№ lp_1_2_21520
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This document is an amendment for updating 457(b) tax-exempt plans in line with SECURE and SECURE 2.0 provisions and IRS guidelines, including election options for employers to adopt certain defaults or modify them.
Year:
2023
Region / City:
United States
Subject:
SECURE and SECURE 2.0 amendments to 457(b) tax-exempt plans
Document Type:
Amendment
Organization:
FIS
Author:
FIS
Target Audience:
Employers of tax-exempt organizations with 457(b) plans
Effective Period:
2024-2025
Approval Date:
Not specified
Modification Date:
Potential updates depending on IRS guidance
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The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2019
Region / City:
Grand Forks, ND, US
Subject:
Employee Salary Reduction for Retirement Contributions
Document Type:
Agreement / Contract
Organization:
NDUS Core Technology Services
Author:
NDUS Payroll Department
Target Audience:
Employees participating in 403(b), 403(b) Roth, or 457(b) plans
Effective Date:
03/19/2019
Applicable Providers:
TIAA
Terms:
Irrevocable while employment continues, modifiable at end of any pay period with written notice
Year:
2026
Organization:
University of Toledo Human Resources
Document type:
Employee guide
Audience:
Employees eligible for retirement plans
Plans covered:
403(b), 457(b), ARP
Providers:
TIAA, Corebridge Financial, Fidelity, Voya Financial
Access method:
Online portal Retirement@Work
Support contacts:
Phone and email support available
Contribution options:
Pretax, Roth after-tax, or combination
Account setup:
Instructions for first-time and returning users
Verification codes:
Provided per plan
Year:
2018
Region / City:
Kansas City, MO
Subject:
Deferred Compensation Plan, Retirement Plan Services
Document Type:
Request for Proposals (RFP)
Organization / Institution:
Kansas City Board of Police Commissioners
Author:
Hyas Group, LLC
Target Audience:
Proposing Firms, Plan Administrators, Retirement Plan Service Providers
Action Period:
April 11, 2018 - May 18, 2018
Approval Date:
April 11, 2018
Amendment Date:
N/A
Year:
2026
Region / City:
United States
Subject:
Financial Services, Retirement Plans
Document Type:
Contact List
Organization:
Voya Financial, Lincoln Investment Planning, Brighthouse Financial, Lincoln Financial Group, Corebridge Financial Advisors, Aspire Financial Services
Authors:
Joe Friend III, Stephen Poston, Pam Middleton, April Jackson, Barry Rawls, Perry Williams, Andy Sukhai, Brad Joseph, Robert Moore, Derrick Friedman, Alan Todd, Brad McClain, Brian Lombard, Renisha C. Jackson-Rucker, Jay Dover, Andrew Coughlin, Tyson Long, Logan Blackley, Peter Heidenreich, Mitch Johnson
Target Audience:
Plan Sponsors, Employees, Financial Advisors
Period Covered:
2026
Update Status:
Current as of 2026
Year:
2022
Region / city:
New York, Bronx, Brooklyn, Rome, Ithaca, Syracuse, Utica, Schenectady
Topic:
Housing Finance, Public Hearing, Tax-Exempt Bonds
Document Type:
Public Notice
Organization:
New York State Housing Finance Agency
Author:
Not specified
Target Audience:
General Public, Interested Stakeholders
Period of Action:
March 4, 2022
Approval Date:
Not specified
Date of Changes:
Not specified
Contextual description:
Public notice announcing a hearing on proposed issuance of tax-exempt bonds for financing various multifamily housing projects in New York State.
Year:
2024
Region / City:
New York (Brooklyn, Bronx, Kingston, Saugerties, Buffalo)
Topic:
Housing Finance
Document Type:
Public Notice
Agency:
New York State Housing Finance Agency
Author:
Charni Sochet, Director of Communications
Target Audience:
Interested persons, potential investors, stakeholders in housing finance
Effective Period:
March 11, 2024
Approval Date:
March 11, 2024
Amendment Date:
March 8, 2024
Description:
Public hearing on the proposed issuance of tax-exempt multifamily housing revenue bonds for various residential rental projects in New York.
