Plan Document Amendments

771 topics in this forum

1. Retroactive Amendment

   By msmith, February 14, 2023
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   • 226 views
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   • msmith
   • February 14, 2023

2. Deleted

   By Guest WantsToLearn, November 16, 2006
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   • Guest
   • November 16, 2006

3. GUST Restatement Submitted to IRS in Proposed Form

   By Wessex, November 22, 2002
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   • Wessex
   • November 22, 2002

4. New Entity/Sponsor

   By pixmax, August 26, 2009
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   • pixmax
   • August 26, 2009

5. Gust Rap

   By J2D2, February 13, 2002
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   • J2D2
   • February 13, 2002

6. EGTRRA Comp Limit

   By Guest CRC02, May 5, 2003
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   • Guest
   • May 5, 2003

7. IDP Amendments due 1/9/08

   By HarleyBabe, November 27, 2007
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   • 1.1k views
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   • HarleyBabe
   • November 27, 2007

8. IRS Review (Required Amendment for Determination)

   By abanky, June 3, 2008
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   • abanky
   • June 3, 2008

9. Post-EGTRRA: Once and for all...can someone please set me straight?

   By Guest DIGMYDOG, December 9, 2004
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   • Guest
   • December 9, 2004

10. J&S Annuity Distribution Option

    By chris, February 20, 2003
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    • 1.2k views
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    • chris
    • February 20, 2003

11. The Heart Act and Interim Amendments due 12/31

    By HarleyBabe, November 29, 2010
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    • HarleyBabe
    • November 29, 2010

12. One more on IDP DBPP

    By Guest Sabadee!, August 28, 2008
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    • Guest
    • August 28, 2008

13. Automatic Rollover Issue

    By chris, January 3, 2005
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    • chris
    • January 3, 2005

14. Final Roth Amendments

    By doombuggy, July 3, 2008
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    • 1k views
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    • doombuggy
    • July 3, 2008

15. 'interim PPA amendments' and post-PPA restatement (not just a Datair question)

    By AlbanyConsultant, November 18, 2021
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    • 268 views
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    • AlbanyConsultant
    • November 18, 2021

16. Changing sponsor name on an advisory letter

    By Guest Grumpy456, June 5, 2008
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    • Guest
    • June 5, 2008

17. Safe Harbor 401(k) Document

    By Guest amm19, July 30, 2002
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    • Guest
    • July 30, 2002

18. Multiple use test elimination and after tax voluntary contributions

    By Guest kjungkin, January 10, 2002
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    • Guest
    • January 10, 2002

19. Reliance on Prototype sponsor adopted amendments

    By Guest CAG1, October 28, 2010
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    • 1.4k views
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    • Guest
    • October 28, 2010

20. When to file for determination letter

    By DMcGovern, March 1, 2011
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    • 1.1k views
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    • DMcGovern
    • March 1, 2011

21. Restatement Date for Terminated Plans

    By Belgarath, February 5, 2021
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    • 293 views
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    • Belgarath
    • February 5, 2021

22. Claims Procedures

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

23. Handling of 1999 restated plan

    By Guest amm19, June 20, 2002
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    • 1.1k views
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    • Guest
    • June 20, 2002

24. cares act and compensation definition

    By Beemer, May 27, 2021
    • 0 replies
    • 262 views
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    • Beemer
    • May 27, 2021

25. GUST volume submitter prototype document relying on sponsor's approval letter now being amended to include a non-standard option.

    By Guest Judy S, July 12, 2004
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    • 1.7k views
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    • Guest
    • July 12, 2004