Governmental Plans

953 topics in this forum

1. New post death payout -Effective date (post Secure Act)

   By Dobber, January 24, 2020
   • 1 reply
   • 2.5k views
   • 
   • Luke Bailey
   • January 24, 2020

2. Federal TSP

   By JackS, March 10, 2022
   • 1 reply
   • 991 views
   • 
   • Luke Bailey
   • March 15, 2022

3. Discrimination Rules and Salary Reduction Under 125

   By Guest Johnny, September 26, 2002
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • September 26, 2002

4. Withholding on payouts of terminated employees.

   By Guest Dan Gould, January 30, 2001
   • 1 reply
   • 2k views
   • 
   • david rigby
   • January 31, 2001

5. DROP and "Pick-up" Arrangements

   By BillAsay, January 28, 2016   

   • DROP
   • 1 reply
   • 1.5k views
   • 
   • Carol V. Calhoun
   • January 28, 2016

6. PIck Up Contributions for past service

   By JJRetirement, November 3, 2017   

   • pickup
   • 414(h)
   • (and 2 more)

     Tagged with:

     • pickup
     • 414(h)
     • employee contributions
     • leave of absence
   • 1 reply
   • 1.3k views
   • 
   • Luke Bailey
   • November 7, 2017

7. Continuation coverage

   By Guest Susan Bock, September 21, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 30, 1999

8. Investment Policy

   By Guest Jhagan, October 13, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • October 15, 1999

9. Plan Documents for Governmental Entities

   By Guest TBick, April 12, 2005
   • 1 reply
   • 2.2k views
   • 
   • Ron Snyder
   • April 14, 2005

10. Buy Ins - Buy Backs

    By Guest bhaugh1, October 17, 1999
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • October 20, 1999

11. State government plan - Rollovers?

    By Guest slt, October 20, 1999
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • October 20, 1999

12. Governmental Excess Plan

    By Guest dietpepsi, August 22, 2008
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • August 23, 2008

13. DROP - qualified plans for a rollover?

    By Guest slt, October 22, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 22, 1999

14. PPA and IRC 436

    By bvhea, January 13, 2014
    • 1 reply
    • 1.8k views
    • 
    • My 2 cents
    • January 13, 2014

15. Mandatory Employee Contributions

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

16. Does a hardship withrawal from a 403(b)plan require stopping the curre

    By Guest ronc, September 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 20, 2000

17. 415 Limit Coordination

    By Guest Johnny, October 25, 1999
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • October 28, 1999

18. 457 plan investments by credit unions

    By Guest Sophia Chrusciel, October 15, 1999
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 1, 1999

19. Governmental Agency and Cafeteria Plan

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

20. non-profit, city-owned, utility companies and 401Ks

    By Guest itrade4u2, July 2, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • July 15, 2001

21. Sarbanes Oxley Notice for Governmental Plan

    By Guest cpmooney, June 28, 2008
    • 1 reply
    • 2.3k views
    • 
    • Laura Harrington
    • July 21, 2008

22. COAP for FERS

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

23. Prototype Plan for Government Plans

    By Guest gaham, September 24, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 24, 2001

24. Applicability of Code section 414(u) (which applies to plans subject t

    By Everett Moreland, November 9, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 9, 1999

25. Retirement Credit for Public School Teachers

    By Guest Sharon Powers, December 17, 2001
    • 1 reply
    • 1.5k views
    • 
    • joel
    • December 17, 2001

26. divorce and pension plan

    By Guest Uan5, November 10, 1999
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

27. Government "pick-up" plan

    By Guest Paul Jalazo, October 16, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 16, 2001

28. Actuarial Increases?

    By Guest IRISH79, January 16, 2007
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • January 16, 2007

29. 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

30. Admnistration of Government Plan

    By Guest KDGCRK, November 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • November 22, 2002

31. Determination Letter for 403(b) or 457?

    By Guest Jeff Kropp, November 18, 1999
    • 1 reply
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 23, 1999

32. New Gov't 401(k) for Water Agency

    By lkpittman, September 24, 2001
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • October 7, 2001

33. Correction of Pick-up - ineligible employee

    By JJRetirement, June 22, 2015   

    • EPCRS
    • Governmental Plan
    • (and 3 more)

      Tagged with:

      • EPCRS
      • Governmental Plan
      • Defined Benefit
      • 414(h)
      • Pick-up contribution
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • June 22, 2015

34. Multiple 457(b) Deferral Limits?

    By davef, November 23, 1999
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • November 23, 1999

35. 401(a) Voluntary Employee Contributions

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

36. Pick-up contributions

    By Guest bergs, August 3, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • August 22, 2006

37. TAMRA revocation

    By Guest slt, November 23, 1999
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 29, 1999

38. Pick-up contributions

    By Guest bergs, August 3, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • August 22, 2006

39. Governmental excess plan

    By Carol V. Calhoun, October 12, 2019
    • 1 reply
    • 1.7k views
    • 
    • Luke Bailey
    • October 14, 2019

40. 457 Required Minimum Distribution Withholding

    By Guest Jhagan, November 30, 1999
    • 1 reply
    • 2.3k views
    • 
    • Michael Devault
    • November 30, 1999

41. Federal credit unions

    By Guest Steve C, January 28, 2004
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • June 6, 2004

42. FICA Replacement Plan

    By 30Rock, December 22, 2010
    • 1 reply
    • 2.4k views
    • 
    • Bill Presson
    • December 22, 2010

43. SAR required?

    By AlbanyConsultant, November 5, 2012
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 5, 2012

44. Government Plan Distributions

    By Guest GeorgeK, January 25, 2002
    • 1 reply
    • 1.8k views
    • 
    • Everett Moreland
    • January 26, 2002

45. What no load mutual fund families participate in 457 plans?

    By Guest Clifford P. Borbas, November 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 4, 1999

46. Government with a 401(k) Plan

    By Guest mmagidson, October 17, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • October 17, 2000

47. GAS 27 Assets

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

48. 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

49. Has anyone created a Section 115 Trust?

    By Guest Thomas2006, November 16, 2006
    • 1 reply
    • 3.7k views
    • 
    • Ron Snyder
    • November 16, 2006

50. Does Withdrawal of a Local Agency from a State Plan Considered a Termi

    By Guest slt, December 21, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 31, 1999