457 Plans

806 topics in this forum

1. HEART ACT

   By Nassau, September 23, 2008
   • 1 reply
   • 1.9k views
   • 
   • J Simmons
   • September 23, 2008

2. Amending 457(f) Plan to conform with new rules

   By Guest rfemmons, October 25, 2007
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • October 25, 2007

3. Deferred comp, or severance pay?

   By Ken Davis, July 3, 2003
   • 1 reply
   • 2.3k views
   • 
   • Everett Moreland
   • July 3, 2003

4. 457 Options From Maryland

   By LORENZO L TURNER, September 24, 2018
   • 1 reply
   • 688 views
   • 
   • XTitan
   • September 25, 2018

5. 457 rollover ?

   By Guest thestockman, July 25, 2001
   • 1 reply
   • 3k views
   • 
   • Guest
   • July 27, 2001

6. Any Suggestions on How to Accomplish This?

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

7. Public School hositng 457 does not have to be the owner of the plan?

   By Guest getaxa, August 19, 2002
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • August 19, 2002

8. Pers

   By Guest sroenigk, November 22, 2002
   • 1 reply
   • 2.2k views
   • 
   • MGB
   • November 25, 2002

9. 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

10. FICA/FUTA on 457(b) Distributions

    By Guest Golden Girl, March 10, 2014
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 11, 2014

11. Bona Fide Severance Pay Plan

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

12. Form 5500 - Non Governmental Plan

    By 52626, August 26, 2015
    • 1 reply
    • 1.3k views
    • 
    • XTitan
    • August 26, 2015

13. Empower 457 Plan

    By Eric Hanford, May 10, 2024
    • 1 reply
    • 792 views
    • 
    • Peter Gulia
    • May 11, 2024

14. 457(b) Eligibility Issue

    By JRG, March 3, 2017
    • 1 reply
    • 844 views
    • 
    • jpod
    • March 3, 2017

15. catch-up and retro funding

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

16. Spousal consent requirement

    By Guest Hans Lewis, April 25, 2006
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • April 25, 2006

17. Governmental 457(b) plans

    By Felicia, August 1, 2007
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • August 1, 2007

18. Employer Maintains BOTH 403(b) and 457

    By PJ2009, October 20, 2009
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 20, 2009

19. 457 time period limitations

    By Guest tony1, January 4, 2008
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 4, 2008

20. "Substantially equal" monthly installments

    By Belgarath, April 30, 2020
    • 1 reply
    • 795 views
    • 
    • EBECatty
    • April 30, 2020

21. Permissive service credit purchase and 415

    By MGB, June 19, 2002
    • 1 reply
    • 2.1k views
    • 
    • MGB
    • June 24, 2002

22. Subst. risk of forfeiture?

    By Ken Davis, April 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 1, 2007

23. Timing of Employer Contribution to 457(b) Top Hat Plan

    By Christine Roberts, December 13, 2002
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • December 13, 2002

24. LLC and Non-qualified deferred compensation plans

    By Guest deedee, May 6, 2003
    • 1 reply
    • 3.9k views
    • 
    • QDROphile
    • May 6, 2003

25. 457(b) Beneficiary Dispute

    By Darrylle Garcia, March 18, 2024
    • 1 reply
    • 1.5k views
    • 
    • Gina Alsdorf
    • August 21, 2024

26. USERRA and 457(b) Plans

    By Guest KCW, September 26, 2001
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 27, 2001

27. 457

    By Guest HFOSTER, March 29, 2002
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 29, 2002

28. 457(b)(3) catch-up in retirement year

    By Ken Davis, November 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • November 25, 2002

29. Ineligible rollover to IRA from 457(b) plan

    By Guest TaxedToDeath, March 23, 2011
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • March 27, 2011

30. further 457 questions

    By Guest thestockman, July 26, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

31. Tax rate if 457 is cashed in early?

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

32. 457 transfers to non salary-reduction vendors?

    By Guest sojourner43, February 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • February 15, 2002

33. Master trust for 457 plan?

    By John A, January 10, 2002
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

34. Distribution Options From 457(b) Plans

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

35. Three year catch up only once??

    By smm, October 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • joel
    • November 12, 2002

36. Death benefits in 457b top hat plan

    By Plum, November 19, 2021
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • December 8, 2021

37. Life Insurance in 457(b) Plan

    By DTH, July 28, 2016
    • 1 reply
    • 1.4k views
    • 
    • Carol V. Calhoun
    • July 28, 2016

38. Sick leave pay - Sec. 457 Plans

    By Guest Jami, October 19, 2001
    • 1 reply
    • 2.8k views
    • 
    • Carol V. Calhoun
    • November 21, 2001

39. 20% withholding rule

    By Guest jaspers, October 30, 2007
    • 1 reply
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2007

40. How should I pay taxes on lump sum distribution

    By Guest morasp, July 23, 2011
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • July 24, 2011

41. Non Governmental 457 Plan

    By Nassau, January 8, 2009
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 23, 2009

42. 401(k) AND 457

    By Guest DZZ, October 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 4, 2010

43. 457

    By Guest HGH, July 10, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 11, 2002

44. 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

45. Rollovers from 457 plan optional?

    By Guest Andy Mayo, July 27, 2001
    • 1 reply
    • 3.3k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

46. 457 plan and disability benefits

    By Guest scharris, September 27, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • October 25, 2001

47. political subdivision of a county

    By mariemonroe, February 3, 2009
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • February 3, 2009

48. 457(f) Vesting Amendment to Accelerate Vesting

    By austin3515, January 2, 2023
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • January 5, 2023

49. Spousal Beneficiary and required distribution date

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

50. IRA deductibility when participating in a 457 plan

    By Guest skim3011, December 2, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 3, 2003