457 Plans

806 topics in this forum

1. 457f Defined Benefit

   By Zoraster, September 28, 2015
   • 0 replies
   • 1.2k views
   • 
   • Zoraster
   • September 28, 2015

2. Amending Governmental 457(b) Plan's Normal Retirement Age

   By oldman63, September 5, 2019
   • 5 replies
   • 1.2k views
   • 
   • Peter Gulia
   • September 6, 2019

3. Governmental 457, Entity splitting off

   By jsb, August 27, 2015
   • 3 replies
   • 1.1k views
   • 
   • QDROphile
   • August 28, 2015

4. Distribution expenses charged to participant's "account"

   By Belgarath, May 29, 2020
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • May 29, 2020

5. 457f / 409A payment extension within STD period

   By Jeff Kirtner, January 17, 2017
   • 2 replies
   • 1.1k views
   • 
   • jpod
   • January 18, 2017

6. New 457(f) Plan Contributions for Past Service

   By Plan Doc, May 31, 2024
   • 6 replies
   • 1.1k views
   • 
   • Carol V. Calhoun
   • June 4, 2024

7. Possible elimination of 457(f)

   By austin3515, November 9, 2017
   • 4 replies
   • 1.1k views
   • 
   • Carol V. Calhoun
   • November 10, 2017

8. Multiple Extensions of 457(f) SROF

   By kgr12, November 13, 2019
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • November 20, 2019

9. Change in distribution options.

   By ERISA-Bubs, August 26, 2016
   • 2 replies
   • 1.1k views
   • 
   • ERISA-Bubs
   • August 29, 2016

10. 457(b) plan into after tax acct of some type

    By SHA, February 9, 2023
    • 7 replies
    • 1.1k views
    • 
    • SHA
    • February 15, 2023

11. 457b and Keogh

    By AlbanyConsultant, September 23
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • September 23

12. Non-Governmental 457(b) Transfer

    By Catch22PGM, April 8, 2020
    • 2 replies
    • 1.1k views
    • 
    • Catch22PGM
    • April 13, 2020

13. Mandatory Contributions

    By oldman, April 23, 2010
    • 1 reply
    • 1.1k views
    • 
    • TLGeer
    • April 23, 2010

14. Beneficiary Distribution Options

    By ERISA-Bubs, September 15, 2017
    • 2 replies
    • 1.1k views
    • 
    • XTitan
    • September 18, 2017

15. Excess deferral 457(b) causing plan failure

    By Liam Healy, October 18, 2017   

    • 457(b)
    • excess deferral
    • (and 2 more)

      Tagged with:

      • 457(b)
      • excess deferral
      • 457(f)
      • matching
    • 0 replies
    • 1.1k views
    • 
    • Liam Healy
    • October 18, 2017

16. Post-Year-End Employer Contribution to 457(b) Plan

    By Plan Doc, January 10, 2023
    • 5 replies
    • 1.1k views
    • 
    • Plan Doc
    • January 12, 2023

17. 457 Plan Termination

    By oldman, April 16, 2010
    • 0 replies
    • 1.1k views
    • 
    • oldman
    • April 16, 2010

18. 457(f) - Payment Subsequent to Vesting

    By jpod, November 17, 2016
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • November 18, 2016

19. Missed Mandatory Contribution

    By DTH, March 16, 2017
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • March 16, 2017

20. Operational error in 457(b) for non-profit

    By Belgarath, January 26, 2022
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • January 28, 2022

21. 457(f) Vesting Amendment to Accelerate Vesting

    By austin3515, January 2, 2023
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • January 5, 2023

22. 457(f) Plan + Constructive Receipt

    By #toomanyrules, April 26, 2021
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • April 28, 2021

23. 457(b) Top Hat Plan Dist Taxation

    By DTH, November 14, 2016
    • 0 replies
    • 1k views
    • 
    • DTH
    • November 14, 2016

24. Timing of 457(f) Taxation

    By kgr12, December 29, 2020
    • 2 replies
    • 1k views
    • 
    • kgr12
    • February 2, 2021

