Governmental Plans

953 topics in this forum

1. Permissive service credit

   By Ken Davis, January 31, 2003
   • 0 replies
   • 1.6k views
   • 
   • Ken Davis
   • January 31, 2003

2. 8955-SSA needed?

   By AlbanyConsultant, June 13, 2013
   • 2 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • June 14, 2013

3. 5500 requirement

   By jkdoll2, July 18, 2008
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 19, 2008

4. Part-time employees revisited

   By Guest kjungkin, June 4, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • June 4, 2002

5. Amendment to PPA of 2006

   By joel, February 11, 2009
   • 0 replies
   • 1.6k views
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   • joel
   • February 11, 2009

6. Nonamender Governmental Plans - EPCRS Filings

   By Guest ERISAQUEEN, May 25, 2010
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 25, 2010

7. Choosing survivor benefits after retirement

   By Guest herronisland, December 10, 2002
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • December 12, 2002

8. Enhanced benefit

   By Ken Davis, January 29, 2003
   • 0 replies
   • 1.6k views
   • 
   • Ken Davis
   • January 29, 2003

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

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

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

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

11. Please update information.

    By Carol V. Calhoun, March 3, 2000
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

12. Reporting of Independent Contractor Deferrals

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

13. 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

14. QLAC

    By joel, July 5, 2014
    • 4 replies
    • 1.6k views
    • 
    • joel
    • July 8, 2014

15. Option to delay distribution?

    By Fred Payne, September 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • September 19, 2001

16. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

    By Carol V. Calhoun, February 5, 2002
    • 0 replies
    • 1.6k views
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    • Carol V. Calhoun
    • February 5, 2002

17. Disability Retirement being denied after being unfit for duty.

    By Guest griffithkat, May 13, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 13, 2001

18. Vesting Service in Governmental Plan

    By EBECatty, January 15, 2024
    • 8 replies
    • 1.6k views
    • 
    • EBECatty
    • January 25, 2024

19. Reduction of Disability Pension Benefits due to Wrokers Compensation P

    By Guest ptshamoun, August 8, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 2002

20. Plan Numbers

    By Gruegen, October 23, 2002
    • 1 reply
    • 1.6k views
    • 
    • Everett Moreland
    • October 23, 2002

21. Options for 457 governmental plan assets at the death of the participa

    By Guest Monster, March 7, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2000

22. g rider?

    By John A, July 31, 2001
    • 0 replies
    • 1.6k views
    • 
    • John A
    • July 31, 2001

23. Governmental 401(a) distribution - rollover?

    By Guest Newburg, August 14, 2012
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 14, 2012

24. Minimum Funding Requirement

    By Guest wjr, December 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • December 10, 2002

25. Governmental 414(h) Pick-up and Union/Employment Contract Changes

    By DTH, July 22, 2014
    • 0 replies
    • 1.5k views
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    • DTH
    • July 22, 2014

26. health claims denied

    By Guest annaleah, June 4, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 4, 2001

27. Retirement Credit for Public School Teachers

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

28. Good faith amendments and gov't plans

    By Guest David G, September 12, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2001

29. retired federal employee discrimination

    By Guest biale78809, June 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • June 28, 2001

30. Dual Status, Government and 501(c)(3), pre-ERISA 403(b) plan

    By John Feldt ERPA CPC QPA, March 30, 2017   

    • 403(b)
    • pre-erisa
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 31, 2017

31. 408(b)(2) Governmental

    By PainPA, June 6, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 6, 2012

32. Presentation Materials

    By Guest pension222, July 2, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 2, 2001

33. 1 Person Plan

    By waid10, November 5, 2008
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • November 5, 2008

34. Extending DROP Period

    By luissaha, July 10, 2017
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 18, 2017

35. DROPS

    By Guest gt2310, November 19, 2008
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 19, 2008

36. Qualification as a governmental plan due to special rules?

    By Kitty, May 18, 2016   

    • International Organization
    • Immunities act
    • 3 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • February 22, 2017

37. Gvoernmental 401 vesting years of service

    By Guest Steven N, February 8, 2010
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 8, 2010

38. NQDC for governmental employer

    By Guest Katharine Jungkind, June 6, 2001
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • June 7, 2001

39. GASB 45?

    By Lori H, February 22, 2011
    • 2 replies
    • 1.5k views
    • 
    • lbell
    • February 23, 2011

40. Florida FRS - Considered Retired After Rollover

    By Guest kchalk, August 14, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 14, 2010

41. EPCRS - Compliance Fees - Multiple Employer Plans

    By Guest ERISAQUEEN, September 3, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2010

42. DROP and "Pick-up" Arrangements

    By BillAsay, January 28, 2016   

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

43. Money purchase plan and 404(a)(3)(A)

    By Ken Davis, April 7, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 7, 2011

44. Governmental DB switch to private DB?

    By Guest anygig, November 4, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 4, 2011

45. States that tax or do not tax DB monthly pension payments

    By alexa, December 23, 2015
    • 5 replies
    • 1.5k views
    • 
    • GMK
    • December 30, 2015

46. Local Gov't DB Merger into State Retirement System

    By lkpittman, December 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 31, 2002

47. Florida Public Sector Defined Benefit Plan Future Benefit Reduction

    By Guest Elliott, October 14, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 14, 2002

48. Can a participant’s governmental § 457(b) account be taken for restitution to the employer the participant stole from?

    By Peter Gulia, August 3, 2022   

    • exclusive benefit
    • 13 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 7, 2022

49. Changing to a hybrid plan

    By Guest Doug P, February 8, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 8, 2010

50. Retirement & re-employment with another gov't subdivision?

    By Guest Bearlee, November 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • eeyore
    • November 12, 2008