Plan Document Amendments

734 topics in this forum

1. VS definition of compensation

   By WCC, September 28
   • 5 replies
   • 167 views
   • 
   • WCC
   • September 29

2. Can I add an adopting employer after year end?

   By Jakyasar, February 8
   • 20 replies
   • 617 views
   • 
   • Douglas Dahl
   • September 1

3. Distribution options

   By Chippy, August 11
   • 14 replies
   • 338 views
   • 
   • acm_acm
   • August 30

4. Amending to change definition of comp to plan year comp

   By R and R, August 24
   • 0 replies
   • 73 views
   • 
   • R and R
   • August 24

5. Plan Amendment to Exclude Highly Compensated Employees

   By David Olive, August 3
   • 11 replies
   • 284 views
   • 
   • BG5150
   • August 5

6. IRS Form 5307

   By Belgarath, October 22, 2020
   • 1 reply
   • 215 views
   • 
   • Suzanne85
   • July 9

7. Do some plan sponsors tinker with the IRS-preapproved documents?

   By Peter Gulia, June 30
   • 2 replies
   • 138 views
   • 
   • Peter Gulia
   • July 1

8. Is this choice-of-law provision now common?

   By Peter Gulia, June 3
   • 6 replies
   • 276 views
   • 
   • Peter Gulia
   • June 4

9. cares act and compensation definition

   By Beemer, May 27
   • 0 replies
   • 118 views
   • 
   • Beemer
   • May 27

10. Post PPA restatements

    By thepensionmaven, May 13
    • 1 reply
    • 226 views
    • 
    • Peter Gulia
    • May 13

11. SMM timing--ridiculous?

    By BG5150, April 29
    • 4 replies
    • 337 views
    • 
    • BG5150
    • April 30

12. Required Amendments for individually drafted plan

    By Belgarath, April 30
    • 0 replies
    • 80 views
    • 
    • Belgarath
    • April 30

13. Qualified Disaster Distributions (QDD's)-- What proof does an employer need?

    By RCK13, April 28   

    • disaster
    • tpa
    • (and 1 more)

      Tagged with:

      • disaster
      • tpa
      • distribution
    • 2 replies
    • 199 views
    • 
    • RCK13
    • April 30

14. qualified plan loan offset amendment - timing

    By AlbanyConsultant, April 26
    • 3 replies
    • 121 views
    • 
    • Gilmore
    • April 27

15. Do cycle 3 documents change 70½ to 72?

    By Peter Gulia, March 24   

    • 401(a)(9)
    • 2 replies
    • 351 views
    • 
    • Peter Gulia
    • March 24

16. Cycle 3 Document is Delayed

    By Renee H, March 9
    • 10 replies
    • 417 views
    • 
    • Bill Presson
    • March 23

17. Dual Plan Provisions, need experts advice

    By stephen20, March 17
    • 5 replies
    • 201 views
    • 
    • Alonzo Church
    • March 18

18. Deceased Keogh Owner - who can sign plan amendments/termination documents

    By Cobras59, February 26
    • 2 replies
    • 254 views
    • 
    • Cobras59
    • February 26

19. Restatement Date for Terminated Plans

    By Belgarath, February 5
    • 0 replies
    • 140 views
    • 
    • Belgarath
    • February 5

20. Does outgoing trustee sign trustee change amendment?

    By TPApril, December 18, 2020
    • 5 replies
    • 521 views
    • 
    • TPApril
    • December 23, 2020

21. Cycle 3 - Document Restatements

    By msmith, December 9, 2020
    • 2 replies
    • 333 views
    • 
    • msmith
    • December 9, 2020

22. Retro amendment to add last day rule on discretionary match

    By Flyboyjohn, November 16, 2020
    • 3 replies
    • 460 views
    • 
    • BG5150
    • November 17, 2020

23. Merging 401(k) & MP Plans

    By TPApril, October 22, 2020
    • 2 replies
    • 342 views
    • 
    • CuseFan
    • October 22, 2020

24. Employment Agreement as Plan Amendment

    By BTG, October 12, 2020
    • 7 replies
    • 576 views
    • 
    • Larry Gagnon
    • October 15, 2020

25. Abandoned Profit Sharing Plan

    By Barry K, May 29, 2020
    • 2 replies
    • 894 views
    • 
    • Lucky32
    • May 30, 2020