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The deadline for making these amendments is now extended to the latest of (1) the last day of the 2002 plan year, (2) the plan's GUST amendment deadline, or (3) June 30, 2003. This extension applies to adopters of individually-designed plans, as well as prototype ... The Pension Analyst is published by Prudential Retirement,
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www.prudential.com/media/managed/gust_bulletin.pdf
www.prudential.com/media/managed/gust_bulletin.pdf
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GUST is an acronym for a series of laws affecting qualified retirement plans. ... The IRS requires that all plan documents, whether individually designed, master prototype, or volume submitter specimen plans, be amended to comply with the applicable legislative changes required by GUST. ... Review the EGTRRA Amendments.
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www.business.ml.com/BCPublic/Retirement/Resources/Artic...
www.business.ml.com/BCPublic/Retirement/Resources/ArticlesAndTips/20070821GUST_RestatementFAQ.htm
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"GUST" AMENDMENT What is the "GUST" amendment? GUST is an abbreviation for a decade worth of laws affecting pension plans. During 2002 and 2003 all plans are required to adopt required language into their plans. Details of the actual laws, their effective dates and their provisions are located further on in this document.
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www.pai.com/pdf/GUSTAmendment.pdf
www.pai.com/pdf/GUSTAmendment.pdf
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"GUST" Amendments The "GUST" amendment deadline was extended until 2/28/2002. Individually designed plans must be amended by the later of the end of Plan Year that begins in 2001 or 2/28/2002. If you have adopted the QBC prototype ... Recent Pension Changes The Economic Growth and Tax Relief Reconciliation Act of 2001,
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www.the401kstore.com/archives/pdf/tax_rem_02.pdf
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In this instance, the GUST amendments must be adopted within the GUST remedial amendment period of the surviving plan and the merged plan(s) (see below), and the appropriate amendments must apply to each of the plans that have been merged into the survivor. ... Pension Technical Updates; Subscribe; Relius Education;
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www.relius.net/News/TechnicalUpdates.aspx?ID=158
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DATAIR List of Required Amendments 4 Revised 6/12/2009; Defined Benefit Plans; Post-GUST Amendments Due Date; Required Minimum Distribution Proposed 2001 Reg.: ... DATAIR List of Required Amendments 5 Revised 6/12/2009; Post-GUST Amendments Due Date; Pension Funding Equity Act (PFEA): An amendment to adopt to the;
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www.datair.com/PDF/Required%20Amendments.pdf
www.datair.com/PDF/Required%20Amendments.pdf
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The IRS has once again extended the deadline for pre-approved qualified retirement plans to make a variety of amendments necessitated by law changes in the past few years. Pension specialists call these the GUST amendments, named for a variety of recent tax laws. ... Controller's Tax Letter ... CTL January, 2003...
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www.ioma.com/issues/CTL/2003_01/518318-1.html
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Client is considering merging their money purchase pension plan (MPPP) into their profit sharing (PS) plan as of September 30, 2001 (last day of ... I advised a client on merging two plans prior to the GUST restatement. Counting my attempt at good-faith EGTRRA amendments, the plan has almost five pages of effective dates.
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benefitslink.com/boards/index.php?showtopic=11592
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Serving Pension & Benefits Professionals since 1995 Required Amendments This is a list of required amendments for both defined contribution and defined benefit plans since the GUST restatement. The amendments and due dates listed are relevant to DATAIR Plans.
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webpensionplans.com/docs/RequiredAmendments.pdf
webpensionplans.com/docs/RequiredAmendments.pdf
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