Governmental Plans

953 topics in this forum

1. Are the release of new 457 regs imminent?

   By Guest David G, March 9, 2001
   • 0 replies
   • 1.7k views
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   • Guest
   • March 9, 2001

2. Is this a breach of fiduciary duty?

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

3. 457 beneficiary is also participant in plan-distrib options

   By Guest Mister Charlie, February 28, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • February 28, 2001

4. Reporting of Independent Contractor Deferrals

   By Guest A Montez, February 28, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • February 28, 2001

5. 457 plan 10 year distribution

   By Guest pthomann, December 31, 2000
   • 3 replies
   • 1.8k views
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   • Guest
   • February 16, 2001

6. Distributions to Beneficiaries

   By Guest 457 Plan Consultant, February 13, 2001
   • 0 replies
   • 1.8k views
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   • Guest
   • February 13, 2001

7. Minimum Distribution at 70-1/2

   By Guest Dan Gould, January 30, 2001
   • 2 replies
   • 1.7k views
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   • Guest
   • February 12, 2001

8. 401(a) Voluntary Employee Contributions

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

9. employer contributions and mandatory participation

   By Guest A Montez, February 7, 2001
   • 1 reply
   • 1.7k views
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   • Carol V. Calhoun
   • February 11, 2001

10. Does IRC 105(h) apply to governmental plans?

    By IRC401, February 8, 2001
    • 1 reply
    • 2.6k views
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    • Carol V. Calhoun
    • February 11, 2001

11. Possible Social Security coverage of ceratin state employees covered b

    By Guest Steven E. Schanes, December 28, 2000
    • 5 replies
    • 2k views
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    • Guest
    • February 8, 2001

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

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

13. Governmental plan spin-off/termination

    By Guest Kathleen Meagher, April 8, 1999
    • 8 replies
    • 3.6k views
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    • Guest
    • February 1, 2001

14. Withholding on payouts of terminated employees.

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

15. 457 Plan Amendments for new 401(a)(9) rules

    By Guest Sherrie Boutwell, January 22, 2001
    • 3 replies
    • 2.5k views
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    • Guest
    • January 26, 2001

16. Privatization and State Govt. Retirement/Pension Systems

    By Guest Marti Harkness, January 25, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • January 25, 2001

17. Unterminated Governmental Defined Benefit Plan Risks. Plan Termination

    By Guest Ralph Amadio, January 21, 2001
    • 3 replies
    • 2.4k views
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    • Everett Moreland
    • January 25, 2001

18. Should governmental plans file for determination letters this year?

    By Guest Patti, January 17, 2001
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • January 23, 2001

19. 457/401(k)and 415 limits

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

20. Limit on distributable amount for 457 hardship withdrawal.

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

21. military & 401k plans

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

22. Beneficiary - Death of Disability Retiree

    By Guest Jami, January 3, 2001
    • 2 replies
    • 1.8k views
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    • Carol V. Calhoun
    • January 3, 2001

23. Unused vacation days

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

24. Non-trustee employer duty of care

    By Guest MichaelBligh, February 11, 2000
    • 4 replies
    • 2.1k views
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    • Guest
    • January 1, 2001

25. 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
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    • Guest
    • January 1, 2001

26. 457(b) Governmental vs Private?

    By Guest Monster, December 26, 2000
    • 2 replies
    • 2.5k views
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    • Guest
    • December 29, 2000

27. Financial Statement presentation of a city government defined benefit

    By Guest Allen Radin, December 28, 2000
    • 1 reply
    • 1.7k views
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    • Guest
    • December 29, 2000

28. Spousal consent requirements for qualified city government plans.

    By Guest Allen Radin, December 27, 2000
    • 1 reply
    • 2.6k views
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    • Carol V. Calhoun
    • December 27, 2000

29. Age Restriction on 457 Plan Distributions

    By Guest A Montez, December 11, 2000
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • December 27, 2000

30. Transfer of plan assets from 414(h) to 401(k)

    By Guest Scott Holechek, December 11, 2000
    • 1 reply
    • 3.6k views
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    • Carol V. Calhoun
    • December 27, 2000

31. 125 plan election changes past open period and/or first of the year

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

32. What States have opted out of Social Security?

    By GBurns, December 22, 2000
    • 1 reply
    • 2.2k views
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    • Guest
    • December 23, 2000

33. State retirement fund vs SS benefits?

    By Felicia, September 18, 2000
    • 4 replies
    • 2.6k views
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    • Guest
    • December 23, 2000

34. Deferral of Taxation by Non-spouse Beneficiary of a Lump-sum Distribut

    By jlf, December 16, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 20, 2000

35. Portability of state pension plans

    By Guest Virginia, November 21, 2000
    • 2 replies
    • 2.3k views
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    • Guest
    • December 15, 2000

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

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

37. 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

38. 2001 457 Legislation Limit

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

39. 457 plan distributions -- "substantially nonincreasing" requ

    By Guest Patrick Foley, December 2, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • December 2, 2000

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

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

41. Are employee contributions to a governmental plan that are picked up w

    By Guest lnorris, September 15, 1999
    • 8 replies
    • 4k views
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    • Carol V. Calhoun
    • December 1, 2000

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

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

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

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

44. Rollover from Governmental plan with 414(h) to 401(k) plan.

    By Guest Scott Holechek, November 30, 2000
    • 1 reply
    • 7k views
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    • Carol V. Calhoun
    • December 1, 2000

45. Are there any other options for a local gov. 457?

    By Guest ksadler, November 29, 2000
    • 3 replies
    • 2k views
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    • Carol V. Calhoun
    • December 1, 2000

46. 457 Plan Vendors?

    By Guest GNagler, October 26, 2000
    • 5 replies
    • 2.8k views
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    • MWeddell
    • December 1, 2000

47. Anybody aware of any IRS plan to begin auditing 457(f) plans sponsored

    By Guest David Blask, November 20, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 1, 2000

48. 457 plans - non-profits - excess contributions

    By Guest shanna, November 21, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 1, 2000

49. Vesting at Normal Retirement Age

    By IRC401, December 1, 2000
    • 1 reply
    • 3.5k views
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    • Carol V. Calhoun
    • December 1, 2000

50. Hardship withdrawals subject to early withdrawal penalty

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