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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

806 topics in this forum

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

    By gc@chimentowebb.com,
    • 3 replies
    • 914 views

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

    By gc@chimentowebb.com,
    • 1 reply
    • 813 views

  3. 457b and Keogh

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  4. Governmental 457(b) Plan Eligibility

    By Plan Doc,
    • 1 reply
    • 1.9k views

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

    By Abby N,   
    • 1 reply
    • 268 views

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

    By Belgarath,
    • 9 replies
    • 927 views

  7. 457(b) Distribution - Procedurally speaking

    By Buffalo TPA,
    • 6 replies
    • 997 views

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

    By cathyw,
    • 2 replies
    • 841 views

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

    By Belgarath,
    • 5 replies
    • 1.6k views

  10. 457f Participant with Small ($0.02) Vested Account Balance Mistakenly Not Distributed

    By waid10,
    • 5 replies
    • 994 views

  11. 457(b) correction of "overpayment"

    By t.haley,
    • 1 reply
    • 715 views

  12. Australian Citizen CFO w/o SSN

    By Plan Doc,
    • 2 replies
    • 668 views

  13. Death of 457f participant

    By Will J,
    • 1 reply
    • 651 views

  14. Never notified that an election must be made

    By Mary Ann V,
    • 0 replies
    • 671 views

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

    By Tioscrooge,
    • 7 replies
    • 2.1k views

  16. 457(b) plans and SECURE 2.0

    By 30Rock,
    • 3 replies
    • 942 views

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

    By Plan Doc,
    • 6 replies
    • 1.1k views

  18. Empower 457 Plan

    By Eric Hanford,
    • 1 reply
    • 792 views

  19. Change in Eligibility

    By JKW,
    • 5 replies
    • 1k views

  20. 457(f) Substantial Risk of Forfeiture

    By IM4ERISA,
    • 8 replies
    • 2.4k views

  21. 457(b) Beneficiary Dispute

    By Darrylle Garcia,
    • 1 reply
    • 1.5k views

  22. Church NQDC Taxable on Vesting?

    By Plan Doc,
    • 3 replies
    • 1.2k views

  23. MDO in Tax-Exempt 457b Plan

    By 401kology,   
    • 0 replies
    • 717 views

  24. Want to avoid distributions triggered by merger.

    By ERISA-Bubs,
    • 0 replies
    • 657 views

  25. 457(b) distributions

    By Belgarath,
    • 4 replies
    • 1.4k views

  26. 457 Withdrawal

    By Jack Stevenson,
    • 2 replies
    • 1.3k views

  27. 457 Plan

    By Jack Stevenson,
    • 4 replies
    • 953 views

  28. 457 Employer Contributions

    By LDogg,
    • 3 replies
    • 969 views

  29. SRF + Vesting

    By #toomanyrules,
    • 9 replies
    • 1.4k views

  30. 457b Unforseeable Emergency requirements

    By 30Rock,
    • 2 replies
    • 919 views

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

    By mydayjob,
    • 3 replies
    • 791 views

  32. 457(b) Document Provider

    By cathyw,
    • 2 replies
    • 652 views

  33. 457(b) Plans missed deferrals

    By EmpbAF,
    • 1 reply
    • 1.2k views

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

    By Plan Doc,
    • 1 reply
    • 803 views

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

    By 401(k)athryn,
    • 2 replies
    • 1.8k views

  36. 457(f) - On vesting, taxes paid but money stays in the Plan?

    By ERISA-Bubs,
    • 7 replies
    • 2.1k views

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

    By 401(k)athryn,
    • 2 replies
    • 1k views

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

    By Peter Gulia,
    • 0 replies
    • 614 views

  39. Eligibility for 457 Plan Year-by-Year

    By metsfan026,
    • 4 replies
    • 806 views

  40. Correcting 457(f) Plan Error

    By waid10,
    • 2 replies
    • 1k views

  41. Distributions from 457(f) Plan

    By #toomanyrules,
    • 3 replies
    • 2.2k views

  42. Nongovernmental 457(b) Catch-Up

    By Plan Doc,
    • 0 replies
    • 577 views

  43. 457(b) plan into after tax acct of some type

    By SHA,
    • 7 replies
    • 1.1k views
    • SHA
    • SHA

  44. Post-Year-End Employer Contribution to 457(b) Plan

    By Plan Doc,
    • 5 replies
    • 1.1k views

  45. 457(f) Vesting Amendment to Accelerate Vesting

    By austin3515,
    • 1 reply
    • 1.1k views

  46. Retroactive Effective Date for 457(b) Plan

    By Plan Doc,
    • 4 replies
    • 1.5k views

  47. Disregarded entity for tax purposes

    By Belgarath,
    • 3 replies
    • 1.4k views

  48. Distribution from a 457 Plan

    By metsfan026,
    • 2 replies
    • 904 views

  49. Timing for Deferral Elections under New 457(b) Plan

    By Plan Doc,
    • 6 replies
    • 953 views

  50. Non-Governmental 457(b) SECURE Amendment - RMDs

    By Christine Roberts,
    • 6 replies
    • 1.7k views
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