Plan Document Amendments

727 topics in this forum

1. Do cycle 3 documents change 70½ to 72?

   By Peter Gulia, March 24   

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

2. Cycle 3 Document is Delayed

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

3. Dual Plan Provisions, need experts advice

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

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

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

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

   By Jakyasar, February 8
   • 18 replies
   • 429 views
   • 
   • RatherBeGolfing
   • February 11

6. Restatement Date for Terminated Plans

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

7. Does outgoing trustee sign trustee change amendment?

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

8. Cycle 3 - Document Restatements

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

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

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

10. Merging 401(k) & MP Plans

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

11. IRS Form 5307

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

12. Employment Agreement as Plan Amendment

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

13. Abandoned Profit Sharing Plan

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

14. Individually designed CB plan without a FDL

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

15. 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
    • 303 views
    • 
    • Luke Bailey
    • May 11, 2020

16. Retroactive participation agreement

    By hunter001, February 27, 2020
    • 7 replies
    • 1.2k views
    • 
    • JackS
    • February 27, 2020

17. Abandoned Prototype Plan

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

18. Receipt for SPD

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

19. Protected Benefits

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

20. deadline for Money Purchase Pension contribution change

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

21. Minor Modifications - Traditional DB plan

    By pb5350, November 3, 2019   

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

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

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

23. Adding an arbitration provision?

    By Peter Gulia, September 29, 2019   

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

24. Cash Balance - PPA Restatements

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

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

    By Peter Gulia, September 4, 2019   

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