457 Plans

807 topics in this forum

1. Aggregation of Plans when determining maximum amount of loan

   By Guest sammy, November 14, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 20, 2002

2. Governmental 457(b) Plan Eligibility

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

3. 401(k) & 457

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

4. 457(b) Plans - Is there something called a 10% rule?

   By Guest GoldenBear03, July 17, 2006
   • 1 reply
   • 2k views
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   • Locust
   • July 17, 2006

5. Excess deferral reporting

   By Ken Davis, June 8, 2004
   • 0 replies
   • 2k views
   • 
   • Ken Davis
   • June 8, 2004

6. 457

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

7. FICA Alternative Plan

   By oldman, August 18, 2010
   • 0 replies
   • 2k views
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   • oldman
   • August 18, 2010

8. 457 vesting and taxation

   By Santo Gold, November 8, 2009
   • 0 replies
   • 2k views
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   • Santo Gold
   • November 8, 2009

9. Another question for the 457 experts... Compensation under 403(b) and 415

   By card, March 4, 2004
   • 0 replies
   • 2k views
   • 
   • card
   • March 4, 2004

10. 457 earnings eligible for emergency withdrawal?

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

11. 457(f) and short-term deferral

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

12. 457(b) and 401(k)

    By Guest ButchElfers, June 13, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • June 13, 2002

13. Elective deferrals from 457(f) distribution?

    By Guest DIY, March 2, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 2, 2007

14. Correction of 457(b) in VCP?

    By Guest mds, October 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 19, 2008

15. Substantial risk of forfeiture

    By britoski, August 9, 2012
    • 2 replies
    • 2k views
    • 
    • britoski
    • February 14, 2013

16. Extended Risk of Forfeiture

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

17. I have a proposal request from a gov. entity

    By SteveH, August 3, 2006
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • August 4, 2006

18. age 75 rule and 457 plan

    By Guest adevito, June 24, 2002
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • June 25, 2002

19. Traditional to 457(b)

    By Guest mtg2004, December 30, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 30, 2004

20. Improper distribution from 457 Plan

    By Guest tws, May 1, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 6, 2002

21. HEART ACT

    By Nassau, September 23, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 23, 2008

22. 457(b) death taxation

    By Draper55, September 27, 2021
    • 2 replies
    • 2k views
    • 
    • Draper55
    • September 28, 2021

23. Taxation of Life Insurance in Gov'tl 457(b) Plan

    By Guest aciepluch, May 10, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 10, 2007

24. W2!? Little help please

    By Guest Monster, February 13, 2002
    • 0 replies
    • 1.9k views
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    • Guest
    • February 13, 2002

25. Retirement incentive payment

    By Guest michaelb, March 16, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 16, 2004

26. Not-for-profit entity has a 457(b) plan, but will be acquiring for profit businesses

    By katieinny, May 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • May 18, 2010

27. Long Term Care Insurance in 457(b) Plan of Govt'l Employer

    By Guest aciepluch, May 10, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 10, 2007

28. unforseen emergency--suspension of deferrals?

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

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

    By 401(k)athryn, September 26, 2023
    • 2 replies
    • 1.9k views
    • 
    • CuseFan
    • September 28, 2023

30. Reduced Wage Base for PERs if using 457b?

    By Guest bstarr@metlife.com, February 21, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 21, 2004

31. Catch-up on 457 and 403(b)

    By Guest kdm, May 3, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 6, 2002

32. 457(b) and State Taxes

    By Guest lkazden, June 3, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • June 3, 2002

33. 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

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

    By Belgarath, March 6, 2025
    • 7 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 19, 2025

35. nonqualified plans and community property laws

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

36. 415 Limit

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

37. 457 Unforseeable Emergency

    By Guest hhansen, June 4, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 4, 2002

38. Maximum Contribution

    By joel, January 5, 2005
    • 0 replies
    • 1.9k views
    • 
    • joel
    • January 5, 2005

39. Termination Notice & Years of Service = Substantial Risk of Forfei

    By Guest jpetrancosta, August 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 6, 2002

40. Proposed Regs and 457 Plan Amendments

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

41. Tax Withholding for Tax Exempt

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

42. Automatic Rollover Requirements

    By Guest cicday, September 28, 2005
    • 1 reply
    • 1.9k views
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    • R. Butler
    • September 28, 2005

43. Rev. Rul. 2004-57

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

44. 457 Catch-Up/Unused Limits

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

45. Partial Distributions

    By Guest TJG, August 23, 2013
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 23, 2013

46. 457 Spousal Rollovers

    By Guest Frankie, August 24, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 24, 2002

47. 457(b) tax-exempts & Top Hat

    By Guest scottyd, October 31, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 1, 2002

48. New 403(b)/457(b) Educational Message Board

    By Ellie Lowder, May 14, 2002
    • 0 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • May 14, 2002

49. Contributions beyond NRA

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

50. 461 plan

    By Everett Moreland, March 31, 2005
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • April 1, 2005