Help
-
Search
-
Members
-
Calendar
Full Version:
Plan Document Amendments
BenefitsLink Message Boards
>
Retirement Plans
>
Plan Document Amendments
Pages:
1
,
2
,
3
,
4
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)
Restatement deadline when employer sponsors both a prototype DB and DC
(5 replies)
Plan Mergers and Restatements - a question of timing
(0 replies)
Restatement of Merged MP Plan
(4 replies)
Timing of catch up amendment
(1 reply)
Effect of statute of lim's on failure to amend and restate??
(3 replies)
Allocation of MP/PS combination plan assets to new GUST paired plan
(4 replies)
Cash Balance GUST Question
(4 replies)
Restatement Procedures
(1 reply)
Copy of Prior Determination Letter--Where to Find?
(3 replies)
EGTRRA Lookback Rules For Multiple Distributions
(1 reply)
Mergers of MP and PS Plans...
(1 reply)
Determination Letters...
(3 replies)
Rev Rul 2002-27
(0 replies)
Multiple determination letters
(0 replies)
Safe Harbor 401(k) Document
(0 replies)
EGTRRA Amendment Date for Frozen DB
(1 reply)
Forms to File for IRS Submission
(2 replies)
Determination Letter Requests
(1 reply)
GUST Deadline Missed (tricky, time is short) -- Solutions?
(2 replies)
timing of gust re: 2002 limits = ?!
(3 replies)
Adoption of GUST I Volume Submitter--now what?
(1 reply)
Determination Letter Needed or Word For word adoption?
(1 reply)
Retroactive Application of EGTRRA Comp Limit
(2 replies)
New Process for preparing a Determination Letter Request
(1 reply)
Catch-ups
(6 replies)
Rev.Proc.2002-35/newly adopted plan
(1 reply)
Restatement effective date
(2 replies)
Handling of 1999 restated plan
(0 replies)
IRS wants my HCE definition to "affirmatively" elect use of
(2 replies)
Non-amenders?
(4 replies)
S Corp owner loans...
(2 replies)
Vesting with merger of MP and PS plans
(16 replies)
Non calendar year end limits...
(2 replies)
Rev Proc 2000-20, Sec 15, Record Keeping Requirements
(0 replies)
Application for Determination - Collectively Bargained Plans
(0 replies)
Retroative Non-GUST Amendments on GUST Prototype Restatement?
(7 replies)
Elimination of In-service Withdrawals
(7 replies)
EGTRRA Detail
(1 reply)
effective dates
(0 replies)
Idaho and West Virginia seem to have conformed their income tax codes
(2 replies)
Non-calendar year plan deadline
(1 reply)
Freeze Date for Old Law Benefits
(1 reply)
GUST SPD due date?
(0 replies)
aggregating plans to determine top heavy post EGTRRA
(2 replies)
Stupid GUST quesiton
(3 replies)
EGTRRA Amendments
(8 replies)
Good EGTRRA Conformity Status Site
(2 replies)
Age-weighted Profit Sharing Plan
(2 replies)
Plan termination in 2002
(1 reply)
EGTRRA, NY, and CA
(1 reply)
MP/PS Mergered Retroactively
(3 replies)
Sample Amendment Language for Terminating Plan
(1 reply)
News from Arkansas on nonconforming state tax code - increased EGTRRA
(0 replies)
New Rollover Rules
(3 replies)
Top paid group election
(1 reply)
Separate accounts after merging pension plan into profit sharing
(10 replies)
1998 Efrfective New Plan "Interim" Plan Document (No DL), re
(0 replies)
Now what?
(4 replies)
MP merged to PS - forfeiture allocations different - which governs?
(3 replies)
EGTRRA Compensation Limit
(2 replies)
Prototype Amendment provided by Sponsor
(1 reply)
Is It Necessary For Me To Do Anything by February 28, 2002?
(1 reply)
Money Purchase restated to a Profit Sharing Plan. Do I need to get a
(1 reply)
Amendments to Prototypes
(1 reply)
Money Purchase Plan merging into Profit Sharing Plan. Timing question
(2 replies)
Individually Designed Plan - OK to Sign Certification by 2/28/02?
(1 reply)
401(a)(17) comp limit "old law"
(0 replies)
Late Filed VS Plan
(1 reply)
Agent's Amendment Requests
(5 replies)
GUST Restatement Issues
(1 reply)
Initial Determination Letter After Two Decades
(7 replies)
Attack of the alien plan document
(1 reply)
A dumb question
(3 replies)
choice in adopting EGTRRA amendments?
(1 reply)
Guidance on Notice to Interested Parties
(2 replies)
Gust Rap
(0 replies)
Restating Two Plans
(1 reply)
GUST determination letter application must be filed by February 28, 20
(7 replies)
Foregoing GUST restatement for terminating plans -- what are the sanct
(8 replies)
Effective date of GUST restatement& Elimination of Fail-Safe prov
(0 replies)
EGTRRA/Top Heavy & look back for In-Service Withdrawals
(0 replies)
GUST-updated prototype deleted a needed provision
(2 replies)
What is the point in giving historical information about pre-amendment
(9 replies)
Is '01 MP contribution required if merges with PS plan?
(2 replies)
GUST Amendment Procedures
(0 replies)
Sponsoring new document
(2 replies)
FYI - EGTRRA and California State Taxes
(20 replies)
Catch up Match Calculation
(4 replies)
Cost for restatement
(1 reply)
Amended out of a prototype from the "get go"-still entitled
(3 replies)
davis bacon plans/gust
(0 replies)
Removal of QJSA in restatement
(12 replies)
Multiple use test elimination and after tax voluntary contributions
(0 replies)
State Taxes and EGTRRA
(3 replies)
EGTRRA amendment required for terminated plan?
(6 replies)
Rollovers from IRA to Profit Sharing Plans.
(1 reply)
new vesting schedule
(4 replies)
Last day to adopt GUST plan (Rev Proc 55)
(1 reply)
Certified Intent to Adopt?
(13 replies)
New Contribution Limits and State Taxes
(6 replies)
Certification of Intent to Adopt
(17 replies)
Sample Letter
(0 replies)
Top Heavy Cutback Issue
(3 replies)
SIMPLE 401(k)
(0 replies)
Handling non '97 amendments with a Volume Submitter document
(1 reply)
Payment of GUST/EGTRRA expenses from plan assets
(4 replies)
Merging and Restating Plans
(6 replies)
GUST Determination Letter Deadline - Individually Designed Plans
(16 replies)
Determination Letter Request
(0 replies)
GUST Model Amendments?
(3 replies)
Tack-On GUST Amendment Still Permissible for Terminating Plans?
(2 replies)
Fee for GUST/EGTRRA Amendment/Restatement
(3 replies)
GUST plan restated AFTER 1/1/97
(0 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here
.
Invision Power Board © 2001-2012
Invision Power Services, Inc.