Plan Document Amendments

715 topics in this forum

1. Abandoned Profit Sharing Plan

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

2. Individually designed CB plan without a FDL

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

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

   By Peter Gulia, May 11   

   • tax qualification; pre-approved; irs
   • 6 replies
   • 268 views
   • 
   • Luke Bailey
   • May 11

4. Retroactive participation agreement

   By hunter001, February 27
   • 7 replies
   • 971 views
   • 
   • JackS
   • February 27

5. Abandoned Prototype Plan

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

6. Receipt for SPD

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

7. Protected Benefits

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

8. deadline for Money Purchase Pension contribution change

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

9. Minor Modifications - Traditional DB plan

   By pb5350, November 3, 2019   

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

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

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

11. Adding an arbitration provision?

    By Peter Gulia, September 29, 2019   

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

12. Cash Balance - PPA Restatements

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

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

    By Peter Gulia, September 4, 2019   

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

14. Final Cycle A - Execution Deadline

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

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

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

16. Match Added Mid-Year - Compensation Question

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

17. Retroactive Amendment after Restatement

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

18. change of Plan Sponsor

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

19. Implementation of New Hardship Rules

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

20. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

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

21. Early Inclusion Amendment - Adoption Date

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

22. Pension Plan Freeze

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

23. PPA Restatement for FT William Document

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

24. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

25. to amend or not to amend for disability determination

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