Governmental Plans

953 topics in this forum

1. IRA rollovers to buy DB service credit

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

2. Iraq Veterans' Disability Benefits

   By Christine Roberts, June 2, 2007
   • 1 reply
   • 3k views
   • 
   • JanetM
   • June 4, 2007

3. IRC Section 420 transfers and IRC 503(b)

   By Guest David G, November 2, 2000
   • 1 reply
   • 4.1k views
   • 
   • Carol V. Calhoun
   • December 1, 2000

4. IRC Section125 flexible spending accounts for retirees

   By Guest bryanb, May 2, 2000
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • May 22, 2000

5. IRS Issues Guidance on Vesting Standards to Be Followed By Governmental Plans

   By Carol V. Calhoun, July 16, 2013   

   • vesting
   • irs
   • (and 1 more)

     Tagged with:

     • vesting
     • irs
     • qualification
   • 3 replies
   • 2.4k views
   • 
   • Dave Baker
   • July 18, 2013

6. IRS issues new 403(b) plan audit guidelines

   By Guest CVCalhoun, June 18, 1999
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • July 2, 1999

7. IRS Private Letter Ruling for pre-funding retiree medical benfits in a

   By Guest Jim D. Duncan, March 9, 2001
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • March 21, 2001

8. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

   By Carol V. Calhoun, February 5, 2002
   • 0 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • February 5, 2002

9. IRS Qualification for governmental plans

   By Guest Jhagan, March 19, 1999
   • 2 replies
   • 2.4k views
   • 
   • david rigby
   • March 20, 1999

10. Is 401(a) Tax Deferred?

    By Guest John O, September 11, 2001
    • 4 replies
    • 5k views
    • 
    • Guest
    • October 8, 2001

11. Is 457 plan the only non-qualified option available to tax-exempt comp

    By Guest Ralph, January 31, 2001
    • 2 replies
    • 2k views
    • 
    • BeckyMiller
    • February 2, 2001

12. 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

13. Is a government plan protected from creditors similar to private sector plans?

    By katieinny, January 20, 2006
    • 7 replies
    • 4.4k views
    • 
    • GBurns
    • January 24, 2006

14. Is a governmental plan subject to the nondiscrimination requirements o

    By Guest slt, December 8, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 15, 1999

15. Is an eligible 457 plan required to file a 5500 annual report? Is an i

    By Guest bshiker, November 12, 1999
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • November 16, 1999

16. Is anyone familiar with the circumstances under which payments from a

    By Guest PA consultant, March 25, 2001
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 13, 2001

17. Is my employer exempt from ERISA?

    By Guest John Mc Tigue, August 10, 1998
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • September 29, 1998

18. Is this a breach of fiduciary duty?

    By jlf, March 5, 2001
    • 0 replies
    • 1.9k views
    • 
    • jlf
    • March 5, 2001

19. Is this a pick-up?

    By Guest Kathleen Meagher, March 12, 2002
    • 2 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • March 14, 2002

20. Is this legal?

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

21. J&S requirements for governmental plans.

    By Guest Jose Rosario, October 11, 2002
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • October 29, 2002

22. Late Contributions

    By ERISAatty, November 1, 2011
    • 3 replies
    • 1.8k views
    • 
    • ERISAatty
    • November 1, 2011

23. Legal Fees Reasonable for Inquiry into Plan's Performance / Practices

    By Guest MAWalsh, February 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • February 6, 2003

24. Legislative History

    By Guest Gibson, September 12, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 13, 2000

25. Length of Service Awards for Volunteers - which is bigger "reason

    By Guest former_svp, December 11, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2000

26. Life Insurance/457 Plan

    By Guest RARogers, December 15, 1998
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • December 28, 1998

27. Limit on distributable amount for 457 hardship withdrawal.

    By Guest Lynda Friede, January 9, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 9, 2001

28. Loan Provisions in a 457 Plan???

    By Guest Kerry Holahan, April 21, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 28, 1999

29. Loans at Retirement

    By joel, December 26, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 1, 2002

30. Loans in 457 Plans?

    By Guest Brian Cox, March 14, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • March 14, 2000

31. Local Gov't DB Merger into State Retirement System

    By lkpittman, December 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 31, 2002

32. Looking for ideas on the best way to set up a retirement plan for volu

    By Guest rkanar, February 11, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 1999

33. Looking for info on underfunded government liabilites

    By Guest newport, June 6, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 6, 2011

34. Lost of Governmental Status - 457 plan

    By Guest Mary Snyder, February 8, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2000

35. Lump Sum Problems

    By Guest wgfbackdraft, January 23, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • January 25, 1999

36. Lump sums under GATT

    By david rigby, December 3, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 15, 1998

37. majuska

    By Guest ewick, November 5, 2007
    • 1 reply
    • 2.3k views
    • 
    • Mike Preston
    • November 14, 2007

38. Mandatory 414(h) "Pick-up" Provisions and Irrevocable Waiver

    By Guest mmagidson, February 17, 2000
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

39. Mandatory Employee Contributions

    By Guest Jhagan, October 26, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 26, 1999

40. Mandatory Pre-Tax Contributions

    By Guest Jhagan, February 5, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 5, 1999

41. Matching contributions based upon deferrals to 457 plan

    By Belgarath, June 29, 2015
    • 3 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 22, 2016

42. Matching Contributions in Money Purchase Plan based on deferrals to 457(b)

    By tax & coffee, March 22, 2016
    • 2 replies
    • 1.3k views
    • 
    • tax & coffee
    • March 23, 2016

43. Maximum age on contributing to a governmental DC plan

    By PMC, February 22, 2002
    • 3 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 26, 2002

44. Maximum Age Plan Entry Date Limitation

    By Guest Jhagan, February 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 4, 1999

45. Maximum contributions for employees in 457 and 401(a) plans

    By Guest PA consultant, December 1, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

46. May a governmental 457 plan accept a plan-to-plan transfer from a tax-

    By Guest David G, July 13, 2000
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • July 20, 2000

47. May Cities Joining a Governmental Association Allow Their Employees to

    By Guest danwintz, December 3, 1999
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 4, 1999

48. Medical Evaluation Process for Disability

    By MEF, July 24, 2019   

    • disability
    • medical evaluation
    • (and 1 more)

      Tagged with:

      • disability
      • medical evaluation
      • governmental plan
    • 2 replies
    • 968 views
    • 
    • Patricia Neal Jensen
    • July 24, 2019

49. Medicare Part B refunds

    By Guest mk4146, September 4, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2002

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

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