Flyboyjohn Posted January 6, 2014 Report Share Posted January 6, 2014 I'm going to demonstrate a lot of ignorance but here's what I "think" the rules are: 1. Governmental plans are exempt from ERISA 2. State and local governmental plans can (and usually do) obtain a DL saying they are qualified under 401(a) so their employees have some certainty as to their tax consequences If OK so far now to my question: do Federal government plans also have DLs or is there something somewhere that says they're 401(a) qualified? Question is coming up under the new section 1411 Net Investment Income Tax where the regs are exempting distributions from plans qualified under 401(a). Thanks Link to comment Share on other sites More sharing options...
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