Governmental Plans

953 topics in this forum

1. Defined Contribution Vs. Defined Benefit

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

2. $3,000 income exclusion - Public Safety Officers

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

3. Section 115 integral advisory trusts

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

4. NYCERS QDRO OR DRO?

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

5. Pick up Contributions

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

6. Governmental Plans and UBIT

   By Guest JRGlovan, June 23, 2011
   • 3 replies
   • 9.5k views
   • 
   • Carol V. Calhoun
   • April 3, 2013

7. QDRO for Governmental 457(b) Plan

   By Guest Bob Collins, February 2, 2000
   • 4 replies
   • 8.6k views
   • 
   • Guest
   • February 21, 2000

8. Voluntarily elect ERISA coverage?

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

9. Non-taxable service-connected disability pension benefits

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

10. 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

11. 401(a)(17) Comp. Limit

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

12. Question re: FICA and qualified governmental excess benefit plans

    By Guest Letocha, January 5, 2000
    • 2 replies
    • 7k views
    • 
    • Guest
    • June 20, 2008

13. Rollover from Governmental plan with 414(h) to 401(k) plan.

    By Guest Scott Holechek, November 30, 2000
    • 1 reply
    • 7k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

14. Texas Teacher's Retirement System

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

15. 401(a) Governmental Plan

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

16. Purchasing Service Credits in Pension Question

    By Zoraster, October 2, 2015
    • 6 replies
    • 6.7k views
    • 
    • Zoraster
    • December 22, 2015

17. State Retirement System Web Sites List Available Online

    By Guest CVCalhoun, August 31, 1998
    • 0 replies
    • 6.6k views
    • 
    • Guest
    • August 31, 1998

18. Employer contributions to 457

    By Guest Jennifer Beason, August 18, 1998
    • 4 replies
    • 6.6k views
    • 
    • Guest
    • October 8, 1998

19. ICMA's Retirement Health Savings Plan

    By Guest Lee Burns, December 2, 2003
    • 8 replies
    • 6.5k views
    • 
    • Everett Moreland
    • December 18, 2003

20. 457 Plan as FICA Alternative

    By Scott, June 8, 1999
    • 4 replies
    • 6.2k views
    • 
    • Guest
    • September 16, 1999

21. Chapter 13 Bankruptcy Office - What type of entity?

    By Guest KBuehler, November 26, 2003
    • 7 replies
    • 5.8k views
    • 
    • Ron Snyder
    • December 2, 2003

22. Can a 415(m) excess plan be excess to a defined contribution 403(b) plan?

    By Everett Moreland, May 22, 2008
    • 1 reply
    • 5.8k views
    • 
    • Everett Moreland
    • June 24, 2008

23. Employment Contract or Plan Document

    By Guest Clain, February 14, 2006
    • 7 replies
    • 5.7k views
    • 
    • BTG
    • February 21, 2007

24. Any GUST provisions that apply to local government defined benefit pla

    By Guest Allen Radin, December 27, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • September 26, 2001

25. Indian Tribes

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

26. How to calculate actuarial equivalent

    By Guest mymellowman, June 18, 2008
    • 2 replies
    • 5.6k views
    • 
    • Guest
    • June 19, 2008

27. NJ PERS Vesting

    By Guest Maja, April 7, 2005
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • April 8, 2005

28. Governmental Plans and Excludable Classes

    By ERISAGal, August 7
    • 1 reply
    • 5.6k views
    • 
    • david rigby
    • August 8

29. 457 Trust Requirement

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

30. Code section 401(a)(4) and plans sponsored by Federal government agenc

    By Guest slt, December 14, 1999
    • 4 replies
    • 5.4k views
    • 
    • Carol V. Calhoun
    • December 15, 1999

31. Is this legal?

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

32. 415(m) Excess Plans

    By Guest gaham, May 31, 2007
    • 0 replies
    • 5.2k views
    • 
    • Guest
    • May 31, 2007

33. IRA rollovers to buy DB service credit

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

34. Partial Termination?

    By Guest benman, February 22, 2002
    • 6 replies
    • 5.1k views
    • 
    • Guest
    • March 25, 2008

35. NYC Police Pension Fund (IRC sec 414h?)

    By Guest pthomann, October 11, 2000
    • 3 replies
    • 5k views
    • 
    • jlf
    • October 20, 2000

36. Permissive Service Credit

    By Guest compliance, January 25, 2006
    • 4 replies
    • 5k views
    • 
    • Guest
    • June 27, 2009

37. Is 401(a) Tax Deferred?

    By Guest John O, September 11, 2001
    • 4 replies
    • 4.9k views
    • 
    • Guest
    • October 8, 2001

38. Grandfathered Governmental 401(k) Plan

    By DTH, March 28, 2007
    • 3 replies
    • 4.9k views
    • 
    • J Simmons
    • April 3, 2007

39. Exclusive Benefit Rule

    By Guest JXR, May 20, 2008
    • 0 replies
    • 4.9k views
    • 
    • Guest
    • May 20, 2008

40. 457(e)(11) Length of Service Award Plan

    By Guest A Montez, May 15, 2001
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • June 25, 2002

41. Form 5500 Filing Requirements

    By Guest Gibson, September 9, 1999
    • 3 replies
    • 4.8k views
    • 
    • Kirk Maldonado
    • September 12, 1999

42. Governmental Entity Liability for Funding a Non-Governmental Entity's Plan

    By EGB, November 25, 2013
    • 3 replies
    • 4.7k views
    • 
    • Carol V. Calhoun
    • December 5, 2013

43. ERISA regulation of Indian Tribal welfare benefit plans.

    By Guest Dennis Murphy, April 24, 2001
    • 4 replies
    • 4.7k views
    • 
    • Carol V. Calhoun
    • May 25, 2001

44. Governmental 401(a) plan document providers

    By Guest MDM, May 17, 2010
    • 8 replies
    • 4.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2012

45. Purchase of Service Credit

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

46. Force retirement

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

47. DB Plan - Benefit Statements & SPD

    By Penman2006, May 2, 2007
    • 8 replies
    • 4.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

48. Grandfathered Code Section 401(a)(17) Compensation Limits

    By Guest Benefits1234, April 8, 2013   

    • 401(a)(17)
    • compensation
    • (and 1 more)

      Tagged with:

      • 401(a)(17)
      • compensation
      • governmental
    • 1 reply
    • 4.5k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

49. Municipal government 401(a) Fiduciary Standard?

    By Guest Crossbridge-BWF, October 11, 2010
    • 4 replies
    • 4.5k views
    • 
    • mbozek
    • October 12, 2010

50. New Controlled Group Rules

    By Guest gaham, October 23, 2009
    • 2 replies
    • 4.5k views
    • 
    • PensionPro
    • April 11, 2011