Plan Document Amendments

771 topics in this forum

1. Quick reference re changes incorporated in GUST/EGTRRA Amendments

   By chris, February 5, 2003
   • 3 replies
   • 1.3k views
   • 
   • chris
   • February 6, 2003

2. Effective Date of GUST Restatement in regards to ADP/ACP Testing

   By Guest BrianF, February 4, 2003
   • 2 replies
   • 1.5k views
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   • Guest
   • February 5, 2003

3. Can't determine ADP/ACP testing methods for 1997-1999.

   By R. Butler, January 6, 2003
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • February 5, 2003

4. OBRA '93 - $150k comp limit

   By flosfur, February 2, 2003
   • 3 replies
   • 1.6k views
   • 
   • E as in ERISA
   • February 4, 2003

5. Reliance on a prototype's determination letter

   By Guest Chris May, January 30, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • January 31, 2003

6. EGTRRA and compensation limit

   By eilano, January 25, 2003
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 27, 2003

7. GUST restatement vs. amendment

   By Guest lisbetf, January 23, 2003
   • 4 replies
   • 2.6k views
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   • Guest
   • January 27, 2003

8. Claims Procedures

   By Guest Donaldson, January 24, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 24, 2003

9. Accudraft - 401a4 question

   By Guest Happy Actuary, January 24, 2003
   • 1 reply
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2003

10. Locating Old Amendments

    By Guest ANNEBV, January 17, 2003
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • January 17, 2003

11. Catch-up Contributions - Age 50 Requirement

    By Guest nmh, January 15, 2003
    • 2 replies
    • 1.7k views
    • 
    • kocak
    • January 16, 2003

12. Forfeitures

    By Guest Betsy Oakey, January 8, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2003

13. EGTRA Required Amendment

    By Guest Chris May, January 8, 2003
    • 4 replies
    • 2.3k views
    • 
    • KJohnson
    • January 9, 2003

14. IRS Requested EGTRRA Amendment for Terminating Plan

    By chris, January 8, 2003
    • 0 replies
    • 1.2k views
    • 
    • chris
    • January 8, 2003

15. IRS issues guidance on Deemed IRAs

    By Appleby, January 3, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • January 3, 2003

16. Uh-oh...Inherited DB plan contains no Rollover language.

    By mal, December 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 27, 2002

17. EGTRRA Limits for 2002

    By mming, December 26, 2002
    • 0 replies
    • 1.2k views
    • 
    • mming
    • December 26, 2002

18. EGTRRA and Multiple Use Test

    By nancy, December 26, 2002
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • December 26, 2002

19. Gust Deadline

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

20. Form 8717 Exemption from User Fee??

    By chris, December 5, 2002
    • 2 replies
    • 1.7k views
    • 
    • davef
    • December 11, 2002

21. Good Faith EGTRRA Deadline--91 days after GUST letter?

    By Guest Sutter, December 10, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 10, 2002

22. Four-Tier Allocation Formula

    By chris, December 9, 2002
    • 0 replies
    • 1.5k views
    • 
    • chris
    • December 9, 2002

23. Automatic Rollovers of Certain Distributions

    By Guest KFLETT, December 3, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2002

24. Determination letter needed?

    By Guest RONNIE WASEL, December 3, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2002

25. GUST Restatement Submitted to IRS in Proposed Form

    By Wessex, November 22, 2002
    • 0 replies
    • 1.2k views
    • 
    • Wessex
    • November 22, 2002