Governmental Plans

932 topics in this forum

1. 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

2. 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

3. 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

4. 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

5. 457b with 401a for Match Plan Document question

   By JoyHodgson, December 6, 2018   

   • 457 plans
   • governmental plans
   • 7 replies
   • 1.3k views
   • 
   • OKC73134
   • December 10, 2018

6. Life Insurance/457 Plan

   By Guest RARogers, December 15, 1998
   • 6 replies
   • 3.3k views
   • 
   • Guest
   • December 28, 1998

7. 457 plan and lump sum vacation leave

   By Guest David G, September 13, 1999
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • September 23, 1999

8. Section 401(m)

   By Guest slt, October 25, 1999
   • 6 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • October 28, 1999

9. More on Announcement 2000-1

   By Carol V. Calhoun, January 4, 2000
   • 6 replies
   • 2.3k views
   • 
   • Carol V. Calhoun
   • April 11, 2000

10. DROP Plans - Are lump sums eligible rollover distributions?

    By Guest Ben, April 19, 2000
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • April 26, 2000

11. What are the Federal, State and local income taxes on a lump-sum death

    By jlf, October 20, 2000
    • 6 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • November 6, 2000

12. Can a government plan be a profit sharing plan? Discretionary or nondi

    By Guest PALAWYER, October 27, 2000
    • 6 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • November 7, 2000

13. Annual Tax Returns for a Government Plan- what replaces the 5500, if a

    By Guest PALAWYER, February 13, 2001
    • 6 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 14, 2001

14. 401(a)(17) grandfather limit

    By Guest hapa123, December 4, 2001
    • 6 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

15. Partial Termination?

    By Guest benman, February 22, 2002
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • March 25, 2008

16. Order to withhold income for support

    By Guest PA consultant, September 13, 2002
    • 6 replies
    • 2.1k views
    • 
    • Nom Deplume, Esq.
    • April 3

17. Correction of plan defects

    By Guest Jayco, April 7, 2005
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • April 11, 2005

18. Defined Benefit Plan

    By Guest compliance, January 30, 2006
    • 6 replies
    • 3.4k views
    • 
    • IRC401
    • February 19, 2006

19. governmental parent with 501(c)(3) sub

    By waid10, June 25, 2008
    • 6 replies
    • 2.4k views
    • 
    • J Simmons
    • June 26, 2008

20. Determination Letter - Govermental Plans

    By Guest ResearchGirl, November 24, 2008
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • March 16, 2009

21. Purchasing Service Credits in Pension Question

    By Zoraster, October 2, 2015
    • 6 replies
    • 3.3k views
    • 
    • Zoraster
    • December 22, 2015

22. 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

23. Extending DROP Period

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

24. Government Money Purchase subject to J&S?

    By austin3515, November 17, 2018
    • 6 replies
    • 1k views
    • 
    • david rigby
    • November 18, 2018

25. Age/Service Exclusions in Pre-Approved Governmental Plan

    By EBECatty, July 15, 2022
    • 6 replies
    • 354 views
    • 
    • Bri
    • July 19, 2022