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457 Plans

Issues relating to 457(b) and 457(f) (nonqualified deferred compensation) plans of both tax-exempt and governmental employers

810 topics in this forum

  1. Small Quasi Govt 457b

    By austin3515,
    • 6 replies
    • 358 views

  2. Single-Employee Tax-Exempt Organization 457 Plan

    By Plan Doc,
    • 8 replies
    • 648 views

  3. 457(b)/Nonqual Brokerage Platform

    By austin3515,
    • 2 replies
    • 473 views

  4. 457(f) Plan Termination

    By austin3515,
    • 8 replies
    • 3.9k views

  5. SECURE Amendment deadline for tax-exempt 457(b) Plans

    By Belgarath,
    • 7 replies
    • 2.7k views

  6. 457(b) and 457(f) participant notice requirements

    By Just Tri,
    • 0 replies
    • 455 views

  7. Postponement of 457(f) benefits: the competing rules of 457(f) and 409A

    By gc@chimentowebb.com,
    • 3 replies
    • 1.6k views

  8. Employee's "right" to select a retirement date

    By gc@chimentowebb.com,
    • 1 reply
    • 1.1k views

  9. 457b and Keogh

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

  10. Governmental 457(b) Plan Eligibility

    By Plan Doc,
    • 1 reply
    • 2.5k views

  11. Reporting of previously taxed portion of 457(f) death benefit paid to beneficiary

    By Abby N,   
    • 1 reply
    • 686 views

  12. Whenever you think you have heard it all...giving money BACK to the employer

    By Belgarath,
    • 9 replies
    • 1.4k views

  13. 457(b) Distribution - Procedurally speaking

    By Buffalo TPA,
    • 6 replies
    • 2.6k views

  14. Transfer between non-governmental 457(b) plans

    By cathyw,
    • 2 replies
    • 1.4k views

  15. Trustees of Rabbi Trusts

    By austin3515,
    • 16 replies
    • 3.8k views

  16. 457f Participant with Small ($0.02) Vested Account Balance Mistakenly Not Distributed

    By waid10,
    • 5 replies
    • 1.4k views

  17. 457(b) correction of "overpayment"

    By t.haley,
    • 1 reply
    • 1.1k views

  18. QDRO 457(b) Nongovernmental Plan

    By DTH,
    • 9 replies
    • 13.9k views

  19. Australian Citizen CFO w/o SSN

    By Plan Doc,
    • 2 replies
    • 922 views

  20. Death of 457f participant

    By Will J,
    • 1 reply
    • 924 views

  21. Never notified that an election must be made

    By Mary Ann V,
    • 0 replies
    • 849 views

  22. Tax reporting for a Transfer of 457b funds from one spouse to another as part of divorce

    By Tioscrooge,
    • 7 replies
    • 3.5k views

  23. 457(b) Beneficiary Dispute

    By Darrylle Garcia,
    • 1 reply
    • 2.2k views

  24. 457(b) plans and SECURE 2.0

    By 30Rock,
    • 3 replies
    • 1.2k views

  25. New 457(f) Plan Contributions for Past Service

    By Plan Doc,
    • 6 replies
    • 1.9k views

  26. Empower 457 Plan

    By Eric Hanford,
    • 1 reply
    • 1.1k views

  27. Change in Eligibility

    By JKW,
    • 5 replies
    • 1.4k views

  28. 457(f) Substantial Risk of Forfeiture

    By IM4ERISA,
    • 8 replies
    • 4.2k views

  29. Church NQDC Taxable on Vesting?

    By Plan Doc,
    • 3 replies
    • 1.5k views

  30. MDO in Tax-Exempt 457b Plan

    By 401kology,   
    • 0 replies
    • 934 views

  31. 457(b) Plans missed deferrals

    By EmpbAF,
    • 1 reply
    • 1.6k views

  32. Want to avoid distributions triggered by merger.

    By ERISA-Bubs,
    • 0 replies
    • 885 views

  33. 457(b) distributions

    By Belgarath,
    • 4 replies
    • 3.1k views

  34. 457 Withdrawal

    By Jack Stevenson,
    • 2 replies
    • 1.6k views

  35. 457 Plan

    By Jack Stevenson,
    • 4 replies
    • 1.3k views

  36. 457 Employer Contributions

    By LDogg,
    • 3 replies
    • 1.3k views

  37. SRF + Vesting

    By #toomanyrules,
    • 9 replies
    • 2k views

  38. 457b Unforseeable Emergency requirements

    By 30Rock,
    • 2 replies
    • 1.2k views

  39. Need new administrator for 3 person Non-Governmental 457(b) Plan

    By mydayjob,
    • 3 replies
    • 1k views

  40. 457(b) Document Provider

    By cathyw,
    • 2 replies
    • 902 views

  41. Changing Normal Retirement Age under Governmental 457(b) Plan

    By Plan Doc,
    • 1 reply
    • 1.1k views

  42. Non-Governmental 457(b) - Distributions and Accounts

    By 401(k)athryn,
    • 2 replies
    • 2.8k views

  43. 457(f) - On vesting, taxes paid but money stays in the Plan?

    By ERISA-Bubs,
    • 7 replies
    • 3k views

  44. Non-Governmental 457(b) - Taxation on Distribution

    By 401(k)athryn,
    • 2 replies
    • 1.7k views

  45. May a governmental § 457(b) plan allow participants to self-certify an unforeseeable emergency?

    By Peter Gulia,
    • 0 replies
    • 1.1k views

  46. Eligibility for 457 Plan Year-by-Year

    By metsfan026,
    • 4 replies
    • 1.1k views

  47. Correcting 457(f) Plan Error

    By waid10,
    • 2 replies
    • 1.4k views

  48. Distributions from 457(f) Plan

    By #toomanyrules,
    • 3 replies
    • 3.1k views

  49. Nongovernmental 457(b) Catch-Up

    By Plan Doc,
    • 0 replies
    • 737 views

  50. 457(b) plan into after tax acct of some type

    By SHA,
    • 7 replies
    • 1.5k views
    • SHA
    • SHA
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