Governmental Plans

953 topics in this forum

1. "Elective deferrals"

   By Belgarath, August 23, 2012
   • 2 replies
   • 1.8k views
   • 
   • QDROphile
   • August 23, 2012

2. "Grandfathered" Deferred Comp Plan

   By Fisher, July 2, 2014   

   • Pre-1986 Deferred Comp Plan
   • 2 replies
   • 1.9k views
   • 
   • Josh62
   • July 2, 2014

3. "Married" State vs. Federal purposes

   By Guest erisaregs, June 21, 2005
   • 1 reply
   • 2.5k views
   • 
   • Kirk Maldonado
   • June 22, 2005

4. "Pick up" contributions - IRC 414(h)(2)

   By Guest BJ, April 14, 1999
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • April 15, 1999

5. "Picked-up" contributions not considered a match?

   By EGB, November 7, 2001
   • 1 reply
   • 2k views
   • 
   • Guest
   • November 8, 2001

6. "QDRO" from tribal court

   By Guest Penelope, September 26, 2006
   • 2 replies
   • 2.6k views
   • 
   • david rigby
   • October 6, 2006

7. "Qualified Plans"

   By Guest cron55, July 27, 2001
   • 0 replies
   • 2k views
   • 
   • Guest
   • July 27, 2001

8. "Special Pay" Plans

   By Ron Snyder, November 21, 2002
   • 2 replies
   • 2.2k views
   • 
   • Ken Davis
   • November 21, 2002

9. "top hat" governmental qualifed DB plan?

   By jstorch, November 3, 2006
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • May 31, 2007

10. [Note: This message was edited by CVCalhoun]

    By Guest CVCalhoun, November 10, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 10, 1998

11. $3,000 income exclusion - Public Safety Officers

    By Guest jvanheyde, January 11, 2007
    • 7 replies
    • 23.8k views
    • 
    • DTH
    • January 29, 2014

12. 1 Person Plan

    By waid10, November 5, 2008
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • November 5, 2008

13. 1099 reporting of $3000 PSO insurance premiums

    By Guest cprbcompliance, November 28, 2007
    • 1 reply
    • 4.4k views
    • 
    • Guest
    • December 18, 2007

14. 125 plan election changes past open period and/or first of the year

    By Guest bryanb, December 21, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 26, 2000

15. 13th Check

    By Andy the Actuary, November 4, 2013
    • 4 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 9, 2013

16. 2001 457 Legislation Limit

    By Guest Jhagan, December 4, 2000
    • 2 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 5, 2000

17. 2002 compensation limit for grandfathered governmental plan participan

    By Guest scm, November 27, 2001
    • 7 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • March 23, 2002

18. 401(a) benefit for public school employee in Texas

    By Guest Zaggie, April 3, 2002
    • 4 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • April 4, 2002

19. 401(a) Deposit Deadline

    By JustMe, January 22, 2018
    • 5 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

20. 401(a) Failure Due to 457(b) Plan's Employee Exclusions?

    By Plan Doc, October 3, 2024
    • 3 replies
    • 666 views
    • 
    • Peter Gulia
    • October 3, 2024

21. 401(a) Governmental Plan

    By Guest JEP, November 8, 2001
    • 5 replies
    • 6.8k views
    • 
    • QDROphile
    • November 11, 2001

22. 401(a) plans

    By Guest aem2, June 20, 2001
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • June 21, 2001

23. 401(a) plans

    By Guest Cindyd, June 28, 2002
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • June 28, 2002

24. 401(a) plans

    By Guest stacyv, January 3, 2005
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 3, 2005

25. 401(a) Plans...

    By Guest John Compton, October 20, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 21, 1998

26. 401(a) portability

    By Guest dani_o, May 24, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 24, 2002

27. 401(a) pre-approved plan providers

    By Joe, February 12, 2021
    • 2 replies
    • 1.2k views
    • 
    • Joe
    • April 26, 2021

28. 401(a) rollovers

    By Guest trevor, August 1, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 1, 2001

29. 401(a) Voluntary Employee Contributions

    By Guest Jhagan, February 1, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

30. 401(a) vs 401(a) "Plans"

    By kevin, July 12, 2022
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • July 12, 2022

31. 401(a) with a 414(h) "pick-up"

    By Guest Wayde A. Friez, June 13, 2001
    • 5 replies
    • 3.9k views
    • 
    • Everett Moreland
    • June 18, 2001

32. 401(a)(17) Comp. Limit

    By Ken Davis, March 28, 2003
    • 3 replies
    • 7.1k views
    • 
    • MGB
    • January 22, 2004

33. 401(a)(17) Governmental Grandfather rule

    By JJRetirement, February 8, 2016   

    • 401(a)(17)
    • Compensation Limit
    • (and 3 more)

      Tagged with:

      • 401(a)(17)
      • Compensation Limit
      • OBRA 93
      • Grandfathered Limit
      • Governmental Plan
    • 3 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

34. 401(a)(17) grandfather limit

    By Guest hapa123, December 4, 2001
    • 6 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

35. 401(a)(17) grandfather question

    By Guest David G, April 26, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 26, 1999

36. 401(a)(17) limit for retiring employee

    By Ken Davis, June 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2013

37. 401(a)(17) Limitations

    By Guest jgarner, August 13, 2007
    • 1 reply
    • 3.5k views
    • 
    • Peter Gulia
    • August 22, 2007

38. 401(a)(9)

    By nancy, February 5, 2004
    • 1 reply
    • 3.2k views
    • 
    • Everett Moreland
    • February 6, 2004

39. 401(a)(9) Final Regs Plan Document Failure

    By Guest J Brody, August 28, 2004
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 28, 2004

40. 401(h)health premium accounts

    By Guest Dan Gould, October 28, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • November 8, 1999

41. 401(k) for federal "instrumentality"

    By Guest Kathleen Meagher, September 7, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 8, 1998

42. 401(k) for political subdivision

    By chris, September 18, 1998
    • 1 reply
    • 3k views
    • 
    • Guest
    • September 26, 1998

43. 401(k) plan and MPP

    By eilano, November 14, 2003
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • November 15, 2003

44. 401(k) Service Credit Purchase

    By Guest Moreno, September 6, 2001
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • November 11, 2001

45. 403(b) and 457 offsets

    By Guest Brian Cox, June 27, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 27, 2001

46. 403(b) contribution limits

    By Guest jsteu, November 28, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 30, 1998

47. 403b limits in California in 2002

    By Guest bubs, January 23, 2002
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • January 23, 2002

48. 403b plan termination

    By Guest Mike Moore, January 15, 2002
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

49. 403b transfers to 414h

    By Guest Sten, August 4, 2005
    • 1 reply
    • 3.8k views
    • 
    • E as in ERISA
    • August 5, 2005

50. 408(b)(2) Governmental

    By PainPA, June 6, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 6, 2012