Plan Document Amendments

758 topics in this forum

1. Cycle 3 late adopter

   By Tom, September 7
   • 4 replies
   • 166 views
   • 
   • CuseFan
   • September 8

2. Discretionary Amendment - Amending Forfeiture Allocation Methods - Anti-Cutback Violation?

   By David Olive, August 24
   • 1 reply
   • 103 views
   • 
   • Bird
   • August 24

3. Effective Date of Cycle 3 Restatement 1 Day After Deadline?

   By ERISA1, June 28
   • 12 replies
   • 460 views
   • 
   • Peter Gulia
   • August 1

4. Document provider

   By J Simmons, July 8
   • 1 reply
   • 149 views
   • 
   • Patricia Neal Jensen
   • July 12

5. Removing a Trustee

   By K-t-F, July 11
   • 6 replies
   • 232 views
   • 
   • Peter Gulia
   • July 12

6. Money Purchase Plan

   By nancy, July 5
   • 1 reply
   • 101 views
   • 
   • StephenD
   • July 6

7. What do you choose as a plan’s restatement date?

   By Peter Gulia, June 30   

   • restatement
   • 7 replies
   • 304 views
   • 
   • Peter Gulia
   • July 4

8. Terminating before 7/31/22 to avoid restatement

   By TPApril, June 12
   • 5 replies
   • 291 views
   • 
   • G8Rs
   • June 14

9. Amendment to Change Vesting. Which schedule does a new participant follow?

   By jkharvey, May 10
   • 3 replies
   • 476 views
   • 
   • acm_acm
   • May 12

10. What if a § 401(a) plan matches a governmental § 457(b) deferral?

    By Peter Gulia, April 21
    • 4 replies
    • 257 views
    • 
    • Peter Gulia
    • April 22

11. Prototype documents and each participant being their own allocation group.

    By 01123, April 7
    • 2 replies
    • 189 views
    • 
    • CuseFan
    • April 8

12. Which plan document does Ascensus use?

    By Peter Gulia, March 31
    • 4 replies
    • 230 views
    • 
    • Peter Gulia
    • April 5

13. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA, April 1
    • 3 replies
    • 178 views
    • 
    • Bob the Swimmer
    • April 5

14. Trustee Documents on Cycle 3 restatements

    By mattmc82, March 16
    • 2 replies
    • 261 views
    • 
    • Peter Gulia
    • March 16

15. PPA Restatement for Individually Designed Plan

    By bzorc, March 7
    • 2 replies
    • 255 views
    • 
    • bzorc
    • March 7

16. Is there a vendor with a Hacienda-preapproved document to tax-qualify for Puerto Rico?

    By Peter Gulia, January 13
    • 7 replies
    • 537 views
    • 
    • CuseFan
    • January 19

17. Backdating Plan Amendments

    By Ananda, January 4
    • 10 replies
    • 661 views
    • 
    • Luke Bailey
    • January 6

18. Amending Safe Harbor before Plan Year

    By Kat B, December 17, 2021
    • 1 reply
    • 232 views
    • 
    • Bird
    • December 17, 2021

19. Amending to exclude union, nonresident, leased - any issue

    By TPApril, November 28, 2021
    • 3 replies
    • 253 views
    • 
    • BG5150
    • December 1, 2021

20. IRS 6 year cycle history...

    By Basically, November 19, 2021
    • 2 replies
    • 221 views
    • 
    • Basically
    • November 22, 2021

21. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

    By Peter Gulia, November 17, 2021   

    • minimum distribution; required beginning date
    • 7 replies
    • 515 views
    • 
    • Peter Gulia
    • November 20, 2021

22. 'interim PPA amendments' and post-PPA restatement (not just a Datair question)

    By AlbanyConsultant, November 18, 2021
    • 0 replies
    • 146 views
    • 
    • AlbanyConsultant
    • November 18, 2021

23. Cycle 3 deadline.... Date Confused

    By Basically, November 12, 2021
    • 2 replies
    • 633 views
    • 
    • Basically
    • November 12, 2021

24. Changing eligibility requirements in regard to IRC 411(d)(6)

    By TMcfall, October 28, 2021
    • 3 replies
    • 356 views
    • 
    • RatherBeGolfing
    • October 30, 2021

25. VS definition of compensation

    By WCC, September 28, 2021
    • 5 replies
    • 349 views
    • 
    • WCC
    • September 29, 2021