457 Plans

807 topics in this forum

1. rollovers--after-tax monies

   By Felicia, June 28, 2002
   • 1 reply
   • 1.8k views
   • 
   • QDROphile
   • June 28, 2002

2. Concurrent 457(f) SRFs?

   By Guest rik, April 30, 2002
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • May 6, 2002

3. 2002 plan limits

   By Guest KFLETT, December 9, 2002
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • December 10, 2002

4. Gov't 457(b)

   By Fisher, April 1, 2008
   • 1 reply
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • April 1, 2008

5. 457 or taxable account?

   By Guest pleasehelp, January 5, 2004
   • 1 reply
   • 1.8k views
   • 
   • E as in ERISA
   • January 5, 2004

6. "Merging" two 457(b) Plans of related tax exempt entities

   By Guest Rosemary, March 4, 2011
   • 0 replies
   • 1.8k views
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   • Guest
   • March 4, 2011

7. one man 457 plans

   By Santo Gold, February 16, 2009
   • 2 replies
   • 1.8k views
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   • John Feldt ERPA CPC QPA
   • February 17, 2009

8. Three year catch up only once??

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

9. 457(f) and Retirement as Substantial Risk of Forfeiture

   By Guest awea, June 29, 2011
   • 1 reply
   • 1.7k views
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   • jpod
   • June 29, 2011

10. investment elections 457(f)/409A

    By k man, September 24, 2007
    • 1 reply
    • 1.7k views
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    • jpod
    • September 24, 2007

11. 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

12. Governmental 457b paired with 401a Contribution Limits

    By debbiebaze, March 30, 2016
    • 2 replies
    • 1.7k views
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    • debbiebaze
    • March 31, 2016

13. 457(b) to mirror qualified Defined Benefit Plan

    By Guest austin, November 4, 2008
    • 0 replies
    • 1.7k views
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    • Guest
    • November 4, 2008

14. 457(b) - Distribution Commencement Date

    By waid10, December 21, 2010
    • 0 replies
    • 1.7k views
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    • waid10
    • December 21, 2010

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

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

16. Employer contributions

    By Felicia, June 7, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 7, 2006

17. Purchase Service Credits

    By oldman, July 23, 2013
    • 0 replies
    • 1.7k views
    • 
    • oldman
    • July 23, 2013

18. Subst. risk of forfeiture?

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

19. Bar Associations

    By Guest dietpepsi, January 28, 2008
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • January 28, 2008

20. Combined 457(b) and 401(a) Plans

    By DaddyRabbit, April 10, 2021
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • April 13, 2021

21. 457 time period limitations

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

22. De-Trust?

    By J Simmons, January 13, 2009
    • 3 replies
    • 1.7k views
    • 
    • J Simmons
    • January 13, 2009

23. Noncompete clause

    By Guest hsbander, July 6, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2006

24. 457(b) distributions

    By Belgarath, February 21, 2024
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 23, 2024

25. 457 Rollover

    By Guest bmundy, October 9, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • October 9, 2002

26. HEART Act

    By John Feldt ERPA CPC QPA, August 23, 2010
    • 0 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 23, 2010

27. What to do with terminated plan excess contributions that were mistake

    By Guest Plan the Man, July 12, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 12, 2002

28. Voluntary Separation Pay Plan

    By Brian Haynes, April 12, 2012
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 12, 2012

29. reservation of rights and impairment of contract

    By lexi, August 8, 2007
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • August 9, 2007

30. Recharacterize 457b top hat to governmental?

    By 30Rock, October 21, 2010
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • October 22, 2010

31. Plan Administrator

    By joel, June 6, 2011
    • 2 replies
    • 1.7k views
    • 
    • joel
    • June 9, 2011

32. Nj

    By joel, June 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 18, 2002

33. 457(b) for nonprofit--EGTRRA sunset language suggested?

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

34. 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

35. In-service 457 distributions

    By Guest gstraker, May 3, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 2002

36. 457 deferral limit question

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

37. Section 457(b) special catch up contributions

    By KimberlyC, January 25, 2016
    • 2 replies
    • 1.7k views
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    • KimberlyC
    • February 18, 2016

38. TAX PAID BY HOSPITAL IN 1999

    By Guest BUCK, April 11, 2007
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 11, 2007

39. political subdivision of a county

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

40. Termination of 457(b) plan

    By ALLIGRIM, May 23, 2013
    • 0 replies
    • 1.6k views
    • 
    • ALLIGRIM
    • May 23, 2013

41. 457(b) Special 3-Year Catch Up

    By EBECatty, May 4, 2017
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 4, 2017

42. Application of 501(m)

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

43. Retroactive Effective Date for 457(b) Plan

    By Plan Doc, November 18, 2022
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 18, 2022

44. Dual Status Hospital

    By Guest iratenella, April 17, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 17, 2002

45. In-Service Distributions

    By jsb, November 25, 2002
    • 0 replies
    • 1.6k views
    • 
    • jsb
    • November 25, 2002

46. Do I need a document??

    By austin3515, October 24, 2017
    • 11 replies
    • 1.6k views
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    • XTitan
    • October 25, 2017

47. Optional Forms for a tax exempt

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

48. 457(f)

    By Guest RJW, November 6, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2008

49. 401(k) AND 457

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

50. Non-Safe Harbor definition of Compensation

    By dmb, May 18, 2011
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • May 20, 2011