Governmental Plans

953 topics in this forum

1. Glen Tibble vs. Edison International

   By joel, December 28, 2014
   • 28 replies
   • 4.4k views
   • 
   • joel
   • January 9, 2015

2. Defined Contribution Vs. Defined Benefit

   By joel, September 19, 2006
   • 24 replies
   • 31.1k views
   • 
   • joel
   • November 17, 2006

3. Supplemental Annuity Collective Trust of New Jersey

   By joel, June 29, 2015
   • 22 replies
   • 2.4k views
   • 
   • joel
   • July 17, 2015

4. Voluntarily elect ERISA coverage?

   By Guest elizrcook, May 24, 2004
   • 22 replies
   • 7.5k views
   • 
   • Guest
   • June 15, 2004

5. Pick up Contributions

   By Kitty, July 5, 2013
   • 21 replies
   • 10.7k views
   • 
   • Dobber
   • January 24, 2022

6. Texas Teacher's Retirement System

   By Guest ACollins, July 15, 2002
   • 21 replies
   • 6.9k views
   • 
   • GBurns
   • October 26, 2004

7. Is this legal?

   By joel, May 1, 2002
   • 15 replies
   • 5.4k views
   • 
   • Guest
   • July 11, 2002

8. ineligible employee for pension & mandatory employee contributions

   By alexa, August 23, 2015
   • 15 replies
   • 2.9k views
   • 
   • mbozek
   • August 27, 2015

9. Rating the Job Public Pension Actuaries Are Doing

   By drakecohen, December 28, 2009
   • 15 replies
   • 3.6k views
   • 
   • Don Levit
   • January 1, 2010

10. Insolvent plan

    By Guest mab, February 14, 2003
    • 14 replies
    • 2.9k views
    • 
    • mbozek
    • March 12, 2003

11. govt. DB plan and GATT

    By david rigby, August 27, 1999
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • October 20, 1999

12. Can a participant’s governmental § 457(b) account be taken for restitution to the employer the participant stole from?

    By Peter Gulia, August 3, 2022   

    • exclusive benefit
    • 13 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 7, 2022

13. School District Employer Sponsored Plan

    By Guest JWEBB, May 24, 2002
    • 13 replies
    • 3.4k views
    • 
    • pjkoehler
    • June 4, 2002

14. Can a municipality sponsor a 457 plan for all employees and make an em

    By Guest PLHart, January 27, 2000
    • 13 replies
    • 4k views
    • 
    • Guest
    • August 13, 2002

15. Purchase of Service Credit

    By Guest slt, March 28, 2002
    • 12 replies
    • 4.6k views
    • 
    • Guest
    • April 7, 2002

16. IRA rollover to Employer Plans

    By Guest Dan Gould, August 22, 2001
    • 11 replies
    • 3.4k views
    • 
    • jlf
    • August 31, 2001

17. 457 Trust Requirement

    By Guest JD Colville, November 16, 1998
    • 11 replies
    • 5.5k views
    • 
    • mbozek
    • March 6, 2003

18. Sovereign Indian Nation w/ 401(a) Plans - How treated for 5500, etc. p

    By Guest Philip Simpkins, November 1, 1998
    • 11 replies
    • 7.2k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

19. NYCERS QDRO OR DRO?

    By Guest NYCmimi, September 8, 2005
    • 11 replies
    • 11.5k views
    • 
    • Guest
    • November 6, 2007

20. When privately-sposored qualified plans become governmental . . .

    By Übernerd, July 20, 2004
    • 10 replies
    • 3.5k views
    • 
    • mbozek
    • July 23, 2004

21. Governmental plan using regular Volume Submitter ERISA doc

    By Belgarath, April 14, 2015
    • 10 replies
    • 3.5k views
    • 
    • TPA2015
    • June 18, 2015

22. Section 115 integral advisory trusts

    By Guest publicagencyfinance, April 17, 2006
    • 10 replies
    • 15.8k views
    • 
    • Guest
    • May 7, 2013

23. Plan Document

    By 12AX7, December 26, 2008
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • January 5, 2009

