Governmental Plans

954 topics in this forum

1. Does anyone know what "MMO" refers to and can explain what it is? I believe it has something to do with a municipal obligation, but am not sure.

   By Guest richez, September 13, 2004
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • September 13, 2004

2. Spousal consent requirements for qualified city government plans.

   By Guest Allen Radin, December 27, 2000
   • 1 reply
   • 2.6k views
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   • Carol V. Calhoun
   • December 27, 2000

3. I want to set up a 401a plan for matching contributions to a 457 plan,

   By Guest nicdaryl, May 9, 2001
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • June 6, 2001

4. 457 contributions and its applicability to Section 415

   By Guest Joe Hoho, September 26, 2000
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • October 2, 2000

5. 457 plan and lump sum vacation leave

   By Guest David G, September 13, 1999
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • September 23, 1999

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

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

7. More on Announcement 2000-1

   By Carol V. Calhoun, January 4, 2000
   • 6 replies
   • 2.6k views
   • 
   • Carol V. Calhoun
   • April 11, 2000

8. Technical and Miscellaneous Revenue Act (TAMRA 1988)

   By Guest jchapman, January 24, 2002
   • 0 replies
   • 2.6k views
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   • Guest
   • January 24, 2002

9. "QDRO" from tribal court

   By Guest Penelope, September 26, 2006
   • 2 replies
   • 2.6k views
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   • david rigby
   • October 6, 2006

10. PERS Survivor Benefits

    By Guest starbrite, November 14, 2004
    • 5 replies
    • 2.6k views
    • 
    • GBurns
    • November 16, 2004

11. FICA Alternative "OBRA" Plan

    By oldman, July 6, 2011
    • 1 reply
    • 2.6k views
    • 
    • oldman
    • July 6, 2011

12. Correction of plan defects

    By Guest Jayco, April 7, 2005
    • 6 replies
    • 2.6k views
    • 
    • mbozek
    • April 11, 2005

13. Does IRC 105(h) apply to governmental plans?

    By IRC401, February 8, 2001
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

14. 414(h) and FICA

    By Guest erisamelissa, January 19, 2007
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 19, 2007

15. 457 Combined with Profit Sharing Plan

    By Guest Gerry Hedgcock, November 5, 1999
    • 2 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • November 8, 1999

16. Non-qualified 457 Governmental Plan and pending legislation.

    By Guest SBEHM, July 20, 2000
    • 0 replies
    • 2.6k views
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    • Guest
    • July 20, 2000

17. New Gov't 401(k) for Rural Cooperative--Combine with Gov't 401(a) MPPP

    By lkpittman, October 23, 2001
    • 3 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 25, 2001

18. California opinion requires collateralization of 457 plan assets.

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

19. 457 Plan Employr Reimbursement - 457(g) Violation?

    By Guest texastax, July 11, 2003
    • 0 replies
    • 2.6k views
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    • Guest
    • July 11, 2003

20. File 5500?

    By Guest Brenda Schachle, November 30, 2010
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • December 1, 2010

21. Does the addition of 457(g) protect 457(f) assets?

    By Guest David Scott, February 8, 1999
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • February 23, 1999

22. Implications of IRS position on tribal plans

    By Guest Kathleen Meagher, July 24, 2004
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • July 27, 2004

23. 415(m) and FICA

    By Guest Penelope, November 27, 2007
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • November 27, 2007

24. 457(b) Governmental vs Private?

    By Guest Monster, December 26, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 29, 2000

25. Governmental Defined Benefit Plan

    By Guest compliance, November 6, 2006
    • 0 replies
    • 2.6k views
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    • Guest
    • November 6, 2006

26. FICA Replacement Plan and Medicare Tax

    By Guest gaham, July 17, 2002
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • January 20, 2003

27. J&S requirements for governmental plans.

    By Guest Jose Rosario, October 11, 2002
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • October 29, 2002

28. Qualified Plan Partial Term/Partial Continuation

    By Guest Alex Hamilton, September 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 17, 1998

29. Is an eligible 457 plan required to file a 5500 annual report? Is an i

    By Guest bshiker, November 12, 1999
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • November 16, 1999

30. Separation Incentive Plan--$$ contributed to DC plan if employee agrees to retire

    By Guest Kathleen Meagher, January 15, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • January 16, 2004

31. New York State Teachers' Retirement Plan

    By katieinny, December 18, 2002
    • 7 replies
    • 2.5k views
    • 
    • katieinny
    • January 13, 2003

32. Federal Employees Retirement Plan (FERS) buy back allowed?

    By Guest Ginny1, March 9, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 9, 1999

33. Coordination of Catch-up Contributions

    By Guest Fishel, April 25, 2003
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • April 25, 2003

34. 457 plans and bankruptcy

    By Guest Wendy, September 13, 1999
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 15, 1999

35. Conversion of Defined Benefit Pension Plan to Defined Contribution Pla

    By Guest PALAWYER, July 8, 2002
    • 5 replies
    • 2.5k views
    • 
    • Ron Snyder
    • August 30, 2002

36. Section 127 Educational Assistance Program

    By Guest crs, July 18, 2006
    • 0 replies
    • 2.5k views
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    • Guest
    • July 18, 2006

37. 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

38. 415 Benefit Limits

    By Guest ptshamoun, June 25, 2003
    • 0 replies
    • 2.5k views
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    • Guest
    • June 25, 2003

39. New post death payout -Effective date (post Secure Act)

    By Dobber, January 24, 2020
    • 1 reply
    • 2.5k views
    • 
    • Luke Bailey
    • January 24, 2020

40. SPD requirements for governmental plans

    By Guest lwhittle, June 7, 2001
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2001

41. GASB 45 help site & tool for small public employers

    By Guest tiffanya, December 2, 2008
    • 0 replies
    • 2.5k views
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    • Guest
    • December 2, 2008

42. 401(a) Deposit Deadline

    By JustMe, January 22, 2018
    • 5 replies
    • 2.5k views
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    • Carol V. Calhoun
    • March 20, 2018

43. Governing agency over 457 plans

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

44. 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

45. Can a participant elect out of a 457 plan (like a 401(k))?

    By Guest LBH, November 5, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 1999

46. Spinoff of govt. plan. Who is sponsor?

    By david rigby, October 30, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 2, 1998

47. Tribal Government 401(k)

    By Guest SSaunders, October 2, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 11, 2001

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. "Married" State vs. Federal purposes

    By Guest erisaregs, June 21, 2005
    • 1 reply
    • 2.5k views
    • 
    • Kirk Maldonado
    • June 22, 2005

50. Excess Benefit Plans

    By QDROphile, November 24, 1998
    • 0 replies
    • 2.5k views
    • 
    • QDROphile
    • November 24, 1998