457 Plans

806 topics in this forum

1. 457(f) and mutual fund options 1 2

   By Guest kkost, February 22, 2002
   • 79 replies
   • 16.2k views
   • 
   • Guest
   • July 3, 2002

2. State Prohibition on the use of annuities as a funding medium

   By joel, December 22, 2004
   • 40 replies
   • 6.3k views
   • 
   • joel
   • January 19, 2005

3. Going Against The Tide

   By joel, July 29, 2006
   • 36 replies
   • 10.5k views
   • 
   • GBurns
   • August 9, 2006

4. Contribution limits for 2007

   By joel, September 21, 2007
   • 34 replies
   • 8.3k views
   • 
   • John Feldt ERPA CPC QPA
   • October 23, 2007

5. Update on rolling vesting under 409A and 457(f)?

   By Locust, June 6, 2005
   • 26 replies
   • 11.9k views
   • 
   • Guest
   • November 3, 2005

6. Ineligible 457 plan and installment payments

   By smm, April 17, 2002
   • 24 replies
   • 5.3k views
   • 
   • jpod
   • May 15, 2002

7. Why so difficult to set up these accounts?

   By austin3515, July 23, 2015
   • 23 replies
   • 3.4k views
   • 
   • QDROphile
   • July 24, 2015

8. EGTRRA Violates California 457 Law?

   By Guest KCW, November 29, 2001
   • 23 replies
   • 5k views
   • 
   • Guest
   • April 18, 2002

9. 457(f) Payment Timing and Inclusion in Income

   By kmhaab, June 19, 2019
   • 21 replies
   • 3.7k views
   • 
   • EBECatty
   • July 3, 2019

10. ASG rules apply to non-profits for 457(b) plans?

    By Belgarath, August 12, 2019
    • 19 replies
    • 2.4k views
    • 
    • Peter Gulia
    • March 10, 2021

11. Interplay of 409A and 457(f)

    By Guest curious jorge, February 9, 2005
    • 17 replies
    • 5.2k views
    • 
    • card
    • March 15, 2005

12. I want to set up a 401a plan for matching contributions to a 457 plan,

    By Guest nicdaryl, May 9, 2001
    • 16 replies
    • 9.4k views
    • 
    • Guest
    • August 23, 2004

13. 457 transfer

    By Guest denali52, August 5, 2001
    • 16 replies
    • 4.5k views
    • 
    • Guest
    • February 18, 2002

14. 457(f) and 409A

    By Locust, July 23, 2007
    • 16 replies
    • 4.9k views
    • 
    • QDROphile
    • August 16, 2007

15. Trustees of Rabbi Trusts

    By austin3515, December 2, 2019
    • 16 replies
    • 2.7k views
    • 
    • Peter Gulia
    • February 13

16. 457(b) for Board Members

    By austin3515, July 3, 2015
    • 15 replies
    • 2.7k views
    • 
    • XTitan
    • July 7, 2015

17. 457(f) Taxes on Quarterly Contribution by Employer

    By Rick S, June 21, 2018
    • 14 replies
    • 2.7k views
    • 
    • Rick S
    • August 8, 2018

18. Summary plan description for 457 plan

    By Moe Howard, June 2, 2003
    • 12 replies
    • 7.5k views
    • 
    • GBurns
    • June 4, 2003

19. Federal Credit Unions & NQDC Plans

    By Guest Joshua, November 8, 2006
    • 12 replies
    • 3.6k views
    • 
    • Guest
    • November 13, 2006

20. 457 plans and 1099-R

    By Guest D. Leeke, February 13, 2002
    • 12 replies
    • 7.3k views
    • 
    • Harwood
    • March 26, 2003

21. PLR 200430013-Federal Credit Unions and 457

    By Guest dietpepsi, July 29, 2004
    • 12 replies
    • 6.5k views
    • 
    • Guest
    • January 10, 2005

22. Short-Term Deferral Exception / 457f

    By austin3515, January 20, 2017
    • 12 replies
    • 3.9k views
    • 
    • EBECatty
    • June 14, 2017

23. How to locate TPAs that administer 457(b) gov't AND Top Hat 457(b) pla

    By Ellie Lowder, April 23, 2002
    • 12 replies
    • 3.7k views
    • 
    • Guest
    • September 1, 2002

