457 Plans

806 topics in this forum

1. "Exotic" Option Programs in Tax-Exempts

   By Guest LRichey, June 24, 2003
   • 1 reply
   • 1.5k views
   • 
   • IRC401
   • June 29, 2003

2. "Merging" two 457(b) Plans of related tax exempt entities

   By Guest Rosemary, March 4, 2011
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 4, 2011

3. "Substantially equal" monthly installments

   By Belgarath, April 30, 2020
   • 1 reply
   • 795 views
   • 
   • EBECatty
   • April 30, 2020

4. 100% Deferral?

   By Guest Zeus369, December 19, 2002
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • December 30, 2002

5. 1099 or w-2

   By katie58, July 27, 2014
   • 1 reply
   • 2.8k views
   • 
   • QDROphile
   • July 28, 2014

6. 1099-R or W-2?

   By davef, September 11, 2003
   • 1 reply
   • 3.5k views
   • 
   • Ron Snyder
   • September 18, 2003

7. 1099-R Reporting

   By Guest Frankie, August 3, 2002
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 12, 2002

8. 20% withholding rule

   By Guest jaspers, October 30, 2007
   • 1 reply
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 30, 2007

9. 2002 plan limits

   By Guest KFLETT, December 9, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • December 10, 2002

10. 257 Deferred Comp Plan

    By Guest mmc, April 11, 2005
    • 3 replies
    • 4.2k views
    • 
    • Guest
    • April 23, 2005

11. 401(a) merger with 457(b)

    By Guest 692729, February 12, 2003
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • February 12, 2003

12. 401(k) & 457

    By Guest kdm, May 31, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 4, 2002

13. 401(k) AND 457

    By Guest DZZ, October 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 2010

14. 403b plan termination

    By Guest Mike Moore, January 15, 2002
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

15. 408b2 and 457(b) tax exempt

    By Guest ebgroup, May 11, 2012
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • May 14, 2012

16. 414v(6) and SECTION 631 of the JCWAA

    By Guest Johnny, December 20, 2002
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 23, 2002

17. 415 (c) Contribution Limits

    By luissaha, June 8, 2022
    • 3 replies
    • 902 views
    • 
    • Luke Bailey
    • June 9, 2022

18. 415 Limit

    By Guest ptpnthr, April 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 25, 2002

19. 415(m) Rabbi Trust investment

    By Guest atlantaERISA, January 5, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 5, 2005

20. 457

    By joel, December 31, 2001
    • 2 replies
    • 2.7k views
    • 
    • joel
    • January 1, 2002

21. 457

    By Guest Brian0925, July 19, 2006
    • 2 replies
    • 2.3k views
    • 
    • Locust
    • July 26, 2006

22. 457

    By Guest thestockman, July 24, 2001
    • 5 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

23. 457

    By Guest HFOSTER, March 29, 2002
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 29, 2002

24. 457

    By Guest HGH, July 10, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 11, 2002

25. 457

    By Guest Sparky, October 4, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • October 14, 2002

26. 457 "constructive receipt"

    By Guest DennisDT, February 20, 2002
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 23, 2002

27. 457 & 401(a) Plans

    By debbiebaze, February 19, 2016   

    • 457
    • 401(a)
    • 2 replies
    • 1.3k views
    • 
    • debbiebaze
    • February 19, 2016

28. 457 & substantial risk of forfeiture & good reason term

    By Locust, October 16, 2007
    • 0 replies
    • 1.8k views
    • 
    • Locust
    • October 16, 2007

29. 457 & substantial risk of forfeiture & good reason term

    By Locust, October 16, 2007
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 28, 2007

30. 457 3-year catch-up, missed contributions from other plans

    By jsb, January 2, 2015
    • 1 reply
    • 1.6k views
    • 
    • SeanTankarian
    • January 2, 2015

31. 457 Amendments

    By Randy Watson, July 22, 2004
    • 0 replies
    • 1.8k views
    • 
    • Randy Watson
    • July 22, 2004

32. 457 and 401k

    By Guest breakwater, February 13, 2006
    • 5 replies
    • 3.7k views
    • 
    • GBurns
    • February 21, 2006

33. 457 and 415 limits

    By Guest Sten Lindquist, February 10, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • February 10, 2006

34. 457 and PEO

    By Guest Bward10577, June 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • TLGeer
    • June 5, 2010

35. 457 Annuity Withdrawal Penalties

    By Guest Freeda LaGrone, December 15, 2001
    • 2 replies
    • 2.7k views
    • 
    • QDROphile
    • December 15, 2001

36. 457 Author Needed

    By Gary Lesser, March 11, 2004
    • 0 replies
    • 2.7k views
    • 
    • Gary Lesser
    • March 11, 2004

37. 457 automatic cashout

    By Guest wendycatherine, October 24, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 24, 2002

38. 457 Beneficiary Fraud

    By MYMYMY, August 10, 2021
    • 1 reply
    • 756 views
    • 
    • MoJo
    • August 10, 2021

39. 457 Catch-Up/Unused Limits

    By Guest rbs, August 5, 2002
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • August 5, 2002

40. 457 checklists

    By ESI2015, September 3, 2020
    • 2 replies
    • 716 views
    • 
    • Bob the Swimmer
    • September 4, 2020

41. 457 conversion to IRA

    By Guest ron farrar, July 6, 2001
    • 4 replies
    • 3.9k views
    • 
    • jlf
    • July 20, 2001

42. 457 deferral limit question

    By Guest Lou, April 15, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 15, 2004

43. 457 Deferrals under 415

    By Guest AEA, May 14, 2004
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 15, 2004

44. 457 distribution rules

    By Guest petet, July 20, 2001
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • October 25, 2001

45. 457 e 11 LOSAPS

    By Guest lworthington, August 26, 2003
    • 1 reply
    • 3.3k views
    • 
    • mbozek
    • September 5, 2003

46. 457 earnings eligible for emergency withdrawal?

    By Guest MAWalsh, July 16, 2004
    • 2 replies
    • 2k views
    • 
    • joel
    • July 31, 2004

47. 457 employee deferrals

    By Guest agordon, April 2, 2004
    • 3 replies
    • 2.6k views
    • 
    • 401 Chaos
    • April 13, 2004

48. 457 Employer Contributions

    By LDogg, December 14, 2023
    • 3 replies
    • 969 views
    • 
    • Peter Gulia
    • December 14, 2023

49. 457 Employer Contributions

    By Guest RandyO, June 10, 2010
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • June 14, 2010

50. 457 employer match

    By cpc0506, July 12, 2010
    • 8 replies
    • 4.1k views
    • 
    • Peter Gulia
    • July 15, 2010