| 06/24/10 | Separate Trusts Approved For Use With SunGard Prototype and Volume Submitter Plans |
SeparateTrust.pdf
|
| 5/10/10 | Updated COBRA Amendment |
Updated COBRA Amendment.doc
|
| 12/04/09 | List of Interim Amendments since GUST |
InterimAmendmentsList.doc
|
| 12/02/09 | ERISA Wrap Document Amendment for Michelle’s Law, Mental Health Parity & GINA |
WrapDocAmendment_Fall_2009.doc
|
| 11/10/09 | Cafeteria Amendment for Michelle’s Law, Mental Health Parity & GINA |
Cafe Amendment Fall 2009.doc
|
| 10/13/09 | IRS 402(f) Notices |
402(f) Notice.doc
|
| 06/17/09 | Supplemental notice to participants regarding elimination of safe harbor matching contribution mid-year. |
341 SH notice - match termination.doc
|
| 06/11/09 | Amendment to eliminate safe harbor matching contribution mid-year. |
530 - SH amdmt - match termination 6-09.doc
|
| 06/11/09 | Amendment to eliminate nonelective safe harbor contribution mid-year. |
529 - SH amdmt - nonelective termination 6-09.doc
|
| 06/11/09 | Supplemental notice to participants regarding elimination of safe harbor nonelective contribution mid-year. |
347 SH notice - nonelective termination 6-09.doc
|
| 02/26/09 | This is a chart showing interim amendments and the deadlines by which they need to be adopted |
Interim Amendment Chart.doc
|
| 02/26/09 | List of separate trusts approved for use the Relius Pre-approved Plans |
EGTRRASeparateTrusts.doc
|
| 03/04/08 | ESOP Triennial Election for S Corp. |
triennialelecscorp.doc
|
| 11/21/07 | Sample QDIA Notice. |
Form315ACAwithdefaultinvestment.doc
|
| 10/08/07 | Hurricane Amendment. |
HurricaneAmendment.doc
|
| 03/01/07 | Qualified HSA Distribution Amendment. |
cafeHSArolloveramend.doc
|
| 11/30/06 | IRS Model Notice of Your Rights Concerning Employer Securities. |
ModelDivestmentNotice.doc
|
| 9/22/06 | Form 8905, Certification of Intent to Adopt a Pre-Approved Plan for EGTRRA SunGard Volume Submitter 401(k) Plan. |
Form8905VS4k.doc
|
| 9/22/06 | Form 8905, Certification of Intent to Adopt a Pre-Approved Plan for EGTRRA SunGard Volume Submitter Money Purchase Plan. |
Form8905VSMP.doc
|
| 9/22/06 | Form 8905, Certification of Intent to Adopt a Pre-Approved Plan for EGTRRA SunGard Volume Submitter Profit Sharing Plan. |
Form8905VSPS.doc
|
| 9/22/06 | Form 8905, Certification of Intent to Adopt a Pre-Approved Plan for EGTRRA SunGard Volume Submitter Target Plan. |
Form8905VSTAR.doc
|
| 9/22/06 | Form 8905, Certification of Intent to Adopt a Pre-Approved Plan for EGTRRA SunGard Volume Submitter Defined Benefit Plan. |
Form8905VSDB.doc
|
| 5/25/06 | Amendment for individually designed (including volume submitter) defined benefit plans to conform to the Pension Funding Equity Act of 2004 (PFEA). |
PFEA-Amendment-IDP.doc
|
| 5/25/06 | Amendment for prototype defined benefit plans to conform to the Pension Funding Equity Act of 2004 (PFEA). |
PFEA-Amendment-proto.doc
|
| 11/16/05 | Sample Safe Harbor 401(K) Notices - These Sample notices have been updated to reflect the final 401(k) regulations that no longer permit the notices to reference the SPD with respect to the distribution and vesting provisions of the plan. Thus, the notices will need to be modified to reflect the provisions of an employer's plan. |
SafeHarborNotices.doc
|
| 1/31/05 | Required IRA Automatic Rollover amendment for Volume Submitter/Individually Designed Plans |
IDPRolloverAmend.doc
|
| 12/06/04 | Amendment to update cafeteria plans with dependent care assistance programs for the Working Families Tax Relief Act (WFTRA). |
WFTRAamend.doc
|
| 10/18/04 | Amendment to Update a Defined Benefit Plan Upon Termination (not IRS approved) |
DBTermAmend.doc
|
| 7/1/04 | Updated QJSA Defined Contribution Plan form to reflect the "relative value" regulations. |
QJSAFormRevised.doc
|
| 7/1/04 | Updated QPSA Defined Contribution Plan form to reflect the "relative value" regulations. |
QPSAFormRevised.doc
|
| 2/10/04 | Updated - SMM for Allocation of Plan Expenses |
DOLExpensesSMM.doc
|
| 12/10/03 | Required "Post EGTRRA" amendment for volume submitter/IDP format plans. This covers RMD amendment and deemed 125 amendment. |
postegtrraidp.doc
|
| 9/8/03 | Minimum Gateway Amendment for Cross-Tested Prototype -
NOTE: The Cross-Tested Plan documents are Volume Submitter Plans that use Cross-Tested
Adoption Agreements. If you do not sponsor these Cross-Tested Adoption Agreements, you
must use the Corbel Volume Submitter Plan checklists to create plans with cross-tested
language. |
CorbelProtoVS.doc
|
| 9/8/03 | Minimum Gateway Amendment for Volume Submitter/Individually Designed Plans |
PSGateway.doc
|
| 9/5/03 | Amendment for cafeteria plans to permit OTC drug reimbursement. |
OTCamendment.doc
|
| 6/4/03 | 401(a)(9) Model Amendments for Defined Contribution Plans. |
401a9dc.doc
|
| 8/15/02 | Revised procedures to comply with the claims procedures of Department of Labor Regulation 2650.503-1. These should be adopted for any retirement plan prepared by Sungard Business Systems, LLC. prior to August 1, 2002. |
ClaimsRegsSMM.doc
|
| 8/12/02 | The following model amendment can be used to amend retirement plans pursuant to Revenue Ruling 2002-27. |
CompAmend.doc
|
| 8/8/02 | 2002 Cafeteria Amendment |
2002cafeamendment.doc
|
| 5/8/02 | EGTRRA good faith defined benefit amendment |
EGTRRADBAmend.doc
|
| 2/6/02 | 402(f) notice for plans (other than 457 plans) |
402f_notice.doc
|
| 11/27/01 | EGTRRA Sample Amendment Package |
EGTRRAamend.doc
|
| 11/27/01 | Money Purchase Plan Sample Merger Agreement |
Mergerpackage.doc
|
| 10/08/01 | Amendment to bring GUST I documents into complaince with GUST 2 |
GUST2Amendment.doc
|
| 6/19/01 | IRS model amendment for modification of compensation to include qualified transportation fringes. |
transportationmodel.doc
|
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