Governmental Plans

923 topics in this forum

1. Refund of employee contributions - Defined Benefit Plan

   By tja, June 28, 2016   

   • refund
   • employee contributions
   • 7 replies
   • 1.3k views
   • 
   • Carol V. Calhoun
   • June 30, 2016

2. 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
   • 845 views
   • 
   • John Feldt ERPA CPC QPA
   • March 31, 2017

3. 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
   • 834 views
   • 
   • Peter Gulia
   • June 13, 2017

4. 457b with 401a for Match Plan Document question

   By JoyHodgson, December 6, 2018   

   • 457 plans
   • governmental plans
   • 7 replies
   • 1k views
   • 
   • OKC73134
   • December 10, 2018

5. Life Insurance/457 Plan

   By Guest RARogers, December 15, 1998
   • 6 replies
   • 3.2k views
   • 
   • Guest
   • December 28, 1998

6. 457 plan and lump sum vacation leave

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

7. Section 401(m)

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

8. More on Announcement 2000-1

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

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

   By Guest Ben, April 19, 2000
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • April 26, 2000

10. 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

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

    By Guest PALAWYER, October 27, 2000
    • 6 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • November 7, 2000

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

    By Guest PALAWYER, February 13, 2001
    • 6 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • October 14, 2001

13. 401(a)(17) grandfather limit

    By Guest hapa123, December 4, 2001
    • 6 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

14. Partial Termination?

    By Guest benman, February 22, 2002
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • March 25, 2008

15. Correction of plan defects

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

16. Defined Benefit Plan

    By Guest compliance, January 30, 2006
    • 6 replies
    • 3.3k views
    • 
    • IRC401
    • February 19, 2006

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

    By waid10, June 25, 2008
    • 6 replies
    • 2.3k views
    • 
    • J Simmons
    • June 26, 2008

18. Determination Letter - Govermental Plans

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

19. Purchasing Service Credits in Pension Question

    By Zoraster, October 2, 2015
    • 6 replies
    • 3.1k views
    • 
    • Zoraster
    • December 22, 2015

20. 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
    • 765 views
    • 
    • jpod
    • May 8, 2017

21. Extending DROP Period

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

22. Government Money Purchase subject to J&S?

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

23. Universal Eligibility for 403(b) Plans - Gov't Agencies

    By Guest derek, November 10, 1998
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • November 18, 1998

24. Non-Annuitizing Payout Options For DEFINED BENEFIT Plans.

    By joel, November 18, 1998
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • November 29, 1998

25. Governmental plans and ERISA

    By Guest KevinGirts, February 1, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 9, 2000