Plan Document Amendments

771 topics in this forum

1. Failure to date plan documents

   By Guest Smokin, May 23, 2011
   • 3 replies
   • 1.6k views
   • 
   • EPCRSGuru
   • May 24, 2011

2. Prior Opinion Letter Cannot Be Produced

   By Dougsbpc, November 18, 2008
   • 4 replies
   • 1.6k views
   • 
   • SheilaD
   • November 20, 2008

3. Automatic Rollover Issue

   By chris, January 3, 2005
   • 0 replies
   • 1.6k views
   • 
   • chris
   • January 3, 2005

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

   By TPApril, October 19, 2019
   • 15 replies
   • 1.6k views
   • 
   • Peter Gulia
   • November 1, 2019

5. A dumb question

   By bzorc, February 18, 2002
   • 3 replies
   • 1.6k views
   • 
   • Archimage
   • February 18, 2002

6. Form 5307 Status

   By BTH, June 15, 2011
   • 3 replies
   • 1.6k views
   • 
   • mming
   • July 15, 2011

7. Restatements

   By Belgarath, September 18, 2008
   • 4 replies
   • 1.6k views
   • 
   • Peanut Butter Man
   • September 18, 2008

8. Sponsoring new document

   By Guest Sehrl, January 17, 2002
   • 2 replies
   • 1.6k views
   • 
   • jaemmons
   • January 29, 2002

9. Did Not Restate Plan for Gust

   By Below Ground, July 28, 2006
   • 2 replies
   • 1.6k views
   • 
   • Below Ground
   • July 28, 2006

10. Deemed IRAs - Anyone drafted plan language for them?

    By jstorch, May 10, 2004
    • 0 replies
    • 1.6k views
    • 
    • jstorch
    • May 10, 2004

11. Non-amenders?

    By Guest MEvans, May 3, 2002
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 5, 2002

12. Handling non '97 amendments with a Volume Submitter document

    By mwyatt, December 3, 2001
    • 1 reply
    • 1.6k views
    • 
    • Bob R
    • December 4, 2001

13. Form 8717 user fee

    By John Feldt ERPA CPC QPA, November 1, 2010
    • 0 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 1, 2010

14. Impact of GUST Closing

    By Guest Grumpy455, June 8, 2005
    • 1 reply
    • 1.6k views
    • 
    • g8r
    • June 11, 2005

15. Mistake when restating

    By Rai401k, March 28, 2013
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 29, 2013

16. EGTRRA Restatement

    By YankeeFan, July 21, 2009
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • July 22, 2009

17. Merged plans-Can the surviving plan's GUST & EGTRRA amendment cover both plans; even though they are different types of plans?

    By Guest spanarkle, March 16, 2004
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • March 16, 2004

18. Exemption from User Fee -- Form 8717

    By chris, May 5, 2003
    • 0 replies
    • 1.6k views
    • 
    • chris
    • May 5, 2003

19. Allocation of MP/PS combination plan assets to new GUST paired plan

    By Guest dgoldie, August 29, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 29, 2002

20. Corporate Trustee - who signs what?

    By HarleyBabe, November 26, 2012
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 27, 2012

21. Effective date of GUST restatement& Elimination of Fail-Safe prov

    By Guest AlCal, February 11, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2002

22. Gust Deadline

    By KJohnson, December 12, 2002
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • December 12, 2002

23. Is '01 MP contribution required if merges with PS plan?

    By Cathy from Chicago, February 1, 2002
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • February 1, 2002

24. Agent's Amendment Requests

    By Guest hussac, February 20, 2002
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • February 20, 2002

25. IDP - Cycle A

    By blue, July 31, 2008
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • August 1, 2008