Governmental Plans

932 topics in this forum

1. Grandfathered 401(k) Hardship Withdrawals

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

2. Unforeseeable Emergency WDs in 401(a)

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

3. 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

4. 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

5. Rollover of SOLELY after-tax amounts

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

6. Entity Change

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

7. Pick-up Contribution Election Effective Date

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

8. Matching Contributions in Money Purchase Plan based on deferrals to 457(b)

   By tax & coffee, March 22, 2016
   • 2 replies
   • 1k views
   • 
   • tax & coffee
   • March 23, 2016

9. Matching contributions based upon deferrals to 457 plan

   By Belgarath, June 29, 2015
   • 3 replies
   • 1.4k views
   • 
   • Carol V. Calhoun
   • March 22, 2016

10. Annual Additions

    By DTH, March 8, 2016
    • 1 reply
    • 848 views
    • 
    • Carol V. Calhoun
    • March 8, 2016

11. Change in Pick-up Contribution

    By DTH, February 25, 2016
    • 3 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • March 1, 2016

12. 401(a)(17) Governmental Grandfather rule

    By JJRetirement, February 8, 2016   

    • 401(a)(17)
    • Compensation Limit
    • (and 3 more)

      Tagged with:

      • 401(a)(17)
      • Compensation Limit
      • OBRA 93
      • Grandfathered Limit
      • Governmental Plan
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • February 22, 2016

13. DROP and "Pick-up" Arrangements

    By BillAsay, January 28, 2016   

    • DROP
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • January 28, 2016

14. States that tax or do not tax DB monthly pension payments

    By alexa, December 23, 2015
    • 5 replies
    • 882 views
    • 
    • GMK
    • December 30, 2015

15. Purchasing Service Credits in Pension Question

    By Zoraster, October 2, 2015
    • 6 replies
    • 3.2k views
    • 
    • Zoraster
    • December 22, 2015

16. 415 limit in DB plan and J&S options

    By alexa, December 18, 2015
    • 10 replies
    • 1.6k views
    • 
    • david rigby
    • December 21, 2015

17. Final Pay Pick-up

    By DTH, December 17, 2015
    • 2 replies
    • 914 views
    • 
    • DTH
    • December 17, 2015

18. Profit Sharing Conversion to Money Purchse

    By DTH, November 25, 2015
    • 3 replies
    • 897 views
    • 
    • Carol V. Calhoun
    • November 30, 2015

19. Top Hat Governmental DB Plan?

    By Zoraster, November 23, 2015
    • 0 replies
    • 798 views
    • 
    • Zoraster
    • November 23, 2015

20. ineligible employee for pension & mandatory employee contributions

    By alexa, August 23, 2015
    • 15 replies
    • 1.7k views
    • 
    • mbozek
    • August 27, 2015

21. Supplemental Annuity Collective Trust of New Jersey

    By joel, June 29, 2015
    • 22 replies
    • 1.6k views
    • 
    • joel
    • July 17, 2015

22. Correction of Pick-up - ineligible employee

    By JJRetirement, June 22, 2015   

    • EPCRS
    • Governmental Plan
    • (and 3 more)

      Tagged with:

      • EPCRS
      • Governmental Plan
      • Defined Benefit
      • 414(h)
      • Pick-up contribution
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • June 22, 2015

23. Governmental plan using regular Volume Submitter ERISA doc

    By Belgarath, April 14, 2015
    • 10 replies
    • 2.8k views
    • 
    • TPA2015
    • June 18, 2015

24. ERISA Section 203(a)(3)(B)

    By alexa, May 3, 2015
    • 2 replies
    • 2.1k views
    • 
    • alexa
    • May 3, 2015

25. Can DB Plan Forfeit Vested Benefit of Participant Convicted of Embezzling from the Employer?

    By Übernerd, April 20, 2015   

    • forfeiture
    • embezzlement
    • (and 2 more)

      Tagged with:

      • forfeiture
      • embezzlement
      • crime
      • governmental plan
    • 7 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • April 22, 2015