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Calhoun Law Group, P.C.: Search/Site Map
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2001 Developments in 457(b) Plans of State and Local Governments
2008 Supplement to the Governmental Plans Answer Book, Second Edition
2009 IRS Benefits & Contributions Limits, and Social Security Wage Base, Announced
403(b) Plan Audit Issues
457 Answer Book, Fifth Edition (published July 26, 2007)
457 Answer Book, Fifth Edition, Published
457 Update, Including New Regulations, for 2001-2002
Advisory Opinion 94-02A
Alban K. Barrus and Hattie C. Barrus, Plaintiffs v. United States of America, Defendant
Announcement 82-146, 1982-47 I.R.B. 53
Automatic Rollover Safe Harbor: Final Rule and Prohibited Transaction Class Exemption
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Carol Calhoun interviewed on CBS Evening News regarding Enron
Carol Calhoun quoted in mPower Cafe article, 'All 457 Plans Are Not Alike: Governmentals, Tax-exempts and Top Hats'
Carol Calhoun quoted in mPower Cafe article, 'Double Your Retirement Contributions With a 457?'
Carol Calhoun quoted in mPower Cafe article, 'New Compensation Definition Helps Lower-earning 457 Participants'
Carol Calhoun quoted in mPower Cafe article, 'New Rollover Option Gives More Flexibility to Job-hoppers, Retirees'
Carol Calhoun quoted in mPower Cafe, 'Shedding Light on Blackouts: What Happens When 401(k) Providers Change?'
Carol V. Calhoun: Contact Information
Chart comparing elective plans updated
Checklist of Federal Tax Law Rules Applicable to Public Retirement Systems
Comparison of 457(b) Plans, 401(k) Plans, 403(b) Plans, and Deemed IRAs
Deadline for Amending Governmental Section 457 Plans Approaching
Deferred Retirement Option Plans ("DROP Plans")
Deferred Retirement Option Plans ("DROP" Plans)
Department of Labor Issues Guidance Regarding Missing Participants in Defined Contribution Plans
Department of Labor Letter on Expenses That Can Be Paid From Employee Benefit Plan Assets
Distributions from a Pension Plan Under a Phased Retirement Program
DROP/Phased Retirement Arrangements, 457 Matches, and Other Current Trends in Governmental Plans
Effect of EGTRRA on Public Retirement Systems
Eligible 457 Plans: What's New?
Employee Benefits Headlines Reorganized
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EMPLOYEE BENEFITS PROVISIONS OF THE TAXPAYER REFUND AND RELIEF ACT OF 1999: H.R. 2488
Employee Benefits Regulations
Employee Benefits Regulations: Department of Labor Regulations
Employee Benefits Regulations: Department of Labor Regulations: Part 2509-Interpretive Bulletins Relating to the Employee Retirement Income Security Act of 1974
Employee Benefits Regulations: Department of Labor Regulations: Section 101
Employee Benefits Regulations: Department of Labor Regulations: Section 102
Employee Benefits Regulations: Department of Labor Regulations: Section 103
Employee Benefits Regulations: Department of Labor Regulations: Section 104
Employee Benefits Regulations: Department of Labor Regulations: Section 201
Employee Benefits Regulations: Department of Labor Regulations: Section 202
Employee Benefits Regulations: Department of Labor Regulations: Section 203
Employee Benefits Regulations: Department of Labor Regulations: Section 209
Employee Benefits Regulations: Department of Labor Regulations: Section 210
Employee Benefits Regulations: Department of Labor Regulations: Section 3
Employee Benefits Regulations: Department of Labor Regulations: Section 401
Employee Benefits Regulations: Department of Labor Regulations: Section 403
Employee Benefits Regulations: Department of Labor Regulations: Section 404
Employee Benefits Regulations: Department of Labor Regulations: Section 407
Employee Benefits Regulations: Department of Labor Regulations: Section 408
Employee Benefits Regulations: Department of Labor Regulations: Section 502
Employee Benefits Regulations: Department of Labor Regulations: Section 503
Employee Benefits Regulations: Department of Labor Regulations: Sections 209 and 502
Employee Benefits Regulations: Employment Tax and Withholding Regulations: Section 3121
Employee Benefits Regulations: Employment Tax and Withholding Regulations: Section 3306
Employee Benefits Regulations: Employment Tax and Withholding Regulations: Section 3401
Employee Benefits Regulations: Employment Tax and Withholding Regulations: Section 3402
Employee Benefits Regulations: Employment Tax and Withholding Regulations: Section 3405
Employee Benefits Regulations: Estate and Gift Tax Regulations: Section 2039
Employee Benefits Regulations: Estate and Gift Tax Regulations: Section 2503
Employee Benefits Regulations: Estate and Gift Tax Regulations: Section 2523
Employee Benefits Regulations: Excise Tax Regulations: Section 4961
Employee Benefits Regulations: Excise Tax Regulations: Section 4963