Year:
2025
Region / City:
New York, NY
Subject:
Public Hearing on Tax-Exempt Multifamily Housing Revenue Bonds
Document Type:
Public Notice
Organization / Institution:
New York State Housing Finance Agency
Author:
Charni Sochet
Target Audience:
Interested Public, Investors
Period of Validity:
February 25, 2025
Approval Date:
Not specified
Date of Amendments:
Not specified
Organization:
Simon & Schuster
Document Type:
Sales and Use Tax Affidavit Form
Subject:
Sales and Use Tax Exemption Certification
Purpose:
Certification of tax-exempt status for purchases of tangible personal property
Applicable Jurisdiction:
United States
Applicable States:
Multiple U.S. states listed in the form
Products Referenced:
Books, tapes, CDs, calendars, and other published products
Required Information:
Company name, address, authorized signature, title, printed name, date
Certification Basis:
Resale, exempt institution or agency, or other authorized exemption
Legal Statement:
Certification under penalties of perjury
Additional Requirements:
Certificate number and date of issue for registered states; supporting resale certificate or letter for states marked with an asterisk
Special State Conditions:
Florida, Illinois, Massachusetts, and South Dakota do not accept multi-jurisdictional certificates
Resale Exempt States:
Alaska, Montana, New Hampshire, Delaware, Oregon
Internal Processing Fields:
S&S Account Number, Date Received, Reviewed by
Year:
2012
Month:
December
Country:
United States
City / Local Government:
City of __________________
Document Type:
Sample Letter
Topic:
Tax policy; municipal bonds; public infrastructure financing
Recipient Institution:
U.S. House of Representatives
Recipient:
The Honorable __________________
Issuing Party:
City of __________________
Referenced Organization:
League of California Cities
Policy Issue:
Federal deficit reduction plan and proposed cap on tax-exempt municipal bond interest
Economic Sector:
Public finance and infrastructure investment
Historical Reference:
Federal tax exemption for municipal bonds since 1913
Intended Audience:
Member of the U.S. Congress
Geographical Scope:
United States; state and local governments
Associated Infrastructure:
Roads, bridges, sewers, dams, schools, hospitals, airports, water systems, and public transportation
Year:
2023
Region / City:
United States
Topic:
Tax Exempt Organizations
Document Type:
Form
Agency / Institution:
Internal Revenue Service (IRS)
Author:
Internal Revenue Service
Target Audience:
Individuals suspecting non-compliance by tax-exempt organizations
Period of Validity:
Ongoing
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2021
Region / City:
United States
Topic:
Educational Assessment
Document Type:
Guide
Organization:
George Mason University Training and Technical Assistance Center (GMU TTAC)
Author:
Ratzlaff, J., Sekinger, M., Martin, C.
Target Audience:
Educators, Stakeholders in IEP process
Period of Validity:
Ongoing
Approval Date:
2021
Date of Modifications:
Not specified
Year:
2024
Region / City:
Arlington, VA
Topic:
Education, High-Leverage Practices, Special Education
Document Type:
Self-Assessment Tool
Organization / Institution:
Council for Exceptional Children, CEEDAR Center
Author:
T. C. Aceves, M. J. Kennedy
Target Audience:
Educators, Educational Professionals
Effective Period:
Ongoing
Approval Date:
February 2024
Date of Changes:
None
Year:
2023
Region / City:
Riyadh
Subject:
Engineering design approval for money exchangers
Document Type:
Application form
Organization / Institution:
Saudi Central Bank (SAMA)
Author:
Not specified
Target Audience:
Money exchangers and their representatives
Period of Validity:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2023
Region / City:
N/A
Topic:
SECURE 2.0 Plan Provisions
Document Type:
Amendment
Organization / Institution:
FIS
Author:
FIS
Target Audience:
Employers of terminating plans
Effective Period:
2023 Plan Year
Approval Date:
N/A
Date of Changes:
N/A
Year:
2023
Region / City:
Not specified
Topic:
Network Configuration, BGP
Document Type:
Lab Manual
Organization / Institution:
Cisco
Author:
Not specified
Target Audience:
Network Engineers, Students
Effective Period:
Not specified
Approval Date:
Not specified
Modification Date:
Not specified
Year:
2019
Region / City:
Africa
Theme:
Consultancy Services, Resource Mobilization, African Union
Document Type:
Request for Proposals
Organization / Institution:
African Union Commission
Author:
African Union Commission
Target Audience:
Consultants, Firms
Period of Validity:
N/A
Approval Date:
N/A
Amendment Date:
N/A
Agency:
Indian Health Service
Parent Department:
Department of Health and Human Services
Regulatory Framework:
HIPAA Privacy Rule (45 C.F.R. Parts 160 and 164)
OMB Control Number:
0917-0030
Document Type:
Supporting statement for information collection request
Purpose:
Extension of previously approved information collection
Covered Entity Status:
Indian Health Service as a HIPAA covered entity
Forms Covered:
IHS-810, IHS-912-1, IHS-912-2, IHS-913, IHS-917
Legal Basis:
Health Insurance Portability and Accountability Act of 1996
Federal Register Notices:
81 Fed. Reg. 3806 (January 22, 2016); 81 Fed. Reg. 15347 (March 22, 2016)
Public Comment Outcome:
No comments received
Submission Recipient:
Office of Management and Budget
Year:
2024
Region / city:
Arlington, VA
Topic:
Education, Special Education
Document type:
Guidelines
Organization / institution:
Council for Exceptional Children, CEEDAR Center
Author:
Aceves, T. C., Kennedy, M. J., McLeskey, J.
Target audience:
Education professionals, families
Period of validity:
N/A
Approval date:
February 2024
Date of changes:
N/A
Contextual description:
A guideline for interpreting and communicating assessment data to support collaboration among educators and families in designing individualized educational programs for students with disabilities.
Year:
2026
Region / City:
United States
Topic:
Privacy Rule Compliance, Health Information
Document Type:
Government Information Collection Request
Agency:
Indian Health Service (IHS)
Author:
Department of Health and Human Services (HHS)
Target Audience:
Healthcare providers, IHS staff, and patients
Period of Effectiveness:
Ongoing
Approval Date:
Not specified
Date of Amendments:
Not specified