24. Retiree health benefit - pre-tax contributions

    By Guest cwethje, November 21, 2002
    • 10 replies
    • 3.6k views
    • 
    • Ron Snyder
    • November 26, 2002

25. IRA rollovers to buy DB service credit

    By Guest Dan Gould, July 3, 2001
    • 10 replies
    • 5.1k views
    • 
    • jlf
    • July 20, 2001

26. Should governmental tax-qualified plan documents include ERISA languag

    By Guest Jhagan, May 24, 2000
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • November 13, 2000

27. 415 limit in DB plan and J&S options

    By alexa, December 18, 2015
    • 10 replies
    • 2.2k views
    • 
    • david rigby
    • December 21, 2015

28. Governmental 401(a) plan and no lump sum option

    By 30Rock, February 20
    • 9 replies
    • 943 views
    • 
    • FormsRstillmylife
    • February 24

29. Automatic rollovers

    By Guest EdShill, November 29, 2004
    • 9 replies
    • 3.6k views
    • 
    • Everett Moreland
    • November 29, 2004

30. FICA Replacement Plan

    By nancy, October 23, 2001
    • 9 replies
    • 3.9k views
    • 
    • buckyks
    • September 13, 2002

31. QDROs

    By Guest kurt johansen, February 2, 1999
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • July 15, 1999

32. Protection of 457(f) plan assets from employer's creditors?

    By Guest David999, June 18, 1999
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • September 8, 1999

33. Determination letter for defined benefit plan

    By Belgarath, November 4, 2024
    • 9 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 7, 2024

34. USERRA and 414(h) Pick up Plans

    By Guest KCW, September 26, 2001
    • 9 replies
    • 3.9k views
    • 
    • QDROphile
    • October 22, 2001

35. Force retirement

    By Guest Gary413, December 13, 2005
    • 9 replies
    • 4.6k views
    • 
    • GBurns
    • December 19, 2005

36. Voluntary pre-tax contributions in 401(a) plans

    By Guest Anne Comer, July 14, 1999
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • July 27, 2000

37. Correction of Local Governmental Plan Operational Failure

    By Guest NYU, August 9, 2006
    • 9 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 19, 2007

38. Best Distribution Option for a 457 Plan?

    By Guest rcenturion, August 26, 2000
    • 9 replies
    • 3.5k views
    • 
    • Guest
    • August 29, 2000

39. Remedial Amendment Period for Governmental Retirement Plans

    By Guest John Papahronis, May 3, 2001
    • 9 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • June 8, 2001

40. Oversight of Governmental Plans

    By mctoe, November 3, 2019
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • November 6, 2019

41. Anyone want to consult on alternatives for government plans?

    By Guest Doug Johnston, March 22, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • April 22, 2001

42. Indian Tribes

    By Fisher, October 6, 2009
    • 8 replies
    • 5.6k views
    • 
    • Carol V. Calhoun
    • December 11, 2013

43. Does the addition of 457(g) protect 457(f) assets?

    By Guest David Scott, February 8, 1999
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • February 23, 1999

44. I want to set up a 401a plan for matching contributions to a 457 plan,

    By Guest nicdaryl, May 9, 2001
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • June 6, 2001

45. Dependent Care eligible expenses

    By Guest bhoskinson, January 4, 2002
    • 8 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • March 7, 2002

46. Non-taxable service-connected disability pension benefits

    By Guest PA consultant, January 14, 2005
    • 8 replies
    • 7.5k views
    • 
    • SoCalActuary
    • January 25, 2005

47. Governmental plan spin-off/termination

    By Guest Kathleen Meagher, April 8, 1999
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • February 1, 2001

48. Rollovers from 457 plans to IRAs

    By Guest anthony devito, February 19, 2001
    • 8 replies
    • 2.7k views
    • 
    • jlf
    • July 3, 2001

49. 415 Limit Calculation for Transferred Balance Into New DB Plan from DC Plan

    By Guest mcohen, January 27, 2004
    • 8 replies
    • 3.5k views
    • 
    • Mike Preston
    • January 29, 2004

50. Voluntary Employee Contributions - Governmental DB Plan

    By luissaha, April 30, 2024
    • 8 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • May 3, 2024