Employee Benefits Regulations: Excise Tax Regulations: Section 4971
Employee Benefits Regulations: Excise Tax Regulations: Section 4972
Employee Benefits Regulations: Excise Tax Regulations: Section 4974
Employee Benefits Regulations: Excise Tax Regulations: Section 4975
Employee Benefits Regulations: Excise Tax Regulations: Section 4979
Employee Benefits Regulations: Excise Tax Regulations: Section 4980B
Employee Benefits Regulations: Income Tax Regulations: Section 101
Employee Benefits Regulations: Income Tax Regulations: Section 1021
Employee Benefits Regulations: Income Tax Regulations: Section 104
Employee Benefits Regulations: Income Tax Regulations: Section 105
Employee Benefits Regulations: Income Tax Regulations: Section 106
Employee Benefits Regulations: Income Tax Regulations: Section 120
Employee Benefits Regulations: Income Tax Regulations: Section 125
Employee Benefits Regulations: Income Tax Regulations: Section 127
Employee Benefits Regulations: Income Tax Regulations: Section 1274
Employee Benefits Regulations: Income Tax Regulations: Section 132
Employee Benefits Regulations: Income Tax Regulations: Section 1563
Employee Benefits Regulations: Income Tax Regulations: Section 162
Employee Benefits Regulations: Income Tax Regulations: Section 163
Employee Benefits Regulations: Income Tax Regulations: Section 212
Employee Benefits Regulations: Income Tax Regulations: Section 213
Employee Benefits Regulations: Income Tax Regulations: Section 219
Employee Benefits Regulations: Income Tax Regulations: Section 264
Employee Benefits Regulations: Income Tax Regulations: Section 318
Employee Benefits Regulations: Income Tax Regulations: Section 401
Employee Benefits Regulations: Income Tax Regulations: Section 402
Employee Benefits Regulations: Income Tax Regulations: Section 403
Employee Benefits Regulations: Income Tax Regulations: Section 404
Employee Benefits Regulations: Income Tax Regulations: Section 405
Employee Benefits Regulations: Income Tax Regulations: Section 406
Employee Benefits Regulations: Income Tax Regulations: Section 407
Employee Benefits Regulations: Income Tax Regulations: Section 408
Employee Benefits Regulations: Income Tax Regulations: Section 408A
Employee Benefits Regulations: Income Tax Regulations: Section 410
Employee Benefits Regulations: Income Tax Regulations: Section 411
Employee Benefits Regulations: Income Tax Regulations: Section 412
Employee Benefits Regulations: Income Tax Regulations: Section 413
Employee Benefits Regulations: Income Tax Regulations: Section 414
Employee Benefits Regulations: Income Tax Regulations: Section 415
Employee Benefits Regulations: Income Tax Regulations: Section 416
Employee Benefits Regulations: Income Tax Regulations: Section 417
Employee Benefits Regulations: Income Tax Regulations: Section 419A
Employee Benefits Regulations: Income Tax Regulations: Section 421
Employee Benefits Regulations: Income Tax Regulations: Section 422
Employee Benefits Regulations: Income Tax Regulations: Section 423
Employee Benefits Regulations: Income Tax Regulations: Section 457
Employee Benefits Regulations: Income Tax Regulations: Section 501
Employee Benefits Regulations: Income Tax Regulations: Section 502
Employee Benefits Regulations: Income Tax Regulations: Section 503
Employee Benefits Regulations: Income Tax Regulations: Section 511
Employee Benefits Regulations: Income Tax Regulations: Section 512
Employee Benefits Regulations: Income Tax Regulations: Section 513
Employee Benefits Regulations: Income Tax Regulations: Section 514
Employee Benefits Regulations: Income Tax Regulations: Section 61
Employee Benefits Regulations: Income Tax Regulations: Section 62
Employee Benefits Regulations: Income Tax Regulations: Section 691
Employee Benefits Regulations: Income Tax Regulations: Section 72
Employee Benefits Regulations: Income Tax Regulations: Section 79
Employee Benefits Regulations: Income Tax Regulations: Section 83
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4901
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4902
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4903
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4904
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4905
Employee Benefits Regulations: Internal and Administrative Rules and Procedures: Part 4907
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Internal and Administrative Rules and Procedures
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Part 4000-Finding Aids
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4001
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4002
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4003
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4006
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4007
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4010
