Governmental Plans

953 topics in this forum

1. 457 Plan Amendments for new 401(a)(9) rules

   By Guest Sherrie Boutwell, January 22, 2001
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • January 26, 2001

2. Additional Deferral Elections (moved from old board)

   By Guest CVCalhoun, September 10, 1998
   • 3 replies
   • 2.7k views
   • 
   • Guest
   • September 10, 1998

3. Change in Pick-up Contribution

   By DTH, February 25, 2016
   • 3 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • March 1, 2016

4. Miscellaneous 457 plan issues

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

5. Plan must operate in accordance with its terms

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

6. Is my employer exempt from ERISA?

   By Guest John Mc Tigue, August 10, 1998
   • 3 replies
   • 4.5k views
   • 
   • Guest
   • September 29, 1998

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

   By OKC73134, March 24, 2017   

   • dual status
   • 457 govt plan
   • 3 replies
   • 1.2k views
   • 
   • Carol V. Calhoun
   • March 26, 2017

8. Privatization of Agency or Instrumentality - Any Resources?

   By Guest Alin, May 15, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • May 16, 2002

9. Employer Matching Contributions

   By Guest JCG, October 2, 1998
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • October 7, 1998

10. Where is the "simple"

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

11. RMD Interim Amendment Deadline

    By Guest EB36, June 18, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • November 14, 2012

12. Donation of S-Corporation Stock to a Municipality's Qualified Plan

    By Guest SCUDDESLER, August 30, 2000
    • 3 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 31, 2000

13. 457 Gov't Plan - Changes in IRC

    By Guest David Jamieson, September 21, 1998
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 4, 1998

14. DB pensioner is required by a QDRO to share half of his pension with h

    By jlf, November 18, 2000
    • 3 replies
    • 2.2k views
    • 
    • QDROphile
    • November 20, 2000

15. Social Security Offset

    By mctoe, July 12, 2017
    • 3 replies
    • 960 views
    • 
    • mctoe
    • July 14, 2017

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

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

17. How to calculate lump-sum distribution amount from a governmental defi

    By Guest PALAWYER, October 26, 2000
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • October 30, 2000

18. Private Letter Ruling for 457 Plan?

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

19. 457(g) Trust Language

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

20. 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

21. Pension Contributions Picked-Up In Error

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

22. May a governmental 457 plan accept a plan-to-plan transfer from a tax-

    By Guest David G, July 13, 2000
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • July 20, 2000

23. 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
    • 1.4k views
    • 
    • JJRetirement
    • June 30, 2016

24. NYC Police Pension Fund (IRC sec 414h?)

    By Guest pthomann, October 11, 2000
    • 3 replies
    • 5k views
    • 
    • jlf
    • October 20, 2000

25. 1 Person Plan

    By waid10, November 5, 2008
    • 3 replies
    • 1.5k views
    • 
    • jpod
    • November 5, 2008

26. 457 Catchup Provision

    By Guest David Jamieson, February 11, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 1, 1999

27. 457 plan, non-profit sold to for profit agency?

    By Guest walker57, March 31, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 1999

28. Eligibility

    By oldman, September 10, 2014
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • September 10, 2014

29. Deemed IRA's within a 401 a

    By Guest gsm1cox, June 1, 2010
    • 3 replies
    • 2k views
    • 
    • Everett Moreland
    • June 1, 2010

30. Public Schools' 403(b) Plans Targeted for IRS Audits

    By Guest CVCalhoun, October 27, 1998
    • 3 replies
    • 2k views
    • 
    • david rigby
    • April 16, 1999

31. DROP(Deferred Retirement Option Plan) missed window

    By JoJo, June 2, 2020
    • 3 replies
    • 1.4k views
    • 
    • TommyGunn13
    • June 4, 2020

32. Loan Provisions in a 457 Plan???

    By Guest Kerry Holahan, April 21, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • April 28, 1999

33. 414(h) Pick-up Plan

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

34. Dept. of Revenue is cross matching state emp. KPERS for correctness???

    By Guest LSKCK1, March 21, 2003
    • 3 replies
    • 2.5k views
    • 
    • MGB
    • March 26, 2003

35. Disability Taxation Continue with Survivor?

    By Kelly, February 16, 2018   

    • disability
    • 3 replies
    • 958 views
    • 
    • Luke Bailey
    • February 27, 2018

36. Highly Compensated Employee Definition

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

37. 457(e)(11) Length of Service Award Plan

    By Guest A Montez, May 15, 2001
    • 3 replies
    • 4.9k views
    • 
    • Guest
    • June 25, 2002

38. Government DC plan

    By Car23, January 22, 2020
    • 3 replies
    • 1.6k views
    • 
    • PeterN
    • July 9, 2021

39. Continuing Benefit

    By JillTed, January 9, 2024
    • 3 replies
    • 911 views
    • 
    • david rigby
    • January 10, 2024

40. Profit Sharing Conversion to Money Purchse

    By DTH, November 25, 2015
    • 3 replies
    • 1.2k views
    • 
    • Carol V. Calhoun
    • November 30, 2015

41. Form 5500 Filing Requirements

    By Guest Gibson, September 9, 1999
    • 3 replies
    • 4.8k views
    • 
    • Kirk Maldonado
    • September 12, 1999

42. Blind Vendors

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

43. Federal Plans - AntiCutback

    By Guest SMazliah, July 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • david rigby
    • October 17, 2001

44. Grandfathered Governmental 401(k) Plan

    By DTH, March 28, 2007
    • 3 replies
    • 4.9k views
    • 
    • J Simmons
    • April 3, 2007

45. Can a plan sponsor make an additional contribution to DC plan for a ce

    By Guest mmagidson, April 24, 2001
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

46. CARES Act Distribution from Gov't 457(b)

    By JustMe, April 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Degrand
    • April 25, 2020

47. Maximum age on contributing to a governmental DC plan

    By PMC, February 22, 2002
    • 3 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 26, 2002

48. 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

49. Choosing survivor benefits after retirement

    By Guest herronisland, December 10, 2002
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • December 12, 2002

50. 415 Annual Additions

    By Guest KDGCRK, May 23, 2002
    • 3 replies
    • 2.4k views
    • 
    • Mike Preston
    • May 30, 2002