Logo Site Map
Contact Us

Return to Library

Plan Amendments

Plan Amendment Commentaries
Date Subject Title
12/08/11 Failure to Amend IRS Disqualifies Profit Sharing Plan
11/17/11 2011 2011 Plan Amendments
11/12/10 EGTRRA EGTRRA DC Plan Amendment Chart
10/15/10 Roth Conversion Roth Within Plan Conversion Issues
10/01/10 Roth Conversion In-Plan Roth Conversion Law Change
07/01/10 RAP Interim Amendment Prop. Changes
12/04/09 2009 2009 Required Amendments
10/30/09 2009 Amendment Deadlines Approaching
10/30/09 EPCRS Nonamender Correction Process
10/09/09 2009 Plan Term Requirements for 2009
10/09/09 RMD Suspension RMD Waiver Sample Amendments
06/26/09 WRERA Chart WRERA Plan Amendment
06/26/09 EESA Chart EESA Plan Amendment
06/26/09 HEART Act Chart HEART Act Plan Amendment
05/26/09 Safe Harbor Stopping SH NEC Mid-Year
02/27/09 Chart Plan Amendments Since GUST
03/11/09 Non-Amender
02/05/09 WRERA Nonspouse Bene. Doc. Requirement
04/25/08 RAP/EGTRRA Document Completion by Term. Date
04/25/08 415 Section 415 Plan Amendment Timing
01/11/08 415 415 Regulations - Plan Amendment

06/22/07

TRA'86 to GUST

DC Amendments TRA '86 to GUST

04/13/07

GUST to Pre-PPA

DC Amendments GUST to Pre-PPA

02/09/07 Vesting 2007 Plan Vesting After PPA
01/19/07 IRS Guidance IRS Distribution Guidance - Notice 2007-7

10/27/06

2006

Plan Amendments for 2006

08/17/06 Effective Date PPA Plan Document Amendment Effective Date
05/26/05 Sponsor Amendment Volume Submitter Sponsor Level Amendment

03/15/05

QJSA Elimination

Eliminating QJSA from Plan

06/22/06 ADP/ACP Amending A Plan for ADP, ACP Testing
 

Plan Amendments FAQs
Date Subject
05/22/08 New Req., Req. Amendments?
11/22/08 DC Plan Amendments 2008
11/16/07 Plan Amendment and Terminated Employees

10/05/07

Amend Vesting to 100% and Terminated Employees

09/12/07 QACA Document Amendment Question

06/22/07

May Prototype Have a Named Person Class?

06/22/07

Must Prototype Plan "New Adopters" Use Form 8905?

01/26/06

January 31, 2006 Preapproved Plan Deadline

12/29/05

Automatic Rollover Amendment Deadline

10/21/04

Automatic Rollover Plan Amendment

02/21/03

VS Amendment Creating Individually Designed Plan

 

To learn more, call 973-492-1880 or e-mail info@mhco.com.

 

  Communications