Governmental Plans

953 topics in this forum

1. 457 Plan Termination

   By chris, March 29, 1999
   • 2 replies
   • 2.5k views
   • 
   • chris
   • April 1, 1999

2. 457 Plan Vendors

   By Guest John Nelson, September 29, 1998
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • October 2, 1998

3. 457 Plan Vendors?

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

4. 457 Plan Withholding & Employment Tax Implications?

   By Guest Don Hughes, March 14, 2000
   • 1 reply
   • 2.9k views
   • 
   • Carol V. Calhoun
   • March 22, 2000

5. 457 plan, non-profit sold to for profit agency?

   By Guest walker57, March 31, 1999
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • April 8, 1999

6. 457 plans - are independent audits required?

   By Guest SandiY, October 10, 2000
   • 1 reply
   • 2.9k views
   • 
   • Carol V. Calhoun
   • October 12, 2000

7. 457 plans - non-profits - excess contributions

   By Guest shanna, November 21, 2000
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • December 1, 2000

8. 457 plans and bankruptcy

   By Guest Wendy, September 13, 1999
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • September 15, 1999

9. 457 Plans out of compliance with the SBJPA '96.

   By Guest Monster, September 29, 1999
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • October 18, 1999

10. 457 Procedural Issues

    By Guest elena, December 10, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 23, 1998

11. 457 Required Minimum Distribution Withholding

    By Guest Jhagan, November 30, 1999
    • 1 reply
    • 2.2k views
    • 
    • Michael Devault
    • November 30, 1999

12. 457 rollover

    By Guest TCAT, January 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 21, 1999

13. 457 testing 5500 ???

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

14. 457 Transfers

    By Guest MMorgan, August 21, 1998
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 24, 1998

15. 457 Trust Requirement

    By Guest JD Colville, November 16, 1998
    • 11 replies
    • 5.5k views
    • 
    • mbozek
    • March 6, 2003

16. 457(b) Catch-up

    By Fisher, July 14, 2009
    • 0 replies
    • 1.7k views
    • 
    • Fisher
    • July 14, 2009

17. 457(b) Governmental vs Private?

    By Guest Monster, December 26, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • December 29, 2000

18. 457(b) limited catch-up

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

19. 457(e)(11) Length of Service Award Plan

    By Guest A Montez, May 15, 2001
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • June 25, 2002

20. 457(e)(12) Plan for Independent Contractors

    By LCARUSI, January 8, 1999
    • 0 replies
    • 2.1k views
    • 
    • LCARUSI
    • January 8, 1999

21. 457(f) funding limit?

    By Guest miguelgutz, February 24, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 25, 1999

22. 457(g) Trust Language

    By Guest gaham, December 9, 1998
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • December 12, 1998

23. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

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

24. 457/401(a) Market Share Analysis

    By Guest DAraniti, January 13, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 15, 1999

25. 457/401(k)and 415 limits

    By Guest Joann Albrecht, January 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

26. 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

27. 457b, R/O's

    By Guest bstarr@metlife.com, July 30, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • July 30, 2001

28. 501(c)(3) Employer claims to be Govt also

    By susieQ, February 9, 2023
    • 4 replies
    • 1.7k views
    • 
    • susieQ
    • February 13, 2023

29. 501(c)(3) possible changing to municipality (gov. agency)

    By Guest John Stoffel, June 3, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • July 29, 1999

30. 5500 in 457 Plan?

    By Guest Robert Lees, April 29, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • April 29, 1999

31. 5500 requirement

    By jkdoll2, July 18, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 19, 2008

32. 70.5 Required Distributions

    By Guest Jhagan, August 12, 1999
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 13, 1999

33. 8955-SSA needed?

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

34. 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

35. accruals after NRA in gov plan

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

36. Acquiring an employer w/ §218 Agreement

    By Guest kjk, August 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 20, 2003

37. Actuarial Increases?

    By Guest IRISH79, January 16, 2007
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • January 16, 2007

38. Additional Deferral Elections (moved from old board)

    By Guest CVCalhoun, September 10, 1998
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • September 10, 1998

39. ADEA application to governmental employers

    By Guest danwintz, May 16, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2001

40. Admnistration of Government Plan

    By Guest KDGCRK, November 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • November 22, 2002

41. Advice regarding new contracting for DHMOs as a part of a State Benefi

    By Guest bbruno, November 13, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 6, 2001

42. Age Restriction on 457 Plan Distributions

    By Guest A Montez, December 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 27, 2000

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

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

44. Air Time Service Purchase - 415 Limit

    By Guest TroyRiley, February 22, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 22, 2005

45. Alternate Benefits Program

    By Guest bobburd, July 9, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 16, 2002

46. Amending 414(h)(2) "pick-up" plans

    By Guest Madalyn Clark, November 2, 2004
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 2, 2004

47. Amending Money Purchase Plan Mid-Year

    By Guest PAINPA, October 17, 2005
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 18, 2005

48. Amendment of governmental plans

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

49. amendment to pick-up provisions in governmental plan

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

50. Amendment to PPA of 2006

    By joel, February 11, 2009
    • 0 replies
    • 1.6k views
    • 
    • joel
    • February 11, 2009