Governmental Plans

953 topics in this forum

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

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

2. Rollover of 457 to IRA under Financial Freedom Act and Taxpayers Refun

   By Guest Dana, July 30, 1999
   • 5 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • August 24, 1999

3. Rollover of SOLELY after-tax amounts

   By tax & coffee, June 21, 2016
   • 5 replies
   • 1.2k views
   • 
   • mctoe
   • June 22, 2016

4. rollovers

   By Guest lightfingers, September 11, 2007
   • 4 replies
   • 3.3k views
   • 
   • Carol V. Calhoun
   • January 24, 2017

5. Rollovers

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

6. Rollovers from 457 plans to 401(a) plans

   By Guest PA consultant, January 8, 2002
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • January 8, 2002

7. Rollovers from 457 plans to IRAs

   By Guest anthony devito, February 19, 2001
   • 8 replies
   • 2.7k views
   • 
   • jlf
   • July 3, 2001

8. Rollvers to purchase service credit

   By Guest David G, October 31, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • November 2, 2001

9. Rural Cooperative deferral limits

   By Guest wjr, March 22, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • June 29, 2001

10. Sample governmental 401(A)

    By Guest Jhagan, May 18, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 20, 1999

11. Sample Governmental Excess Benefit Plan

    By Guest jigpsu100, September 30, 2005
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • October 1, 2005

12. SAR required?

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

13. Sarbanes Oxley Notice for Governmental Plan

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

14. Sarbanes-Oxley, Blackout Notices and Grandfathered Governmental 401(k) Plan

    By Guest benefitsdude6, July 20, 2004
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • July 20, 2004

15. SB 657 Passes California State Senate Committee Vote

    By Guest KCW, January 29, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 30, 2002

16. School District Employer Sponsored Plan

    By Guest JWEBB, May 24, 2002
    • 13 replies
    • 3.4k views
    • 
    • pjkoehler
    • June 4, 2002

17. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
    • 0 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 11, 2006

18. Section 115 integral advisory trusts

    By Guest publicagencyfinance, April 17, 2006
    • 10 replies
    • 15.8k views
    • 
    • Guest
    • May 7, 2013

19. Section 115 Trusts

    By Guest Thomas2006, November 9, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 9, 2006

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

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

21. Section 127 Educational Assistance Program

    By Guest crs, July 18, 2006
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • July 18, 2006

22. Section 401(a) Plan for Municipal Authority

    By Guest CVCalhoun, October 8, 1998
    • 2 replies
    • 4.2k views
    • 
    • jsample
    • December 12, 2019

23. Section 401(m)

    By Guest slt, October 25, 1999
    • 6 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 28, 1999

24. Section 420-type transfer: Public Ees' DB plan: use surplus for COLA t

    By Guest songlaw, December 19, 2002
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • December 21, 2002

25. 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

26. SEP + 457b @ Gov't

    By Guest barrystarr, August 1, 2003
    • 1 reply
    • 3.6k views
    • 
    • mbozek
    • August 5, 2003

27. SEP IRA as FICA Alternative/Replacement Plan?

    By Christine Roberts, October 20, 2011
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • October 20, 2011

28. Separation Incentive Plan--$$ contributed to DC plan if employee agrees to retire

    By Guest Kathleen Meagher, January 15, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • January 16, 2004

29. Service Connected Disability Benefits

    By Guest ERISAQUEEN, May 2, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 2, 2006

30. severance plans

    By Guest kelsey, June 20, 2001
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • June 22, 2001

31. 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

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

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

33. Should governmental tax-qualified plan documents include ERISA languag

    By Guest Jhagan, May 24, 2000
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • November 13, 2000

34. Simple IRA -- Governmental Entity

    By Archimage, February 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 20, 2002

35. SIMPLE IRA-municipality

    By Felicia, November 6, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 22, 2000

36. Slow-down for pick-ups

    By Guest Kathleen Meagher, August 22, 2003
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • August 22, 2003

37. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas, December 13, 2005
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 13, 2005

38. social security

    By Guest jen graber, May 25, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 25, 2000

39. Social Security Mandate effect on plan funding

    By Guest Ralph Amadio, November 1, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 1, 1998

40. Social Security Offset

    By mctoe, July 12, 2017
    • 3 replies
    • 959 views
    • 
    • mctoe
    • July 14, 2017

41. Social Security Offset - WEP

    By PainPA, February 5, 2009
    • 3 replies
    • 2.4k views
    • 
    • J Simmons
    • February 7, 2009

42. Social security replacement plans

    By Guest getaxa, August 14, 2003
    • 0 replies
    • 3.5k views
    • 
    • Guest
    • August 14, 2003

43. SOL for IRS Audit on Gov Plan

    By EBECDC, October 6, 2016   

    • statute of limitations
    • audit
    • (and 6 more)

      Tagged with:

      • statute of limitations
      • audit
      • IRS
      • governmental plan
      • government plan
      • SOL
      • Form 5500
      • 5500
    • 2 replies
    • 1.4k views
    • 
    • EBECDC
    • October 7, 2016

44. Sources wanted for a research survey project

    By Guest Don Miller, February 3, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 8, 1999

45. Sovereign Indian Nation w/ 401(a) Plans - How treated for 5500, etc. p

    By Guest Philip Simpkins, November 1, 1998
    • 11 replies
    • 7.2k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

46. SPD requirements for governmental plans

    By Guest lwhittle, June 7, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2001

47. Spinoff of govt. plan. Who is sponsor?

    By david rigby, October 30, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 2, 1998

48. Spousal Benefits - FICA Replacement Plan

    By JJRetirement, June 8, 2017   

    • spousal benefits
    • defined benefit
    • (and 4 more)

      Tagged with:

      • spousal benefits
      • defined benefit
      • governmental
      • fica
      • replacement plan
      • social security
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 13, 2017

49. Spousal Consent in Retirement Plans

    By Guest mschnapp, August 28, 2001
    • 2 replies
    • 4.2k views
    • 
    • david rigby
    • August 29, 2001

50. Spousal consent requirements for qualified city government plans.

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