Governmental Plans

953 topics in this forum

1. Is 457 plan the only non-qualified option available to tax-exempt comp

   By Guest Ralph, January 31, 2001
   • 2 replies
   • 2k views
   • 
   • BeckyMiller
   • February 2, 2001

2. GASB 45?

   By Lori H, February 22, 2011
   • 2 replies
   • 1.5k views
   • 
   • lbell
   • February 23, 2011

3. Use of Qualified 401(a) Governmental Plan Assets to Indemnify Gov’l Employees/Directors

   By Kate Belyayeva, February 10, 2023
   • 2 replies
   • 809 views
   • 
   • EGB
   • February 13, 2023

4. Triggering event required?

   By Guest Monster, April 15, 2002
   • 2 replies
   • 2.1k views
   • 
   • MGB
   • April 15, 2002

5. ADEA application to governmental employers

   By Guest danwintz, May 16, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 16, 2001

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

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

7. Can a participant elect out of a 457 plan (like a 401(k))?

   By Guest LBH, November 5, 1999
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • November 6, 1999

8. 457 Combined with Profit Sharing Plan

   By Guest Gerry Hedgcock, November 5, 1999
   • 2 replies
   • 2.6k views
   • 
   • Carol V. Calhoun
   • November 8, 1999

9. 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

10. Under the changes in the SBJPA, can 401(k)s be sponsored by government

    By Guest William Lehman, November 17, 1999
    • 2 replies
    • 1.8k views
    • 
    • Everett Moreland
    • November 17, 1999

11. Legislative History

    By Guest Gibson, September 12, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 13, 2000

12. Requiring 403(b) participants to use catch up to avoid exclusion allow

    By Guest Jeff Kropp, June 28, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 19, 1999

13. Years of Service "1000+ hours"?

    By Guest tz, November 29, 2000
    • 2 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • November 29, 2000

14. Effective date of "pick up" treatment

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

15. MPP/403(b) mix - is this possible? (also on 403(b) board)

    By Guest AEA, October 15, 2003
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • October 22, 2003

16. May Cities Joining a Governmental Association Allow Their Employees to

    By Guest danwintz, December 3, 1999
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 4, 1999

17. Matching Contributions in Money Purchase Plan based on deferrals to 457(b)

    By tax & coffee, March 22, 2016
    • 2 replies
    • 1.3k views
    • 
    • tax & coffee
    • March 23, 2016

18. Pre-approved Plan Document Services

    By truphao, November 15, 2023
    • 2 replies
    • 779 views
    • 
    • truphao
    • November 30, 2023

19. ERISA Section 203(a)(3)(B)

    By alexa, May 3, 2015
    • 2 replies
    • 2.6k views
    • 
    • alexa
    • May 3, 2015

20. Question re: FICA and qualified governmental excess benefit plans

    By Guest Letocha, January 5, 2000
    • 2 replies
    • 7k views
    • 
    • Guest
    • June 20, 2008

21. Amending Money Purchase Plan Mid-Year

    By Guest PAINPA, October 17, 2005
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 18, 2005

22. Collectively bargained plans and governmental immunity

    By Carol V. Calhoun, January 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 21, 2000

23. "QDRO" from tribal court

    By Guest Penelope, September 26, 2006
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • October 6, 2006

24. Contribution due date

    By Fisher, January 20, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 2010

25. Pension Funding Relief

    By ERISA-Bubs, July 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • My 2 cents
    • July 7, 2010

26. Pick-up Contribution Election Effective Date

    By DTH, March 24, 2016
    • 2 replies
    • 1.3k views
    • 
    • DTH
    • March 30, 2016

27. Unclaimed 401k Plan Money

    By PainPA, September 24, 2009
    • 2 replies
    • 2.1k views
    • 
    • PainPA
    • September 25, 2009

28. Previously Required Restatements

    By jim241, August 16, 2017   

    • restatements
    • correction
    • (and 2 more)

      Tagged with:

      • restatements
      • correction
      • compliance
      • restatement cycle
    • 2 replies
    • 1.3k views
    • 
    • JJRetirement
    • August 17, 2017

29. Tribal Government 401(k)

    By Guest SSaunders, October 2, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • April 11, 2001

30. Year of Vesting Service

    By oldman, March 8, 2013
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 19, 2013

31. File 5500?

    By Guest Brenda Schachle, November 30, 2010
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • December 1, 2010

32. Forfeiture of Employee Contributions in a Governmental 401(a) Plan

    By Governmental401aRookie, June 24   

    • governmental plan
    • 411
    • 2 replies
    • 451 views
    • 
    • Governmental401aRookie
    • June 24

33. 457(b) Governmental vs Private?

    By Guest Monster, December 26, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • December 29, 2000

34. Tribal Governmental Plan Form 5500

    By JustMe, May 21, 2021
    • 2 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • May 25, 2021

35. SIMPLE IRA-municipality

    By Felicia, November 6, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 22, 2000

36. 2001 457 Legislation Limit

    By Guest Jhagan, December 4, 2000
    • 2 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 5, 2000

37. Money Purchase Plan & Roth

    By Guest PAINPA, November 15, 2005
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • December 12, 2005

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

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

39. IRC Section125 flexible spending accounts for retirees

    By Guest bryanb, May 2, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • May 22, 2000

40. Final Pay Pick-up

    By DTH, December 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • DTH
    • December 17, 2015

41. Pick Up Contributions

    By Guest Lucie, May 27, 2000
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 30, 2000

42. Return of Misktaken Contributions

    By Guest A Montez, May 24, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 1, 2000

43. New Controlled Group Rules

    By Guest gaham, October 23, 2009
    • 2 replies
    • 4.5k views
    • 
    • PensionPro
    • April 11, 2011

44. Notice to participants when filing an application for determination le

    By Guest slt, June 1, 2000
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 16, 2002

45. Grandfathered 401(k) Hardship Withdrawals

    By DTH, August 3, 2016
    • 2 replies
    • 1.7k views
    • 
    • DTH
    • August 3, 2016

46. 457 changes?

    By Guest pthomann, May 2, 2001
    • 2 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

47. Relationship between Union Contracts & Plan Document

    By Guest CRC02, April 2, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 7, 2002

48. Controlled Group Rules for Hospital and its Subsidiary

    By Guest PBJ, February 13, 2008
    • 2 replies
    • 3.8k views
    • 
    • QDROphile
    • February 20, 2008

49. Govt 401(k) and SECURE LT/PT Rule

    By AMDG, February 13, 2020   

    • governmental 401(k) 410 exempt long-term part-time
    • 2 replies
    • 1.9k views
    • 
    • AKconsult
    • February 24, 2020

50. Money purchase plan and variable match

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