457 Plans

806 topics in this forum

1. Recommendations for 457 Plan Documents

   By Tioscrooge, October 10, 2018
   • 5 replies
   • 1.3k views
   • 
   • Patricia Neal Jensen
   • October 15, 2019

2. Recommendations for 457(b) Vendor?

   By Guest erisafried, May 24, 2005
   • 3 replies
   • 3k views
   • 
   • mbozek
   • May 24, 2005

3. 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

4. refund of excess 457(b) contributions

   By mbozek, April 21, 2002
   • 0 replies
   • 3k views
   • 
   • mbozek
   • April 21, 2002

5. Regulatory agency for governmental and non-governmental 457(b) plans.

   By joel, October 27, 2004
   • 4 replies
   • 3.5k views
   • 
   • mbozek
   • October 28, 2004

6. Reporting Excess Deferrals

   By Guest kmvr, May 11, 2009
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 11, 2009

7. Reporting for Grandfathered "457" Plans

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

8. Reporting Governmental distributions under EGTRRA

   By Guest Monster, January 16, 2002
   • 0 replies
   • 2k views
   • 
   • Guest
   • January 16, 2002

9. Reporting of previously taxed 457(f) distributions

   By EBECatty, April 1, 2019
   • 1 reply
   • 968 views
   • 
   • XTitan
   • April 1, 2019

10. Reporting of previously taxed portion of 457(f) death benefit paid to beneficiary

    By Abby N, August 26   

    • 457(f)
    • death
    • (and 1 more)

      Tagged with:

      • 457(f)
      • death
      • 1099-misc
    • 1 reply
    • 268 views
    • 
    • Abby N
    • September 4

11. Reporting Periodic Distributions from NFP 457b Plan

    By Alex, December 11, 2018
    • 3 replies
    • 960 views
    • 
    • Alex
    • December 11, 2018

12. Required Distribution for 457(b) Not For Profit Top Hat Plan

    By Guest MCBEN, December 2, 2009
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 2, 2009

13. Required Plan Document Changes

    By Guest dietpepsi, July 28, 2008
    • 3 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2008

14. reservation of rights and impairment of contract

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

15. Restate a governmental 457 plan as a 401(k) plan?

    By Guest jkrad, February 7, 2003
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • February 7, 2003

16. Retirement incentive payment

    By Guest michaelb, March 16, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 16, 2004

17. Retro Amendment - 457(b) Non-Gov't

    By Guest lvegas, October 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2012

18. Retroactive Effective Date for 457(b) Plan

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

19. Rev. Rul. 2004-57

    By Guest alan24, July 21, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 21, 2004

20. RMDs in 2001 from 457 plans

    By John A, August 14, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • August 14, 2001

21. Rolling over 457 to 403(b)?

    By kwalified, December 18, 2018
    • 3 replies
    • 963 views
    • 
    • Appleby
    • December 20, 2018

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. ROLLOVER OF 457 PLAN TO TRADITIONAL IRA

    By Guest CHRISB0013, November 5, 2003
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • November 6, 2003

24. rollover qualifying events

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

25. 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

26. Rollovers from 457 plan optional?

    By Guest Andy Mayo, July 27, 2001
    • 1 reply
    • 3.3k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

27. Rollovers from 457 plans to 401(a) plans

    By Guest PA consultant, January 8, 2002
    • 6 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • April 15, 2002

28. rollovers--after-tax monies

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

29. Rollovers/Merger of 403(b) plans into 457 Plans

    By Guest alan24, November 30, 2004
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • November 30, 2004

30. Roth 457(b)

    By Guest jaspers, May 26, 2008
    • 1 reply
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 11, 2008

31. Roth 457(b)

    By joel, January 25, 2011
    • 7 replies
    • 3.3k views
    • 
    • mbozek
    • April 21, 2011

32. Salary Deferrals allowed in 457(f)?

    By mariemonroe, September 29, 2008
    • 9 replies
    • 3.5k views
    • 
    • TLGeer
    • October 2, 2008

33. Schedule of Benefits in 457 Plan

    By Guest EagleEyes, May 11, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 12, 2005

34. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
    • 0 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • December 11, 2006

35. Section 457(b) special catch up contributions

    By KimberlyC, January 25, 2016
    • 2 replies
    • 1.6k views
    • 
    • KimberlyC
    • February 18, 2016

36. Section 828 of the PPA

    By Guest GLBath, June 4, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2007

37. SECURE Amendment deadline for tax-exempt 457(b) Plans

    By Belgarath, March 6
    • 5 replies
    • 1.6k views
    • 
    • 30Rock
    • March 7

38. Securities Lending and 457 Plan Assets

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

39. Self Directed Brokerage Account (SDBA) research

    By Guest seanao, July 1, 2004
    • 1 reply
    • 2.3k views
    • 
    • joel
    • July 31, 2004

40. Self-funded plan and limited benefits for certain diagnosis.

    By Guest vicki travers, February 26, 2003
    • 3 replies
    • 3.1k views
    • 
    • Don Levit
    • February 27, 2003

41. SERP distributions

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

42. Short-Term Deferral Exception / 457f

    By austin3515, January 20, 2017
    • 12 replies
    • 3.9k views
    • 
    • EBECatty
    • June 14, 2017

43. Should I have made More?

    By jondoejag2, August 28, 2017   

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

44. Should we try?

    By Guest m.n.ouellette, June 28, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2004

45. Sick and Vacation Pay Deferrals under Proposed Regulations

    By Guest kjungkin, March 6, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 6, 2003

46. Sick leave pay - Sec. 457 Plans

    By Guest Jami, October 19, 2001
    • 1 reply
    • 2.8k views
    • 
    • Carol V. Calhoun
    • November 21, 2001

47. Special 457b Catchup Provisions

    By Guest buffcody, January 24, 2007
    • 4 replies
    • 2.9k views
    • 
    • TLGeer
    • February 2, 2007

48. Special 457 3-Year Catch-Up - 457(b) Governmental Plans

    By MS, May 28, 2022
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • June 17, 2022

49. Special 457(b) pre-retirement catch-up

    By DTH, June 24, 2014
    • 0 replies
    • 2.2k views
    • 
    • DTH
    • June 24, 2014

50. Special Catch Up

    By Randy Watson, May 24, 2010
    • 1 reply
    • 1.8k views
    • 
    • TLGeer
    • May 24, 2010