Plan Document Amendments

711 topics in this forum

1. Abandoned Prototype Plan

   By ASmithCPA, 18 hours ago
   • 0 replies
   • 9 views
   • 
   • ASmithCPA
   • 18 hours ago

2. Receipt for SPD

   By thepensionmaven, January 10
   • 11 replies
   • 202 views
   • 
   • Patricia Neal Jensen
   • Wednesday at 08:04 PM

3. Protected Benefits

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

4. deadline for Money Purchase Pension contribution change

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

5. Minor Modifications - Traditional DB plan

   By pb5350, November 3, 2019   

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

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

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

7. Adding an arbitration provision?

   By Peter Gulia, September 29, 2019   

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

8. Cash Balance - PPA Restatements

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

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

   By Peter Gulia, September 4, 2019   

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

10. Final Cycle A - Execution Deadline

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

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

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

12. Match Added Mid-Year - Compensation Question

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

13. Retroactive Amendment after Restatement

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

14. change of Plan Sponsor

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

15. Implementation of New Hardship Rules

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

16. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

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

17. Early Inclusion Amendment - Adoption Date

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

18. Pension Plan Freeze

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

19. PPA Restatement for FT William Document

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

20. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

21. to amend or not to amend for disability determination

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

22. operational failure

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

23. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,556 views
    • 
    • Earl
    • February 19, 2018

24. Plan Amendment to use Forfeitures to fund SH Contributions

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

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

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