Governmental Plans

954 topics in this forum

1. Slow-down for pick-ups

   By Guest Kathleen Meagher, August 22, 2003
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • August 22, 2003

2. IRS Issues Guidance on Vesting Standards to Be Followed By Governmental Plans

   By Carol V. Calhoun, July 16, 2013   

   • vesting
   • irs
   • (and 1 more)

     Tagged with:

     • vesting
     • irs
     • qualification
   • 3 replies
   • 2.5k views
   • 
   • Dave Baker
   • July 18, 2013

3. Governmental 401(k) Plan

   By Guest Moreno, August 1, 2001
   • 1 reply
   • 2.5k views
   • 
   • Carol V. Calhoun
   • August 3, 2001

4. A plan document purports to limit the money sources under the Plan that can be subject to a QDRO. A valid order purports to attach 50% of all assets. Which controls?

   By Guest SpenceMiles, September 22, 2004
   • 5 replies
   • 2.5k views
   • 
   • SoCalActuary
   • September 23, 2004

5. Methods for repurchase of service credit

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

6. 457 Plan Termination

   By chris, March 29, 1999
   • 2 replies
   • 2.5k views
   • 
   • chris
   • April 1, 1999

7. Help on 414(h)- Request general explanation!

   By Guest PALAWYER, October 17, 2000
   • 2 replies
   • 2.5k views
   • 
   • Carol V. Calhoun
   • October 19, 2000

8. Volunteer Firefighters

   By Guest K Stewart, November 28, 2005
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • November 28, 2005

9. 501(c)(3) possible changing to municipality (gov. agency)

   By Guest John Stoffel, June 3, 1999
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • July 29, 1999

10. 457 plans - non-profits - excess contributions

    By Guest shanna, November 21, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • December 1, 2000

11. Maximum contributions for employees in 457 and 401(a) plans

    By Guest PA consultant, December 1, 2000
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

12. Transfer of assets using IRC section 420

    By Guest David G, March 10, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 10, 1999

13. QEBA and Division of Property Orders (DPOs)

    By Guest TAXMANAGER, June 9, 2009
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • June 9, 2009

14. IRS Qualification for governmental plans

    By Guest Jhagan, March 19, 1999
    • 2 replies
    • 2.5k views
    • 
    • david rigby
    • March 20, 1999

15. OCnsultant wanted

    By Guest clint hopson, March 18, 2004
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • March 18, 2004

16. Gov't 401(a)/Picked Up Contributions

    By lkpittman, November 9, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 7, 2000

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

    By dmb, September 23, 2013
    • 2 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 23, 2013

18. FICA Replacement Plan

    By 30Rock, December 22, 2010
    • 1 reply
    • 2.5k views
    • 
    • Bill Presson
    • December 22, 2010

19. RMD -- interest on late payments

    By tja, January 28, 2015   

    • RMD
    • Late payments
    • (and 1 more)

      Tagged with:

      • RMD
      • Late payments
      • Governmental Plan
    • 0 replies
    • 2.5k views
    • 
    • tja
    • January 28, 2015

20. Social Security Offset - WEP

    By PainPA, February 5, 2009
    • 3 replies
    • 2.5k views
    • 
    • J Simmons
    • February 7, 2009

21. Minimum distribution rules in Section 457 plans?

    By John A, September 1, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 5, 2000

22. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

    • refund
    • employee contributions
    • 7 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • June 30, 2016

23. TSP Distribution

    By Guest Commuter Rex, August 26, 2003
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • August 27, 2003

24. 415 Annual Additions

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

25. Excess vacation and retirement benefits

    By Ken Davis, July 10, 2003
    • 1 reply
    • 2.4k views
    • 
    • Harwood
    • July 10, 2003

26. Beneficiary change situation

    By dmwe, July 31, 2013
    • 1 reply
    • 2.4k views
    • 
    • QDROphile
    • July 31, 2013

27. Federal Plans - AntiCutback

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

28. Money purchase plan and variable match

    By Guest Moreno, August 1, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 1, 2002

29. Are 403(b) plans subject to the Code's prohibited transaction rules?

    By Guest Gibson, October 31, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 31, 2000

30. Confiscation of ORP contributions to defined benefit plan

    By Guest Billt, August 3, 2005
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • August 4, 2005

31. COBRA-like coverage for the Military?

    By Guest chaug, January 26, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2004

32. 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

33. TAMRA revocation

    By Guest slt, November 23, 1999
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 29, 1999

34. Differences in DCP and DBP

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

35. In-house Compliance Officer

    By Guest compliance, April 4, 2006
    • 3 replies
    • 2.4k views
    • 
    • BillAsay
    • April 11, 2006

36. Unterminated Governmental Defined Benefit Plan Risks. Plan Termination

    By Guest Ralph Amadio, January 21, 2001
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • January 25, 2001

37. Automatic Rollover Rules Effective Date?

    By Locust, January 5, 2005
    • 2 replies
    • 2.4k views
    • 
    • Locust
    • January 6, 2005

38. Code Section 414(h)

    By jlf, July 19, 2001
    • 2 replies
    • 2.4k views
    • 
    • jlf
    • July 20, 2001

39. How Much am I paying?

    By joel, September 21, 2006
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 21, 2006

40. Tribal 40l(k) plan needs bond?

    By pbarrett, October 5, 2003
    • 0 replies
    • 2.4k views
    • 
    • pbarrett
    • October 5, 2003

41. 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

42. When do governmental plans need to be submitted for DL

    By Flyboyjohn, March 8, 2013
    • 7 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 7, 2014

43. 457 Gov't Plan - Changes in IRC

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

44. Pension breakdown

    By Guest jaspers, September 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • joel
    • September 10, 2007

45. Section 401(m)

    By Guest slt, October 25, 1999
    • 6 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 28, 1999

46. 457 Employer?

    By Guest JD Colville, March 9, 2000
    • 3 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • August 31, 2000

47. PPA - Health Insurance Premium Exclusion - Public Safety Officers

    By Guest ERISAQUEEN, February 16, 2009
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 16, 2009

48. Supplemental Annuity Collective Trust of New Jersey

    By joel, June 29, 2015
    • 22 replies
    • 2.4k views
    • 
    • joel
    • July 17, 2015

49. Government "pick-up" plan

    By Guest Paul Jalazo, October 16, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 16, 2001

50. majuska

    By Guest ewick, November 5, 2007
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • November 14, 2007