Governmental Plans

954 topics in this forum

1. Changing FYE

   By KennyH, March 2, 2017
   • 0 replies
   • 701 views
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   • KennyH
   • March 2, 2017

2. 457 management fees

   By Guest BWF, January 22, 2000
   • 0 replies
   • 1.7k views
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   • Guest
   • January 22, 2000

3. Defining and or Characterizing reporting Income

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

4. FICA EXEMPTION OPTIONS

   By Guest pokorski, January 26, 2000
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   • 1.8k views
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   • Guest
   • January 26, 2000

5. Remedial amendment period for GUST

   By Guest cde, September 26, 2001
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   • 1.7k views
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   • Guest
   • September 26, 2001

6. Failure to comply with SBJPA trust requirements for plan year 1999.

   By Guest chambeao, February 1, 2000
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   • 1.7k views
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   • Guest
   • February 1, 2000

7. 415(m) and FICA

   By Guest Penelope, November 27, 2007
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   • 2.6k views
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   • Guest
   • November 27, 2007

8. Social security replacement plans

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

9. FICA Repladement Plan

   By nancy, August 3, 2010
   • 0 replies
   • 1.3k views
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   • nancy
   • August 3, 2010

10. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • August 22, 2004

11. OCnsultant wanted

    By Guest clint hopson, March 18, 2004
    • 0 replies
    • 2.5k views
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    • Guest
    • March 18, 2004

12. 415(m) Excess Plans

    By Guest gaham, May 31, 2007
    • 0 replies
    • 5.3k views
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    • Guest
    • May 31, 2007

13. Please update information.

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

14. Does a custodial account need to have a trustee?

    By Guest KDGCRK, July 8, 2004
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    • 2.4k views
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    • Guest
    • July 8, 2004

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

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

16. 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

17. Assuming that a governmental 457 plan has met its requirement to estab

    By Guest JD Colville, March 8, 2000
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    • 2.8k views
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    • Guest
    • March 8, 2000

18. Order Assigning Civil Service Retirement Benefit to Former Spouse

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

19. Rolllovers for DB Plan with Refund of Contributions Option

    By tja, June 10, 2005
    • 0 replies
    • 2k views
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    • tja
    • June 10, 2005

20. 414(h) and FICA

    By Guest erisamelissa, January 19, 2007
    • 0 replies
    • 2.6k views
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    • Guest
    • January 19, 2007

21. Termination of BD plan and start-up of 457

    By Guest itrade4u2, July 6, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • July 6, 2001

22. Rehired "Eligible Participant" under OBRA '93

    By Rafael, May 21, 2021
    • 0 replies
    • 912 views
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    • Rafael
    • May 21, 2021

23. Money Purchase Classifications (Opting In vs Option Out)

    By PainPA, August 30, 2009
    • 0 replies
    • 1.4k views
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    • PainPA
    • August 30, 2009

24. EPCRS - Compliance Fees - Multiple Employer Plans

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

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

    By Guest Nicholas, December 13, 2005
    • 0 replies
    • 2.2k views
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    • Guest
    • December 13, 2005

26. Which governmental employers can maintain 401(k) plans? IRS ruling ado

    By Carol V. Calhoun, April 19, 2000
    • 0 replies
    • 1.8k views
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    • Carol V. Calhoun
    • April 19, 2000

27. CRA Model Amendments

    By Guest mmagidson, September 5, 2001
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    • 1.9k views
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    • Guest
    • September 5, 2001

28. CSRS and/or FERS

    By fmsinc, August 5, 2025
    • 0 replies
    • 370 views
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    • fmsinc
    • August 5, 2025

29. PSO definition

    By Guest cprbcompliance, January 8, 2008
    • 0 replies
    • 2k views
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    • Guest
    • January 8, 2008

30. CRA Model Amendments

    By Guest mmagidson, August 17, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • August 17, 2001

31. social security

    By Guest jen graber, May 25, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • May 25, 2000

32. "Qualified Plans"

    By Guest cron55, July 27, 2001
    • 0 replies
    • 2k views
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    • Guest
    • July 27, 2001

33. Governmental DB switch to private DB?

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

34. Money Purchase plan forfeitures

    By Guest PA consultant, November 8, 2002
    • 0 replies
    • 2.2k views
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    • Guest
    • November 8, 2002

35. Rabbi Trust for 415(m) plan - investments?

    By Guest atlantaERISA, January 5, 2005
    • 0 replies
    • 2.2k views
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    • Guest
    • January 5, 2005

36. Reemployment after Retirement

    By Guest ERISAQuestioner, June 8, 2009
    • 0 replies
    • 2k views
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    • Guest
    • June 8, 2009

37. Move from Annual Valuated Professionally Managed Plan to Participant D

    By Guest Jhagan, November 13, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • November 13, 2000

38. Automatic Contribution Arrangements

    By Guest hb95, February 1, 2012
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    • 1.3k views
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    • Guest
    • February 1, 2012

39. Determination request

    By Guest Cribbet, June 21, 2002
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    • 1.8k views
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    • Guest
    • June 21, 2002

40. QEBA and Division of Property Orders (DPOs)

    By Guest TAXMANAGER, June 9, 2009
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    • 2.5k views
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    • Guest
    • June 9, 2009

41. Buyback of Pre-414(h) Service?

    By Guest CRC02, September 9, 2003
    • 0 replies
    • 2.8k views
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    • Guest
    • September 9, 2003

42. Normal Retirement Age - Final Regulations Impact to Govt Plans

    By Guest ERISAQUEEN, August 5, 2008
    • 0 replies
    • 1.8k views
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    • Guest
    • August 5, 2008

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

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

44. Service Connected Disability Benefits

    By Guest ERISAQUEEN, May 2, 2006
    • 0 replies
    • 1.8k views
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    • Guest
    • May 2, 2006

45. RMD -- interest on late payments

    By tja, January 28, 2015   

    • RMD
    • Late payments
    • (and 1 more)

      Tagged with:

      • RMD
      • Late payments
      • Governmental Plan
    • 0 replies
    • 2.5k views
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    • tja
    • January 28, 2015

46. g rider?

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

47. New Notice and Statement re SS GPO and WEP

    By Guest KCW, March 7, 2004
    • 0 replies
    • 2.7k views
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    • Guest
    • March 7, 2004

48. 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

49. Part-time employees revisited

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

50. 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