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4011
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4022
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4022B
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4041
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4041A
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4043
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4044
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4047
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4050
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4061
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4062
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4063
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4064
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4065
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4067
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4068
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4071
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4203
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4204
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4206
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4207
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4208
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4211
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4219
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4220
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4221
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4231
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4245
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4261
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4281
Employee Benefits Regulations: Pension Benefit Guaranty Corporation Regulations: Section 4302
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6033
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6039
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6047
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6051
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6052
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6662
Employee Benefits Regulations: Procedure and Administration Regulations: Section 6664
Employee Benefits Regulations: Procedure and Administration Regulations: Section 7476
Employee Benefits Regulations: Procedure and Administration Regulations: Section 7520
Employee Benefits Regulations: Procedure and Administration Regulations: Section 7701
Employee Benefits Regulations: Procedure and Administration Regulations: Section 7805
Employee Benefits Regulations: Tax Regulations
Employee Benefits Regulations: Tax Regulations: Employment Tax and Withholding Regulations
Employee Benefits Regulations: Tax Regulations: Estate and Gift Tax Regulations
Employee Benefits Regulations: Tax Regulations: Excise Tax Regulations
Employee Benefits Regulations: Tax Regulations: Income Tax Regulations
Employee Benefits Regulations: Tax Regulations: Procedure and Administration Regulations
Excess Benefit Plans
Federal Law Update, 2003-2004
Final IRS Regulations Clarify Maximum Limits for Governmental Qualified Plans
Form 1945, Statement Concerning Your Employment in a Job Not Covered by Social Security, Released
From Defined Benefit to Defined Contribution and Other 2001 Trends in Governmental Plans
Future Cost-of-Living Increases Included in 415(b) Calculation
General information letter regarding definition of employer for governmental plans
Goodridge vs. Department of Public Health
Goodridge vs. Department of Public Health (Page 2)
Goodridge vs. Department of Public Health (Page 3)
Goodridge vs. Department of Public Health (Page 4)
Goodridge vs. Department of Public Health (Page 5)
Goodridge vs. Department of Public Health (Page 6)
Governmental Plans Answer Book, Second Edition and 2008 Supplement (September 21, 2007)
Governmental Plans Update (2001-2002)
Governmental Plans Update (2003-2004)
Highlights of the 403(b) Examination Guidelines, as Adopted by the Internal Revenue Service, May, 1999
IRS audit guidelines for 403(b) plans
IRS audit guidelines for 403(b) plans (Page 2)
IRS audit guidelines for 403(b) plans (Page 3)
IRS audit guidelines for 403(b) plans (Page 4)
IRS audit guidelines for 403(b) plans (Page 5)
IRS audit guidelines for 403(b) plans (Page 6)
IRS audit guidelines for 403(b) plans (Page 7)
IRS audit guidelines for 403(b) plans (Page 8)
IRS audit guidelines for 403(b) plans (Page 9)
IRS Clarifies Rollover Rules
IRS Code & Subject Directory Available Online
Job Creation and Worker Assistance Act of 2002 (H. R. 3090 and Public Law No. 107-147) Employee Benefits Provisions
Key Legislative and Tax Changes That Impact The Performance Of Your Fund
Legislative History of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), Public Law 107-16
Let's kill all the lawyers?
