457 Plans

806 topics in this forum

1. excess contributions

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

2. Clarification on 3 Year NRA

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

3. 414v(6) and SECTION 631 of the JCWAA

   By Guest Johnny, December 20, 2002
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • December 23, 2002

4. Securities Lending and 457 Plan Assets

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

5. Tax Notice

   By Felicia, December 20, 2002
   • 0 replies
   • 1.4k views
   • 
   • Felicia
   • December 20, 2002

6. 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

7. deposit rules

   By Guest Rosemary Raymer, December 10, 2002
   • 11 replies
   • 5.9k views
   • 
   • mbozek
   • December 10, 2002

8. 2002 plan limits

   By Guest KFLETT, December 9, 2002
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • December 10, 2002

9. Normal retirement age in multiple plans

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

10. 457(b)(3) catch-up in retirement year

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

11. In-Service Distributions

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

12. Pers

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

13. Aggregation of Plans when determining maximum amount of loan

    By Guest sammy, November 14, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 20, 2002

14. 457 Plans/ MRD Model Amendment

    By Guest DMK, November 19, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 19, 2002

15. Tandem 457(b)/457(f)

    By kgr12, October 29, 2002
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • November 13, 2002

16. Three year catch up only once??

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

17. 457(b) tax-exempts & Top Hat

    By Guest scottyd, October 31, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 1, 2002

18. 457 automatic cashout

    By Guest wendycatherine, October 24, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 24, 2002

19. unforseeable emergency

    By Guest makazhia, October 19, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • October 19, 2002

20. 457

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

21. Mandatory contributions in a 457 plan

    By Guest Jim Jesikiewicz, October 8, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 11, 2002

22. 457 Rollover

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

23. Who insures/regulates the Plan?

    By Guest Ford, October 2, 2002
    • 3 replies
    • 2.4k views
    • 
    • smm
    • October 3, 2002

24. 457 plan combined with SIMPLE IRA

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

25. Tax treatment of life insurance proceeds under a 457(b) plan: - how tr

    By Guest dory, September 25, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • September 28, 2002

26. 457(b) Church Plans

    By Guest mbenson, September 27, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 27, 2002

27. Extended Risk of Forfeiture

    By jpod, September 20, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • September 23, 2002

28. 457 Plan Distributions

    By Guest Frankie, September 11, 2002
    • 2 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • September 14, 2002

29. Status of Hearings on 457 Regulation

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

30. Termination Notice & Years of Service = Substantial Risk of Forfei

    By Guest jpetrancosta, August 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 6, 2002

31. How to locate TPAs that administer 457(b) gov't AND Top Hat 457(b) pla

    By Ellie Lowder, April 23, 2002
    • 12 replies
    • 3.7k views
    • 
    • Guest
    • September 1, 2002

32. 457 Vendors

    By Guest cisabell, April 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • September 1, 2002

33. 457 Spousal Rollovers

    By Guest Frankie, August 24, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 24, 2002

34. FICA Replacement Plan

    By nancy, October 23, 2001
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • August 23, 2002

35. termination pay

    By jpod, May 3, 2002
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2002

36. 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

37. 457 to 401(k)

    By Guest Tom Fridrich, July 18, 2002
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • August 19, 2002

38. 1099-R Reporting

    By Guest Frankie, August 3, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 12, 2002

39. 457 Catch-Up/Unused Limits

    By Guest rbs, August 5, 2002
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • August 5, 2002

40. rollover qualifying events

    By Guest Phylnbill, July 30, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 30, 2002

41. 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

42. 457

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

43. Change in 457 Employer Status

    By Guest Frankie, July 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2002

44. 457(f) and mutual fund options 1 2

    By Guest kkost, February 22, 2002
    • 79 replies
    • 16.2k views
    • 
    • Guest
    • July 3, 2002

45. Distributions from a Tax-exempt eligible 457 plan

    By Guest Frankie, July 2, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 2, 2002

46. 457 Plan distributions

    By Guest BSimpson, July 2, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 2002

47. rollovers--after-tax monies

    By Felicia, June 28, 2002
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • June 28, 2002

48. Rollover to IRA from 457 of 401(c)3 organization

    By Guest adevito, June 24, 2002
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • June 27, 2002

49. age 75 rule and 457 plan

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

50. Permissive service credit purchase and 415

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