Governmental plan answer book

[Guest David G]

Has the Governmental Plan Answer book been published yet?

[Guest]

I am on Panel Publishers mailing list and I have not seen an "Answer Book" dealing with Government plans of any kind. However, assuming your question is about pension plans, in 1988 the GFOA published a handbook written by Joseph Metz called The Federal Taxation of Public Employee Retirement Systems -A Handbook for Public Officials. I don't know if the book has been kept up to date, but the GFOA may be a good place to start. Let us know if you find an updated book.

[Guest David G]

I believe I read somewhere that Carol Calhoun was coauthoring an Answer book for Governmental plans. Perhaps she will be able to let us know if such a book is still planned.

[Carol V. Calhoun]

Yes, Cindie Moore (President of the National Association of Public Pension Attorneys and Washington counsel for the National Council on Teacher Retirement) and I are coauthoring such a book. Still working on getting the last few chapters to the publisher.

[Guest]

This will be great! I look forward to seeing it.

[Guest David G]

Carol:

Will you incorporate the new tax law into the first edition of your book or wait to update after the book is initially published?

[Carol V. Calhoun]

It will include information on the new tax bill, although in some instances we may have to do it in the form of a summary at the end of a chapter, rather than being able to fully incorporate it into the chapter itself. (First the new 401(a)(9) rules, now this--is it any wonder it's taking longer than anticipated?)

[Carol V. Calhoun]

For those who have been asking, the Governmental Plans Answer Book is here at last!