457 Plans

806 topics in this forum

1. 457(f) for a former employee

   By Guest erepper, April 13, 2009
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 13, 2009

2. 457(b) Special 3-Year Catch Up

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

3. How FICA is Withheld on Contribution

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

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

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

5. FICA/FUTA on 457(b) Distributions

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

6. Do I need a document??

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

7. 457 3-year catch-up, missed contributions from other plans

   By jsb, January 2, 2015
   • 1 reply
   • 1.6k views
   • 
   • SeanTankarian
   • January 2, 2015

8. 457(b) plan termination

   By Belgarath, July 7, 2016
   • 1 reply
   • 1.6k views
   • 
   • Carol V. Calhoun
   • July 8, 2016

9. 457b top hat failures

   By 30Rock, February 10, 2011
   • 1 reply
   • 1.6k views
   • 
   • QDROphile
   • February 10, 2011

10. Status of Hearings on 457 Regulation

    By Christine Roberts, September 13, 2002
    • 0 replies
    • 1.6k views
    • 
    • Christine Roberts
    • September 13, 2002

11. Need Resource - State-by-State Taxation of 457 plans

    By Guest kprhok, December 17, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 17, 2007

12. "Exotic" Option Programs in Tax-Exempts

    By Guest LRichey, June 24, 2003
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • June 29, 2003

13. Calculation of Annual Deferral Limit/Ceiling for Non-Profit 457(b)

    By Lori Foresz, March 14, 2014
    • 2 replies
    • 1.5k views
    • 
    • Lori Foresz
    • March 14, 2014

14. Year end employment for match?

    By Trekker, August 14, 2014
    • 3 replies
    • 1.5k views
    • 
    • Trekker
    • August 14, 2014

15. 457(f) Flexibilty?

    By kgr12, April 5, 2011
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 5, 2011

16. Clarification on 3 Year NRA

    By Guest emvs, December 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 27, 2002

17. 457(f) distribution reportable on 1099 for a non-employee?

    By jacoavlu, December 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • ERISAAPPLE
    • December 11, 2018

18. Normal retirement age in multiple plans

    By Ken Davis, December 5, 2002
    • 0 replies
    • 1.5k views
    • 
    • Ken Davis
    • December 5, 2002

19. Election to defer and Plan to Plan transfer

    By 30Rock, March 1, 2013
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • March 1, 2013

20. 457(f)

    By Guest wmacdonaldrcg, December 7, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 7, 2008

21. FICA Distributions

    By Guest Catherine D, June 26, 2003
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • June 27, 2003

22. Rollover a governmental 457 to 403(b)

    By Silver70, May 2, 2014   

    • 457
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 457
      • 403(b)
      • Ohio
    • 0 replies
    • 1.5k views
    • 
    • Silver70
    • May 2, 2014

23. Retroactive Effective Date for 457(b) Plan

    By Plan Doc, November 18, 2022
    • 4 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 18, 2022

24. 457(b) Plan and Reemployment of former Employeees

    By oldman, November 2, 2010
    • 0 replies
    • 1.5k views
    • 
    • oldman
    • November 2, 2010

25. 457 plan combined with SIMPLE IRA

    By Guest Bob Lees, October 2, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 2, 2002

26. 457(b) Beneficiary Dispute

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

27. 457 and PEO

    By Guest Bward10577, June 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • TLGeer
    • June 5, 2010

28. Match Contributions to 457 plan

    By Guest Doug Powers, April 2, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 2002

29. Successive/Sequential Ineligible Plans

    By Christine Roberts, March 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 26, 2012

30. 457 options

    By Guest PaulNJ, June 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2010

31. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 457
    • Excess Deferral
    • 0 replies
    • 1.5k views
    • 
    • CO Bank
    • February 2, 2016

32. 457b City Plan/Union Plan

    By Guest philw, January 6, 2010
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 7, 2010

33. Governmental 457(b) & non-qualified deferred comp plan

    By mctoe, December 1, 2012
    • 2 replies
    • 1.4k views
    • 
    • mctoe
    • December 3, 2012

34. 457f Substantial Risk of Forfeiture

    By austin3515, January 10, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 26, 2020

35. 457(b) distributions

    By Belgarath, February 21, 2024
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 23, 2024

36. FICA Alternative Plan

    By DTH, August 18, 2015
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 18, 2015

37. Recharacterization of Employer Contribution as Employee Contribution?!?

    By ERISAatty, August 23, 2010
    • 0 replies
    • 1.4k views
    • 
    • ERISAatty
    • August 23, 2010

38. Forfeiture of Benefits

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

39. Should I have made More?

    By jondoejag2, August 28, 2017   

    • icma
    • maintenance fees
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • September 5, 2017

40. In-Plan Roth Conversion Age

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

41. 457b and Pre retirement catchup

    By Guest Pension Girl, February 25, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 25, 2010

42. Can't get there from here?

    By Guest erisafried, April 28, 2009
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • April 28, 2009

43. Stable Value Fund or Money Market Account

    By Matthew, October 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • October 29, 2020

44. Disregarded entity for tax purposes

    By Belgarath, November 17, 2022
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • November 21, 2022

45. Final 409A Regulations

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

46. Death benefits in 457b top hat plan

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

47. Securities Lending and 457 Plan Assets

    By Guest ircreader, December 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 20, 2002

48. 457(b) non-amender

    By Guest Statler, May 10, 2010
    • 1 reply
    • 1.4k views
    • 
    • 30Rock
    • May 21, 2010

49. SRF + Vesting

    By #toomanyrules, December 12, 2023
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • December 14, 2023

50. Full vesting on Er Contributions at NRA

    By austin3515, July 8, 2014
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • July 8, 2014