Governmental Plans

953 topics in this forum

1. Medical Evaluation Process for Disability

   By MEF, July 24, 2019   

   • disability
   • medical evaluation
   • (and 1 more)

     Tagged with:

     • disability
     • medical evaluation
     • governmental plan
   • 2 replies
   • 960 views
   • 
   • Patricia Neal Jensen
   • July 24, 2019

2. Control group - Governmental and ERISA

   By L Whittle, December 10, 2018
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • December 10, 2018

3. 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

4. Government Money Purchase subject to J&S?

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

5. Spousal Consent to Name Beneficiary?

   By EBECatty, October 1, 2018
   • 3 replies
   • 3.3k views
   • 
   • EBECatty
   • October 1, 2018

6. Pick-ups for specific classes of employees

   By tja, September 18, 2018   

   • specific class
   • different
   • (and 3 more)

     Tagged with:

     • specific class
     • different
     • rates
     • governmental
     • changing
   • 1 reply
   • 845 views
   • 
   • Carol V. Calhoun
   • September 18, 2018

7. USERRA - Contributory DB Plan

   By luissaha, July 6, 2018
   • 1 reply
   • 1.1k views
   • 
   • Slider
   • July 6, 2018

8. Occupational Licensing Boards

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

9. Exhaustion of remedies; arbitration.

   By Jeff Kirtner, June 28, 2018
   • 1 reply
   • 711 views
   • 
   • ERISAAPPLE
   • June 28, 2018

10. Refund of employee's post-tax contribution at death

    By tja, May 14, 2018   

    • taxation
    • post-tax
    • (and 2 more)

      Tagged with:

      • taxation
      • post-tax
      • employee contributions
      • death
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • May 16, 2018

11. Are governmental employer-sponsored HSAs treated as 414(d) plans?

    By Keepingit Together, March 8, 2018
    • 1 reply
    • 848 views
    • 
    • Carol V. Calhoun
    • March 20, 2018

12. Rehire Vesting Service

    By DTH, February 27, 2018
    • 0 replies
    • 836 views
    • 
    • DTH
    • February 27, 2018

13. Disability Taxation Continue with Survivor?

    By Kelly, February 16, 2018   

    • disability
    • 3 replies
    • 951 views
    • 
    • Luke Bailey
    • February 27, 2018

14. 401(a) Deposit Deadline

    By JustMe, January 22, 2018
    • 5 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

15. Muni Pension Mandatory Contribution distribution 1099-R code

    By Biz Develop Consultant BJF, January 17, 2018   

    • 1099-r
    • pensions
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • January 18, 2018

16. Pick-up Only Plan and Excess Annual Additions

    By DTH, December 14, 2017
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 19, 2017

17. PIck Up Contributions for past service

    By JJRetirement, November 3, 2017   

    • pickup
    • 414(h)
    • (and 2 more)

      Tagged with:

      • pickup
      • 414(h)
      • employee contributions
      • leave of absence
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • November 7, 2017

18. Tax ID Number

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

19. FICA Replacement Vesting

    By nancy, September 15, 2017
    • 1 reply
    • 1k views
    • 
    • Luke Bailey
    • September 19, 2017

20. WEP and Defined Contribution Plan

    By luissaha, September 5, 2017
    • 2 replies
    • 1.9k views
    • 
    • eeyore
    • September 7, 2017

21. Money Purchase Merger into 401(k)

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

22. Previously Required Restatements

    By jim241, August 16, 2017   

    • restatements
    • correction
    • (and 2 more)

      Tagged with:

      • restatements
      • correction
      • compliance
      • restatement cycle
    • 2 replies
    • 1.3k views
    • 
    • JJRetirement
    • August 17, 2017

23. Permissive Service Credits

    By tja, July 14, 2017   

    • 415
    • 415(n)
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • July 17, 2017

24. Social Security Offset

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

25. Extending DROP Period

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

26. 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

27. Equal Protection/QDRO question

    By qdro007, June 2, 2017
    • 2 replies
    • 976 views
    • 
    • Carol V. Calhoun
    • June 29, 2017

28. Defined Benefi Retiree Health Plan

    By luissaha, May 24, 2017
    • 1 reply
    • 909 views
    • 
    • Carol V. Calhoun
    • June 29, 2017

29. Application of Fiduciary Rule to Governmental Plans

    By BTG, May 4, 2017   

    • fiduciary
    • rollover
    • (and 1 more)

      Tagged with:

      • fiduciary
      • rollover
      • governmental plan
    • 6 replies
    • 1.2k views
    • 
    • jpod
    • May 8, 2017

30. Dual Status Hospital, Governmental and 501(c)3

    By OKC73134, April 21, 2017   

    • govenmental dropping non-profit status
    • 4 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • April 26, 2017

31. Government plan divorce property settlement

    By Florida1, April 11, 2017   

    • divorce
    • property settlement
    • (and 3 more)

      Tagged with:

      • divorce
      • property settlement
      • govt plan
      • ido
      • qdro
    • 2 replies
    • 1.1k views
    • 
    • Florida1
    • April 11, 2017

32. Multiple Employer Governmental Plan

    By Kelly, March 31, 2017
    • 2 replies
    • 1.2k views
    • 
    • Kelly
    • March 31, 2017

33. 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

34. Govt Hospital with a 501(c)3 subsidiary

    By OKC73134, March 24, 2017   

    • dual status
    • 457 govt plan
    • 3 replies
    • 1.2k views
    • 
    • Carol V. Calhoun
    • March 26, 2017

35. Changing FYE

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

36. Excess Anual Additions and Pick-up Contributions

    By DTH, February 8, 2017
    • 2 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • February 22, 2017

37. DROP and Interest

    By mctoe, October 19, 2016
    • 1 reply
    • 971 views
    • 
    • Carol V. Calhoun
    • October 26, 2016

38. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

    • 401(a)
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 16, 2016

39. 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

40. FICA Alternative Plan and reduction in social security benefits

    By mariemonroe, September 12, 2016
    • 1 reply
    • 1.8k views
    • 
    • mariemonroe
    • September 12, 2016

41. Grandfathered 401(k) Hardship Withdrawals

    By DTH, August 3, 2016
    • 2 replies
    • 1.7k views
    • 
    • DTH
    • August 3, 2016

42. Unforeseeable Emergency WDs in 401(a)

    By DTH, July 20, 2016
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • July 20, 2016

43. Has employee terminated employment?

    By JJRetirement, June 28, 2016   

    • governmental plan
    • union
    • (and 4 more)

      Tagged with:

      • governmental plan
      • union
      • separation from service
      • termination of employment
      • controlled group
      • in service distribution
    • 3 replies
    • 1.4k views
    • 
    • JJRetirement
    • June 30, 2016

44. 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

45. Rollover of SOLELY after-tax amounts

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

46. Entity Change

    By DTH, June 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • June 9, 2016

47. 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

48. Pick-up Contribution Election Effective Date

    By DTH, March 24, 2016
    • 2 replies
    • 1.3k views
    • 
    • DTH
    • March 30, 2016

49. Matching Contributions in Money Purchase Plan based on deferrals to 457(b)

    By tax & coffee, March 22, 2016
    • 2 replies
    • 1.3k views
    • 
    • tax & coffee
    • March 23, 2016

50. Annual Additions

    By DTH, March 8, 2016
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • March 8, 2016