Governmental Plans

945 topics in this forum

1. Govt Hospital with a 501(c)3 subsidiary

   By OKC73134, March 24, 2017   

   • dual status
   • 457 govt plan
   • 3 replies
   • 896 views
   • 
   • Carol V. Calhoun
   • March 26, 2017

2. Changing FYE

   By KennyH, March 2, 2017
   • 0 replies
   • 544 views
   • 
   • KennyH
   • March 2, 2017

3. Excess Anual Additions and Pick-up Contributions

   By DTH, February 8, 2017
   • 2 replies
   • 842 views
   • 
   • Carol V. Calhoun
   • February 22, 2017

4. DROP and Interest

   By mctoe, October 19, 2016
   • 1 reply
   • 822 views
   • 
   • Carol V. Calhoun
   • October 26, 2016

5. 457/401(a) Government Plan

   By twhisenant, October 14, 2016   

   • 401(a)
   • 2 replies
   • 1.5k views
   • 
   • Carol V. Calhoun
   • October 16, 2016

6. SOL for IRS Audit on Gov Plan

   By EBECDC, October 6, 2016   

   • statute of limitations
   • audit
   • (and 6 more)

     Tagged with:

     • statute of limitations
     • audit
     • IRS
     • governmental plan
     • government plan
     • SOL
     • Form 5500
     • 5500
   • 2 replies
   • 1.1k views
   • 
   • EBECDC
   • October 7, 2016

7. FICA Alternative Plan and reduction in social security benefits

   By mariemonroe, September 12, 2016
   • 1 reply
   • 1.5k views
   • 
   • mariemonroe
   • September 12, 2016

8. Grandfathered 401(k) Hardship Withdrawals

   By DTH, August 3, 2016
   • 2 replies
   • 1.4k views
   • 
   • DTH
   • August 3, 2016

9. Unforeseeable Emergency WDs in 401(a)

   By DTH, July 20, 2016
   • 1 reply
   • 948 views
   • 
   • Carol V. Calhoun
   • July 20, 2016

10. 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
    • 1.2k views
    • 
    • JJRetirement
    • June 30, 2016

11. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

    • refund
    • employee contributions
    • 7 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • June 30, 2016

12. Rollover of SOLELY after-tax amounts

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

13. Entity Change

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

14. Qualification as a governmental plan due to special rules?

    By Kitty, May 18, 2016   

    • International Organization
    • Immunities act
    • 3 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • February 22, 2017

15. Pick-up Contribution Election Effective Date

    By DTH, March 24, 2016
    • 2 replies
    • 1.1k views
    • 
    • DTH
    • March 30, 2016

16. Matching Contributions in Money Purchase Plan based on deferrals to 457(b)

    By tax & coffee, March 22, 2016
    • 2 replies
    • 1.1k views
    • 
    • tax & coffee
    • March 23, 2016

17. Annual Additions

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

18. Change in Pick-up Contribution

    By DTH, February 25, 2016
    • 3 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • March 1, 2016

19. 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
    • 3.3k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

20. DROP and "Pick-up" Arrangements

    By BillAsay, January 28, 2016   

    • DROP
    • 1 reply
    • 1.2k views
    • 
    • Carol V. Calhoun
    • January 28, 2016

21. States that tax or do not tax DB monthly pension payments

    By alexa, December 23, 2015
    • 5 replies
    • 1.2k views
    • 
    • GMK
    • December 30, 2015

22. 415 limit in DB plan and J&S options

    By alexa, December 18, 2015
    • 10 replies
    • 1.8k views
    • 
    • david rigby
    • December 21, 2015

23. Final Pay Pick-up

    By DTH, December 17, 2015
    • 2 replies
    • 1k views
    • 
    • DTH
    • December 17, 2015

24. Profit Sharing Conversion to Money Purchse

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

25. Top Hat Governmental DB Plan?

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