Governmental Plans

932 topics in this forum

1. Previously Required Restatements

   By jim241, August 16, 2017   

   • restatements
   • correction
   • (and 2 more)

     Tagged with:

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

2. Permissive Service Credits

   By tja, July 14, 2017   

   • 415
   • 415(n)
   • 2 replies
   • 1.3k views
   • 
   • Carol V. Calhoun
   • July 17, 2017

3. Social Security Offset

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

4. Extending DROP Period

   By luissaha, July 10, 2017
   • 6 replies
   • 1k views
   • 
   • Luke Bailey
   • July 18, 2017

5. 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
   • 892 views
   • 
   • Peter Gulia
   • June 13, 2017

6. Equal Protection/QDRO question

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

7. Defined Benefi Retiree Health Plan

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

8. 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
   • 827 views
   • 
   • jpod
   • May 8, 2017

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

   By OKC73134, April 21, 2017   

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

10. 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
    • 708 views
    • 
    • Florida1
    • April 11, 2017

11. Multiple Employer Governmental Plan

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

12. 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
    • 897 views
    • 
    • John Feldt ERPA CPC QPA
    • March 31, 2017

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

    By OKC73134, March 24, 2017   

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

14. Changing FYE

    By KennyH, March 2, 2017
    • 0 replies
    • 481 views
    • 
    • KennyH
    • March 2, 2017

15. Excess Anual Additions and Pick-up Contributions

    By DTH, February 8, 2017
    • 2 replies
    • 666 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

16. DROP and Interest

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

17. 457/401(a) Government Plan

    By twhisenant, October 14, 2016   

    • 401(a)
    • 2 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • October 16, 2016

18. SOL for IRS Audit on Gov Plan

    By EBECDC, 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
    • 1k views
    • 
    • EBECDC
    • October 7, 2016

19. FICA Alternative Plan and reduction in social security benefits

    By mariemonroe, September 12, 2016
    • 1 reply
    • 1.3k views
    • 
    • mariemonroe
    • September 12, 2016

20. Grandfathered 401(k) Hardship Withdrawals

    By DTH, August 3, 2016
    • 2 replies
    • 1.3k views
    • 
    • DTH
    • August 3, 2016

21. Unforeseeable Emergency WDs in 401(a)

    By DTH, July 20, 2016
    • 1 reply
    • 866 views
    • 
    • Carol V. Calhoun
    • July 20, 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
    • 1k views
    • 
    • JJRetirement
    • June 30, 2016

23. Refund of employee contributions - Defined Benefit Plan

    By tja, June 28, 2016   

    • refund
    • employee contributions
    • 7 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • June 30, 2016

24. Rollover of SOLELY after-tax amounts

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

25. Entity Change

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