457 Plans

806 topics in this forum

1. FICA timing

   By Guest calcu, July 26, 2004
   • 3 replies
   • 4.2k views
   • 
   • Guest
   • November 30, 2005

2. 457 Amendments

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

3. Rev. Rul. 2004-57

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

4. 457 earnings eligible for emergency withdrawal?

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

5. 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

6. Self Directed Brokerage Account (SDBA) research

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

7. Should we try?

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

8. Normal Retirement Age - What determines this?

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

9. catch-up and retro funding

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

10. 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

11. Trustee to Trustee transfer

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

12. Excess deferral reporting

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

13. QJSA - Spousal Consent

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

14. Non-elective contributions based on employee-seniority

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

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

    By Ken Davis, May 21, 2004
    • 0 replies
    • 2.2k views
    • 
    • Ken Davis
    • May 21, 2004

16. Tax rate if 457 is cashed in early?

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

17. 457 Deferrals under 415

    By Guest AEA, May 14, 2004
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 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. 457 Provider Search.....top providers?

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

20. Taxable Year

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

21. Government 457 plan and ERISA

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

22. Annuitizing an account in a 457 plan

    By Guest DeanT, April 21, 2004
    • 1 reply
    • 3.2k views
    • 
    • mbozek
    • April 21, 2004

23. 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

24. 457 deferral limit question

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

25. unforseen emergency--suspension of deferrals?

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

26. Tax Exempt Entity with 457 covering all employees?

    By Guest TBick, April 13, 2004
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 13, 2004

27. Deceased Employee, 457 Deferrals from Final Pay

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

28. 457(b) for nonprofit--EGTRRA sunset language suggested?

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

29. Non Profit with 457(f) Plan

    By Guest TAR, April 7, 2004
    • 11 replies
    • 4.3k views
    • 
    • mbozek
    • April 9, 2004

30. 457 employee deferrals

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

31. PRL for 457(f)?

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

32. Retirement incentive payment

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

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

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

34. 457 Author Needed

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

35. Is this a 457(f) plan?

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

36. 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

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. Any Suggestions on How to Accomplish This?

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

39. 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

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

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

41. Bona Fide Severance Pay Plan

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

42. 457(f) elective deferrals

    By Guest Philip, February 16, 2004
    • 5 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • February 18, 2004

43. Conduit IRA?

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

44. Application of 501(m)

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

45. amount to 457 from retiring municipal employee in Texas

    By Guest hdt, January 23, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 23, 2004

46. 457 plan document

    By Guest tws, January 14, 2004
    • 2 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • January 16, 2004

47. 457 or taxable account?

    By Guest pleasehelp, January 5, 2004
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • January 5, 2004

48. 457 In-service distributions

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

49. Split Dollar vs. 457(f)

    By Alf, December 16, 2003
    • 1 reply
    • 4k views
    • 
    • Carol V. Calhoun
    • January 22, 2004

50. HCE is participant in a PSP with one employer & 457 with a different employer

    By Moe Howard, December 3, 2003
    • 2 replies
    • 2.7k views
    • 
    • jquazza
    • December 11, 2003