Search
Subscribe
Subscribe to receive emails regarding our latest blog posts.
Past Blog Posts
Categories
-
Popular Posts
- Using a Section 115 Trust to Help Manage Pension Obligations 4k views | posted on September 13, 2017
- Public Agency Board Members’ Worker Classification Matters for Tax Purposes 2k views | posted on July 22, 2019
- If You Don’t Have a Section 218 Agreement, Watch Out for the Social Security “Gotcha” 2k views | posted on October 19, 2018
- Chapter 13: Some Things Are Worth Repeating – Beware of PTO Cash-Outs! 1.7k views | posted on April 22, 2014
- Chapter 31: Is Your Comp Time Immediately Taxable? 1.6k views | posted on November 17, 2016
- Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work 1.5k views | posted on August 15, 2016
- Take Care When Cost-Sharing Under CalPERS 1.3k views | posted on November 7, 2019
- Using 457(b) Unforeseeable Emergency Distributions During the Coronavirus Crisis 1.2k views | posted on March 24, 2020
- A 457(b) Plan Distribution Depends on Which 457(b) Plan You’re In 1.2k views | posted on October 7, 2019
- Why You Need to “Monitor” Full-time, Temporary Employees 1.1k views | posted on August 30, 2018
Tag Archives: california retirement
Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late
By: Jeff Chang The IRS has just announced major changes to its program for reviewing and approving the qualified status of certain retirement plan documents (see, Announcement 2015-19). Essentially, the Service is doing away with its program for issuing determination letters … Continue reading
Posted in Pension
Tagged california governmental, california retirement, employer's governmental status, governmental retirement plan, individually designed plans, IRS audit, IRS qualified, pre-approved governmental retirement plan, pre-approved retirement plan
Comments Off on Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late
Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans
By: Jeff Chang On June 26, 2013, in United States v. Windsor (Windsor), the Supreme Court decided that section 3 of the Defense Of Marriage Act (DOMA) was unconstitutional. DOMA had limited “marriage” to opposite-gender couples for purposes of federal law. … Continue reading
Posted in Pension
Tagged california retirement, DOMA, Domestic partner, Fiduciary Duty Government Pension, governmental retirement plan, Windsor
Comments Off on Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans
Chapter 2: Don’t Stand Around Asking If The Sky Is Falling – The Wrong Question Is More Dangerous Than The Wrong Answer
By: Jeff Chang Since the Stanford Institute For Economic Policy Research (SIEPR) issued its latest report on California’s public pension spending, a fair amount has been written by those who are seriously concerned about the potentially enormous size of the unfunded … Continue reading
Posted in Pension, Retiree Health
Tagged california employer, california pensions, california retirement
Comments Off on Chapter 2: Don’t Stand Around Asking If The Sky Is Falling – The Wrong Question Is More Dangerous Than The Wrong Answer