Governmental Plans

953 topics in this forum

1. 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

2. Annual Additions

   By Guest compliance, August 22, 2006
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • September 20, 2006

3. Annual Additions

   By DTH, March 8, 2016
   • 1 reply
   • 1.1k views
   • 
   • Carol V. Calhoun
   • March 8, 2016

4. Annual benefit limit

   By Ken Davis, March 24, 2003
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • March 26, 2003

5. annual deferrals/excess deferrals

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

6. Annual Tax Returns for a Government Plan- what replaces the 5500, if a

   By Guest PALAWYER, February 13, 2001
   • 6 replies
   • 2.9k views
   • 
   • Carol V. Calhoun
   • October 14, 2001

7. Annuities in governmental section 457 plans.

   By Guest Monster, September 30, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • October 6, 1999

8. Annuitizing Employee Contributions

   By Guest kjcurly, February 20, 2006
   • 2 replies
   • 3k views
   • 
   • Everett Moreland
   • February 21, 2006

9. Anti-alienation

   By Guest Sieve, September 5, 2008
   • 2 replies
   • 2.6k views
   • 
   • Peter Gulia
   • September 5, 2008

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

    By Guest Allen Radin, December 27, 2000
    • 5 replies
    • 5.6k views
    • 
    • Guest
    • September 26, 2001

11. Any updates on Non-ERISA Govt. 401k plans?

    By david rigby, February 24, 2021
    • 0 replies
    • 647 views
    • 
    • david rigby
    • February 24, 2021

12. Anybody aware of any IRS plan to begin auditing 457(f) plans sponsored

    By Guest David Blask, November 20, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 1, 2000

13. Anyone want to consult on alternatives for government plans?

    By Guest Doug Johnston, March 22, 2001
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • April 22, 2001

14. Applicability of Code section 414(u) (which applies to plans subject t

    By Everett Moreland, November 9, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 9, 1999

15. 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

16. Application for a D-Letter triggers complete compliance with 401(a)?

    By Guest SCUDDESLER, September 1, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

17. 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

18. Application of pre-1974 Code sections 401(a)(4) and 401(a)(7) to money

    By Guest PALAWYER, October 27, 2000
    • 3 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • October 30, 2000

19. Are 403(b) plans subject to the Code's prohibited transaction rules?

    By Guest Gibson, October 31, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 31, 2000

20. Are employee contributions to a governmental plan that are picked up w

    By Guest lnorris, September 15, 1999
    • 8 replies
    • 4k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

21. Are government plans subject to fiduciary liability arising out of Y2K

    By Guest Sara, May 20, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 22, 1999

22. Are governmental employer-sponsored HSAs treated as 414(d) plans?

    By Keepingit Together, March 8, 2018
    • 1 reply
    • 851 views
    • 
    • Carol V. Calhoun
    • March 20, 2018

23. Are Governmental Plans subject to 411(d)(6)

    By Guest wjr, July 11, 2000
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • July 11, 2000

24. Are Govt plans subject to 414(s) testing?

    By dmb, September 23, 2013
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 23, 2013

25. Are the release of new 457 regs imminent?

    By Guest David G, March 9, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 9, 2001

26. Are there any other options for a local gov. 457?

    By Guest ksadler, November 29, 2000
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

27. Article on early retirement incentives and failed 457 plans available

    By Guest CVCalhoun, May 21, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 21, 1999

28. Article on Governmental Section 457 Plan Changes Available Online

    By Guest CVCalhoun, October 22, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 3, 1998

29. Assuming that a governmental 457 plan has met its requirement to estab

    By Guest JD Colville, March 8, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • March 8, 2000

30. ATR article makes questionable claims?

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

31. Authentication of data on Federal Government websites

    By fmsinc, March 16, 2023
    • 1 reply
    • 675 views
    • 
    • Peter Gulia
    • March 17, 2023

32. Automatic Contribution Arrangements

    By Guest hb95, February 1, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 1, 2012

33. Automatic Enrollment

    By Guest tm3333, October 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • October 11, 2012

34. Automatic Rollover Rules Effective Date?

    By Locust, January 5, 2005
    • 2 replies
    • 2.4k views
    • 
    • Locust
    • January 6, 2005

35. Automatic rollovers

    By Guest EdShill, November 29, 2004
    • 9 replies
    • 3.6k views
    • 
    • Everett Moreland
    • November 29, 2004

36. Beneficiary

    By Guest Max151, June 17, 2003
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • June 17, 2003

37. Beneficiary - Death of Disability Retiree

    By Guest Jami, January 3, 2001
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • January 3, 2001

38. Beneficiary change situation

    By dmwe, July 31, 2013
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • July 31, 2013

39. Best Distribution Option for a 457 Plan?

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

40. Best Plan for Tax-exempt Exec

    By Guest Jeff Kropp, December 14, 1999
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

41. Blind Vendors

    By ccassetty, July 23, 2003
    • 3 replies
    • 2.7k views
    • 
    • ccassetty
    • July 24, 2003

42. Board Composition for frozen DB Plan

    By Guest jedens, September 19, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2007

43. bona fide severance or vacation plans - attempting to avoid Section 45

    By Guest slt, November 15, 2000
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • December 1, 2000

44. break in service

    By Guest MichaelM, August 28, 2002
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • August 28, 2002

45. Buy Ins - Buy Backs

    By Guest bhaugh1, October 17, 1999
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • October 20, 1999

46. Buyback of Pre-414(h) Service?

    By Guest CRC02, September 9, 2003
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • September 9, 2003

47. CAFR Report

    By Guest ksumner, August 25, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 1, 1999

48. California conformity with EGTRRA: Some good news

    By Guest KCW, February 13, 2002
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • February 15, 2002

49. California opinion requires collateralization of 457 plan assets.

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

50. Can a 415(m) excess plan be excess to a defined contribution 403(b) plan?

    By Everett Moreland, May 22, 2008
    • 1 reply
    • 5.8k views
    • 
    • Everett Moreland
    • June 24, 2008