25. Correcting 457(f) Plan Error

    By waid10, May 9, 2023
    • 2 replies
    • 1k views
    • 
    • XTitan
    • July 12, 2023

26. Non-Governmental 457(b) - Taxation on Distribution

    By 401(k)athryn, August 15, 2023
    • 2 replies
    • 1k views
    • 
    • CuseFan
    • August 16, 2023

27. Life Insurance

    By DTH, November 18, 2016
    • 0 replies
    • 1k views
    • 
    • DTH
    • November 18, 2016

28. Merging 2 457(b) top hat plans

    By 30Rock, August 5, 2022
    • 4 replies
    • 1k views
    • 
    • 30Rock
    • August 7, 2022

29. Misrepresentation on application for distribution unforeseeable emergency

    By Patty, December 18, 2018
    • 2 replies
    • 1k views
    • 
    • Patty
    • December 19, 2018

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

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

31. Change in Eligibility

    By JKW, April 1, 2024
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 10, 2024

32. 457(b) Distribution - Procedurally speaking

    By Buffalo TPA, May 14
    • 6 replies
    • 998 views
    • 
    • With Appreciation....
    • July 16

33. 457f Participant with Small ($0.02) Vested Account Balance Mistakenly Not Distributed

    By waid10, February 12
    • 5 replies
    • 995 views
    • 
    • fmsinc
    • February 13

34. Unused Paid Time Off Contributed to 457(f) Plan?

    By waid10, September 12, 2019   

    • 457(f)
    • 3 replies
    • 987 views
    • 
    • Luke Bailey
    • September 16, 2019

35. 457 Employer Contributions

    By LDogg, December 14, 2023
    • 3 replies
    • 970 views
    • 
    • Peter Gulia
    • December 14, 2023

36. Reporting of previously taxed 457(f) distributions

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

37. Rolling over 457 to 403(b)?

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

38. Reporting Periodic Distributions from NFP 457b Plan

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

39. Timing for Deferral Elections under New 457(b) Plan

    By Plan Doc, October 31, 2022
    • 6 replies
    • 954 views
    • 
    • Luke Bailey
    • November 2, 2022

40. 457 Plan

    By Jack Stevenson, December 14, 2023
    • 4 replies
    • 953 views
    • 
    • Peter Gulia
    • December 15, 2023

41. Deferral Compensation

    By DTH, March 11, 2016
    • 1 reply
    • 950 views
    • 
    • Carol V. Calhoun
    • March 12, 2016

42. age 70 1/2

    By Scuba 401, October 15, 2015
    • 0 replies
    • 950 views
    • 
    • Scuba 401
    • October 15, 2015

43. 457f and 401(a)(17) limit

    By 30Rock, March 7, 2018
    • 4 replies
    • 950 views
    • 
    • XTitan
    • March 8, 2018

44. 457(b) plans and SECURE 2.0

    By 30Rock, July 10, 2024
    • 3 replies
    • 942 views
    • 
    • Carol V. Calhoun
    • July 12, 2024

45. Non-Governmental 457(b) Distribution

    By Catch22PGM, October 23, 2020   

    • deferral
    • w-2 wages
    • 4 replies
    • 940 views
    • 
    • Catch22PGM
    • October 27, 2020

46. 457b Employer Contribution include annual Catch up?

    By Mickie Murphy, February 20, 2018
    • 1 reply
    • 934 views
    • 
    • Belgarath
    • February 21, 2018

47. New Internal Revenue Code

    By joel, December 29, 2017
    • 1 reply
    • 934 views
    • 
    • Carol V. Calhoun
    • December 31, 2017

48. Whenever you think you have heard it all...giving money BACK to the employer

    By Belgarath, July 17
    • 9 replies
    • 928 views
    • 
    • RatherBeGolfing
    • July 21

49. 457b Unforseeable Emergency requirements

    By 30Rock, November 30, 2023
    • 2 replies
    • 919 views
    • 
    • 30Rock
    • November 30, 2023

50. Postponement of 457(f) benefits: the competing rules of 457(f) and 409A

    By gc@chimentowebb.com, September 29
    • 3 replies
    • 914 views
    • 
    • gc@chimentowebb.com
    • October 1