Plan Document Amendments

771 topics in this forum

1. retroactive participating agreement effective date

   By Jerry Erisa, May 8, 2015
   • 5 replies
   • 3k views
   • 
   • Briandfox
   • June 25, 2015

2. Certification of Intent to Adopt

   By R. Butler, December 4, 2001
   • 17 replies
   • 2.9k views
   • 
   • KJohnson
   • December 13, 2001

3. Jeopardizing Prototype Status

   By Randy Watson, July 7, 2011
   • 8 replies
   • 2.9k views
   • 
   • ETA Consulting LLC
   • July 18, 2011

4. Retroactive amendments

   By Guest mdduke, September 11, 2008
   • 9 replies
   • 2.9k views
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   • K2retire
   • September 18, 2008

5. Acknowledgement Letter

   By Rai401k, June 21, 2010
   • 4 replies
   • 2.9k views
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   • Oh so SIMPLE
   • June 22, 2010

6. Missed cycle A deadline - now what?

   By Guest skresq, October 4, 2007
   • 8 replies
   • 2.9k views
   • 
   • Blinky the 3-eyed Fish
   • January 14, 2008

7. Forget late GUST, How about late everything

   By mschwechter, November 18, 2004
   • 10 replies
   • 2.9k views
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   • Guest
   • November 20, 2004

8. GUST Model Amendments?

   By Guest friedbrain, October 26, 2001
   • 3 replies
   • 2.9k views
   • 
   • Bob R
   • November 13, 2001

9. Including "leased" ee's who don't meet 414n

   By AlbanyConsultant, November 1, 2007
   • 15 replies
   • 2.9k views
   • 
   • AlbanyConsultant
   • November 12, 2007

10. Working Copy Draft for Determination Letter Application

    By kgr12, January 17, 2013
    • 3 replies
    • 2.8k views
    • 
    • jpod
    • January 18, 2013

11. What exactly would be submitted to the IRS for EGTRRA?

    By Guest LMalone, August 10, 2004
    • 5 replies
    • 2.8k views
    • 
    • g8r
    • August 18, 2004

12. Vesting with merger of MP and PS plans

    By Alan Simpson, February 26, 2002
    • 16 replies
    • 2.8k views
    • 
    • mbozek
    • May 24, 2002

13. Automatic Rollover Amendment and 2005-95

    By PMC, January 20, 2006
    • 4 replies
    • 2.8k views
    • 
    • E as in ERISA
    • February 27, 2006

14. GUST deadline for prototype plans

    By k man, August 23, 2002
    • 16 replies
    • 2.8k views
    • 
    • Gilmore
    • October 12, 2002

15. Are you adopting the 415 amendment by 12/31/2008

    By jkharvey, December 21, 2007
    • 3 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

16. Plan Already Terminated -- Winding Down Assets -- Does it need to be a

    By Guest 91smithie, November 15, 2001
    • 4 replies
    • 2.7k views
    • 
    • KJohnson
    • February 11, 2003

17. 5 or 6 year cycle?

    By Randy Watson, September 12, 2012
    • 2 replies
    • 2.7k views
    • 
    • KJohnson
    • September 12, 2012

18. True-up when employer contributions suspended midyear

    By jaxon1225, September 19, 2013
    • 5 replies
    • 2.6k views
    • 
    • Bird
    • September 20, 2013

19. Eligibility change mid year to safe harbor plan.

    By Rai401k, April 5, 2016
    • 2 replies
    • 2.6k views
    • 
    • Rai401k
    • April 5, 2016

20. Determination Application - Letter 1014

    By Guest ljsc, March 26, 2007
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • June 21, 2007

21. GUST restatement vs. amendment

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

22. Cash Balance Restatement - Cycle A

    By Richard Anderson, December 5, 2006
    • 0 replies
    • 2.6k views
    • 
    • Richard Anderson
    • December 5, 2006

23. Amending to remove 401(k) safe harbor mid-year

    By Belgarath, May 26, 2009
    • 9 replies
    • 2.6k views
    • 
    • Belgarath
    • May 27, 2009

24. Looking For New DB Prototype

    By mming, April 27, 2011
    • 9 replies
    • 2.6k views
    • 
    • FormsRstillmylife
    • March 21, 2012

25. 6-Year Cycle (Volume Submitter)

    By PJ2009, October 13, 2009
    • 4 replies
    • 2.6k views
    • 
    • PJ2009
    • October 19, 2009