457 Plans

806 topics in this forum

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

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

2. Spousal Beneficiary and required distribution date

   By Guest kathypeterson, June 14, 2005
   • 1 reply
   • 2.3k views
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   • jevd
   • June 14, 2005

3. 457b tax exempt rollovers / transfers

   By Guest LSULLIVAN, June 7, 2005
   • 4 replies
   • 3.6k views
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   • QDROphile
   • June 7, 2005

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

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

5. 457(b) and 457(f)

   By Guest Narcisso, June 3, 2005
   • 3 replies
   • 2.8k views
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   • mbozek
   • June 3, 2005

6. Recommendations for 457(b) Vendor?

   By Guest erisafried, May 24, 2005
   • 3 replies
   • 3k views
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   • mbozek
   • May 24, 2005

7. Tax Exempt Matching Contributions

   By oldman, May 24, 2005
   • 1 reply
   • 1.8k views
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   • Ron Snyder
   • May 31, 2005

8. valuation of a floor benefit serp for income tax purposes under a 457f plan

   By Guest rod, May 19, 2005
   • 0 replies
   • 2.2k views
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   • Guest
   • May 19, 2005

9. 457(f) plans and FICA withholding

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

10. Schedule of Benefits in 457 Plan

    By Guest EagleEyes, May 11, 2005
    • 2 replies
    • 2.3k views
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    • Guest
    • May 12, 2005

11. Deferred Compensation & Grandfather Provision

    By Guest jcorona, May 6, 2005
    • 1 reply
    • 1.8k views
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    • E as in ERISA
    • May 6, 2005

12. Federal Credit Unions and 457

    By Guest George Chimento, May 5, 2005
    • 3 replies
    • 2.7k views
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    • GBurns
    • May 8, 2005

13. 457(f) and 409A--what is a short term deferral?

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

14. Need help with a catchup provision for a fireman

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

15. independent contractor

    By Guest lskin, April 25, 2005
    • 1 reply
    • 2.3k views
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    • mbozek
    • May 2, 2005

16. 257 Deferred Comp Plan

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

17. 461 plan

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

18. Eligible employers

    By Guest LSULLIVAN, March 24, 2005
    • 3 replies
    • 1.8k views
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    • davef
    • March 28, 2005

19. 457(b) limit

    By FJR, March 10, 2005
    • 5 replies
    • 2.5k views
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    • Lori Friedman
    • March 11, 2005

20. 457(b) beneficiary

    By Guest coffeebreath, March 10, 2005
    • 2 replies
    • 2.6k views
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    • Guest
    • May 10, 2005

21. Differences between 457s and otter types

    By Guest JurisPrude, March 7, 2005
    • 2 replies
    • 2.6k views
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    • card
    • March 18, 2005

22. Optional Forms for a tax exempt

    By rlb64, February 11, 2005
    • 0 replies
    • 1.6k views
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    • rlb64
    • February 11, 2005

23. Interplay of 409A and 457(f)

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

24. Tax Withholding for Tax Exempt

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

25. Timing of contributions

    By rlb64, January 28, 2005
    • 1 reply
    • 2.1k views
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    • QDROphile
    • January 28, 2005

26. First of mo. req. for contrib elections & chgs

    By Guest RGlaser, January 27, 2005
    • 1 reply
    • 1.7k views
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    • mbozek
    • January 27, 2005

27. 457(f) and 409A interplay

    By Locust, January 5, 2005
    • 4 replies
    • 3.2k views
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    • Locust
    • January 6, 2005

28. Maximum Contribution

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

29. 415(m) Rabbi Trust investment

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

30. FICA taxes on tax exempt 457(b) deferrals

    By Guest JRL, January 5, 2005
    • 3 replies
    • 2.8k views
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    • mbozek
    • January 5, 2005

31. Taxable Benefit in 2004?

    By Guest code_surfer, January 4, 2005
    • 2 replies
    • 2k views
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    • mbozek
    • January 4, 2005

32. Traditional to 457(b)

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

33. 457 Plan Assets - risk to participants?

    By waid10, December 30, 2004
    • 3 replies
    • 2.8k views
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    • Everett Moreland
    • December 30, 2004

34. State Prohibition on the use of annuities as a funding medium

    By joel, December 22, 2004
    • 40 replies
    • 6.3k views
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    • joel
    • January 19, 2005

35. How to Terminate a 457?

    By Guest getaxa, December 16, 2004
    • 1 reply
    • 3.1k views
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    • mbozek
    • December 17, 2004

36. Anti-cutback

    By Guest curious jorge, December 3, 2004
    • 1 reply
    • 2.1k views
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    • Everett Moreland
    • December 4, 2004

37. Rollovers/Merger of 403(b) plans into 457 Plans

    By Guest alan24, November 30, 2004
    • 2 replies
    • 2.3k views
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    • mbozek
    • November 30, 2004

38. Non-Qualified plans for Federal Employees?

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

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

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

40. Tax consequences of a grandfathered 457 plan

    By smm, November 1, 2004
    • 0 replies
    • 2.1k views
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    • smm
    • November 1, 2004

41. Regulatory agency for governmental and non-governmental 457(b) plans.

    By joel, October 27, 2004
    • 4 replies
    • 3.5k views
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    • mbozek
    • October 28, 2004

42. 457(f) and AJCA

    By Guest Philip, October 15, 2004
    • 5 replies
    • 2.8k views
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    • Guest
    • October 26, 2004

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

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

44. Profit Sharing for School Admins

    By Guest mcasciola, September 27, 2004
    • 2 replies
    • 1.9k views
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    • mbozek
    • September 28, 2004

45. defined benefit 457(b) plan

    By Felicia, September 8, 2004
    • 5 replies
    • 4.4k views
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    • SoCalActuary
    • September 14, 2004

46. PERS and PARS

    By Guest dietpepsi, August 18, 2004
    • 0 replies
    • 2.5k views
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    • Guest
    • August 18, 2004

47. Model Amendments for Tax-Exempts?

    By Alf, August 11, 2004
    • 4 replies
    • 2.2k views
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    • mbozek
    • October 5, 2004

48. 457(f)What are the different possible investments that are allowed by IRS?

    By Guest Tadashi, July 31, 2004
    • 1 reply
    • 2.5k views
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    • QDROphile
    • August 2, 2004

49. 457(b) direct rollover to annuity ?

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

50. PLR 200430013-Federal Credit Unions and 457

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