Governmental Plans

953 topics in this forum

1. What are the Federal, State and local income taxes on a lump-sum death

   By jlf, October 20, 2000
   • 6 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • November 6, 2000

2. Ex-spouse retired before divorce and then current spouse didn’t waive rights

   By MizKae, February 6
   • 6 replies
   • 1.7k views
   • 
   • MizKae
   • February 12

3. Order to withhold income for support

   By Guest PA consultant, September 13, 2002
   • 6 replies
   • 3k views
   • 
   • Nom Deplume, Esq.
   • April 3, 2023

4. 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

5. 401(a)(17) grandfather limit

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

6. Governmental Plan Expenses

   By Randy Watson, October 8, 2012
   • 5 replies
   • 1.8k views
   • 
   • Randy Watson
   • October 9, 2012

7. 457 Plan Vendors?

   By Guest GNagler, October 26, 2000
   • 5 replies
   • 2.8k views
   • 
   • MWeddell
   • December 1, 2000

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

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

9. A plan document purports to limit the money sources under the Plan that can be subject to a QDRO. A valid order purports to attach 50% of all assets. Which controls?

   By Guest SpenceMiles, September 22, 2004
   • 5 replies
   • 2.5k views
   • 
   • SoCalActuary
   • September 23, 2004

10. Rollover of SOLELY after-tax amounts

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

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

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

12. 414(h) - Contribute PTO bank at retirement?

    By OldAsERISA, August 20, 2024   

    • mandatory contributions
    • 414(h)
    • (and 1 more)

      Tagged with:

      • mandatory contributions
      • 414(h)
      • banked leave
    • 5 replies
    • 1.3k views
    • 
    • OldAsERISA
    • August 28, 2024

13. Governmental plans

    By Guest bergs, July 20, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • August 1, 2006

14. NJ PERS Vesting

    By Guest Maja, April 7, 2005
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • April 8, 2005

15. Governmental plans and ERISA

    By Guest KevinGirts, February 1, 1999
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 9, 2000

16. Volunteer Firemen

    By oldman, April 26, 2012
    • 5 replies
    • 1.6k views
    • 
    • PensionPro
    • April 26, 2012

17. Rollvers to purchase service credit

    By Guest David G, October 31, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • November 2, 2001

18. applicablity of NYS law to govermental plans/not NYS retir.sys plan

    By Guest oxford, October 11, 2002
    • 5 replies
    • 2k views
    • 
    • joel
    • November 30, 2002

19. 457 testing 5500 ???

    By Guest Tom Freeman, September 15, 1998
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • April 15, 1999

20. Health Benefit Plans for Colleges and Universities

    By Don Levit, July 25, 2005
    • 5 replies
    • 2.9k views
    • 
    • Locust
    • July 26, 2005

21. IRS issues new 403(b) plan audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • July 2, 1999

22. Rollover of 457 to IRA under Financial Freedom Act and Taxpayers Refun

    By Guest Dana, July 30, 1999
    • 5 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 24, 1999

23. PERS Survivor Benefits

    By Guest starbrite, November 14, 2004
    • 5 replies
    • 2.6k views
    • 
    • GBurns
    • November 16, 2004

24. Amendment of governmental plans

    By Guest BTCISP1969, August 16, 2000
    • 5 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 16, 2000

25. Multiple 401(a) plans

    By Guest tws, October 14, 2005
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • October 17, 2005

26. Announcement 2000-1 creates new problems for noncompliant 457 plans

    By Carol V. Calhoun, December 28, 1999
    • 5 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • January 4, 2000

27. 457(b) limited catch-up

    By Guest mike webb, July 25, 2001
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • August 5, 2001

28. Conversion of Defined Benefit Pension Plan to Defined Contribution Pla

    By Guest PALAWYER, July 8, 2002
    • 5 replies
    • 2.5k views
    • 
    • Ron Snyder
    • August 30, 2002

29. 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

30. Ever seen an eligible 457 DB Plan?

    By JWK, March 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • JWK
    • April 3, 2000

31. 401(a) Governmental Plan

    By Guest JEP, November 8, 2001
    • 5 replies
    • 6.8k views
    • 
    • QDROphile
    • November 11, 2001

32. Any GUST provisions that apply to local government defined benefit pla

    By Guest Allen Radin, December 27, 2000
    • 5 replies
    • 5.7k views
    • 
    • Guest
    • September 26, 2001

33. Possible Social Security coverage of ceratin state employees covered b

    By Guest Steven E. Schanes, December 28, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 8, 2001

34. 401(a) Deposit Deadline

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

35. Davis Bacon

    By Guest lskin, May 1, 2006
    • 5 replies
    • 2.9k views
    • 
    • saabraa
    • May 2, 2006

36. 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

37. One-time irrevocable election under two plans

    By Guest tm3333, July 11, 2012
    • 5 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 11, 2012

38. Governmental Plan Funding Question

    By Guest ERISAQUEEN, July 12, 2010
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • July 15, 2010

39. Municipal government 401(a) Fiduciary Standard?

    By Guest Crossbridge-BWF, October 11, 2010
    • 4 replies
    • 4.5k views
    • 
    • mbozek
    • October 12, 2010

40. Is 401(a) Tax Deferred?

    By Guest John O, September 11, 2001
    • 4 replies
    • 5k views
    • 
    • Guest
    • October 8, 2001

41. rollovers

    By Guest lightfingers, September 11, 2007
    • 4 replies
    • 3.3k views
    • 
    • Carol V. Calhoun
    • January 24, 2017

42. Retirement Plan for Volunteer Firefighters (moved from old board)

    By Guest CVCalhoun, September 10, 1998
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • September 29, 1998

43. QLAC

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

44. Opting out of Social Security

    By Guest wjr, September 12, 2001
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • September 19, 2001

45. "top hat" governmental qualifed DB plan?

    By jstorch, November 3, 2006
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • May 31, 2007

46. Employer contributions to 457

    By Guest Jennifer Beason, August 18, 1998
    • 4 replies
    • 6.6k views
    • 
    • Guest
    • October 8, 1998

47. Spinoff of govt. plan. Who is sponsor?

    By david rigby, October 30, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 2, 1998

48. FICA Replacement Plan and Medicare Tax

    By Guest gaham, July 17, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 20, 2003

49. ATR article makes questionable claims?

    By Guest Franklin Evans, November 5, 1998
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 1998

50. accruals after NRA in gov plan

    By Gary, November 20, 2000
    • 4 replies
    • 2.3k views
    • 
    • Everett Moreland
    • November 26, 2000