Governmental Plans

953 topics in this forum

1. The Florida Retirement System

   By joel, March 20, 2002
   • 7 replies
   • 3.1k views
   • 
   • joel
   • March 21, 2002

2. Pickup Provisions

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

3. DROP 415 Limits

   By BTG, August 4, 2010
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • April 25, 2012

4. 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

5. How does a non-qualified governmental 401(a) plan become a qualified plan?

   By Guest PiggyBank, October 14, 2010
   • 2 replies
   • 3.1k views
   • 
   • Guest
   • October 15, 2010

6. Does a VEBA for a public school teachers' association come under the heading of a government plan?

   By katieinny, April 22, 2004
   • 2 replies
   • 3.1k views
   • 
   • katieinny
   • April 23, 2004

7. Multiple 401(a) plans

   By Guest tws, October 14, 2005
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • October 17, 2005

8. Governmental Plan Status

   By KED, March 30, 2006
   • 1 reply
   • 3.1k views
   • 
   • Ron Snyder
   • March 30, 2006

9. Funding 401(h) Account

   By Guest chicago, August 15, 2004
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • August 16, 2004

10. Reporting and Disclosure Requirements

    By Guest Jeannie Hagan, September 17, 1998
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • September 17, 1998

11. 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

12. 415(m) balances when entity changes from governmental entity to 501(c)(3)

    By Guest Wahoo77, February 25, 2004
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • February 25, 2004

13. Amending Money Purchase Plan Mid-Year

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

14. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 17, 1999

15. 415 Amendment Deadline

    By Guest ebailey, March 24, 2009
    • 0 replies
    • 3k views
    • 
    • Guest
    • March 24, 2009

16. Chart of section 415, etc., limits, available online

    By Guest CVCalhoun, August 14, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • August 14, 1998

17. Early Retirement Incentive

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

18. QDRO re: 401(a)

    By Guest Darlene Malaney, March 7, 2002
    • 1 reply
    • 3k views
    • 
    • Carol V. Calhoun
    • March 8, 2002

19. non qualified deferred comp for credit union

    By Guest tiger, November 10, 1998
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 13, 1998

20. Plan must operate in accordance with its terms

    By Guest KDGCRK, April 4, 2002
    • 3 replies
    • 3k views
    • 
    • pjkoehler
    • April 4, 2002

21. 401(k) for political subdivision

    By chris, September 18, 1998
    • 1 reply
    • 3k views
    • 
    • Guest
    • September 26, 1998

22. Annuitizing Employee Contributions

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

23. What is the IRC 415(b) limit for maximum DB starting before age 55?

    By Guest JSW, November 2, 2000
    • 1 reply
    • 3k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

24. DROP Plans - Are lump sums eligible rollover distributions?

    By Guest Ben, April 19, 2000
    • 6 replies
    • 3k views
    • 
    • Guest
    • April 26, 2000

25. DROP Plan

    By 30Rock, May 4, 2010
    • 7 replies
    • 3k views
    • 
    • TLGeer
    • May 10, 2010

26. Iraq Veterans' Disability Benefits

    By Christine Roberts, June 2, 2007
    • 1 reply
    • 3k views
    • 
    • JanetM
    • June 4, 2007

27. Order to withhold income for support

    By Guest PA consultant, September 13, 2002
    • 6 replies
    • 3k views
    • 
    • Nom Deplume, Esq.
    • April 3, 2023

28. 457 plans - are independent audits required?

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

29. Plan Document

    By 12AX7, December 26, 2008
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • January 5, 2009

30. Governmental Entity/501(c)(3) Exemption - 401(k) Plan

    By Guest Madalyn Clark, October 1, 2001
    • 2 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • October 7, 2001

31. Plan Balance as Collateral

    By Guest jgarner, October 17, 2005
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • October 17, 2005

32. ineligible employee for pension & mandatory employee contributions

    By alexa, August 23, 2015
    • 15 replies
    • 2.9k views
    • 
    • mbozek
    • August 27, 2015

33. 457 Plan Withholding & Employment Tax Implications?

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

34. Governmental plan answer book

    By Guest David G, April 23, 2001
    • 7 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • January 23, 2002

35. Where is the "simple"

    By Guest littleboymaker, December 20, 2005
    • 3 replies
    • 2.9k views
    • 
    • saabraa
    • February 16, 2006

36. Health Benefit Plans for Colleges and Universities

    By Don Levit, July 25, 2005
    • 5 replies
    • 2.9k views
    • 
    • Locust
    • July 26, 2005

37. 401(k) for federal "instrumentality"

    By Guest Kathleen Meagher, September 7, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 8, 1998

38. Pick ups403(b)and 415

    By Guest gaham, September 28, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 29, 1998

39. Need 401(a) plan basic info

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

40. "Pick up" contributions - IRC 414(h)(2)

    By Guest BJ, April 14, 1999
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • April 15, 1999

41. Subsidized early retirement benefit - its own plan

    By Guest mbw, July 20, 2006
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • July 24, 2006

42. Highly Compensated Employee Definition

    By Guest Jhagan, June 14, 1999
    • 3 replies
    • 2.9k views
    • 
    • david rigby
    • September 1, 1999

43. Pension Contributions Picked-Up In Error

    By Guest durfe, December 2, 2004
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 6, 2004

44. Annual benefit limit

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

45. Indian Tribal Government

    By Fisher, April 3, 2013
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • April 3, 2013

46. PBGC Refunds

    By Guest Alex Hamilton, September 17, 1998
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • September 19, 1998

47. Mental Health Parity Act (moved from old board)

    By Guest CVCalhoun, September 10, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 10, 1998

48. 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

49. Davis Bacon

    By Guest lskin, May 1, 2006
    • 5 replies
    • 2.9k views
    • 
    • saabraa
    • May 2, 2006

50. Private Letter Ruling for 457 Plan?

    By Guest Mike, October 8, 1998
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • December 3, 1998