Governmental Plans

953 topics in this forum

1. Is my employer exempt from ERISA?

   By Guest John Mc Tigue, August 10, 1998
   • 3 replies
   • 4.5k views
   • 
   • Guest
   • September 29, 1998

2. 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

3. 414(h)(2)

   By buckyks, February 18, 2002
   • 4 replies
   • 4.4k views
   • 
   • buckyks
   • March 8, 2002

4. 1099 reporting of $3000 PSO insurance premiums

   By Guest cprbcompliance, November 28, 2007
   • 1 reply
   • 4.4k views
   • 
   • Guest
   • December 18, 2007

5. Life Insurance/457 Plan

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

6. Glen Tibble vs. Edison International

   By joel, December 28, 2014
   • 28 replies
   • 4.4k views
   • 
   • joel
   • January 9, 2015

7. Spousal Consent in Retirement Plans

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

8. Exemption Under 411(e)(2)

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

9. Section 401(a) Plan for Municipal Authority

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

10. Protection of 457(f) plan assets from employer's creditors?

    By Guest David999, June 18, 1999
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • September 8, 1999

11. Federal credit unions

    By Guest Steve C, January 28, 2004
    • 1 reply
    • 4.1k views
    • 
    • Guest
    • June 6, 2004

12. IRC Section 420 transfers and IRC 503(b)

    By Guest David G, November 2, 2000
    • 1 reply
    • 4.1k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

13. ERISA and Government Employee Pension Plans

    By Guest %EHK_1948#, December 10, 2005
    • 3 replies
    • 4k views
    • 
    • Locust
    • December 12, 2005

14. 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

15. Can a municipality sponsor a 457 plan for all employees and make an em

    By Guest PLHart, January 27, 2000
    • 13 replies
    • 4k views
    • 
    • Guest
    • August 13, 2002

16. FICA Replacement Plan

    By nancy, October 23, 2001
    • 9 replies
    • 3.9k views
    • 
    • buckyks
    • September 13, 2002

17. USERRA and 414(h) Pick up Plans

    By Guest KCW, September 26, 2001
    • 9 replies
    • 3.9k views
    • 
    • QDROphile
    • October 22, 2001

18. Which GASB reports need to be prepared for a governmental DB plan?

    By dmb, September 23, 2003
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • September 24, 2003

19. Governmental Housing Authority in a 403(b)

    By Guest Jim Jesikiewicz, March 10, 2003
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • April 17, 2003

20. 401(a) with a 414(h) "pick-up"

    By Guest Wayde A. Friez, June 13, 2001
    • 5 replies
    • 3.9k views
    • 
    • Everett Moreland
    • June 18, 2001

21. Quasi-Governmental Plans and ERISA

    By Ron Snyder, September 28, 2002
    • 3 replies
    • 3.9k views
    • 
    • IRC401
    • October 1, 2002

22. Defined Benefit Plan

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

23. 403b transfers to 414h

    By Guest Sten, August 4, 2005
    • 1 reply
    • 3.8k views
    • 
    • E as in ERISA
    • August 5, 2005

24. Governmental 401(k) plan and SOx blackout notices

    By Guest Iwonder, February 6, 2006
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • February 6, 2006

25. Non-Annuitizing Payout Options For DEFINED BENEFIT Plans.

    By joel, November 18, 1998
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • November 29, 1998

26. Controlled Group Rules and Indian Tribal Gov'ts

    By Randy Watson, October 11, 2010
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • October 26, 2010

27. Controlled Group Rules for Hospital and its Subsidiary

    By Guest PBJ, February 13, 2008
    • 2 replies
    • 3.8k views
    • 
    • QDROphile
    • February 20, 2008

28. 401(a)(17) Governmental Grandfather rule

    By JJRetirement, February 8, 2016   

    • 401(a)(17)
    • Compensation Limit
    • (and 3 more)

      Tagged with:

      • 401(a)(17)
      • Compensation Limit
      • OBRA 93
      • Grandfathered Limit
      • Governmental Plan
    • 3 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

29. Does 411(d)(6) apply to a governmental plan?

    By jkharvey, November 10, 2000
    • 4 replies
    • 3.8k views
    • 
    • jkharvey
    • November 10, 2000

30. FICA Replacement Plan

    By JRN, March 5, 2007
    • 0 replies
    • 3.8k views
    • 
    • JRN
    • March 5, 2007

31. Can a government entity sponsor a profit-sharing plan?

    By Guest HKT, December 11, 2002
    • 4 replies
    • 3.7k views
    • 
    • mbozek
    • December 12, 2002

32. 414(h) Pick-up

    By DTH, January 25, 2008
    • 1 reply
    • 3.7k views
    • 
    • Everett Moreland
    • January 25, 2008

33. Indian Tribe's Controlled Group?

    By Guest eba, April 15, 2004
    • 1 reply
    • 3.7k views
    • 
    • mbozek
    • April 19, 2004

34. Universal Eligibility for 403(b) Plans - Gov't Agencies

    By Guest derek, November 10, 1998
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • November 18, 1998

35. Requirements for change of vesting schedule

    By Guest GordonCO, September 23, 2005
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • September 29, 2005

36. Has anyone created a Section 115 Trust?

    By Guest Thomas2006, November 16, 2006
    • 1 reply
    • 3.7k views
    • 
    • Ron Snyder
    • November 16, 2006

37. Opting out of Social Security

    By Guest wjr, September 12, 2001
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • September 19, 2001

38. Retiree health benefit - pre-tax contributions

    By Guest cwethje, November 21, 2002
    • 10 replies
    • 3.6k views
    • 
    • Ron Snyder
    • November 26, 2002

39. Transfer of plan assets from 414(h) to 401(k)

    By Guest Scott Holechek, December 11, 2000
    • 1 reply
    • 3.6k views
    • 
    • Carol V. Calhoun
    • December 27, 2000

40. Automatic rollovers

    By Guest EdShill, November 29, 2004
    • 9 replies
    • 3.6k views
    • 
    • Everett Moreland
    • November 29, 2004

41. State Law Different From Internal Revenue Code

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

42. Native American Tribes sponsoring pension plans

    By Guest meggie, May 25, 2001
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • May 29, 2001

43. Governmental plan spin-off/termination

    By Guest Kathleen Meagher, April 8, 1999
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • February 1, 2001

44. QDROs

    By Guest kurt johansen, February 2, 1999
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • July 15, 1999

45. Rating the Job Public Pension Actuaries Are Doing

    By drakecohen, December 28, 2009
    • 15 replies
    • 3.6k views
    • 
    • Don Levit
    • January 1, 2010

46. SEP + 457b @ Gov't

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

47. 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

48. 401(a)(17) Limitations

    By Guest jgarner, August 13, 2007
    • 1 reply
    • 3.5k views
    • 
    • Peter Gulia
    • August 22, 2007

49. 401(a)(17) grandfather limit

    By Guest hapa123, December 4, 2001
    • 6 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

50. Governmental plan using regular Volume Submitter ERISA doc

    By Belgarath, April 14, 2015
    • 10 replies
    • 3.5k views
    • 
    • TPA2015
    • June 18, 2015