chris Posted April 23, 2004 Posted April 23, 2004 Given the recent GUST/EGTRRA (incl. 401(a)(9)) amendment activity, I would doubt that there are any amendments which would be required of a terminating money purchase pension plan. However,........ Anyone submitted a defined contribution to the IRS recently and had to amend to bring it up to speed with the current legislation, etc....? Was going to submit the 5310 with the current plan doc. plus the good faith EGTRRA amendment, but just wanted to know if there were any other amendments I needed to get into place instead of waiting for the IRS to kick it back to me. Thanks for your help.
Guest saber Posted May 21, 2004 Posted May 21, 2004 The only ones I am aware of are the final 401(a)(9) and EGTRRA as you mention.
Earl Posted May 21, 2004 Posted May 21, 2004 I use Corbel and they have an EGTRRA and Post EGTRRA amendment that I would adopt. CBW
Blinky the 3-eyed Fish Posted May 21, 2004 Posted May 21, 2004 Care to share what's in the post-EGTRRA amendment? "What's in the big salad?" "Big lettuce, big carrots, tomatoes like volleyballs."
Earl Posted May 21, 2004 Posted May 21, 2004 Dude - For all the effort you put into these boards and the good info/ideas that I have gotten, I'll share whatever you ask. Some of the highlights of the provisions: POST-EGTRRA: Exclusion of Rollovers in Application of Involuntary Cash-out Provisions Catch-up contributions permitted effective for calendar years beginning after December 31, 2001 Amendment for Section 401(a)(9) Final and Temporary Treasury Regulations Deemed 125 Compensation INVOLUNTARY CASH-OUTS HARDSHIP DISTRIBUTIONS CBW
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