Governmental Plans

954 topics in this forum

1. Determination request

   By Guest Cribbet, June 21, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 21, 2002

2. Differences in DCP and DBP

   By Guest alan staton, May 4, 2000
   • 1 reply
   • 2.4k views
   • 
   • Carol V. Calhoun
   • May 11, 2000

3. disability insurance

   By Guest Brownlaw, May 18, 2003
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • May 18, 2003

4. Disability Retirement being denied after being unfit for duty.

   By Guest griffithkat, May 13, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 13, 2001

5. Disability Taxation Continue with Survivor?

   By Kelly, February 16, 2018   

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

6. Discrimination Rules and Salary Reduction Under 125

   By Guest Johnny, September 26, 2002
   • 1 reply
   • 1.9k views
   • 
   • mbozek
   • September 26, 2002

7. Disregarding service in governmental plan after 6 months absence

   By Guest Patti, March 27, 2001
   • 1 reply
   • 1.7k views
   • 
   • Everett Moreland
   • March 27, 2001

8. Distribution to former spouse from a Governmental Plan

   By Guest Jhagan, March 16, 2002
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • March 17, 2002

9. Distributions to Beneficiaries

   By Guest 457 Plan Consultant, February 13, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • February 13, 2001

10. divorce and pension plan

    By Guest Uan5, November 10, 1999
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

11. Do Code sections 419 and 419A apply to governmental employers?

    By Guest danwintz, July 5, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • July 20, 2000

12. Do employee-funded pickup contributions violate state wage laws?

    By Everett Moreland, March 20, 1999
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

13. Do you pay SSI and/or Medicare tax on 401a match?

    By Guest sconleyg, June 7, 2011
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 7, 2011

14. Does 411(d)(6) apply to a governmental plan?

    By jkharvey, November 10, 2000
    • 4 replies
    • 3.8k views
    • 
    • jkharvey
    • November 10, 2000

15. Does a custodial account need to have a trustee?

    By Guest KDGCRK, July 8, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 8, 2004

16. Does a governmental 401(a) plan require nondiscrimination testing?

    By Guest wwc870, May 9, 2001
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • May 15, 2001

17. Does a hardship withrawal from a 403(b)plan require stopping the curre

    By Guest ronc, September 11, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 20, 2000

18. 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

19. 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

20. Does anyone know whether Governor Andrew Cuomo is at risk of forfeiting his New York State pension?

    By Peter Gulia, August 6, 2021   

    • forfeiture
    • 4 replies
    • 1.9k views
    • 
    • acm_acm
    • August 30, 2021

21. Does Governmental Master Plan amendment require new AA?

    By Guest ralar, January 22, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 22, 1999

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

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

23. 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

24. Does the DOL's new Guidance issued on Plan expenses apply to Governmen

    By Guest Cindy A. Steiner, April 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

25. Does Withdrawal of a Local Agency from a State Plan Considered a Termi

    By Guest slt, December 21, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 31, 1999

26. Domestic Partner Benefit Taxation

    By Guest bbruno, December 1, 2001
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • December 3, 2001

27. 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

28. DROP - qualified plans for a rollover?

    By Guest slt, October 22, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 22, 1999

29. DROP 415 Limits

    By BTG, August 4, 2010
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • April 25, 2012

30. DROP and "Pick-up" Arrangements

    By BillAsay, January 28, 2016   

    • DROP
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • January 28, 2016

31. DROP and Interest

    By mctoe, October 19, 2016
    • 1 reply
    • 1k views
    • 
    • Carol V. Calhoun
    • October 26, 2016

32. DROP Plan

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

33. DROP plan design

    By Guest Garry, June 21, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 21, 1999

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

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

35. DROP Plans article by 2 contributors to this board available online

    By Guest CVCalhoun, October 17, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 17, 1998

36. DROP(Deferred Retirement Option Plan) missed window

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

37. DROPS

    By Guest gt2310, November 19, 2008
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • November 19, 2008

38. Dual Status

    By Guest wjr, August 3, 2001
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 6, 2001

39. Dual Status Gov't Hospitals

    By Fisher, April 24, 2014
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • March 31, 2017

40. Dual Status Hospital, Governmental and 501(c)3

    By OKC73134, April 21, 2017   

    • govenmental dropping non-profit status
    • 4 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • April 26, 2017

41. Dual Status, Government and 501(c)(3), pre-ERISA 403(b) plan

    By John Feldt ERPA CPC QPA, March 30, 2017   

    • 403(b)
    • pre-erisa
    • 7 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 31, 2017

42. Early Retirement Incentive

    By Scott, November 1, 2004
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • November 17, 2004

43. Effective date of "pick up" treatment

    By Guest mlporter, December 16, 2003
    • 2 replies
    • 3.3k views
    • 
    • GBurns
    • December 16, 2003

44. EGTRRA Amendments for governmental 401a & 457 plans

    By Guest Jhagan, March 29, 2002
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • March 30, 2002

45. EGTRRA Cycle

    By Randy Watson, August 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2010

46. EGTRRA Good Faith Amendments and Governmental 401(a) Plans

    By Guest kjk, November 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • MGB
    • November 12, 2002

47. EGTRRA Restatement

    By oldman, March 16, 2011
    • 2 replies
    • 2.4k views
    • 
    • oldman
    • March 17, 2011

48. EGTRRA Tax Credit & 401(a) Governmental Plans

    By Guest lwhittle, February 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • February 4, 2003

49. Elapsed time eligibility & part-time employees

    By Guest mmagidson, July 20, 2001
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • July 22, 2001

50. Elected Officials Plan

    By Guest Jhagan, July 1, 2003
    • 2 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 18, 2003