Governmental Plans

953 topics in this forum

1. 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

2. Rollover of SOLELY after-tax amounts

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

3. Entity Change

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

4. Pick-up Contribution Election Effective Date

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

5. 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

6. Matching contributions based upon deferrals to 457 plan

   By Belgarath, June 29, 2015
   • 3 replies
   • 1.7k views
   • 
   • Carol V. Calhoun
   • March 22, 2016

7. Annual Additions

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

8. Change in Pick-up Contribution

   By DTH, February 25, 2016
   • 3 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • March 1, 2016

9. 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

10. DROP and "Pick-up" Arrangements

    By BillAsay, January 28, 2016   

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

11. 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

12. Purchasing Service Credits in Pension Question

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

13. 415 limit in DB plan and J&S options

    By alexa, December 18, 2015
    • 10 replies
    • 2.2k views
    • 
    • david rigby
    • December 21, 2015

14. Final Pay Pick-up

    By DTH, December 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • DTH
    • December 17, 2015

15. Profit Sharing Conversion to Money Purchse

    By DTH, November 25, 2015
    • 3 replies
    • 1.2k views
    • 
    • Carol V. Calhoun
    • November 30, 2015

16. Top Hat Governmental DB Plan?

    By Zoraster, November 23, 2015
    • 0 replies
    • 998 views
    • 
    • Zoraster
    • November 23, 2015

17. ineligible employee for pension & mandatory employee contributions

    By alexa, August 23, 2015
    • 15 replies
    • 2.9k views
    • 
    • mbozek
    • August 27, 2015

18. Supplemental Annuity Collective Trust of New Jersey

    By joel, June 29, 2015
    • 22 replies
    • 2.4k views
    • 
    • joel
    • July 17, 2015

19. Correction of Pick-up - ineligible employee

    By JJRetirement, June 22, 2015   

    • EPCRS
    • Governmental Plan
    • (and 3 more)

      Tagged with:

      • EPCRS
      • Governmental Plan
      • Defined Benefit
      • 414(h)
      • Pick-up contribution
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • June 22, 2015

20. Governmental plan using regular Volume Submitter ERISA doc

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

21. ERISA Section 203(a)(3)(B)

    By alexa, May 3, 2015
    • 2 replies
    • 2.6k views
    • 
    • alexa
    • May 3, 2015

22. 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
    • 3.5k views
    • 
    • Carol V. Calhoun
    • April 22, 2015

23. 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
    • 2.4k views
    • 
    • tja
    • January 28, 2015

24. Glen Tibble vs. Edison International

    By joel, December 28, 2014
    • 28 replies
    • 4.3k views
    • 
    • joel
    • January 9, 2015

25. amendment to pick-up provisions in governmental plan

    By Guest PatriciaT, September 6, 2014
    • 4 replies
    • 2.1k views
    • 
    • Fisher
    • October 20, 2014

26. Eligibility

    By oldman, September 10, 2014
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • September 10, 2014

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

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

28. QLAC

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

29. "Grandfathered" Deferred Comp Plan

    By Fisher, July 2, 2014   

    • Pre-1986 Deferred Comp Plan
    • 2 replies
    • 1.9k views
    • 
    • Josh62
    • July 2, 2014

30. Timely deposits of pick up contributions

    By Guest Patti, June 18, 2014
    • 1 reply
    • 1.3k views
    • 
    • Carol V. Calhoun
    • June 18, 2014

31. Purchase of Permissive Prior Service In a Governmental DB Plan

    By joel, March 19, 2014
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 29, 2014

32. 414(h) Contribution Limit?

    By Tinman, May 15, 2014
    • 0 replies
    • 2.7k views
    • 
    • Tinman
    • May 15, 2014

33. 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

34. $3,000 income exclusion - Public Safety Officers

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

35. PPA and IRC 436

    By bvhea, January 13, 2014
    • 1 reply
    • 1.8k views
    • 
    • My 2 cents
    • January 13, 2014

36. Federal government plans and 401(a)

    By Flyboyjohn, January 6, 2014
    • 4 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

37. Indian Tribes

    By Fisher, October 6, 2009
    • 8 replies
    • 5.6k views
    • 
    • Carol V. Calhoun
    • December 11, 2013

38. Governmental Entity Liability for Funding a Non-Governmental Entity's Plan

    By EGB, November 25, 2013
    • 3 replies
    • 4.7k views
    • 
    • Carol V. Calhoun
    • December 5, 2013

39. Forms 990 - Governmental 501(c)(9)

    By Carol V. Calhoun, October 3, 2013   

    • 501(c)(9)
    • form 990
    • 3 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • November 20, 2013

40. 13th Check

    By Andy the Actuary, November 4, 2013
    • 4 replies
    • 2.2k views
    • 
    • Andy the Actuary
    • November 9, 2013

41. 414(h) Pick-Up

    By oldman, November 5, 2013
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 5, 2013

42. Are Govt plans subject to 414(s) testing?

    By dmb, September 23, 2013
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 23, 2013

43. TPA Services for Governmental Plan

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

44. Beneficiary change situation

    By dmwe, July 31, 2013
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • July 31, 2013

45. IRS Issues Guidance on Vesting Standards to Be Followed By Governmental Plans

    By Carol V. Calhoun, July 16, 2013   

    • vesting
    • irs
    • (and 1 more)

      Tagged with:

      • vesting
      • irs
      • qualification
    • 3 replies
    • 2.4k views
    • 
    • Dave Baker
    • July 18, 2013

46. Impact of the Supreme Court's DOMA decision on governmental plans

    By Carol V. Calhoun, June 28, 2013
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • July 6, 2013

47. 8955-SSA needed?

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

48. In-service death benefit

    By joel, June 13, 2013
    • 1 reply
    • 1.4k views
    • 
    • Carol V. Calhoun
    • June 13, 2013

49. 401(a)(17) limit for retiring employee

    By Ken Davis, June 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2013

50. Section 115 integral advisory trusts

    By Guest publicagencyfinance, April 17, 2006
    • 10 replies
    • 15.8k views
    • 
    • Guest
    • May 7, 2013