Governmental Plans

953 topics in this forum

1. Credit Unions and deferred compensation applicability

   By Guest Monster, February 27, 2001
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • March 13, 2001

2. Excess benefit plan guidance

   By Guest David G, May 3, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • May 26, 1999

3. majuska

   By Guest ewick, November 5, 2007
   • 1 reply
   • 2.3k views
   • 
   • Mike Preston
   • November 14, 2007

4. Mandatory 414(h) "Pick-up" Provisions and Irrevocable Waiver

   By Guest mmagidson, February 17, 2000
   • 1 reply
   • 2.3k views
   • 
   • Carol V. Calhoun
   • April 18, 2000

5. Multiple vesting schedules

   By Guest mmagidson, February 3, 2000
   • 1 reply
   • 2.3k views
   • 
   • Carol V. Calhoun
   • February 5, 2000

6. Pension breakdown

   By Guest jaspers, September 6, 2007
   • 3 replies
   • 2.3k views
   • 
   • joel
   • September 10, 2007

7. How to calculate lump-sum distribution amount from a governmental defi

   By Guest PALAWYER, October 26, 2000
   • 3 replies
   • 2.3k views
   • 
   • Carol V. Calhoun
   • October 30, 2000

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

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

9. 401(a)(17) grandfather question

   By Guest David G, April 26, 1999
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • April 26, 1999

10. Determination Letter for Governmental Plans?

    By Guest slt, February 9, 2000
    • 4 replies
    • 2.3k views
    • 
    • Everett Moreland
    • February 14, 2000

11. Employer Matching Contributions

    By Guest JCG, October 2, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • October 7, 1998

12. 5500 in 457 Plan?

    By Guest Robert Lees, April 29, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • April 29, 1999

13. 401(a)(9) Final Regs Plan Document Failure

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

14. ERISA Prototypes with Governmental Plans

    By Guest Ralph Amadio, September 6, 1999
    • 2 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 7, 1999

15. If a governmental defined benefit plan is terminating and wants to pay

    By nancy, May 19, 1999
    • 2 replies
    • 2.3k views
    • 
    • nancy
    • May 20, 1999

16. Money Purchase Plan

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

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

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

18. 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

19. Determination Letters

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

20. Government Pick Up Plans and 415 Testing

    By Guest DKE, August 29, 2011
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • March 19, 2013

21. Dependent Care eligible expenses

    By Guest bhoskinson, January 4, 2002
    • 8 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • March 7, 2002

22. Actuarial Increases?

    By Guest IRISH79, January 16, 2007
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • January 16, 2007

23. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

    • refund
    • employee contributions
    • 7 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • June 30, 2016

24. Determination Letter - Govermental Plans

    By Guest ResearchGirl, November 24, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • March 16, 2009

25. USERRA outline available online

    By Guest CVCalhoun, October 16, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 1998

26. Portability of state pension plans

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

27. ATR article makes questionable claims?

    By Guest Franklin Evans, November 5, 1998
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 1998

28. Eligibility in a Municipal 401(k) Plan

    By CTipper, December 18, 2007
    • 1 reply
    • 2.3k views
    • 
    • Peter Gulia
    • December 18, 2007

29. SB 657 Passes California State Senate Committee Vote

    By Guest KCW, January 29, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 30, 2002

30. Money Purchase Plan Restated To Profit Sharing Plan

    By Guest tbt, May 13, 2002
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • May 14, 2002

31. Article on Governmental Section 457 Plan Changes Available Online

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

32. Dental and vision insurance - premium tax

    By Guest bbruno, June 3, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 3, 2003

33. Interim Amendments

    By Guest lightfingers, September 14, 2007
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 14, 2007

34. 401(k) Service Credit Purchase

    By Guest Moreno, September 6, 2001
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • November 11, 2001

35. Applicability of Code section 414(u) (which applies to plans subject t

    By Everett Moreland, November 9, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 9, 1999

36. Are government plans subject to fiduciary liability arising out of Y2K

    By Guest Sara, May 20, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 22, 1999

37. There is a bill in Congress to make 457 Plans portable.

    By Guest John Magwood, July 24, 2000
    • 4 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 11, 2000

38. 401(a) Plans...

    By Guest John Compton, October 20, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 21, 1998

39. 414(h) pickup contributions

    By nancy, July 16, 2010
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • July 16, 2010

40. accruals after NRA in gov plan

    By Gary, November 20, 2000
    • 4 replies
    • 2.3k views
    • 
    • Everett Moreland
    • November 26, 2000

41. 457/401(a) Market Share Analysis

    By Guest DAraniti, January 13, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 15, 1999

42. Annual Additions

    By Guest compliance, August 22, 2006
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 20, 2006

43. 403(b) contribution limits

    By Guest jsteu, November 28, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 30, 1998

44. Penalty Fee

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

45. 414(h)(2) pick-up contributions - condition of employment

    By Guest Madalyn Clark, April 26, 2000
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • May 2, 2000

46. Can a governmental money purchase plan allow in-service distributions

    By Guest wjr, October 26, 2000
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • October 26, 2000

47. pick up contributions

    By Guest erisagal, September 1, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 1, 2006

48. Sarbanes Oxley Notice for Governmental Plan

    By Guest cpmooney, June 28, 2008
    • 1 reply
    • 2.3k views
    • 
    • Laura Harrington
    • July 21, 2008

49. One-time irrevocable election under two plans

    By Guest tm3333, July 11, 2012
    • 5 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 11, 2012

50. EGTRRA Amendments for governmental 401a & 457 plans

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