Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 12
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24Pilot Questionnaire for Governmental Plans Initiative
23. Are mandatory employee contributions required under the terms of the Plan?
Yes
No
24. Pick-up contributions are those contributions designated as employee contributions but where the
governmental entity “picks up” the contributions and treats them as employer contributions.
a. Does the Plan treat mandatory employee contributions as pre-tax “pick-up” contributions under Code
section 414(h)?
Yes
No
b. If "Yes," does the Plan or System have a private letter ruling on the “pick-up”?
Yes
No
c. If you responded “Yes,” to a. how are pick-up contributions made or determined?
Plan Terms
Formal Action taken by duly authorized person
Collective bargaining agreement
Employer discretion
Other
(please specify):
25. Do the terms of the Plan allow participants to make voluntary employee contributions to the Plan?
Yes
No
Question 26 applies only to defined contribution plans. If the Plan is a hybrid or defined benefit plan, skip to
Question 27.
26. a. Does the governmental employer make contributions on behalf of employees?
Yes
No
If you responded “Yes,” answer b. and c. below.
If you responded “No,” proceed to Question 31.
b. What kind of contributions are made by the governmental employer on behalf of employees?
Flat dollar amount
Matching contributions
Percentage of payroll
Other
(please specify):
c. How are contributions credited or allocated to participants’ accounts? (e.g., a percentage of an
employee’s compensation)
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 12
Department of the Treasury - Internal Revenue Service
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