Governmental Plans

885 topics in this forum

1. FICA Replacement Vesting

   By nancy, Friday at 07:33 PM
   • 0 replies
   • 25 views
   • 
   • nancy
   • Friday at 07:33 PM

2. WEP and Defined Contribution Plan

   By luissaha, September 5
   • 2 replies
   • 138 views
   • 
   • eeyore
   • September 7

3. Money Purchase Merger into 401(k)

   By oldman63, August 23
   • 7 replies
   • 225 views
   • 
   • david rigby
   • August 24

4. Previously Required Restatements

   By jim241, August 16   

   • restatements
   • correction
   • (and 2 more)

     Tagged with:

     • restatements
     • correction
     • compliance
     • restatement cycle
   • 2 replies
   • 109 views
   • 
   • JJRetirement
   • August 17

5. Extending DROP Period

   By luissaha, July 10
   • 6 replies
   • 330 views
   • 
   • Luke Bailey
   • July 18

6. Permissive Service Credits

   By tja, July 14   

   • 415
   • 415(n)
   • 2 replies
   • 167 views
   • 
   • Carol V. Calhoun
   • July 17

7. Social Security Offset

   By mctoe, July 12
   • 3 replies
   • 136 views
   • 
   • mctoe
   • July 14

8. Defined Benefi Retiree Health Plan

   By luissaha, May 24
   • 1 reply
   • 274 views
   • 
   • Carol V. Calhoun
   • June 29

9. Equal Protection/QDRO question

   By qdro007, June 2
   • 2 replies
   • 178 views
   • 
   • Carol V. Calhoun
   • June 29

10. Spousal Benefits - FICA Replacement Plan

    By JJRetirement, June 8   

    • spousal benefits
    • defined benefit
    • (and 4 more)

      Tagged with:

      • spousal benefits
      • defined benefit
      • governmental
      • fica
      • replacement plan
      • social security
    • 7 replies
    • 311 views
    • 
    • Fiduciary Guidance Counsel
    • June 13

11. Application of Fiduciary Rule to Governmental Plans

    By BTG, May 4   

    • fiduciary
    • rollover
    • (and 1 more)

      Tagged with:

      • fiduciary
      • rollover
      • governmental plan
    • 6 replies
    • 339 views
    • 
    • jpod
    • May 8

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

    By OKC73134, April 21   

    • govenmental dropping non-profit status
    • 4 replies
    • 314 views
    • 
    • Carol V. Calhoun
    • April 26

13. Government plan divorce property settlement

    By Florida1, April 11   

    • divorce
    • property settlement
    • (and 3 more)

      Tagged with:

      • divorce
      • property settlement
      • govt plan
      • ido
      • qdro
    • 2 replies
    • 260 views
    • 
    • Florida1
    • April 11

14. Multiple Employer Governmental Plan

    By Kelly, March 31
    • 2 replies
    • 182 views
    • 
    • Kelly
    • March 31

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

    By John Feldt ERPA CPC QPA, March 30   

    • 403(b)
    • pre-erisa
    • 7 replies
    • 246 views
    • 
    • John Feldt ERPA CPC QPA
    • March 31

16. Dual Status Gov't Hospitals

    By Fisher, April 24, 2014
    • 3 replies
    • 1,283 views
    • 
    • Carol V. Calhoun
    • March 31

17. Govt Hospital with a 501(c)3 subsidiary

    By OKC73134, March 24   

    • dual status
    • 457 govt plan
    • 3 replies
    • 233 views
    • 
    • Carol V. Calhoun
    • March 26

18. Changing FYE

    By KennyH, March 2
    • 0 replies
    • 270 views
    • 
    • KennyH
    • March 2

19. Qualification as a governmental plan due to special rules?

    By Kitty, May 18, 2016   

    • International Organization
    • Immunities act
    • 3 replies
    • 694 views
    • 
    • Carol V. Calhoun
    • February 22

20. Excess Anual Additions and Pick-up Contributions

    By DTH, February 8
    • 2 replies
    • 308 views
    • 
    • Carol V. Calhoun
    • February 22

21. rollovers

    By Guest lightfingers, September 11, 2007
    • 4 replies
    • 2,610 views
    • 
    • Carol V. Calhoun
    • January 24

22. DROP and Interest

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

23. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

    • 401(a)
    • 2 replies
    • 525 views
    • 
    • Carol V. Calhoun
    • October 16, 2016

24. SOL for IRS Audit on Gov Plan

    By EBAtty, October 6, 2016   

    • statute of limitations
    • audit
    • (and 6 more)

      Tagged with:

      • statute of limitations
      • audit
      • IRS
      • governmental plan
      • government plan
      • SOL
      • Form 5500
      • 5500
    • 2 replies
    • 576 views
    • 
    • EBAtty
    • October 7, 2016

25. FICA Alternative Plan and reduction in social security benefits

    By mariemonroe, September 12, 2016
    • 1 reply
    • 592 views
    • 
    • mariemonroe
    • September 12, 2016