Governmental Plans

953 topics in this forum

1. Hardship withdrawals subject to early withdrawal penalty

   By Guest BTCISP1969, November 30, 2000
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • December 1, 2000

2. applicablity of NYS law to govermental plans/not NYS retir.sys plan

   By Guest oxford, October 11, 2002
   • 5 replies
   • 2k views
   • 
   • joel
   • November 30, 2002

3. Elapsed time eligibility & part-time employees

   By Guest mmagidson, July 20, 2001
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • July 22, 2001

4. 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

5. Government 401k Plan

   By Guest PHorn, August 6, 2002
   • 0 replies
   • 2k views
   • 
   • Guest
   • August 6, 2002

6. Governmental Agency and Cafeteria Plan

   By Guest Robert Lees, November 2, 1999
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • November 2, 1999

7. "Qualified Plans"

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

8. Application for a D-Letter triggers complete compliance with 401(a)?

   By Guest SCUDDESLER, September 1, 2000
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • September 1, 2000

9. Can you "merge" a county hospital authority cash balance pen

   By Guest Elizabeth R. Cook, May 8, 2001
   • 2 replies
   • 2k views
   • 
   • Carol V. Calhoun
   • May 10, 2001

10. Pensioners rights to plan documents

    By Gary, December 19, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 23, 1998

11. What are the fiduciary reponsibilities of 457 plan administrators?

    By Guest Clifford P. Borbas, June 24, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • June 28, 2000

12. QDRO from AZ to NV

    By Guest joyceeln, November 8, 2009
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 8, 2009

13. Is this a pick-up?

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

14. 2001 457 Legislation Limit

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

15. Best Plan for Tax-exempt Exec

    By Guest Jeff Kropp, December 14, 1999
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

16. Deemed IRA's within a 401 a

    By Guest gsm1cox, June 1, 2010
    • 3 replies
    • 2k views
    • 
    • Everett Moreland
    • June 1, 2010

17. Can you use a non-registered GRA contract to fund a 457?

    By Guest Andra, November 30, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 9, 2000

18. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 13, 2003

19. 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

20. Non Distributed Benefits for FICA Alternative 401(a)qualified profit

    By Guest Ralph Amadio, November 21, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • November 24, 2000

21. Purchase Service Credit

    By Guest Serena, August 2, 2010
    • 1 reply
    • 2k views
    • 
    • TLGeer
    • August 3, 2010

22. Federal government plans and 401(a)

    By Flyboyjohn, January 6, 2014
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

23. COAP for FERS

    By Susan L, March 11, 2024
    • 1 reply
    • 2k views
    • 
    • fmsinc
    • March 12, 2024

24. What Plan amendments required to 457 Plan

    By Guest PALAWYER, February 24, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 25, 1999

25. Annuities in governmental section 457 plans.

    By Guest Monster, September 30, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • October 6, 1999

26. 457 rollover

    By Guest TCAT, January 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 21, 1999

27. Increased pension in exchange for reduced retiree health benefit

    By Guest Darrell, December 19, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 19, 2005

28. Contract Clause and Governmental Plans

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

29. PSO definition

    By Guest cprbcompliance, January 8, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 2008

30. TPA Services for Governmental Plan

    By PensionPro, September 5, 2013
    • 7 replies
    • 1.9k views
    • 
    • PensionPro
    • September 9, 2013

31. Tranfer of 457 Assets

    By Guest ronc, March 29, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 29, 1999

32. Loans in 457 Plans?

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

33. "Grandfathered" Deferred Comp Plan

    By Fisher, July 2, 2014   

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

34. Status of self-funded governmental welfare (health) plans

    By Dowist, May 5, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 20, 1999

35. Can a plan sponsor make an additional contribution to DC plan for a ce

    By Guest mmagidson, April 24, 2001
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

36. Please confirm that 457 plans are not subject to bonding requriements.

    By John A, May 1, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

37. CRA Model Amendments

    By Guest mmagidson, September 5, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 5, 2001

38. Correction of Defects in Governmental 403(b) Plans

    By Guest CVCalhoun, January 25, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 28, 1999

39. Employee Contributions

    By Guest Jhagan, April 26, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 27, 1999

40. Rolllovers for DB Plan with Refund of Contributions Option

    By tja, June 10, 2005
    • 0 replies
    • 1.9k views
    • 
    • tja
    • June 10, 2005

41. EGTRRA Cycle

    By Randy Watson, August 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2010

42. 401(a) plans

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

43. Reemployment after Retirement

    By Guest ERISAQuestioner, June 8, 2009
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 8, 2009

44. GAS 27 Assets

    By david rigby, June 17, 2002
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • August 30, 2002

45. Govt. ER to contribute to both state and private plan

    By Guest cc1898, July 14, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 14, 2006

46. 414(h) pick-up plan amendment that does not provide for irrevocable el

    By Guest MA Smith, October 5, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 6, 2000

47. Payroll split between 501(c)(3) and state university becomes 100% univ

    By Ken Davis, November 18, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • November 26, 2002

48. Contribution deadline?

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

49. roll over vacation and sick pay to a 403(b) plan

    By Guest davidkays, May 15, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 15, 2001

50. Definition of comp. for deferral purposes

    By Guest Frankie, September 29, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 8, 2001