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Plan Document Amendments
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Plan Document Amendments
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415(c) and Post Severance Compensation
(1 reply)
List of Required Provisions - EGTRRA
(2 replies)
Submit GUST approved plan for determination or wait til staggered remedial amendment period
(0 replies)
Automatic Rollover Issue
(0 replies)
Non-gust amended plans - terminating
(1 reply)
Post-EGTRRA: Once and for all...can someone please set me straight?
(0 replies)
Forget late GUST, How about late everything
(10 replies)
VCP submission for GUST non-amender
(1 reply)
Date for adopting a GUST document
(2 replies)
Amending a restated GUST and EGTRRA document
(0 replies)
Updating for GUST at this late date
(1 reply)
RMD Final Reg Amendment
(7 replies)
Cert of Intent to Adopt and Controlled Group
(1 reply)
What exactly would be submitted to the IRS for EGTRRA?
(5 replies)
GUST volume submitter prototype document relying on sponsor's approval letter now being amended to include a non-standard option.
(0 replies)
No restated adoption agreement
(2 replies)
Deemed IRAs - Anyone drafted plan language for them?
(0 replies)
When will IRS start accepting prototype V/S submissions updated for EGTRRA?
(1 reply)
Prototype adoption agreement not updates yet
(2 replies)
Merged plans-Can the surviving plan's GUST & EGTRRA amendment cover both plans; even though they are different types of plans?
(2 replies)
How to file with VPC (prototype adopter and late restatement)
(0 replies)
Missed Restatement Penalty
(9 replies)
QNEC Question
(3 replies)
Missed the GUST late amender deadline
(2 replies)
"Due Date" of the determination letter application? (5307)
(4 replies)
Distinction between "opinion letter" and "determination letter"
(2 replies)
VCP or EPCRS
(0 replies)
Deadline for Notice for Determination Letter....
(5 replies)
Extension of January 31, 2004 GUST deadline?
(6 replies)
Determination Letter on Prototype Plan
(2 replies)
Late 401(a)(31) Amendment
(1 reply)
Plan Document deleivery via electonic media
(1 reply)
Evidence of Entitlement to Extension of the GUST Remedial Amendment Period
(1 reply)
Late adoption of prototype amendments - need to file 5307?
(1 reply)
Postmark sufficient for satisfying GUST deadline?
(1 reply)
Controlled Group Amendment Issues
(2 replies)
Extension of RAP...
(4 replies)
amendments correcting certain disqualifying provisions
(1 reply)
Is Form 2848 needed on IRS submissions now?
(3 replies)
Individually designed plans
(3 replies)
To submit or not to submit
(17 replies)
GUST Extension
(4 replies)
possiblity of extension
(19 replies)
Failure to Furnish SPD
(2 replies)
Good faith EGTRRA Amendment - timing
(3 replies)
Question about the new RAP
(1 reply)
GUST extension still available if plan already amended for GUST (with a determination letter)? Need to change ADP/ACP testing for 2002
(5 replies)
Isabel extend GUST deadline?
(1 reply)
What's remedial amendment period deadline for 403(b) plan?
(3 replies)
confused about the dates
(1 reply)
Late amender
(1 reply)
Certification to adopt Volume Submitter
(1 reply)
Conversion of 0% MPP to PSP
(2 replies)
Frozen plan to be terminated -- document issues
(10 replies)
Slap-on amendments
(5 replies)
RRA 98 & CRA
(3 replies)
Controlled Group
(4 replies)
Can we retroactively amend during amendment period
(0 replies)
IRS Submission
(2 replies)
Multiple Employer Plan Restatement
(0 replies)
Submission to IRS
(3 replies)
Church Plan GUST RAP
(0 replies)
Determination Letter
(1 reply)
ESOP
(6 replies)
Should This Plan Be Filed?
(1 reply)
DC & DB top heavy minimum benefit
(2 replies)
EGTRRA amendment
(1 reply)
5307 #3(g)
(2 replies)
Plan Changes with GUST Restatement
(2 replies)
MPPP merged to PSP, but assets not tranferred yet
(2 replies)
Determ Letters
(1 reply)
Prototype Plan Becomes Individually-Designed
(0 replies)
cross-tested volume submitter plans
(2 replies)
Anticutback violation?
