Plan Document Amendments

771 topics in this forum

1. Interim Amendments - Corrections

   By Guest ERISAWork, April 13, 2012
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • April 13, 2012

2. Puerto Rico Plans

   By Nassau, April 12, 2012
   • 0 replies
   • 1k views
   • 
   • Nassau
   • April 12, 2012

3. Puerto Rico Plans

   By Nassau, April 11, 2012
   • 0 replies
   • 946 views
   • 
   • Nassau
   • April 11, 2012

4. Amendment Adoption by E-Mail

   By Guest shaul, April 10, 2012
   • 2 replies
   • 1.1k views
   • 
   • GMK
   • April 11, 2012

5. IDP to Prototype

   By Scuba 401, April 9, 2012
   • 1 reply
   • 1.4k views
   • 
   • Kevin C
   • April 10, 2012

6. Exemption From IRS User Fee on Form 8717

   By mming, February 25, 2012
   • 1 reply
   • 1.9k views
   • 
   • Draper55
   • April 4, 2012

7. Cash Balance Plan never submitted

   By Rai401k, March 16, 2012
   • 3 replies
   • 1.8k views
   • 
   • Rai401k
   • March 26, 2012

8. Looking For New DB Prototype

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

9. Plan Amendment

   By Guest mike0355, March 8, 2012
   • 2 replies
   • 1.2k views
   • 
   • rcline46
   • March 9, 2012

10. Amending a frozen MPP plan to allow for in service dist?

    By kwalified, December 9, 2011
    • 9 replies
    • 1.9k views
    • 
    • Belgarath
    • February 8, 2012

11. Amending Plan Allocation on Discretionary Contributions

    By kevind2010, January 31, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2012

12. 1/31/12 ESOP Restatement

    By DLavigne, January 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • January 24, 2012

13. Safe Harbor 401(k) Amendment

    By Guest carpen, January 5, 2012
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • January 6, 2012

14. Timing of purely discretionary amendments

    By Guest JM123, September 21, 2011
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • December 9, 2011

15. Amendment for catch-up contributions

    By Guest key123, November 22, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 22, 2011

16. Plan document Det Letter submission gone bad

    By Santo Gold, November 22, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • November 22, 2011

17. EGTRRA restatement date for Individually designed DB

    By Belgarath, November 17, 2011
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • November 18, 2011

18. VS or Prototype

    By R. Butler, October 19, 2011
    • 5 replies
    • 1.3k views
    • 
    • Jim Chad
    • November 11, 2011

19. PPA Good Faith Amendment from 2008

    By HarleyBabe, November 2, 2011
    • 1 reply
    • 1.2k views
    • 
    • Effen
    • November 4, 2011

20. EGTRRA restatement for frozen plan

    By Guest Grumpy456, September 19, 2011
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • October 31, 2011

21. PPA Restatement for Sungard Volume Submitter Docs

    By Susan S., October 4, 2011
    • 6 replies
    • 3.8k views
    • 
    • Peanut Butter Man
    • October 20, 2011

22. Chaning Prototype Sponsor; Re-Amend for 415, HEART, etc.

    By Guest djw, October 14, 2011
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • October 15, 2011

23. non-specific trustees?

    By AlbanyConsultant, October 14, 2011
    • 2 replies
    • 860 views
    • 
    • AlbanyConsultant
    • October 14, 2011

24. Volume Submitter Document

    By Nassau, October 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2011

25. Non amender in audit

    By ombskid, August 29, 2011
    • 3 replies
    • 1.4k views
    • 
    • shERPA
    • August 29, 2011