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. 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

3. deposit rules

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

4. 2002 plan limits

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

5. Normal retirement age in multiple plans

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

6. 457(b)(3) catch-up in retirement year

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

7. In-Service Distributions

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

8. Pers

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

9. 457 Plans/ MRD Model Amendment

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

10. Aggregation of Plans when determining maximum amount of loan

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

11. 457(b) tax-exempts & Top Hat

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

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

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

13. 457 automatic cashout

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

14. Three year catch up only once??

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

15. unforseeable emergency

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

16. 457 Rollover

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

17. Mandatory contributions in a 457 plan

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

18. 457

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

19. 457 plan combined with SIMPLE IRA

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

20. Who insures/regulates the Plan?

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

21. 457(b) Church Plans

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

22. 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

23. Extended Risk of Forfeiture

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

24. Status of Hearings on 457 Regulation

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

25. 457 Plan Distributions

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

26. 457(b) vs. 457(f)

    By Guest LVanSteeter, August 30, 2002
    • 9 replies
    • 32.6k views
    • 
    • mbozek
    • June 8, 2015

27. 457 Spousal Rollovers

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

28. 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

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

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

30. 457 Catch-Up/Unused Limits

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

31. 1099-R Reporting

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

32. rollover qualifying events

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

33. 457 to 401(k)

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

34. 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

35. 457

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

36. Change in 457 Employer Status

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

37. Distributions from a Tax-exempt eligible 457 plan

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

38. 457 Plan distributions

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

39. rollovers--after-tax monies

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

40. 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

41. age 75 rule and 457 plan

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

42. Permissive service credit purchase and 415

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

43. Nj

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

44. 457(b)---Basic Questions

    By Guest BSimpson, June 13, 2002
    • 7 replies
    • 6.4k views
    • 
    • TLGeer
    • February 2, 2007

45. 457(b) and 401(k)

    By Guest ButchElfers, June 13, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • June 13, 2002

46. Excess deferrals for 457(b) plan

    By Guest dani_o, June 11, 2002
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 11, 2002

47. New Proposed 457 Regulations

    By Guest BCB, June 6, 2002
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 6, 2002

48. 457 Unforseeable Emergency

    By Guest hhansen, June 4, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 4, 2002

49. 457(b) and State Taxes

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

50. 457 IRS Model amendment language

    By Guest KLindahl, May 31, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 31, 2002