Governmental Plans

953 topics in this forum

1. Permissive Service Credit

   By Guest compliance, January 25, 2006
   • 4 replies
   • 5k views
   • 
   • Guest
   • June 27, 2009

2. Refund

   By joel, August 29, 2002
   • 4 replies
   • 2.3k views
   • 
   • joel
   • August 30, 2002

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

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

4. 13th Check

   By Andy the Actuary, November 4, 2013
   • 4 replies
   • 2.3k views
   • 
   • Andy the Actuary
   • November 9, 2013

5. Is anyone familiar with the circumstances under which payments from a

   By Guest PA consultant, March 25, 2001
   • 4 replies
   • 2k views
   • 
   • Guest
   • April 13, 2001

6. FICA Alternative Plans

   By Guest jamie, January 22, 2002
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • January 23, 2002

7. amendment to pick-up provisions in governmental plan

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

8. Governing agency over 457 plans

   By Guest greymann, January 26, 1999
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • February 8, 1999

9. 401(a) vs 401(a) "Plans"

   By kevin, July 12, 2022
   • 4 replies
   • 1.3k views
   • 
   • Bri
   • July 12, 2022

10. Pick-up Only Plan and Excess Annual Additions

    By DTH, December 14, 2017
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • December 19, 2017

11. Need 401(a) plan basic info

    By Guest randyday, June 29, 2004
    • 4 replies
    • 2.9k views
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    • Ron Snyder
    • July 6, 2004

12. Federal government plans and 401(a)

    By Flyboyjohn, January 6, 2014
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 9, 2014

13. 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

14. Governmental Plan Document Restatements

    By JustMe, August 4, 2020
    • 4 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • September 17, 2020

15. Governmental 401a plan

    By Guest Pension Girl, March 10, 2010
    • 4 replies
    • 2.2k views
    • 
    • Ron Snyder
    • March 12, 2010

16. California opinion requires collateralization of 457 plan assets.

    By Guest RK Matta, September 8, 2000
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • September 8, 2000

17. ERISA regulation of Indian Tribal welfare benefit plans.

    By Guest Dennis Murphy, April 24, 2001
    • 4 replies
    • 4.7k views
    • 
    • Carol V. Calhoun
    • May 25, 2001

18. 457 Plan as FICA Alternative

    By Scott, June 8, 1999
    • 4 replies
    • 6.2k views
    • 
    • Guest
    • September 16, 1999

19. 457 Plans out of compliance with the SBJPA '96.

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

20. 501(c)(3) Employer claims to be Govt also

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

21. Coronavirus-related relief for retirement plans

    By Renafesq, November 10, 2023   

    • pension plan
    • 4 replies
    • 885 views
    • 
    • Renafesq
    • November 14, 2023

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

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

23. Constructive Receipt

    By Guest OrPERS, January 9, 2002
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • January 18, 2002

24. Fas 106

    By Guest ronc, August 16, 2002
    • 4 replies
    • 2.2k views
    • 
    • david rigby
    • August 19, 2002

25. Code section 401(a)(4) and plans sponsored by Federal government agenc

    By Guest slt, December 14, 1999
    • 4 replies
    • 5.5k views
    • 
    • Carol V. Calhoun
    • December 15, 1999

26. Requirements for change of vesting schedule

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

27. Gov't 401(a)/Picked Up Contributions

    By lkpittman, November 9, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 7, 2000

28. Dual Status Hospital, Governmental and 501(c)3

    By OKC73134, April 21, 2017   

    • govenmental dropping non-profit status
    • 4 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • April 26, 2017

29. Governmental public safety employee pension plan--early withdrawals

    By Susan L, September 19, 2024
    • 4 replies
    • 904 views
    • 
    • truphao
    • September 21, 2024

30. In-Service Distributions from Governmental 457(b)

    By kbird, July 15
    • 4 replies
    • 765 views
    • 
    • Peter Gulia
    • July 16

31. There is a bill in Congress to make 457 Plans portable.

    By Guest John Magwood, July 24, 2000
    • 4 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 11, 2000

32. Non-trustee employer duty of care

    By Guest MichaelBligh, February 11, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 1, 2001

33. Determination Letter for Governmental Plans?

    By Guest slt, February 9, 2000
    • 4 replies
    • 2.3k views
    • 
    • Everett Moreland
    • February 14, 2000

34. QDRO for Governmental 457(b) Plan

    By Guest Bob Collins, February 2, 2000
    • 4 replies
    • 8.6k views
    • 
    • Guest
    • February 21, 2000

35. Fees for 457 plans?

    By Guest LJS, July 22, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • February 25, 2000

36. Fiduciary Duty

    By Guest lawshark2, July 7, 2010
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 4, 2010

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

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

38. Pick up contributions

    By Guest meggie, January 8, 2003
    • 4 replies
    • 1.8k views
    • 
    • buckyks
    • January 29, 2003

39. State retirement fund vs SS benefits?

    By Felicia, September 18, 2000
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 23, 2000

40. Credit Unions and deferred compensation applicability

    By Guest Monster, February 27, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 13, 2001

41. Definition of comp. for deferral purposes

    By Guest Frankie, September 29, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 8, 2001

42. Hardship Distributions in a Gov't Money Purchase Plan

    By PainPA, October 5, 2007
    • 4 replies
    • 2.6k views
    • 
    • PainPA
    • October 8, 2007

43. Does anyone know whether Governor Andrew Cuomo is at risk of forfeiting his New York State pension?

    By Peter Gulia, August 6, 2021   

    • forfeiture
    • 4 replies
    • 1.8k views
    • 
    • acm_acm
    • August 30, 2021

44. 414(h)(2)

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

45. Pickup Provisions

    By Guest ERISAQUEEN, October 3, 2006
    • 4 replies
    • 3.1k views
    • 
    • Everett Moreland
    • October 4, 2006

46. Legal Fees Reasonable for Inquiry into Plan's Performance / Practices

    By Guest MAWalsh, February 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • February 6, 2003

47. Early Retirement Incentive

    By Scott, November 1, 2004
    • 4 replies
    • 3k views
    • 
    • Guest
    • November 17, 2004

48. 401(a) benefit for public school employee in Texas

    By Guest Zaggie, April 3, 2002
    • 4 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • April 4, 2002

49. Unterminated Governmental Defined Benefit Plan Risks. Plan Termination

    By Guest Ralph Amadio, January 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • January 25, 2001

50. 457 plan 10 year distribution

    By Guest pthomann, December 31, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 16, 2001