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Amendment of governmental plans


Guest BTCISP1969

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Guest BTCISP1969

Please clarify for me the applicability of TRA'97 relating to governmental plans. It seems that some TRA'86 sections were superseded by TRA'97 but recent revenue procedure notifications indicate that these supposedly overruled sections have until 2001 to comply, which means that the sections have not been overruled after all. Any guidance on this issue would be much appreciated. Thank you.

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The question might be easier to answer with some specifics. Which specific sections are you referring to, which were overruled but are still being required?

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The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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These sections (other than 401(B)) are definitely inapplicable to state and local governmental plans. However, they are technically applicable to governmental plans other than state and local governmental plans. (Technical corrections legislation is expected to extend the relief to all governmental plans.) Perhaps this is the source of the confusion?

Employee benefits legal resource site

The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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Guest BTCISP1969

My confusion stems from this statement "they are technically applicable to governmental plans other than state and local governmental plans." I am not certain the type of plans referred to in the stated statement.

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Governmental plans other than state and local government plans would include plans of federal government agencies and international organizations.

Employee benefits legal resource site

The opinions of my postings are my own and do not necessarily represent my law firm's position, strategies, or opinions. The contents of my postings are offered for informational purposes only and should not be construed as legal advice. A visit to this board or an exchange of information through this board does not create an attorney-client relationship. You should consult directly with an attorney for individual advice regarding your particular situation. I am not your lawyer under any circumstances.

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