Governmental Plans

953 topics in this forum

1. Does a governmental 401(a) plan require nondiscrimination testing?

   By Guest wwc870, May 9, 2001
   • 4 replies
   • 3.5k views
   • 
   • Guest
   • May 15, 2001

2. Vesting at Normal Retirement Age

   By IRC401, December 1, 2000
   • 1 reply
   • 3.5k views
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   • Carol V. Calhoun
   • December 1, 2000

3. 415(m) Excess Benefit Plan

   By Fisher, September 9, 2009
   • 1 reply
   • 3.5k views
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   • Ron Snyder
   • September 9, 2009

4. Government Employee Leasing

   By Guest Ralph Amadio, September 14, 1999
   • 7 replies
   • 3.5k views
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   • Guest
   • March 5, 2000

5. GASB 45 Funding Vehicles

   By Guest JDeBacker, August 12, 2005
   • 2 replies
   • 3.5k views
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   • Guest
   • September 4, 2005

6. Miscellaneous 457 plan issues

   By Guest Lisa, August 30, 1998
   • 3 replies
   • 3.5k views
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   • Guest
   • September 26, 1998

7. 415 Limit Calculation for Transferred Balance Into New DB Plan from DC Plan

   By Guest mcohen, January 27, 2004
   • 8 replies
   • 3.5k views
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   • Mike Preston
   • January 29, 2004

8. Best Distribution Option for a 457 Plan?

   By Guest rcenturion, August 26, 2000
   • 9 replies
   • 3.5k views
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   • Guest
   • August 29, 2000

9. Money Purchase Plan & Roth

   By Guest PAINPA, November 15, 2005
   • 2 replies
   • 3.5k views
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   • Guest
   • December 12, 2005

10. When privately-sposored qualified plans become governmental . . .

    By Übernerd, July 20, 2004
    • 10 replies
    • 3.5k views
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    • mbozek
    • July 23, 2004

11. Social security replacement plans

    By Guest getaxa, August 14, 2003
    • 0 replies
    • 3.5k views
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    • Guest
    • August 14, 2003

12. Correction of Local Governmental Plan Operational Failure

    By Guest NYU, August 9, 2006
    • 9 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • October 19, 2007

13. Determination Letter for 403(b) or 457?

    By Guest Jeff Kropp, November 18, 1999
    • 1 reply
    • 3.4k views
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    • Carol V. Calhoun
    • November 23, 1999

14. 401(k) plan and MPP

    By eilano, November 14, 2003
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • November 15, 2003

15. 414(h) Pick-up Plan

    By Guest wjr, August 10, 2000
    • 3 replies
    • 3.4k views
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    • PMC
    • June 25, 2002

16. annual deferrals/excess deferrals

    By Guest andrea16, February 14, 2007
    • 7 replies
    • 3.4k views
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    • TLGeer
    • February 18, 2007

17. Notice to participants when filing an application for determination le

    By Guest slt, June 1, 2000
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 16, 2002

18. Money Purchase Merger into 401(k)

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

19. Can a government plan be a profit sharing plan? Discretionary or nondi

    By Guest PALAWYER, October 27, 2000
    • 6 replies
    • 3.4k views
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    • Carol V. Calhoun
    • November 7, 2000

20. School District Employer Sponsored Plan

    By Guest JWEBB, May 24, 2002
    • 13 replies
    • 3.4k views
    • 
    • pjkoehler
    • June 4, 2002

21. Contributory Defined Benefit Plan

    By Guest compliance, November 6, 2006
    • 0 replies
    • 3.4k views
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    • Guest
    • November 6, 2006

22. Should governmental tax-qualified plan documents include ERISA languag

    By Guest Jhagan, May 24, 2000
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • November 13, 2000

23. Top 25

    By Guest guppy, December 16, 2005
    • 0 replies
    • 3.4k views
    • 
    • Guest
    • December 16, 2005

24. In Service Distributions

    By Guest KDGCRK, March 25, 2004
    • 1 reply
    • 3.4k views
    • 
    • Everett Moreland
    • March 25, 2004

25. 457 Transfers

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

26. IRA rollover to Employer Plans

    By Guest Dan Gould, August 22, 2001
    • 11 replies
    • 3.4k views
    • 
    • jlf
    • August 31, 2001

27. Exclusion of part-time employees

    By Guest MikeD, May 25, 2005
    • 2 replies
    • 3.4k views
    • 
    • SoCalActuary
    • June 7, 2005

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

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

29. Spousal Consent to Name Beneficiary?

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

30. rollovers

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

31. State Govt Vesting Under HR1776

    By Guest Maja, May 26, 2003
    • 1 reply
    • 3.3k views
    • 
    • david rigby
    • May 27, 2003

32. What are the cash-out tax liabilities of a 457 deferred compensation p

    By Guest RoBuck, July 17, 2000
    • 2 replies
    • 3.3k views
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    • jlf
    • September 24, 2000

33. Corporate 401(k) Plan into a Gov't 401(a) Plan

    By Guest Lawrence_Groves, May 15, 2004
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • May 18, 2004

34. Includible compensation - Sec. 457

    By Guest Jami, January 6, 2000
    • 1 reply
    • 3.3k views
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    • Carol V. Calhoun
    • January 13, 2000

35. Effective date of "pick up" treatment

    By Guest mlporter, December 16, 2003
    • 2 replies
    • 3.3k views
    • 
    • GBurns
    • December 16, 2003

36. Government plans and 401(a)

    By drakecohen, March 20, 2010
    • 7 replies
    • 3.3k views
    • 
    • david rigby
    • March 22, 2010

37. Tribal Plan -- SAR?

    By Guest britneyspears, December 18, 2005
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • December 20, 2005

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

    By Carol V. Calhoun, October 3, 2013   

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

39. 457 plan investments by credit unions

    By Guest Sophia Chrusciel, October 15, 1999
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 1, 1999

40. 414(h)(2)

    By Guest attypa, February 15, 2002
    • 3 replies
    • 3.2k views
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    • Carol V. Calhoun
    • February 18, 2002

41. 457 and 401(a) combination as a Social Security alternative

    By Guest Dan McCauley, March 8, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • March 9, 2000

42. Pre-ERISA 401(a)(4)

    By Guest KDGCRK, June 26, 2002
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • December 4, 2002

43. 457(g) Trust Language

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

44. Rolling Vesting Schedule for 457(f) ineligible plan

    By Guest RMM, February 7, 2000
    • 7 replies
    • 3.2k views
    • 
    • QDROphile
    • June 9, 2000

45. 401(a)(9)

    By nancy, February 5, 2004
    • 1 reply
    • 3.2k views
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    • Everett Moreland
    • February 6, 2004

46. Public Employees Retirement Plan

    By Guest LSULLIVAN, April 3, 2006
    • 2 replies
    • 3.2k views
    • 
    • QDROphile
    • April 4, 2006

47. Voluntary pre-tax contributions in 401(a) plans

    By Guest Anne Comer, July 14, 1999
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • July 27, 2000

48. Sarbanes-Oxley, Blackout Notices and Grandfathered Governmental 401(k) Plan

    By Guest benefitsdude6, July 20, 2004
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • July 20, 2004

49. Governmental plans

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

50. Removal of an annual COLA from a DB governmental plan

    By Guest hnbc, March 25, 2003
    • 7 replies
    • 3.1k views
    • 
    • mbozek
    • March 25, 2003