Plan Document Amendments

700 topics in this forum

1. Retroactive Amendment after Restatement

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

2. Cash Balance - PPA Restatements

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

3. change of Plan Sponsor

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

4. Implementation of New Hardship Rules

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

5. adding partipating ER to 401k SH plan

   By doombuggy, October 9, 2018   

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

6. Early Inclusion Amendment - Adoption Date

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

7. Pension Plan Freeze

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

8. PPA Restatement for FT William Document

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

9. 1000 Hour Accrual Requirement

   By JackS, April 5, 2018   

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

10. to amend or not to amend for disability determination

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

11. operational failure

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

12. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,387 views
    • 
    • Earl
    • February 19, 2018

13. Plan Amendment to use Forfeitures to fund SH Contributions

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

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

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

15. QDRO

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

16. Takeover plans & plan documents

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

17. 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
    • 246 views
    • 
    • CuseFan
    • August 24, 2017

18. Document correction

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

19. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 903 views
    • 
    • Cloudy
    • July 31, 2017

20. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA, June 5, 2017   

    • 411
    • vesting
    • 18 replies
    • 1,101 views
    • 
    • Kevin C
    • June 9, 2017

21. 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
    • 406 views
    • 
    • CuseFan
    • May 25, 2017

22. Amend Profit Sharing formula & remove accrual requirements

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

23. 403(b) restatements with pre-approved language

    By Belgarath, April 12, 2017
    • 1 reply
    • 389 views
    • 
    • Fiduciary Guidance Counsel
    • April 13, 2017

24. Amendment to Discretionary Match / Notification to Employees

    By TPA Bob, March 6, 2017
    • 2 replies
    • 551 views
    • 
    • TPA Bob
    • March 7, 2017

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

    By Bumppo23, February 20, 2017   

    • 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
    • 352 views
    • 
    • Bumppo23
    • February 20, 2017