457 Plans

806 topics in this forum

1. special catch up

   By Scuba 401, April 6, 2010
   • 1 reply
   • 1.3k views
   • 
   • TLGeer
   • April 7, 2010

2. Split Dollar vs. 457(f)

   By Alf, December 16, 2003
   • 1 reply
   • 4k views
   • 
   • Carol V. Calhoun
   • January 22, 2004

3. Sponsor withheld deferrals before establishing 457 plan

   By jquazza, November 20, 2003
   • 5 replies
   • 3k views
   • 
   • mbozek
   • November 24, 2003

4. Spousal Beneficiary and required distribution date

   By Guest kathypeterson, June 14, 2005
   • 1 reply
   • 2.3k views
   • 
   • jevd
   • June 14, 2005

5. Spousal consent required by .....

   By mariemonroe, August 15, 2007
   • 0 replies
   • 2.2k views
   • 
   • mariemonroe
   • August 15, 2007

6. Spousal consent requirement

   By Guest Hans Lewis, April 25, 2006
   • 1 reply
   • 2.9k views
   • 
   • QDROphile
   • April 25, 2006

7. SRF + Vesting

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

8. Stable Value Fund or Money Market Account

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

9. start up 457(b) and 457(f)

   By Guest willow100, March 8, 2007
   • 4 replies
   • 3.4k views
   • 
   • davef
   • March 13, 2007

10. State Prohibition on the use of annuities as a funding medium

    By joel, December 22, 2004
    • 40 replies
    • 6.3k views
    • 
    • joel
    • January 19, 2005

11. State taxation of employee 457b amounts

    By alexa, August 8, 2015
    • 4 replies
    • 3.7k views
    • 
    • austin3515
    • November 29, 2018

12. Status of Hearings on 457 Regulation

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

13. Subst. risk of forfeiture?

    By Ken Davis, April 30, 2007
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 1, 2007

14. Substantial Risk Forfeiture: Retirement 457(f)

    By Guest woodchuck, November 9, 2007
    • 11 replies
    • 5k views
    • 
    • Tot
    • May 15, 2008

15. Substantial risk of forfeiture

    By britoski, August 9, 2012
    • 2 replies
    • 2k views
    • 
    • britoski
    • February 14, 2013

16. Substantial Risk of Forfeiture Questions

    By Guest cphcs, May 23, 2008
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 23, 2008

17. Successive/Sequential Ineligible Plans

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

18. Summary plan description for 457 plan

    By Moe Howard, June 2, 2003
    • 12 replies
    • 7.5k views
    • 
    • GBurns
    • June 4, 2003

19. Supplemental 401(a) plans

    By Guest chicago, July 23, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 23, 2005

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

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

21. Tax consequences of a grandfathered 457 plan

    By smm, November 1, 2004
    • 0 replies
    • 2.1k views
    • 
    • smm
    • November 1, 2004

22. tax exempt 457 distributions

    By Guest eam4094, May 3, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2010

23. Tax Exempt 457 Plans and Rollovers

    By Guest Moreno, November 1, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

24. Tax Exempt 457(b) excess contributions

    By Guest dietpepsi, November 19, 2008
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 19, 2008

25. Tax Exempt Entity with 457 covering all employees?

    By Guest TBick, April 13, 2004
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 13, 2004

26. Tax Exempt Matching Contributions

    By oldman, May 24, 2005
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • May 31, 2005

27. Tax Notice

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

28. Tax of Defined Benefit SERP under 457(f)

    By Locust, March 8, 2006
    • 2 replies
    • 3.4k views
    • 
    • Locust
    • March 9, 2006

29. Tax on Early Distributions

    By oldman, March 18, 2014
    • 0 replies
    • 1.2k views
    • 
    • oldman
    • March 18, 2014

30. TAX PAID BY HOSPITAL IN 1999

    By Guest BUCK, April 11, 2007
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 11, 2007

31. Tax rate if 457 is cashed in early?

    By Guest Nevada3, May 20, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 20, 2004

32. Tax reporting for a Transfer of 457b funds from one spouse to another as part of divorce

    By Tioscrooge, October 22, 2024
    • 7 replies
    • 2.1k views
    • 
    • Tioscrooge
    • October 24, 2024

33. 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

34. Tax treatment/reporting of a 457(f) payment to beneficiary

    By Griswold, May 6, 2016
    • 4 replies
    • 3.7k views
    • 
    • Griswold
    • May 10, 2016

35. Tax Withholding for Tax Exempt

    By rlb64, February 4, 2005
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • February 7, 2005

36. Tax-exempt 457(b) and Legislative Amendments

    By DTH, January 4, 2011
    • 3 replies
    • 2.2k views
    • 
    • 30Rock
    • January 4, 2011

37. Tax-Exempt 457(b) Distributions

    By Guest jcorona, January 11, 2011
    • 3 replies
    • 3.2k views
    • 
    • mbozek
    • December 19, 2011

38. Tax-Exempt 457(b) Plan - Distribution

    By 401(k)athryn, December 4, 2019
    • 3 replies
    • 2.2k views
    • 
    • 401(k)athryn
    • December 13, 2019

39. Taxable Benefit in 2004?

    By Guest code_surfer, January 4, 2005
    • 2 replies
    • 2k views
    • 
    • mbozek
    • January 4, 2005

40. Taxable Year

    By Guest Retina, May 4, 2004
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 9, 2004

41. 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

42. Taxation of employee on 457f

    By Guest JRawls, July 21, 2006
    • 5 replies
    • 3.2k views
    • 
    • E as in ERISA
    • July 21, 2006

43. Taxation of Life Insurance in Gov'tl 457(b) Plan

    By Guest aciepluch, May 10, 2007
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 10, 2007

44. taxation on post retirement distributions

    By joel, July 18, 2012
    • 3 replies
    • 2.1k views
    • 
    • joel
    • July 28, 2012

45. Taxing 457 employer contributions

    By Guest DEC, May 23, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 23, 2002

46. Terminate and/or restating a 457(b) plan.

    By Guest Jules1, November 15, 2014   

    • 457(b) plan
    • termination of 457(b) plan
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • November 17, 2014

47. Terminating a 501c3 457b

    By austin3515, December 16, 2018
    • 5 replies
    • 909 views
    • 
    • XTitan
    • December 18, 2018

48. Terminating a Non Profit 457(b)

    By Lori H, March 4, 2010
    • 11 replies
    • 6.2k views
    • 
    • Peter Gulia
    • October 13, 2010

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

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

50. Termination of 457(b) Plan

    By Guest John Nelson, May 3, 2002
    • 5 replies
    • 6.6k views
    • 
    • davef
    • May 8, 2002