Governmental Plans

893 topics in this forum

1. 401(a) Deposit Deadline

   By JustMe, January 22
   • 5 replies
   • 396 views
   • 
   • Carol V. Calhoun
   • March 20

2. Are governmental employer-sponsored HSAs treated as 414(d) plans?

   By Keepingit Together, March 8
   • 1 reply
   • 138 views
   • 
   • Carol V. Calhoun
   • March 20

3. Rehire Vesting Service

   By DTH, February 27
   • 0 replies
   • 108 views
   • 
   • DTH
   • February 27

4. Disability Taxation Continue with Survivor?

   By Kelly, February 16   

   • disability
   • 3 replies
   • 155 views
   • 
   • Luke Bailey
   • February 27

5. Muni Pension Mandatory Contribution distribution 1099-R code

   By BJF.QKA, January 17   

   • 1099-r
   • pensions
   • 1 reply
   • 157 views
   • 
   • Luke Bailey
   • January 18

6. Pick-up Only Plan and Excess Annual Additions

   By DTH, December 14, 2017
   • 4 replies
   • 330 views
   • 
   • Luke Bailey
   • December 19, 2017

7. PIck Up Contributions for past service

   By JJRetirement, November 3, 2017   

   • pickup
   • 414(h)
   • (and 2 more)

     Tagged with:

     • pickup
     • 414(h)
     • employee contributions
     • leave of absence
   • 1 reply
   • 400 views
   • 
   • Luke Bailey
   • November 7, 2017

8. Tax ID Number

   By Kelly, October 3, 2017
   • 8 replies
   • 327 views
   • 
   • Kelly
   • October 13, 2017

9. Money Purchase Merger into 401(k)

   By oldman63, August 23, 2017
   • 8 replies
   • 762 views
   • 
   • Carol V. Calhoun
   • September 20, 2017

10. FICA Replacement Vesting

    By nancy, September 15, 2017
    • 1 reply
    • 254 views
    • 
    • Luke Bailey
    • September 19, 2017

11. WEP and Defined Contribution Plan

    By luissaha, September 5, 2017
    • 2 replies
    • 295 views
    • 
    • eeyore
    • September 7, 2017

12. Previously Required Restatements

    By jim241, August 16, 2017   

    • restatements
    • correction
    • (and 2 more)

      Tagged with:

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

13. Extending DROP Period

    By luissaha, July 10, 2017
    • 6 replies
    • 436 views
    • 
    • Luke Bailey
    • July 18, 2017

14. Permissive Service Credits

    By tja, July 14, 2017   

    • 415
    • 415(n)
    • 2 replies
    • 301 views
    • 
    • Carol V. Calhoun
    • July 17, 2017

15. Social Security Offset

    By mctoe, July 12, 2017
    • 3 replies
    • 227 views
    • 
    • mctoe
    • July 14, 2017

16. Defined Benefi Retiree Health Plan

    By luissaha, May 24, 2017
    • 1 reply
    • 376 views
    • 
    • Carol V. Calhoun
    • June 29, 2017

17. Equal Protection/QDRO question

    By qdro007, June 2, 2017
    • 2 replies
    • 279 views
    • 
    • Carol V. Calhoun
    • June 29, 2017

18. Spousal Benefits - FICA Replacement Plan

    By JJRetirement, June 8, 2017   

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

      Tagged with:

      • spousal benefits
      • defined benefit
      • governmental
      • fica
      • replacement plan
      • social security
    • 7 replies
    • 413 views
    • 
    • Fiduciary Guidance Counsel
    • June 13, 2017

19. Application of Fiduciary Rule to Governmental Plans

    By BTG, May 4, 2017   

    • fiduciary
    • rollover
    • (and 1 more)

      Tagged with:

      • fiduciary
      • rollover
      • governmental plan
    • 6 replies
    • 465 views
    • 
    • jpod
    • May 8, 2017

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

    By OKC73134, April 21, 2017   

    • govenmental dropping non-profit status
    • 4 replies
    • 442 views
    • 
    • Carol V. Calhoun
    • April 26, 2017

21. Government plan divorce property settlement

    By Florida1, April 11, 2017   

    • divorce
    • property settlement
    • (and 3 more)

      Tagged with:

      • divorce
      • property settlement
      • govt plan
      • ido
      • qdro
    • 2 replies
    • 347 views
    • 
    • Florida1
    • April 11, 2017

22. Multiple Employer Governmental Plan

    By Kelly, March 31, 2017
    • 2 replies
    • 267 views
    • 
    • Kelly
    • March 31, 2017

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

    By John Feldt ERPA CPC QPA, March 30, 2017   

    • 403(b)
    • pre-erisa
    • 7 replies
    • 363 views
    • 
    • John Feldt ERPA CPC QPA
    • March 31, 2017

24. Dual Status Gov't Hospitals

    By Fisher, April 24, 2014
    • 3 replies
    • 1,385 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

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

    By OKC73134, March 24, 2017   

    • dual status
    • 457 govt plan
    • 3 replies
    • 339 views
    • 
    • Carol V. Calhoun
    • March 26, 2017