(4 replies)
Effective Date of Top Heavy provisions
(2 replies)
Catch-up Contributions - 401k and IRA
(1 reply)
Restating document - Sole Proprietor is deceased
(1 reply)
IRS Submissions
(5 replies)
Changes to the Determination Letter Program
(2 replies)
EGTRRA Comp Limit
(0 replies)
Exemption from User Fee -- Form 8717
(0 replies)
Amending a terminated plan
(6 replies)
Q11(e)(3) on Form 5307
(1 reply)
mp plan converted to ps for restatement
(1 reply)
Restatement of a DB Prototype Plan
(7 replies)
GUST restatement issue
(1 reply)
Remedial Amendment issues with EGTRRA and GUST
(2 replies)
J&S Annuity Distribution Option
(0 replies)
Catch Up Contributions
(1 reply)
Numbering Amendments after restatement...
(3 replies)
Plan Already Terminated -- Winding Down Assets -- Does it need to be a
(4 replies)
Incorporating Prior Amendments into Restated Document
(2 replies)
Quick reference re changes incorporated in GUST/EGTRRA Amendments
(3 replies)
Effective Date of GUST Restatement in regards to ADP/ACP Testing
(2 replies)
Can't determine ADP/ACP testing methods for 1997-1999.
(4 replies)
OBRA '93 - $150k comp limit
(3 replies)
Reliance on a prototype's determination letter
(1 reply)
EGTRRA and compensation limit
(2 replies)
GUST restatement vs. amendment
(4 replies)
Claims Procedures
(0 replies)
Accudraft - 401a4 question
(1 reply)
Locating Old Amendments
(1 reply)
Catch-up Contributions - Age 50 Requirement
(2 replies)
Forfeitures
(1 reply)
EGTRA Required Amendment
(4 replies)
IRS Requested EGTRRA Amendment for Terminating Plan
(0 replies)
IRS issues guidance on Deemed IRAs
(1 reply)
Uh-oh...Inherited DB plan contains no Rollover language.
(1 reply)
EGTRRA Limits for 2002
(0 replies)
EGTRRA and Multiple Use Test
(0 replies)
Gust Deadline
(2 replies)
Form 8717 Exemption from User Fee??
(2 replies)
Good Faith EGTRRA Deadline--91 days after GUST letter?
(0 replies)
Four-Tier Allocation Formula
(0 replies)
Automatic Rollovers of Certain Distributions
(2 replies)
Determination letter needed?
(0 replies)
GUST Restatement Submitted to IRS in Proposed Form
(0 replies)
GUST Remedial Amendment Period Extended - what about EGTRRA good faith
(11 replies)
Safe harbor 401k hardship WD
(1 reply)
Adoption Of 94GAR Table
(8 replies)
GUST amendment Time Frames
(4 replies)
Changes required by IRS
(7 replies)
EGTRRA Amendment
(1 reply)
Gust Restatement Deadline
(0 replies)
Change of Vesting Schedule with EGTRRA
(1 reply)
GUST Amendments and Terminated Plans
(6 replies)
Extension?
(2 replies)
Tax credit for start up plan
(1 reply)
GUST deadline and takeovers through 12/31/2002
(4 replies)
403(b) and EGTRRA
(0 replies)
GUST Certification
(0 replies)
Date of Revised Form 5307
(1 reply)
New sponsor for old plan
(0 replies)
GUST Remedial Amendment Period Without RP 2000-20 Certification
(2 replies)
Gust and EGTRRA Restatement
(0 replies)
GUST restatement date
(7 replies)
5307 question
(5 replies)
GUST and EGTRRA Amendments
(0 replies)
multiple employer plan filing
(6 replies)
top heavy question
(2 replies)
Required Demo's for 5307
(1 reply)
GUST restatement for prototype doc
(0 replies)
GUST deadline for prototype plans
(16 replies)
Exemption of User Fees
(4 replies)
Plan restatements --
(1 reply)
Restating to Reflect Operation
(0 replies)
EGTRRA aendment, restate for GUST, new EGTRRA amendment?
(7 replies)
GUST certification
(19 replies)
Deductibility issue
(2 replies)
Obra '93
(0 replies)
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