Plan Document Amendments

707 topics in this forum

1. Minor Modifications - Traditional DB plan

   By pb5350, November 3   

   • determination letters
   • restatements
   • 0 replies
   • 62 views
   • 
   • pb5350
   • November 3

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

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

3. Adding an arbitration provision?

   By Peter Gulia, September 29   

   • plan document; preapproved; irs; arbitration
   • 5 replies
   • 370 views
   • 
   • Bob the Swimmer
   • September 30

4. Cash Balance - PPA Restatements

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

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

   By Peter Gulia, September 4   

   • esop; termination; plan amendment
   • 1 reply
   • 124 views
   • 
   • Peter Gulia
   • September 5

6. Final Cycle A - Execution Deadline

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

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

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

8. Match Added Mid-Year - Compensation Question

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

9. Retroactive Amendment after Restatement

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

10. change of Plan Sponsor

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

11. Implementation of New Hardship Rules

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

12. adding partipating ER to 401k SH plan

    By doombuggy, October 9, 2018   

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

13. Early Inclusion Amendment - Adoption Date

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

14. Pension Plan Freeze

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

15. PPA Restatement for FT William Document

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

16. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

17. to amend or not to amend for disability determination

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

18. operational failure

    By doombuggy, March 6, 2018
    • 1 reply
    • 417 views
    • 
    • Mike Preston
    • March 6, 2018

19. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,521 views
    • 
    • Earl
    • February 19, 2018

20. Plan Amendment to use Forfeitures to fund SH Contributions

    By 401_noob, February 9, 2018
    • 13 replies
    • 797 views
    • 
    • austin3515
    • February 13, 2018

21. Mid-Year SH Change from Elapsed Time to 1000 Hours

    By LKSmoke, January 31, 2018
    • 4 replies
    • 440 views
    • 
    • Kevin C
    • February 6, 2018

22. QDRO

    By Madmac, January 22, 2018
    • 6 replies
    • 606 views
    • 
    • Pam Shoup
    • January 24, 2018

23. Takeover plans & plan documents

    By chuTzPA, February 8, 2017
    • 7 replies
    • 879 views
    • 
    • Bri
    • December 26, 2017

24. restatement to change plan year end

    By M Norton, August 23, 2017   

    • restatement
    • 52/53 week
    • (and 1 more)

      Tagged with:

      • restatement
      • 52/53 week
      • change plan dates
    • 4 replies
    • 323 views
    • 
    • CuseFan
    • August 24, 2017

25. Document correction

    By Cynchbeast, August 14, 2017
    • 2 replies
    • 302 views
    • 
    • ESOP Guy
    • August 15, 2017