Plan Document Amendments

684 topics in this forum

1. Document correction

   By Cynchbeast, Monday at 06:49 PM
   • 2 replies
   • 46 views
   • 
   • ESOP Guy
   • Tuesday at 12:42 PM

2. Change Non-SH Allocation Formula?

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

3. Vesting Change from Immediate to 6-Year Graded

   By John Feldt ERPA CPC QPA, June 5   

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

4. 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
   • 165 views
   • 
   • CuseFan
   • May 25

5. Amend Profit Sharing formula & remove accrual requirements

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

6. 403(b) restatements with pre-approved language

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

7. Amendment to Discretionary Match / Notification to Employees

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

8. 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
   • 175 views
   • 
   • Bumppo23
   • February 20

9. Takeover plans & plan documents

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

10. 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
    • 355 views
    • 
    • K2retire
    • February 3

11. Provider of TRA 86 401k documents?

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

12. 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
    • 371 views
    • 
    • Fiduciary Guidance Counsel
    • December 8, 2016

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

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

14. Submit PPA 5307 g

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

15. 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
    • 401 views
    • 
    • Doghouse
    • October 25, 2016

16. Amend plan to change trustee retroactively?

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

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

    By Fiduciary Guidance Counsel, July 12, 2016   

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

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

    By Fiduciary Guidance Counsel, June 14, 2016   

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

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

    By Fiduciary Guidance Counsel, April 5, 2016   

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

20. Eligibility change mid year to safe harbor plan.

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

21. 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
    • 478 views
    • 
    • SavingsRUS
    • April 4, 2016

22. 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
    • 535 views
    • 
    • Fiduciary Guidance Counsel
    • April 4, 2016

23. 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
    • 528 views
    • 
    • Fiduciary Guidance Counsel
    • March 21, 2016

24. Trustees signing PPA Restatement

    By Tinman, March 17, 2016
    • 5 replies
    • 571 views
    • 
    • Tinman
    • March 18, 2016

25. PPA Restatement and Nonamender Timing

    By WDIK, March 18, 2016
    • 1 reply
    • 543 views
    • 
    • Lou S.
    • March 18, 2016