Governmental Plans

954 topics in this forum

1. Definition of comp. for deferral purposes

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

2. Contribution deadline?

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

3. Order Assigning Civil Service Retirement Benefit to Former Spouse

   By Guest Jay Van Heyde, October 18, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • October 18, 2001

4. Oversight of Governmental Plans

   By mctoe, November 3, 2019
   • 8 replies
   • 1.9k views
   • 
   • Luke Bailey
   • November 6, 2019

5. 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

6. 70.5 Required Distributions

   By Guest Jhagan, August 12, 1999
   • 2 replies
   • 1.9k views
   • 
   • Carol V. Calhoun
   • August 13, 1999

7. Net Pay Change Letters

   By Guest Art Mata, March 15, 2006
   • 1 reply
   • 1.9k views
   • 
   • jsb
   • March 15, 2006

8. Does Governmental Master Plan amendment require new AA?

   By Guest ralar, January 22, 1999
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • January 22, 1999

9. 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

10. tax implications with overpayments

    By Guest gnsesq, May 23, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • July 15, 2001

11. 457 Plans out of compliance with the SBJPA '96.

    By Guest Monster, September 29, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 18, 1999

12. Section 125 Plans Amendments & changes since plan was installed ?

    By Guest Ken Parmer, February 22, 2002
    • 0 replies
    • 1.9k views
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    • Guest
    • February 22, 2002

13. review of federal pension plan benefit

    By Gary, February 16, 1999
    • 0 replies
    • 1.9k views
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    • Gary
    • February 16, 1999

14. 125 plan election changes past open period and/or first of the year

    By Guest bryanb, December 21, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 26, 2000

15. Govt 401(k) and SECURE LT/PT Rule

    By AMDG, February 13, 2020   

    • governmental 401(k) 410 exempt long-term part-time
    • 2 replies
    • 1.9k views
    • 
    • AKconsult
    • February 24, 2020

16. GUST

    By Guest Jhagan, May 6, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 20, 1999

17. Constructive Receipt

    By Guest OrPERS, January 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • January 18, 2002

18. Shareware calculator available to give rough idea of pension value?

    By Guest jusducki, May 19, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 19, 2005

19. Section 457 catch-up provision: any restriction on the timing of a par

    By Guest A Montez, October 23, 2000
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • October 25, 2000

20. vema's

    By Guest buffalo chip, June 29, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 29, 2001

21. 401(a) Voluntary Employee Contributions

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

22. Rollovers

    By Guest TroyRiley, May 24, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 24, 2005

23. Domestic Partner Benefit Taxation

    By Guest bbruno, December 1, 2001
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 3, 2001

24. Contracting Away Benefits in a Community Property State

    By Guest PaulBird, July 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • September 1, 1999

25. 415 Limit Coordination

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

26. Permissive Service Credits

    By tja, July 14, 2017   

    • 415
    • 415(n)
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • July 17, 2017

27. Government Money Purchase subject to J&S?

    By austin3515, November 17, 2018
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • November 18, 2018

28. military & 401k plans

    By Guest Claudette, January 7, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2001

29. Thrift plan not complying with document

    By Guest ksumner, September 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 14, 1999

30. Prototype Plan for Government Plans

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

31. Lost of Governmental Status - 457 plan

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

32. Voluntary In-Service Distributions

    By Guest KWDavis, February 15, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 15, 1999

33. Do employee-funded pickup contributions violate state wage laws?

    By Everett Moreland, March 20, 1999
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

34. 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

35. Employer Contributions for Entity HCEs

    By Guest JCG, March 23, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 1999

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

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

37. Distribution to former spouse from a Governmental Plan

    By Guest Jhagan, March 16, 2002
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • March 17, 2002

38. State government plan - Rollovers?

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

39. Nondiscrimination Requiremnts for Governmental Plans

    By Guest danwintz, May 2, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • May 11, 2000

40. Governmental Plan Expenses

    By Randy Watson, October 8, 2012
    • 5 replies
    • 1.9k views
    • 
    • Randy Watson
    • October 9, 2012

41. FICA Alternative Plan and reduction in social security benefits

    By mariemonroe, September 12, 2016
    • 1 reply
    • 1.9k views
    • 
    • mariemonroe
    • September 12, 2016

42. Ex-spouse retired before divorce and then current spouse didn’t waive rights

    By MizKae, February 6, 2025
    • 6 replies
    • 1.9k views
    • 
    • MizKae
    • February 12, 2025

43. Unused vacation days

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

44. Is this a breach of fiduciary duty?

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

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

    By Guest ronc, September 11, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 20, 2000

46. Do you pay SSI and/or Medicare tax on 401a match?

    By Guest sconleyg, June 7, 2011
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 7, 2011

47. Unforeseen Emergency Withdrawal for Parent Funeral.

    By Guest ronc, March 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 23, 2001

48. Governmental plans

    By Belgarath, February 23, 2012
    • 7 replies
    • 1.9k views
    • 
    • Belgarath
    • February 27, 2012

49. Defining and or Characterizing reporting Income

    By Guest DIXON, April 28, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 28, 2007

50. Discrimination Rules and Salary Reduction Under 125

    By Guest Johnny, September 26, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 26, 2002