Governmental Plans

953 topics in this forum

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

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

2. Vesting Service in Governmental Plan

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

3. ICMA's Retirement Health Savings Plan

   By Guest Lee Burns, December 2, 2003
   • 8 replies
   • 6.5k views
   • 
   • Everett Moreland
   • December 18, 2003

4. DB Plan - Benefit Statements & SPD

   By Penman2006, May 2, 2007
   • 8 replies
   • 4.5k views
   • 
   • John Feldt ERPA CPC QPA
   • August 6, 2007

5. Tax ID Number

   By Kelly, October 3, 2017
   • 8 replies
   • 1.4k views
   • 
   • Kelly
   • October 13, 2017

6. Money Purchase Merger into 401(k)

   By oldman63, August 23, 2017
   • 8 replies
   • 3.4k views
   • 
   • Carol V. Calhoun
   • September 20, 2017

7. Governmental 401(a) plan document providers

   By Guest MDM, May 17, 2010
   • 8 replies
   • 4.7k views
   • 
   • John Feldt ERPA CPC QPA
   • March 16, 2012

8. Occupational Licensing Boards

   By 401 Chaos, June 28, 2018
   • 8 replies
   • 1.2k views
   • 
   • 401 Chaos
   • July 3, 2018

9. Employment Contract or Plan Document

   By Guest Clain, February 14, 2006
   • 7 replies
   • 5.7k views
   • 
   • BTG
   • February 21, 2007

10. 457b with 401a for Match Plan Document question

    By JoyHodgson, December 6, 2018   

    • 457 plans
    • governmental plans
    • 7 replies
    • 2.5k views
    • 
    • OKC73134
    • December 10, 2018

11. The Florida Retirement System

    By joel, March 20, 2002
    • 7 replies
    • 3.1k views
    • 
    • joel
    • March 21, 2002

12. Is a government plan protected from creditors similar to private sector plans?

    By katieinny, January 20, 2006
    • 7 replies
    • 4.4k views
    • 
    • GBurns
    • January 24, 2006

13. Health Insurance Issued by County Agency

    By Christine Roberts, December 17, 2004
    • 7 replies
    • 2.6k views
    • 
    • Christine Roberts
    • December 20, 2004

14. State Law Different From Internal Revenue Code

    By Guest alan24, March 14, 2005
    • 7 replies
    • 3.6k views
    • 
    • david rigby
    • March 15, 2005

15. 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

16. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

    • refund
    • employee contributions
    • 7 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • June 30, 2016

17. J&S requirements for governmental plans.

    By Guest Jose Rosario, October 11, 2002
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • October 29, 2002

18. Governmental plan answer book

    By Guest David G, April 23, 2001
    • 7 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • January 23, 2002

19. DROP Plan

    By 30Rock, May 4, 2010
    • 7 replies
    • 3k views
    • 
    • TLGeer
    • May 10, 2010

20. Can DB Plan Forfeit Vested Benefit of Participant Convicted of Embezzling from the Employer?

    By Übernerd, April 20, 2015   

    • forfeiture
    • embezzlement
    • (and 2 more)

      Tagged with:

      • forfeiture
      • embezzlement
      • crime
      • governmental plan
    • 7 replies
    • 3.6k views
    • 
    • Carol V. Calhoun
    • April 22, 2015

21. $3,000 income exclusion - Public Safety Officers

    By Guest jvanheyde, January 11, 2007
    • 7 replies
    • 23.8k views
    • 
    • DTH
    • January 29, 2014

22. 2002 compensation limit for grandfathered governmental plan participan

    By Guest scm, November 27, 2001
    • 7 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • March 23, 2002

23. Governmental plans

    By Belgarath, February 23, 2012
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • February 27, 2012

24. Removal of an annual COLA from a DB governmental plan

    By Guest hnbc, March 25, 2003
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • March 25, 2003

25. 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

26. Exemption Under 411(e)(2)

    By Randy Watson, July 7, 2005
    • 7 replies
    • 4.2k views
    • 
    • mbozek
    • July 11, 2005

27. Chapter 13 Bankruptcy Office - What type of entity?

    By Guest KBuehler, November 26, 2003
    • 7 replies
    • 5.8k views
    • 
    • Ron Snyder
    • December 2, 2003

28. Government Employee Leasing

    By Guest Ralph Amadio, September 14, 1999
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • March 5, 2000

29. When do governmental plans need to be submitted for DL

    By Flyboyjohn, March 8, 2013
    • 7 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 7, 2014

30. annual deferrals/excess deferrals

    By Guest andrea16, February 14, 2007
    • 7 replies
    • 3.4k views
    • 
    • TLGeer
    • February 18, 2007

31. TPA Services for Governmental Plan

    By PensionPro, September 5, 2013
    • 7 replies
    • 1.9k views
    • 
    • PensionPro
    • September 9, 2013

32. Government plans and 401(a)

    By drakecohen, March 20, 2010
    • 7 replies
    • 3.3k views
    • 
    • david rigby
    • March 22, 2010

33. Rolling Vesting Schedule for 457(f) ineligible plan

    By Guest RMM, February 7, 2000
    • 7 replies
    • 3.2k views
    • 
    • QDROphile
    • June 9, 2000

34. New York State Teachers' Retirement Plan

    By katieinny, December 18, 2002
    • 7 replies
    • 2.5k views
    • 
    • katieinny
    • January 13, 2003

35. Determination Letter - Govermental Plans

    By Guest ResearchGirl, November 24, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • March 16, 2009

36. Extending DROP Period

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

37. Annual Tax Returns for a Government Plan- what replaces the 5500, if a

    By Guest PALAWYER, February 13, 2001
    • 6 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • October 14, 2001

38. Life Insurance/457 Plan

    By Guest RARogers, December 15, 1998
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • December 28, 1998

39. Can a government plan be a profit sharing plan? Discretionary or nondi

    By Guest PALAWYER, October 27, 2000
    • 6 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 7, 2000

40. Age/Service Exclusions in Pre-Approved Governmental Plan

    By EBECatty, July 15, 2022
    • 6 replies
    • 1.3k views
    • 
    • Bri
    • July 19, 2022

41. Correction of plan defects

    By Guest Jayco, April 7, 2005
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • April 11, 2005

42. Defined Benefit Plan

    By Guest compliance, January 30, 2006
    • 6 replies
    • 3.9k views
    • 
    • IRC401
    • February 19, 2006

43. Purchasing Service Credits in Pension Question

    By Zoraster, October 2, 2015
    • 6 replies
    • 6.7k views
    • 
    • Zoraster
    • December 22, 2015

44. governmental parent with 501(c)(3) sub

    By waid10, June 25, 2008
    • 6 replies
    • 2.6k views
    • 
    • J Simmons
    • June 26, 2008

45. 457 plan and lump sum vacation leave

    By Guest David G, September 13, 1999
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • September 23, 1999

46. Partial Termination?

    By Guest benman, February 22, 2002
    • 6 replies
    • 5.1k views
    • 
    • Guest
    • March 25, 2008

47. Section 401(m)

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

48. Government Money Purchase subject to J&S?

    By austin3515, November 17, 2018
    • 6 replies
    • 1.8k views
    • 
    • david rigby
    • November 18, 2018

49. More on Announcement 2000-1

    By Carol V. Calhoun, January 4, 2000
    • 6 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • April 11, 2000

50. DROP Plans - Are lump sums eligible rollover distributions?

    By Guest Ben, April 19, 2000
    • 6 replies
    • 3k views
    • 
    • Guest
    • April 26, 2000