Pilot Questionnaire for Governmental Plans Initiative
56. What issues does the Plan face when complying with the requirements of the Code? We are particularly
interested in any unique or special problems that governmental plans may have to address that private
employers may not face? (check all that apply)
Conflicts with state/local property rights/benefit guarantees, or collective bargaining agreements
Incompatible time frames (legislative sessions, etc.)
Rules, regulations and definitions better suited to ERISA plans
Nomenclature inapplicable to governmental plan setting
Missing or inadequate guidance relevant to unique governmental plan structures or special problems
Others
(please specify below):
57. Describe any additional information you would like to provide to supplement any of your responses to an
earlier question(s). Please clearly indicate the question(s) to which the information relates.
PART 8 - RETIREMENT SYSTEMS
58. Are you a governmental employer that participates in a state or local retirement system?
Yes
No
If “Yes,” answer questions 59-62. If “No,” skip to question 63.
59. How many governmental employers participate in the retirement system? Attach a list of those employers.
60. How many participants participate in the retirement system?
61. Briefly describe how your System is organized and operated.
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 23
Department of the Treasury - Internal Revenue Service