Governmental Plans

953 topics in this forum

1. Tribal Plan -- SAR?

   By Guest britneyspears, December 18, 2005
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • December 20, 2005

2. 401(a) plans

   By Guest aem2, June 20, 2001
   • 2 replies
   • 1.9k views
   • 
   • Carol V. Calhoun
   • June 21, 2001

3. GASB 45 Funding Vehicles

   By Guest JDeBacker, August 12, 2005
   • 2 replies
   • 3.5k views
   • 
   • Guest
   • September 4, 2005

4. excluding overtime and bonus from compensation

   By dmb, May 18, 2011
   • 2 replies
   • 1.7k views
   • 
   • dmb
   • May 19, 2011

5. 457/401(a) Government Plan

   By twhisenant, October 14, 2016   

   • 401(a)
   • 2 replies
   • 1.8k views
   • 
   • Carol V. Calhoun
   • October 16, 2016

6. Rehiring Retirees

   By Guest jedens, October 1, 2009
   • 2 replies
   • 1.7k views
   • 
   • J Simmons
   • October 2, 2009

7. What GUST provisions are applicable to tax-qualified government pensio

   By Guest, November 15, 2000
   • 2 replies
   • 2.1k views
   • 
   • Dave Baker
   • November 16, 2000

8. Native American Tribes sponsoring pension plans

   By Guest meggie, May 25, 2001
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • May 29, 2001

9. 457 Transfers

   By Guest MMorgan, August 21, 1998
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • August 24, 1998

10. "Grandfathered" Deferred Comp Plan

    By Fisher, July 2, 2014   

    • Pre-1986 Deferred Comp Plan
    • 2 replies
    • 1.9k views
    • 
    • Josh62
    • July 2, 2014

11. Medical Evaluation Process for Disability

    By MEF, July 24, 2019   

    • disability
    • medical evaluation
    • (and 1 more)

      Tagged with:

      • disability
      • medical evaluation
      • governmental plan
    • 2 replies
    • 972 views
    • 
    • Patricia Neal Jensen
    • July 24, 2019

12. Methods for repurchase of service credit

    By Guest Brad Goodsell, September 11, 1998
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • September 29, 1998

13. WEP and Defined Contribution Plan

    By luissaha, September 5, 2017
    • 2 replies
    • 1.9k views
    • 
    • eeyore
    • September 7, 2017

14. Beneficiary - Death of Disability Retiree

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

15. 401(a)(17) limit for retiring employee

    By Ken Davis, June 12, 2013
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2013

16. Section 401(a) Plan for Municipal Authority

    By Guest CVCalhoun, October 8, 1998
    • 2 replies
    • 4.2k views
    • 
    • jsample
    • December 12, 2019

17. 414(h) pick-up plan amendment that does not provide for irrevocable el

    By Guest MA Smith, October 5, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 6, 2000

18. Article on Governmental Section 457 Plan Changes Available Online

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

19. 8955-SSA needed?

    By AlbanyConsultant, June 13, 2013
    • 2 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • June 14, 2013

20. 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

21. grandfathered 401(k) govt plan

    By Tom Poje, February 5, 2002
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • February 6, 2002

22. Impairment of accrued benefits when integrating local plan into state

    By Everett Moreland, November 10, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 11, 1998

23. non qualified deferred comp for credit union

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

24. Determination Letters

    By Guest JJC, June 23, 2003
    • 2 replies
    • 2.3k views
    • 
    • Everett Moreland
    • June 23, 2003

25. Can you "merge" a county hospital authority cash balance pen

    By Guest Elizabeth R. Cook, May 8, 2001
    • 2 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

26. Exclusion of part-time employees

    By Guest MikeD, May 25, 2005
    • 2 replies
    • 3.4k views
    • 
    • SoCalActuary
    • June 7, 2005

27. New legislation for distribution of 457 accounts?

    By Guest T Bradley, November 20, 2000
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • November 20, 2000

28. 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

29. MERP and opting out for 401(a) contributions

    By 30Rock, June 11, 2024
    • 2 replies
    • 716 views
    • 
    • 30Rock
    • June 12, 2024

30. 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

31. Response to Americans for Tax Reform: "Pension Liberation"

    By Guest Franklin Evans, November 9, 1998
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 4, 1998

32. money purchase plan & new tax law

    By Guest lizhesse, October 8, 2001
    • 2 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • October 14, 2001

33. Permissive Service Credits

    By tja, July 14, 2017   

    • 415
    • 415(n)
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • July 17, 2017

34. 457 Procedural Issues

    By Guest elena, December 10, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 23, 1998

35. Money Purchase Pension Plan vs. Profit Sharing/Discretionary Contribution DC Plan for 457(b) Matching Contributions

    By Luke Bailey, October 19, 2021
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • October 20, 2021

36. Multiple Employer Governmental Plan

    By Kelly, March 31, 2017
    • 2 replies
    • 1.3k views
    • 
    • Kelly
    • March 31, 2017

37. Money Purchase Plans

    By oldman, April 29, 2010
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • April 29, 2010

38. 457 plan deferrals

    By Guest Mark Porter, January 20, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 22, 2002

39. How to calculate actuarial equivalent

    By Guest mymellowman, June 18, 2008
    • 2 replies
    • 5.6k views
    • 
    • Guest
    • June 19, 2008

40. 414(h) Pick-Up

    By oldman, November 5, 2013
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 5, 2013

41. Maximum Age Plan Entry Date Limitation

    By Guest Jhagan, February 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 4, 1999

42. 457 contributions and its applicability to Section 415

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

43. Correction of Governmental 457 Plans

    By Guest GBMcGrath, February 3, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 6, 1999

44. Deferred compensation annual contribution

    By Guest Alison Williams, January 4, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 8, 2002

45. Excess Anual Additions and Pick-up Contributions

    By DTH, February 8, 2017
    • 2 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • February 22, 2017

46. Sources wanted for a research survey project

    By Guest Don Miller, February 3, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 8, 1999

47. 457 plans - non-profits - excess contributions

    By Guest shanna, November 21, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • December 1, 2000

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

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

49. Portability of state pension plans

    By Guest Virginia, November 21, 2000
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • December 15, 2000

50. Annuitizing Employee Contributions

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