner of split company?

    By pensionreview, October 31, 2016
    • 4 replies
    • 622 views
    • 
    • Mike Preston
    • November 16, 2016

16. Submit PPA 5307 g

    By pgold, November 15, 2016
    • 0 replies
    • 273 views
    • 
    • pgold
    • November 15, 2016

17. Determination Letter for Volume Submitter Plan

    By Doghouse, October 25, 2016   

    • volume submitter
    • determination letter
    • (and 1 more)

      Tagged with:

      • volume submitter
      • determination letter
      • amendment
    • 0 replies
    • 438 views
    • 
    • Doghouse
    • October 25, 2016

18. Amend plan to change trustee retroactively?

    By Lori H, October 13, 2016
    • 2 replies
    • 531 views
    • 
    • Lou S.
    • October 13, 2016

19. Does a Form 5300 review ever ask about operational compliance?

    By Fiduciary Guidance Counsel, July 12, 2016   

    • qualification; Form 5300
    • 6 replies
    • 875 views
    • 
    • Fiduciary Guidance Counsel
    • July 13, 2016

20. Should an individually-designed plan omit getting a determination in this last cycle?

    By Fiduciary Guidance Counsel, June 14, 2016   

    • determination letter
    • 13 replies
    • 740 views
    • 
    • Fiduciary Guidance Counsel
    • June 15, 2016

21. Document sponsor can correct users’ failures to adopt the document

    By Fiduciary Guidance Counsel, April 5, 2016   

    • preapproved plan; prototype
    • 1 reply
    • 707 views
    • 
    • ETA Consulting LLC
    • April 5, 2016

22. Eligibility change mid year to safe harbor plan.

    By Rai401k, April 5, 2016
    • 2 replies
    • 776 views
    • 
    • Rai401k
    • April 5, 2016

23. What was Cycle E plan's deadline to adopt pre-approved plan - 1/31/2016 or 4/30/2016?

    By SavingsRUS, April 4, 2016
    • 0 replies
    • 510 views
    • 
    • SavingsRUS
    • April 4, 2016

24. How long does the IRS take for a determination on a Form 5307 application?

    By Fiduciary Guidance Counsel, April 4, 2016   

    • determination; Form 5307
    • 3 replies
    • 572 views
    • 
    • Fiduciary Guidance Counsel
    • April 4, 2016

25. Under the new regime, when must a sponsor of an individually-designed plan do plan amendments?

    By Fiduciary Guidance Counsel, March 18, 2016   

    • remedial-amendment period
    • 3 replies
    • 565 views
    • 
    • Fiduciary Guidance Counsel
    • March 21, 2016