Maximum Benefits and Contributions Limits for 2004 - 2009
Maximum Benefits and Contributions Limits for 2009
Medical Savings Accounts
Milwaukee Journal Sentinal, 'Cost of retirement blitz is big unknown'
Milwaukee Journal Sentinal, 'Pensions too rich for IRS?'
New Mandatory Rollover Rules Will Apply to Government, Church Plans
News Release IR-1869
Nondiscrimination Rules for Public Pension Funds
Notice 2003-6, 2003-1 C.B. 298
Notice 2004-79
PBGC, IRS, AND Department of Labor Guidelines on Asset Reversions
Pick-Up Issues
Post-death qualified domestic relations order invalidated
Private Letter Ruling 199923056
Private Letter Ruling 200028042
Private Letter Ruling 200108010
Private Letter Ruling 200252095
Private Letter Ruling 200345043
Proposed regulations issued on deemed IRAs in qualified plans
Proposed Regulations Issued Under Code Section 403(b)
Public Retirement Systems: Effect of EGTRRA, USERRA, domestic partnership developments, and recent cases
Purchased Service Credit
Recommend the Employee Benefits Legal Resource Site to a Friend
Reorganization Plan No. 4 of 1978
Revenue Procedure 2001-15, 2001-05 IRB 465
Sanzo v. NYSA-ILA Pension Trust Fund
Sanzo v. NYSA-ILA Pension Trust Fund (Page 2)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 3)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 4)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 5)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 6)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 7)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 8)
Sanzo v. NYSA-ILA Pension Trust Fund (Page 9)
Speech outline, 'Eligible 457 Plans: What's New?,' now available
Speech outline, 'Federal Law Update, 2003-2004', now available
Speech outline, 'Governmental Plans Update,' now available
Speech outline, 'Key Legislative and Tax Changes That Impact The Performance Of Your Fund,' now available
State Retirement Systems
State Retirement Systems
State Retirement Systems: Add System Listing
TAM Clarifies Tax and Withholding Consequences of Early Retirement Incentives and Failed Section 457 Plans
Taxation of Service-Connected and Non-Service-Connected Disability Benefits under Governmental Plans
TD 9159
Technical Advice Memorandum 199903032
Temporary Regulations Govern FICA Taxation of 403(b) Contributions
The Division of Pensions Across Borders
The Issues Institutional Investors Face in Doing Social Investing
The Pomeroy Rollover Legislation (H.R. 3503)
The Tax Law and the Nonqualified Variable Annuity
Tobacco Divestment and Fiduciary Responsibility, A Legal and Financial Analysis 2000
Tobacco Divestment and Fiduciary Responsibility, A Legal and Financial Analysis 2000 (published January, 2000)
Uniformed Services Employment and Reemployment Rights Act ("USERRA"), 38 U.S.C. §§ 4301 et seq.: the employee benefits aspects
Walker v. Board of Trustees, 76 F. Supp. 2d 1105 (D. Colo. 1999)
We've moved!
Working Families Tax Relief Act Affects Domestic Partner Benefits
