Plan Document Amendments

721 topics in this forum

1. Does outgoing trustee sign trustee change amendment?

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

2. Cycle 3 - Document Restatements

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

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

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

4. Merging 401(k) & MP Plans

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

5. IRS Form 5307

   By Belgarath, October 22, 2020
   • 0 replies
   • 72 views
   • 
   • Belgarath
   • October 22, 2020

6. Employment Agreement as Plan Amendment

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

7. Abandoned Profit Sharing Plan

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

8. Individually designed CB plan without a FDL

   By pensionlaf, May 12, 2020
   • 3 replies
   • 326 views
   • 
   • Luke Bailey
   • May 13, 2020

9. Can a retirement plan’s sponsor adopt disaster and emergency provisions in advance?

   By Peter Gulia, May 11, 2020   

   • tax qualification; pre-approved; irs
   • 6 replies
   • 292 views
   • 
   • Luke Bailey
   • May 11, 2020

10. Retroactive participation agreement

    By hunter001, February 27, 2020
    • 7 replies
    • 1k views
    • 
    • JackS
    • February 27, 2020

11. Abandoned Prototype Plan

    By ASmithCPA, January 18, 2020
    • 3 replies
    • 662 views
    • 
    • Bill Presson
    • January 23, 2020

12. Receipt for SPD

    By thepensionmaven, January 10, 2020
    • 11 replies
    • 412 views
    • 
    • Patricia Neal Jensen
    • January 15, 2020

13. Protected Benefits

    By Lauren0507, December 31, 2019
    • 3 replies
    • 528 views
    • 
    • Lauren0507
    • January 2, 2020

14. deadline for Money Purchase Pension contribution change

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

15. Minor Modifications - Traditional DB plan

    By pb5350, November 3, 2019   

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

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

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

17. Adding an arbitration provision?

    By Peter Gulia, September 29, 2019   

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

18. Cash Balance - PPA Restatements

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

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

    By Peter Gulia, September 4, 2019   

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

20. Final Cycle A - Execution Deadline

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

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

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

22. Match Added Mid-Year - Compensation Question

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

23. Retroactive Amendment after Restatement

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

24. change of Plan Sponsor

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

25. Implementation of New Hardship Rules

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