Governmental Plans

878 topics in this forum

1. 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
   • 171 views
   • 
   • Fiduciary Guidance Counsel
   • June 13

2. Equal Protection/QDRO question

   By qdro007, June 2
   • 1 reply
   • 78 views
   • 
   • My 2 cents
   • June 2

3. Defined Benefi Retiree Health Plan

   By luissaha, May 24
   • 0 replies
   • 106 views
   • 
   • luissaha
   • May 24

4. Application of Fiduciary Rule to Governmental Plans

   By BTG, May 4   

   • fiduciary
   • rollover
   • (and 1 more)

     Tagged with:

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

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

   By OKC73134, April 21   

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

6. 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
   • 192 views
   • 
   • Florida1
   • April 11

7. Multiple Employer Governmental Plan

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

8. 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
   • 168 views
   • 
   • John Feldt ERPA CPC QPA
   • March 31

9. Dual Status Gov't Hospitals

   By Fisher, April 24, 2014
   • 3 replies
   • 1,220 views
   • 
   • Carol V. Calhoun
   • March 31

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

    By OKC73134, March 24   

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

11. Changing FYE

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

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

    By Kitty, May 18, 2016   

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

13. Excess Anual Additions and Pick-up Contributions

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

14. rollovers

    By Guest lightfingers, September 11, 2007
    • 4 replies
    • 2,552 views
    • 
    • Carol V. Calhoun
    • January 24

15. DROP and Interest

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

16. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

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

17. 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
    • 517 views
    • 
    • EBAtty
    • October 7, 2016

18. FICA Alternative Plan and reduction in social security benefits

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

19. Grandfathered 401(k) Hardship Withdrawals

    By DTH, August 3, 2016
    • 2 replies
    • 573 views
    • 
    • DTH
    • August 3, 2016

20. Unforeseeable Emergency WDs in 401(a)

    By DTH, July 20, 2016
    • 1 reply
    • 410 views
    • 
    • Carol V. Calhoun
    • July 20, 2016

21. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

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

22. Has employee terminated employment?

    By JJRetirement, June 28, 2016   

    • governmental plan
    • union
    • (and 4 more)

      Tagged with:

      • governmental plan
      • union
      • separation from service
      • termination of employment
      • controlled group
      • in service distribution
    • 3 replies
    • 570 views
    • 
    • JJRetirement
    • June 30, 2016

23. Rollover of SOLELY after-tax amounts

    By tax & coffee, June 21, 2016
    • 5 replies
    • 511 views
    • 
    • mctoe
    • June 22, 2016

24. Entity Change

    By DTH, June 7, 2016
    • 2 replies
    • 488 views
    • 
    • Kevin C
    • June 9, 2016

25. Pick-up Contribution Election Effective Date

    By DTH, March 24, 2016
    • 2 replies
    • 629 views
    • 
    • DTH
    • March 30, 2016