Governmental Plans

882 topics in this forum

1. Previously Required Restatements

   By jim241, 2 hours ago   

   • restatements
   • correction
   • (and 2 more)

     Tagged with:

     • restatements
     • correction
     • compliance
     • restatement cycle
   • 1 reply
   • 23 views
   • 
   • CuseFan
   • 25 minutes ago

2. Extending DROP Period

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

3. Permissive Service Credits

   By tja, July 14   

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

4. Social Security Offset

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

5. Defined Benefi Retiree Health Plan

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

6. Equal Protection/QDRO question

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

7. 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
   • 282 views
   • 
   • Fiduciary Guidance Counsel
   • June 13

8. Application of Fiduciary Rule to Governmental Plans

   By BTG, May 4   

   • fiduciary
   • rollover
   • (and 1 more)

     Tagged with:

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

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

   By OKC73134, April 21   

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

10. 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
    • 239 views
    • 
    • Florida1
    • April 11

11. Multiple Employer Governmental Plan

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

12. 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
    • 221 views
    • 
    • John Feldt ERPA CPC QPA
    • March 31

13. Dual Status Gov't Hospitals

    By Fisher, April 24, 2014
    • 3 replies
    • 1,262 views
    • 
    • Carol V. Calhoun
    • March 31

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

    By OKC73134, March 24   

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

15. Changing FYE

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

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

    By Kitty, May 18, 2016   

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

17. Excess Anual Additions and Pick-up Contributions

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

18. rollovers

    By Guest lightfingers, September 11, 2007
    • 4 replies
    • 2,598 views
    • 
    • Carol V. Calhoun
    • January 24

19. DROP and Interest

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

20. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

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

21. 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
    • 560 views
    • 
    • EBAtty
    • October 7, 2016

22. FICA Alternative Plan and reduction in social security benefits

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

23. Grandfathered 401(k) Hardship Withdrawals

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

24. Unforeseeable Emergency WDs in 401(a)

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

25. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

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