457 Plans

807 topics in this forum

1. Profit Sharing for School Admins

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

2. defined benefit 457(b) plan

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

3. 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

4. PERS and PARS

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

5. Taxable Year

   By Guest Retina, May 4, 2004
   • 2 replies
   • 2.7k views
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   • Guest
   • August 9, 2004

6. 457(b) direct rollover to annuity ?

   By Guest bluefish, July 31, 2004
   • 4 replies
   • 7.8k views
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   • Guest
   • August 4, 2004

7. 457(f)What are the different possible investments that are allowed by IRS?

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

8. Self Directed Brokerage Account (SDBA) research

   By Guest seanao, July 1, 2004
   • 1 reply
   • 2.3k views
   • 
   • joel
   • July 31, 2004

9. 457 earnings eligible for emergency withdrawal?

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

10. 457 Amendments

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

11. Rev. Rul. 2004-57

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

12. 457 Deferrals under 415

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

13. Should we try?

    By Guest m.n.ouellette, June 28, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2004

14. Question on Catch-Up Prior to Plan NRA, Gov't 457(b)Plans

    By Guest barrystarr, July 2, 2004
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • July 2, 2004

15. catch-up and retro funding

    By Guest Retina, June 15, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 2, 2004

16. Normal Retirement Age - What determines this?

    By Guest Tom Bennett, June 16, 2004
    • 2 replies
    • 2.8k views
    • 
    • Everett Moreland
    • June 17, 2004

17. Non-elective contributions based on employee-seniority

    By Guest Lisha, May 25, 2004
    • 2 replies
    • 2.6k views
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    • mbozek
    • June 15, 2004

18. Non-governmental 457(b) Plan litits on contributions

    By Brian Gallagher, May 11, 2004
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • June 11, 2004

19. Client wants to stop contributing to her Governmental 457 Plan. She is retired at 52 and states she is in some 'designated payment period'.

    By Guest DeanT, June 9, 2004
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • June 10, 2004

20. Trustee to Trustee transfer

    By Guest farz, June 8, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 8, 2004

21. Excess deferral reporting

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

22. QJSA - Spousal Consent

    By Guest TroyRiley, May 26, 2004
    • 1 reply
    • 4.4k views
    • 
    • RTK
    • May 26, 2004

23. 457 Provider Search.....top providers?

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

24. Correction and reporting of excess deferrals, governmental vs. tax-exempt entity plans

    By Ken Davis, May 21, 2004
    • 0 replies
    • 2.3k views
    • 
    • Ken Davis
    • May 21, 2004

25. Tax rate if 457 is cashed in early?

    By Guest Nevada3, May 20, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 20, 2004

26. Government 457 plan and ERISA

    By Guest NYLabor, May 4, 2004
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • May 4, 2004

27. Annuitizing an account in a 457 plan

    By Guest DeanT, April 21, 2004
    • 1 reply
    • 3.3k views
    • 
    • mbozek
    • April 21, 2004

28. Can I qit my job & terminate my 457 to pay for college? -This ones a challenge!

    By Guest Nevada3, April 20, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 20, 2004

29. 457 deferral limit question

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

30. unforseen emergency--suspension of deferrals?

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

31. Tax Exempt Entity with 457 covering all employees?

    By Guest TBick, April 13, 2004
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 13, 2004

32. 457 employee deferrals

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

33. Deceased Employee, 457 Deferrals from Final Pay

    By jsb, April 12, 2004
    • 1 reply
    • 2.3k views
    • 
    • Harwood
    • April 13, 2004

34. Non Profit with 457(f) Plan

    By Guest TAR, April 7, 2004
    • 11 replies
    • 4.4k views
    • 
    • mbozek
    • April 9, 2004

35. 457(b) for nonprofit--EGTRRA sunset language suggested?

    By Guest kjungkin, April 8, 2004
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • April 8, 2004

36. PRL for 457(f)?

    By Guest sjb, March 25, 2004
    • 3 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 26, 2004

37. Noncompete as a Substantial Risk of Forfeiture under Section 457(f)

    By card, March 4, 2004
    • 3 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • March 26, 2004

38. Is this a 457(f) plan?

    By Guest Nodak, March 5, 2004
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 16, 2004

39. Retirement incentive payment

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

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

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

41. 457 Author Needed

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

42. 457 In-service distributions

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

43. 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

44. Any Suggestions on How to Accomplish This?

    By Scott, March 2, 2004
    • 1 reply
    • 2.2k views
    • 
    • E as in ERISA
    • March 3, 2004

45. 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

46. Employer Provided Retirement Benefit for 501 (c)(6)

    By Guest hcs, February 18, 2004
    • 3 replies
    • 4.3k views
    • 
    • mbozek
    • February 19, 2004

47. 457(f) elective deferrals

    By Guest Philip, February 16, 2004
    • 5 replies
    • 3.7k views
    • 
    • Kirk Maldonado
    • February 18, 2004

48. Bona Fide Severance Pay Plan

    By card, February 17, 2004
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • February 17, 2004

49. Conduit IRA?

    By Felicia, February 12, 2004
    • 1 reply
    • 2.4k views
    • 
    • Harwood
    • February 12, 2004

50. Application of 501(m)

    By Guest PJW, February 12, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 12, 2004