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Plan Document Amendments

762 topics in this forum

  1. Retroactive amendment to change eligibility

    By jpdrews,
    • 2 replies
    • 407 views

  2. Relius/Sungard QNEC/QMAC Forfeiture Amendment

    By nancy,
    • 0 replies
    • 242 views

  3. Summary of Material Modifications required

    By Belgarath,
    • 3 replies
    • 379 views

  4. Early Inclusion Amendment

    By Misty,
    • 2 replies
    • 221 views

  5. Cycle 3 late adopter

    By Tom,
    • 4 replies
    • 254 views

  6. Discretionary Amendment - Amending Forfeiture Allocation Methods - Anti-Cutback Violation?

    By David Olive,
    • 1 reply
    • 131 views

  7. Effective Date of Cycle 3 Restatement 1 Day After Deadline?

    By ERISA1,
    • 12 replies
    • 562 views

  8. Document provider

    By J Simmons,
    • 1 reply
    • 180 views

  9. Removing a Trustee

    By K-t-F,
    • 6 replies
    • 273 views

  10. Money Purchase Plan

    By nancy,
    • 1 reply
    • 120 views

  11. What do you choose as a plan’s restatement date?

    By Peter Gulia,   
    • 7 replies
    • 346 views

  12. Terminating before 7/31/22 to avoid restatement

    By TPApril,
    • 5 replies
    • 318 views

  13. Amendment to Change Vesting. Which schedule does a new participant follow?

    By jkharvey,
    • 3 replies
    • 530 views

  14. What if a § 401(a) plan matches a governmental § 457(b) deferral?

    By Peter Gulia,
    • 4 replies
    • 296 views

  15. Prototype documents and each participant being their own allocation group.

    By 01123,
    • 2 replies
    • 209 views

  16. Which plan document does Ascensus use?

    By Peter Gulia,
    • 4 replies
    • 254 views

  17. Amend to allow in-service for age 45 + 10 YOP

    By AmyETPA,
    • 3 replies
    • 238 views

  18. Trustee Documents on Cycle 3 restatements

    By mattmc82,
    • 2 replies
    • 318 views

  19. PPA Restatement for Individually Designed Plan

    By bzorc,
    • 2 replies
    • 281 views

  20. Is there a vendor with a Hacienda-preapproved document to tax-qualify for Puerto Rico?

    By Peter Gulia,
    • 7 replies
    • 578 views

  21. Backdating Plan Amendments

    By Ananda,
    • 10 replies
    • 765 views

  22. Amending Safe Harbor before Plan Year

    By Kat B,
    • 1 reply
    • 252 views

  23. Amending to exclude union, nonresident, leased - any issue

    By TPApril,
    • 3 replies
    • 267 views

  24. IRS 6 year cycle history...

    By Basically,
    • 2 replies
    • 248 views

  25. Does your client’s plan still require a minimum distribution after age 70½ (not 72)?

    By Peter Gulia,   
    • 7 replies
    • 633 views
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