457 Plans

806 topics in this forum

1. 457(b) vs. 457(f)

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

2. Accounting for 457b and 457f Plans

   By Guest PeteJ, August 9, 2010
   • 3 replies
   • 22.4k views
   • 
   • Guest
   • August 9, 2010

3. Going from a 401(k) to 457: How does that work?

   By Guest GoGoLucky, April 27, 2007
   • 1 reply
   • 21.4k views
   • 
   • J Simmons
   • May 13, 2007

4. 457(f) and mutual fund options 1 2

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

5. How often do creditors take 457b plan assets?

   By Guest hannahdog, January 30, 2008
   • 5 replies
   • 15.5k views
   • 
   • jpod
   • June 17, 2008

6. 457 plans and form 5500

   By Santo Gold, April 8, 2008
   • 7 replies
   • 13.2k views
   • 
   • jpod
   • April 9, 2008

7. QDRO 457(b) Nongovernmental Plan

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

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

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

9. Can an Employee Terminate 457b without first quitting my job?

   By Teacherinneed, October 17, 2016
   • 5 replies
   • 11.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 18, 2016

10. Question on 457(f) Taxation of distributions

    By Guest Moni.maker, November 11, 2014
    • 5 replies
    • 11.5k views
    • 
    • Carol V. Calhoun
    • November 12, 2014

11. Going Against The Tide

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

12. 457 In-service distributions

    By Guest gregens, December 22, 2003
    • 3 replies
    • 10.4k views
    • 
    • Guest
    • March 6, 2004

13. 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

14. 457(b) self correction?

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

15. Contribution limits for 2007

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

16. 457 Provider Search.....top providers?

    By Guest ks@pfegroup, May 9, 2004
    • 4 replies
    • 8k views
    • 
    • mbozek
    • May 24, 2004

17. question regarding tax id numbers for municipalities and tax documents

    By Guest jsimmons0, June 17, 2005
    • 0 replies
    • 8k views
    • 
    • Guest
    • June 17, 2005

18. 457(b) direct rollover to annuity ?

    By Guest bluefish, July 31, 2004
    • 4 replies
    • 7.7k views
    • 
    • Guest
    • August 4, 2004

19. Summary plan description for 457 plan

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

20. Medicaid providers as 457 participants

    By Guest EditInIllinois, September 25, 2008
    • 8 replies
    • 7.4k views
    • 
    • EmployeeofMD
    • October 12, 2015

21. 457 plans and 1099-R

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

22. 457(b) Tax-Exempt Excess Deferral

    By DTH, February 5, 2010
    • 8 replies
    • 6.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 15, 2010

23. Termination of 457(b) Plan

    By Guest John Nelson, May 3, 2002
    • 5 replies
    • 6.6k views
    • 
    • davef
    • May 8, 2002

24. PLR 200430013-Federal Credit Unions and 457

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

25. 457(b)---Basic Questions

    By Guest BSimpson, June 13, 2002
    • 7 replies
    • 6.4k views
    • 
    • TLGeer
    • February 2, 2007

26. QDROs and 457(f) plans

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

27. 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

28. Terminating a Non Profit 457(b)

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

29. Multiple Employer Governmental 457 Plan

    By oldman, June 13, 2010
    • 6 replies
    • 6.1k views
    • 
    • Patricia Neal Jensen
    • October 15, 2019

30. deposit rules

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

31. 457B vs 401K - Employer Contributions and FICA/Med

    By Guest jrschmid, July 22, 2008
    • 2 replies
    • 5.9k views
    • 
    • Guest
    • July 22, 2008

32. Nonqualified 457(b) Distributions

    By Guest tschwab, December 16, 2001
    • 4 replies
    • 5.7k views
    • 
    • MGB
    • April 29, 2002

33. Exceeding 402g and 415c limits...

    By K-t-F, November 5, 2004
    • 5 replies
    • 5.4k views
    • 
    • mbozek
    • January 18, 2005

34. Distribution Options From 457(b) Plans

    By Guest jolson, March 28, 2003
    • 1 reply
    • 5.4k views
    • 
    • mbozek
    • April 28, 2003

35. Ineligible 457 plan and installment payments

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

36. Transfer assets from 457 to 401k of same employer

    By jkharvey, September 5, 2007
    • 2 replies
    • 5.3k views
    • 
    • TLGeer
    • October 23, 2007

37. Funded Nongovernmental 457(b) Vesting

    By Rob P, September 16, 2009
    • 3 replies
    • 5.2k views
    • 
    • Rob P
    • September 17, 2009

38. Interplay of 409A and 457(f)

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

39. Merger of 457(b) Plans

    By Guest lrusso, August 5, 2003
    • 3 replies
    • 5.1k views
    • 
    • Everett Moreland
    • August 5, 2003

40. EGTRRA Violates California 457 Law?

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

41. Substantial Risk Forfeiture: Retirement 457(f)

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

42. 457(f) and 409A

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

43. Loans in a 457 plan?

    By Guest Brian Cox, June 28, 2001
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • September 18, 2001

44. 457(b) Plan Distribution Elections

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

45. SERP distributions

    By Guest gordonhs, July 30, 2003
    • 1 reply
    • 4.8k views
    • 
    • mbozek
    • August 3, 2003

46. 457(f) plans and FICA withholding

    By Guest phyphy, May 19, 2005
    • 1 reply
    • 4.5k views
    • 
    • QDROphile
    • May 19, 2005

47. 457 transfer

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

48. 457(b) Late Distribution

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

49. Transfers between Nongovernmental 457(b) Plans

    By Guest IRISH79, March 22, 2007
    • 5 replies
    • 4.5k views
    • 
    • TLGeer
    • June 2, 2007

50. 457(b) Document Compliance and Enforcement

    By Randy Watson, September 14, 2011
    • 5 replies
    • 4.5k views
    • 
    • Randy Watson
    • September 22, 2011