Governmental Plans

953 topics in this forum

1. Need help w/ amendment deadline please.

   By jkharvey, March 11, 2005
   • 0 replies
   • 1.8k views
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   • jkharvey
   • March 11, 2005

2. Air Time Service Purchase - 415 Limit

   By Guest TroyRiley, February 22, 2005
   • 0 replies
   • 2.2k views
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   • Guest
   • February 22, 2005

3. Non-taxable service-connected disability pension benefits

   By Guest PA consultant, January 14, 2005
   • 8 replies
   • 7.5k views
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   • SoCalActuary
   • January 25, 2005

4. Colorado PERA (Public Employees' Retirement Assocation) Survivor Benefits

   By Guest Anf1998, January 14, 2005
   • 2 replies
   • 2.9k views
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   • mbozek
   • January 14, 2005

5. Automatic Rollover Rules Effective Date?

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

6. Rabbi Trust for 415(m) plan - investments?

   By Guest atlantaERISA, January 5, 2005
   • 0 replies
   • 2.2k views
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   • Guest
   • January 5, 2005

7. 401(a) plans

   By Guest stacyv, January 3, 2005
   • 1 reply
   • 2.6k views
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   • Guest
   • January 3, 2005

8. Health Insurance Issued by County Agency

   By Christine Roberts, December 17, 2004
   • 7 replies
   • 2.6k views
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   • Christine Roberts
   • December 20, 2004

9. Pension Contributions Picked-Up In Error

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

10. Money Purchase Plan

    By rlb64, December 6, 2004
    • 1 reply
    • 2.3k views
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    • WDIK
    • December 6, 2004

11. Automatic rollovers

    By Guest EdShill, November 29, 2004
    • 9 replies
    • 3.6k views
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    • Everett Moreland
    • November 29, 2004

12. New York State- Fiduciary Obligations and Governmental Plans

    By Guest alan24, November 18, 2004
    • 3 replies
    • 2.8k views
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    • GBurns
    • November 19, 2004

13. Early Retirement Incentive

    By Scott, November 1, 2004
    • 4 replies
    • 3k views
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    • Guest
    • November 17, 2004

14. PERS Survivor Benefits

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

15. Excess contributions to 401(a) plans

    By Guest medinael, November 11, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • November 11, 2004

16. Amending 414(h)(2) "pick-up" plans

    By Guest Madalyn Clark, November 2, 2004
    • 0 replies
    • 2.3k views
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    • Guest
    • November 2, 2004

17. Contribution deadline?

    By Guest Madalyn Clark, November 2, 2004
    • 2 replies
    • 1.9k views
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    • Guest
    • November 2, 2004

18. Texas Teacher's Retirement System

    By Guest ACollins, July 15, 2002
    • 21 replies
    • 6.9k views
    • 
    • GBurns
    • October 26, 2004

19. Governmental Hospital - Still exempt from Non-Discrimination Tests?

    By Guest Gary M, October 12, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 12, 2004

20. 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
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    • SoCalActuary
    • September 23, 2004

21. Gov't Hospital as majority owner of a small 501(c)(3) Org.

    By Guest wjr, September 23, 2004
    • 0 replies
    • 2k views
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    • Guest
    • September 23, 2004

22. 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
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    • Guest
    • September 13, 2004

23. Use of FSA forfeiture funds for offseting plan admin costs - Governmental plan

    By Guest bbruno, September 10, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • September 10, 2004

24. 401(a)(9) Final Regs Plan Document Failure

    By Guest J Brody, August 28, 2004
    • 0 replies
    • 2.3k views
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    • Guest
    • August 28, 2004

25. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 0 replies
    • 1.6k views
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    • Guest
    • August 22, 2004

26. Funding 401(h) Account

    By Guest chicago, August 15, 2004
    • 1 reply
    • 3.1k views
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    • Guest
    • August 16, 2004

27. Implications of IRS position on tribal plans

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

28. When privately-sposored qualified plans become governmental . . .

    By Übernerd, July 20, 2004
    • 10 replies
    • 3.5k views
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    • mbozek
    • July 23, 2004

29. Sarbanes-Oxley, Blackout Notices and Grandfathered Governmental 401(k) Plan

    By Guest benefitsdude6, July 20, 2004
    • 0 replies
    • 3.1k views
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    • Guest
    • July 20, 2004

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

    By Guest KDGCRK, July 8, 2004
    • 0 replies
    • 2.3k views
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    • Guest
    • July 8, 2004

31. Need 401(a) plan basic info

    By Guest randyday, June 29, 2004
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • July 6, 2004

32. Gov Pensions Plan Paying Medical Bills - Subject to HIPPA?

    By Guest omajes1, June 30, 2004
    • 0 replies
    • 2k views
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    • Guest
    • June 30, 2004

33. Voluntarily elect ERISA coverage?

    By Guest elizrcook, May 24, 2004
    • 22 replies
    • 7.5k views
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    • Guest
    • June 15, 2004

34. Federal credit unions

    By Guest Steve C, January 28, 2004
    • 1 reply
    • 4.1k views
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    • Guest
    • June 6, 2004

35. Penalty Fee

    By Guest alan24, June 1, 2004
    • 0 replies
    • 2.3k views
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    • Guest
    • June 1, 2004

36. Corporate 401(k) Plan into a Gov't 401(a) Plan

    By Guest Lawrence_Groves, May 15, 2004
    • 2 replies
    • 3.3k views
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    • Guest
    • May 18, 2004

37. 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
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    • katieinny
    • April 23, 2004

38. Indian Tribe's Controlled Group?

    By Guest eba, April 15, 2004
    • 1 reply
    • 3.7k views
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    • mbozek
    • April 19, 2004

39. To Freeze, or Not To Freeze Governmental MP Plan

    By buckyks, March 19, 2004
    • 2 replies
    • 2.8k views
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    • buckyks
    • April 2, 2004

40. In Service Distributions

    By Guest KDGCRK, March 25, 2004
    • 1 reply
    • 3.4k views
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    • Everett Moreland
    • March 25, 2004

41. OCnsultant wanted

    By Guest clint hopson, March 18, 2004
    • 0 replies
    • 2.4k views
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    • Guest
    • March 18, 2004

42. Cash Balance Plans for Governmental Employers

    By Guest pjm, March 11, 2004
    • 0 replies
    • 2.2k views
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    • Guest
    • March 11, 2004

43. New Notice and Statement re SS GPO and WEP

    By Guest KCW, March 7, 2004
    • 0 replies
    • 2.7k views
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    • Guest
    • March 7, 2004

44. 415(m) balances when entity changes from governmental entity to 501(c)(3)

    By Guest Wahoo77, February 25, 2004
    • 0 replies
    • 3.1k views
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    • Guest
    • February 25, 2004

45. 401(a)(9)

    By nancy, February 5, 2004
    • 1 reply
    • 3.2k views
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    • Everett Moreland
    • February 6, 2004

46. 415 Limit Calculation for Transferred Balance Into New DB Plan from DC Plan

    By Guest mcohen, January 27, 2004
    • 8 replies
    • 3.5k views
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    • Mike Preston
    • January 29, 2004

47. COBRA-like coverage for the Military?

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

48. 401(a)(17) Comp. Limit

    By Ken Davis, March 28, 2003
    • 3 replies
    • 7.1k views
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    • MGB
    • January 22, 2004

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

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

50. ICMA's Retirement Health Savings Plan

    By Guest Lee Burns, December 2, 2003
    • 8 replies
    • 6.5k views
    • 
    • Everett Moreland
    • December 18, 2003