Governmental Plans

953 topics in this forum

1. Automatic Rollover Rules Effective Date?

   By Locust, January 5, 2005
   • 2 replies
   • 2.4k views
   • 
   • Locust
   • January 6, 2005

2. Public Employees Retirement Plan

   By Guest LSULLIVAN, April 3, 2006
   • 2 replies
   • 3.2k views
   • 
   • QDROphile
   • April 4, 2006

3. Cross Testing in Gov't MPPP?

   By Guest LWasserman, August 9, 2010
   • 2 replies
   • 1.4k views
   • 
   • david rigby
   • August 9, 2010

4. Governmental Entity/501(c)(3) Exemption - 401(k) Plan

   By Guest Madalyn Clark, October 1, 2001
   • 2 replies
   • 3k views
   • 
   • Carol V. Calhoun
   • October 7, 2001

5. Is a city housing authority in Pennsylvania eligible to start a 457 pl

   By Guest MAWalsh, September 19, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • October 17, 2000

6. Merging Gov't 401(a) plan

   By Tinman, November 8, 2022
   • 2 replies
   • 748 views
   • 
   • rocknrolls2
   • November 9, 2022

7. SOL for IRS Audit on Gov Plan

   By EBECDC, October 6, 2016   

   • statute of limitations
   • audit
   • (and 6 more)

     Tagged with:

     • statute of limitations
     • audit
     • IRS
     • governmental plan
     • government plan
     • SOL
     • Form 5500
     • 5500
   • 2 replies
   • 1.4k views
   • 
   • EBECDC
   • October 7, 2016

8. "Elective deferrals"

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

9. Entity Change

   By DTH, June 7, 2016
   • 2 replies
   • 1.2k views
   • 
   • Kevin C
   • June 9, 2016

10. Anti-alienation

    By Guest Sieve, September 5, 2008
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 5, 2008

11. Contribution deadline?

    By Guest Madalyn Clark, November 2, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2004

12. severance plans

    By Guest kelsey, June 20, 2001
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • June 22, 2001

13. Compliance issues with a 501c3 Hospital, that is a member of a multip

    By Guest Jim D. Duncan, December 30, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 1, 2001

14. bona fide severance or vacation plans - attempting to avoid Section 45

    By Guest slt, November 15, 2000
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • December 1, 2000

15. majuska

    By Guest ewick, November 5, 2007
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • November 14, 2007

16. GUST Deadline for Local Govt. Plan With A Continuously Meeting Local G

    By Guest EMC, December 3, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 3, 2002

17. Contract Clause and Governmental Plans

    By ERISA25, January 5, 2011
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • January 5, 2011

18. Unused vacation days

    By Guest M Mirkin, January 2, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • January 2, 2001

19. Controlled Group Rules and Indian Tribal Gov'ts

    By Randy Watson, October 11, 2010
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • October 26, 2010

20. 401(k) for federal "instrumentality"

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

21. 401(a)(17) Limitations

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

22. Mental Health Parity Act (moved from old board)

    By Guest CVCalhoun, September 10, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 10, 1998

23. Fiscal Year And 401(a)(17)

    By Guest Johnny, December 28, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 31, 2001

24. Qualified Plan Partial Term/Partial Continuation

    By Guest Alex Hamilton, September 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 17, 1998

25. Reporting and Disclosure Requirements

    By Guest Jeannie Hagan, September 17, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • September 17, 1998

26. Rev Ruling 2011-1 (Combining a 401a and 457b)

    By PainPA, March 31, 2011
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 16, 2011

27. PBGC Refunds

    By Guest Alex Hamilton, September 17, 1998
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • September 19, 1998

28. 401(k) for political subdivision

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

29. USERRA - Contributory DB Plan

    By luissaha, July 6, 2018
    • 1 reply
    • 1.2k views
    • 
    • Slider
    • July 6, 2018

30. Pick ups403(b)and 415

    By Guest gaham, September 28, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 29, 1998

31. Section 420-type transfer: Public Ees' DB plan: use surplus for COLA t

    By Guest songlaw, December 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • December 21, 2002

32. Governmental 401(k) Plan

    By Guest Moreno, August 1, 2001
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

33. 415(m) Excess Benefit Plan

    By Fisher, September 9, 2009
    • 1 reply
    • 3.5k views
    • 
    • Ron Snyder
    • September 9, 2009

34. Control group - Governmental and ERISA

    By L Whittle, December 10, 2018
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 10, 2018

35. Governmental 401(a) - Multiple Allocations & Vesting Schedules

    By EBECatty, September 18, 2019
    • 1 reply
    • 957 views
    • 
    • Luke Bailey
    • September 18, 2019

36. "Married" State vs. Federal purposes

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

37. 401(a)(9)

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

38. 457 Plan Vendors

    By Guest John Nelson, September 29, 1998
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • October 2, 1998

39. 457/401(k)and 415 limits

    By Guest Joann Albrecht, January 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

40. Authentication of data on Federal Government websites

    By fmsinc, March 16, 2023
    • 1 reply
    • 683 views
    • 
    • Peter Gulia
    • March 17, 2023

41. Advice regarding new contracting for DHMOs as a part of a State Benefi

    By Guest bbruno, November 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 6, 2001

42. 401(k) plan and MPP

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

43. Refund of employee's post-tax contribution at death

    By tja, May 14, 2018   

    • taxation
    • post-tax
    • (and 2 more)

      Tagged with:

      • taxation
      • post-tax
      • employee contributions
      • death
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • May 16, 2018

44. break in service

    By Guest MichaelM, August 28, 2002
    • 1 reply
    • 2.2k views
    • 
    • MGB
    • August 28, 2002

45. DROP and Interest

    By mctoe, October 19, 2016
    • 1 reply
    • 977 views
    • 
    • Carol V. Calhoun
    • October 26, 2016

46. 401(a) Plans...

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

47. Rural Cooperative deferral limits

    By Guest wjr, March 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 29, 2001

48. 414(h) pickup contributions

    By nancy, July 16, 2010
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • July 16, 2010

49. Can a governmental money purchase plan allow in-service distributions

    By Guest wjr, October 26, 2000
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • October 26, 2000

50. In-service death benefit

    By joel, June 13, 2013
    • 1 reply
    • 1.4k views
    • 
    • Carol V. Calhoun
    • June 13, 2013