24. Transfers-457(f) to private employer's top hat plan

    By Guest Bill Roberts, April 3, 2002
    • 11 replies
    • 4.3k views
    • 
    • Mike Preston
    • April 6, 2002

25. Beneficiary

    By Guest TJCuaresma, November 26, 2012
    • 11 replies
    • 3.7k views
    • 
    • mbozek
    • November 27, 2012

26. Substantial Risk Forfeiture: Retirement 457(f)

    By Guest woodchuck, November 9, 2007
    • 11 replies
    • 5k views
    • 
    • Tot
    • May 15, 2008

27. Do I need a document??

    By austin3515, October 24, 2017
    • 11 replies
    • 1.6k views
    • 
    • XTitan
    • October 25, 2017

28. Terminating a Non Profit 457(b)

    By Lori H, March 4, 2010
    • 11 replies
    • 6.2k views
    • 
    • Peter Gulia
    • October 13, 2010

29. deposit rules

    By Guest Rosemary Raymer, December 10, 2002
    • 11 replies
    • 5.9k views
    • 
    • mbozek
    • December 10, 2002

30. Fiduciary Breach

    By joel, March 13, 2010
    • 11 replies
    • 3.6k views
    • 
    • joel
    • March 20, 2010

31. not-for-profit tax emempt nonqualified

    By k man, August 7, 2007
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • August 7, 2007

32. Non Profit with 457(f) Plan

    By Guest TAR, April 7, 2004
    • 11 replies
    • 4.3k views
    • 
    • mbozek
    • April 9, 2004

33. QDROs and 457(f) plans

    By davef, March 14, 2002
    • 10 replies
    • 6.4k views
    • 
    • mbozek
    • March 21, 2002

34. SRF + Vesting

    By #toomanyrules, December 12, 2023
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • December 14, 2023

35. 457(b) Late Distribution

    By jpod, August 23, 2016
    • 9 replies
    • 4.5k views
    • 
    • gc@chimentowebb.com
    • May 24, 2017

36. 457(b) vs. 457(f)

    By Guest LVanSteeter, August 30, 2002
    • 9 replies
    • 32.6k views
    • 
    • mbozek
    • June 8, 2015

37. QDRO 457(b) Nongovernmental Plan

    By DTH, August 6, 2012
    • 9 replies
    • 12.7k views
    • 
    • Charlie
    • December 2, 2024

38. 457(b) for Healthcare network

    By Guest Vincer, March 13, 2002
    • 9 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • March 19, 2002

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

    By Belgarath, July 17
    • 9 replies
    • 927 views
    • 
    • RatherBeGolfing
    • July 21

40. K12 457 plans

    By Guest sschullo, January 20, 2007
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • June 10, 2007

41. 457(f) and post-employment medical insurance

    By jpod, September 6, 2006
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • September 8, 2006

42. Investment Options

    By austin3515, April 30, 2014
    • 9 replies
    • 2.1k views
    • 
    • XTitan
    • July 30, 2015

43. Fiduciary responsibility/liability for non-governmental plan?

    By Belgarath, January 21, 2015
    • 9 replies
    • 3.4k views
    • 
    • jondoejag2
    • July 17, 2018

44. Consequences of 457(f) plan failing top hat criteria

    By Christine Roberts, October 19, 2001
    • 9 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

45. Salary Deferrals allowed in 457(f)?

    By mariemonroe, September 29, 2008
    • 9 replies
    • 3.5k views
    • 
    • TLGeer
    • October 2, 2008

46. 457(b) Plan Distribution Elections

    By austin3515, December 6, 2013
    • 9 replies
    • 4.8k views
    • 
    • Belgarath
    • March 19, 2014

47. 457(b) self correction?

    By elmobob14, December 15, 2008
    • 9 replies
    • 9.3k views
    • 
    • Guest
    • July 20, 2011

48. Employer Contributon Only

    By Guest John Nelson, January 20, 2006
    • 8 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • January 23, 2006

49. contributions to a 457 Plan

    By Guest John Rose, January 2, 2002
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • January 4, 2002

50. Transfers of Employee Accounts to New Administrator

    By waid10, June 28, 2005
    • 8 replies
    • 2.9k views
    • 
    • QDROphile
    • June 30, 2005