457 Plans

807 topics in this forum

1. Gust Amendmts.

   By Guest Frankie, October 6, 2001
   • 1 reply
   • 2.7k views
   • 
   • Carol V. Calhoun
   • October 16, 2001

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

   By Abby N, August 26, 2025   

   • 457(f)
   • death
   • (and 1 more)

     Tagged with:

     • 457(f)
     • death
     • 1099-misc
   • 1 reply
   • 391 views
   • 
   • Abby N
   • September 4, 2025

3. New Proposed 457 Regulations

   By Guest BCB, June 6, 2002
   • 1 reply
   • 2.1k views
   • 
   • mbozek
   • June 6, 2002

4. 457 Rollover

   By Guest bmundy, October 9, 2002
   • 1 reply
   • 1.7k views
   • 
   • mbozek
   • October 9, 2002

5. nonqualified plans and community property laws

   By Guest elmo27, November 17, 2011
   • 1 reply
   • 1.9k views
   • 
   • mbozek
   • December 18, 2011

6. 457b top hat failures

   By 30Rock, February 10, 2011
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • February 10, 2011

7. EEs of Governmental 457 & 401(a) move to affiliated Tax Exempt 403(b)

   By TPAVP, July 31, 2013
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • August 2, 2013

8. FAS 157

   By Guest DC-InvestmentConsultant, February 2, 2010
   • 1 reply
   • 1.2k views
   • 
   • Peter Gulia
   • February 3, 2010

9. Tandem 457(b)/457(f)

   By kgr12, October 29, 2002
   • 1 reply
   • 2.9k views
   • 
   • mbozek
   • November 13, 2002

10. Clarification on 3 Year NRA

    By Guest emvs, December 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 27, 2002

11. 457(b) and FICA

    By Randy Watson, July 20, 2006
    • 1 reply
    • 2.3k views
    • 
    • jpod
    • July 20, 2006

12. Is a 457b a plan described in 219(g)(5)(A)(iii)?

    By J Simmons, November 9, 2007
    • 1 reply
    • 1.9k views
    • 
    • Everett Moreland
    • November 9, 2007

13. unforseen emergency--suspension of deferrals?

    By Felicia, April 14, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 14, 2004

14. 457(b) and a Rabbi Trust

    By Guest JPotosky, January 31, 2007
    • 1 reply
    • 2.9k views
    • 
    • Locust
    • February 1, 2007

15. 457b City Plan/Union Plan

    By Guest philw, January 6, 2010
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 7, 2010

16. 457's

    By Guest melinda, February 5, 2002
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • February 5, 2002

17. 457(f) and short-term deferral

    By Ken Davis, June 7, 2012
    • 1 reply
    • 2k views
    • 
    • jpod
    • June 7, 2012

18. Contributions beyond NRA

    By Guest Thomas2006, March 24, 2008
    • 1 reply
    • 1.9k views
    • 
    • Everett Moreland
    • March 24, 2008

19. installments

    By cdavis25, March 30, 2017
    • 1 reply
    • 785 views
    • 
    • jpod
    • March 30, 2017

20. Concurrent 457(f) SRFs?

    By Guest rik, April 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 6, 2002

21. Need help with a catchup provision for a fireman

    By Guest eliashb89, May 2, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 9, 2005

22. Extended Risk of Forfeiture

    By jpod, September 20, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • September 23, 2002

23. "Exotic" Option Programs in Tax-Exempts

    By Guest LRichey, June 24, 2003
    • 1 reply
    • 1.6k views
    • 
    • IRC401
    • June 29, 2003

24. Non-Qualified plans for Federal Employees?

    By Guest erbok, November 8, 2004
    • 1 reply
    • 2.3k views
    • 
    • davef
    • November 9, 2004

25. Failed loan repayment

    By Guest Pension Girl, January 7, 2010
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • January 29, 2010

26. 457 e 11 LOSAPS

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

27. 401(a) merger with 457(b)

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

28. 457 deferral limit question

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

29. Top Hat 457(b) and New Deferred Comp. Rules

    By Christine Roberts, October 14, 2004
    • 1 reply
    • 2.2k views
    • 
    • Christine Roberts
    • October 15, 2004

30. Hartford's 457 plan specimen documents

    By J Simmons, March 6, 2009
    • 1 reply
    • 2.4k views
    • 
    • Peter Gulia
    • March 6, 2009

31. Making Payment to terminated vested 457(f) paticipants

    By Guest bsnipes, April 9, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • April 9, 2002

32. 457 Plan and ACP Testing

    By cpc0506, April 30, 2010
    • 1 reply
    • 1.8k views
    • 
    • TLGeer
    • April 30, 2010

33. rollovers--after-tax monies

    By Felicia, June 28, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • June 28, 2002

34. Maximum deferral limitation

    By jkharvey, November 13, 2007
    • 1 reply
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2007

35. Governmental 457(b) Plan Rollover

    By waid10, October 8, 2009
    • 1 reply
    • 2.1k views
    • 
    • PensionPro
    • October 8, 2009

36. Proposed Regs and 457 Plan Amendments

    By Christine Roberts, May 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • May 21, 2002

37. 457(f) and 409A--what is a short term deferral?

    By Guest Darrell, May 3, 2005
    • 1 reply
    • 2.3k views
    • 
    • E as in ERISA
    • May 3, 2005

38. Governmental 457(b) Plan Eligibility

    By Plan Doc, September 10, 2025
    • 1 reply
    • 2k views
    • 
    • Peter Gulia
    • September 10, 2025

39. 457(b) Plan and trust requirement

    By Guest Gibson, September 18, 2001
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 19, 2001

40. Successive/Sequential Ineligible Plans

    By Christine Roberts, March 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 26, 2012

41. Rev. Rul. 2004-57

    By Guest alan24, July 21, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 21, 2004

42. Correction of Erroneous Distribution

    By Guest SarahB, August 19, 2009
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • August 20, 2009

43. Tax Withholding for Tax Exempt

    By rlb64, February 4, 2005
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • February 7, 2005

44. 457 or taxable account?

    By Guest pleasehelp, January 5, 2004
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • January 5, 2004

45. Participant in 457 plan & a 401(k)

    By R. Butler, March 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 13, 2004

46. Death of 457f participant

    By Will J, October 29, 2024
    • 1 reply
    • 706 views
    • 
    • Artie M
    • October 30, 2024

47. 457(b) plan termination

    By Belgarath, July 7, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • July 8, 2016

48. FICA Distributions

    By Guest Catherine D, June 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • June 27, 2003

49. Tax Exempt 457 Plans and Rollovers

    By Guest Moreno, November 1, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

50. 457(b) transfers

    By Guest wjr, October 11, 2001
    • 1 reply
    • 3.2k views
    • 
    • Carol V. Calhoun
    • October 14, 2001