457 Plans

806 topics in this forum

1. 457(b) correction of "overpayment"

   By t.haley, February 5
   • 1 reply
   • 715 views
   • 
   • Peter Gulia
   • February 11

2. Employee's "right" to select a retirement date

   By gc@chimentowebb.com, September 27
   • 1 reply
   • 813 views
   • 
   • Artie M
   • September 29

3. FUTA Withholding

   By Guest none, September 8, 2003
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • September 9, 2003

4. Beneficiary distributions on 457 plans

   By Guest Karens, March 16, 2002
   • 1 reply
   • 2.4k views
   • 
   • Carol V. Calhoun
   • March 16, 2002

5. Automatic Rollover Requirements

   By Guest cicday, September 28, 2005
   • 1 reply
   • 1.9k views
   • 
   • R. Butler
   • September 28, 2005

6. plan documents

   By Felicia, July 5, 2007
   • 1 reply
   • 2.2k views
   • 
   • John Feldt ERPA CPC QPA
   • July 5, 2007

7. Mandatory Distributions?

   By Fred Payne, February 16, 2002
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • February 17, 2002

8. 457 Unforeseeable Emergencies

   By 30Rock, April 20, 2010
   • 1 reply
   • 1.3k views
   • 
   • TLGeer
   • April 20, 2010

9. Final 409A Regulations

   By John Feldt ERPA CPC QPA, October 31, 2007
   • 1 reply
   • 1.4k views
   • 
   • Steelerfan
   • November 2, 2007

10. 457(b) and State Taxes

    By Guest lkazden, June 3, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • June 3, 2002

11. 457(f) plans and FICA withholding

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

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

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

13. 457(f) Plan Document

    By waid10, June 22, 2011
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • June 23, 2011

14. 457 and 415 limits

    By Guest Sten Lindquist, February 10, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • February 10, 2006

15. 457(f) Prop Regs - Non-Compete Questions

    By EBECatty, March 14, 2017
    • 1 reply
    • 1.8k views
    • 
    • EBECatty
    • April 3, 2017

16. Match 457 Plan Deferrals

    By QDROphile, December 4, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

17. Distribution to EE turned IC?

    By Guest Pennysaver, March 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • TLGeer
    • March 29, 2010

18. SERP distributions

    By Guest gordonhs, July 30, 2003
    • 1 reply
    • 4.8k views
    • 
    • mbozek
    • August 3, 2003

19. Combined 457/403B Contribution limits

    By Guest angela.smith@mchsi.com, July 9, 2008
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • July 9, 2008

20. 457 plan termination distribution

    By Guest rfp, November 9, 2001
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

21. 457b Plans and Insolvency Filing

    By Guest blc, July 12, 2010
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • July 14, 2010

22. Taxation of 457(b) Nongovernmental Plan

    By Rob P, February 13, 2008
    • 1 reply
    • 3.3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2008

23. Voluntary Separation Pay Plan

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

24. 457 Beneficiary Fraud

    By MYMYMY, August 10, 2021
    • 1 reply
    • 756 views
    • 
    • MoJo
    • August 10, 2021

25. Timing of contributions

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

26. Missed Mandatory Contribution

    By DTH, March 16, 2017
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • March 16, 2017

27. 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

28. Correction of 457(b) in VCP?

    By Guest mds, October 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 19, 2008

29. compensation from 457 used for 401k plan

    By AKconsult, October 10, 2018
    • 1 reply
    • 913 views
    • 
    • CuseFan
    • October 10, 2018

30. 457

    By Guest Sparky, October 4, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • October 14, 2002

31. 457(b) for nonprofit--EGTRRA sunset language suggested?

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

32. reservation of rights and impairment of contract

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

33. independent contractor

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

34. Consolidate 457(b) Vendors

    By kmhaab, October 11, 2018
    • 1 reply
    • 691 views
    • 
    • jpod
    • October 11, 2018

35. Forfeiture of Benefits

    By Randy Watson, May 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • TLGeer
    • May 19, 2010

36. How FICA is Withheld on Contribution

    By Guest JTV, January 12, 2009
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 12, 2009

37. 457 plan document compliance - restatement

    By Tom, February 18, 2020   

    • restatement deadline
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • February 18, 2020

38. 457(f)

    By Guest James Vito Esposito, July 13, 2006
    • 1 reply
    • 2.6k views
    • 
    • Ron Snyder
    • July 13, 2006

39. Reporting for Grandfathered "457" Plans

    By KimberlyC, July 17, 2019
    • 1 reply
    • 678 views
    • 
    • jpod
    • July 17, 2019

40. excess contributions

    By Felicia, December 19, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 28, 2002

41. QJSA - Spousal Consent

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

42. 457(f) plan for a cooperative?

    By dv13, March 19, 2018   

    • 457(f)
    • subchapter t
    • (and 1 more)

      Tagged with:

      • 457(f)
      • subchapter t
      • cooperative
    • 1 reply
    • 655 views
    • 
    • PensionPro
    • March 19, 2018

43. 1099-R or W-2?

    By davef, September 11, 2003
    • 1 reply
    • 3.5k views
    • 
    • Ron Snyder
    • September 18, 2003

44. Where can I find457 enabling statues or state laws

    By Guest getaxa, February 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • February 2, 2002

45. In-Plan Roth Conversion Age

    By Guest zoso, April 27, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • April 27, 2011

46. age 75 rule and 457 plan

    By Guest adevito, June 24, 2002
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • June 25, 2002

47. Employer contributions

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

48. Mandatory Contributions

    By oldman, April 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • TLGeer
    • April 23, 2010

49. Nonqualified deferred compensation for federal credit unions

    By 7806akp, March 30, 2011
    • 1 reply
    • 2.3k views
    • 
    • Mark Whitelaw
    • April 1, 2011

50. Defining Compensation (414(s))

    By Guest Jensen, March 10, 2006
    • 1 reply
    • 2.5k views
    • 
    • QDROphile
    • March 10, 2006