Plan Document Amendments

704 topics in this forum

1. Cash Balance - PPA Restatements

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

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

   By Fiduciary Guidance Counsel, September 4   

   • esop; termination; plan amendment
   • 1 reply
   • 86 views
   • 
   • Fiduciary Guidance Counsel
   • September 5

3. Final Cycle A - Execution Deadline

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

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

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

5. Match Added Mid-Year - Compensation Question

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

6. Retroactive Amendment after Restatement

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

7. change of Plan Sponsor

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

8. Implementation of New Hardship Rules

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

9. adding partipating ER to 401k SH plan

   By doombuggy, October 9, 2018   

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

10. Early Inclusion Amendment - Adoption Date

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

11. Pension Plan Freeze

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

12. PPA Restatement for FT William Document

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

13. 1000 Hour Accrual Requirement

    By JackS, April 5, 2018   

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

14. to amend or not to amend for disability determination

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

15. operational failure

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

16. hand-written amendment

    By WCC, August 22, 2017
    • 11 replies
    • 1,500 views
    • 
    • Earl
    • February 19, 2018

17. Plan Amendment to use Forfeitures to fund SH Contributions

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

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

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

19. QDRO

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

20. Takeover plans & plan documents

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

21. 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
    • 308 views
    • 
    • CuseFan
    • August 24, 2017

22. Document correction

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

23. Change Non-SH Allocation Formula?

    By Cloudy, July 24, 2017
    • 21 replies
    • 1,161 views
    • 
    • Cloudy
    • July 31, 2017

24. Vesting Change from Immediate to 6-Year Graded

    By John Feldt ERPA CPC QPA, June 5, 2017   

    • 411
    • vesting
    • 18 replies
    • 1,187 views
    • 
    • Kevin C
    • June 9, 2017

25. Effect of Late Discretionary Amendment

    By JJRetirement, May 23, 2017   

    • plan amendment
    • remedial amendment period
    • (and 3 more)

      Tagged with:

      • plan amendment
      • remedial amendment period
      • operational error
      • defined contribution
      • late adoption
    • 3 replies
    • 555 views
    • 
    • CuseFan
    • May 25, 2017