457 Plans

807 topics in this forum

1. Termination of 457(b) Plan

   By Guest John Nelson, May 3, 2002
   • 5 replies
   • 6.7k views
   • 
   • davef
   • May 8, 2002

2. Termination of 457(b) plan

   By ALLIGRIM, May 23, 2013
   • 0 replies
   • 1.6k views
   • 
   • ALLIGRIM
   • May 23, 2013

3. termination pay

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

4. Three year catch up only once??

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

5. Thrifty saver! Can a new Federal employee with this years 457 contrib maxed to a previous State employee contrib to the Federal Thrift Plan (a 401k sort of not quite look alike?)!

   By Guest StatetoFed, October 9, 2005
   • 2 replies
   • 2.8k views
   • 
   • Guest
   • October 10, 2005

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

   By Plan Doc, October 31, 2022
   • 6 replies
   • 1.1k views
   • 
   • Luke Bailey
   • November 2, 2022

7. Timing of 457(f) Taxation

   By kgr12, December 29, 2020
   • 2 replies
   • 1.1k views
   • 
   • kgr12
   • February 2, 2021

8. Timing of contributions

   By rlb64, January 28, 2005
   • 1 reply
   • 2.1k views
   • 
   • QDROphile
   • January 28, 2005

9. 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

10. Top Hat 457(b) and New Deferred Comp. Rules

    By Christine Roberts, October 14, 2004
    • 1 reply
    • 2.2k views
    • 
    • Christine Roberts
    • October 15, 2004

11. Top hat 457b & 403(b).

    By Guest ely, June 2, 2010
    • 5 replies
    • 2.9k views
    • 
    • TLGeer
    • June 4, 2010

12. Tracking rollovers into 457 plans

    By davef, August 24, 2001
    • 2 replies
    • 2.7k views
    • 
    • davef
    • September 26, 2001

13. Traditional to 457(b)

    By Guest mtg2004, December 30, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 30, 2004

14. Transfer assets from 457 to 401k of same employer

    By jkharvey, September 5, 2007
    • 2 replies
    • 5.4k views
    • 
    • TLGeer
    • October 23, 2007

15. Transfer between non-governmental 457(b) plans

    By cathyw, March 12, 2025
    • 2 replies
    • 994 views
    • 
    • cathyw
    • March 14, 2025

16. Transfers between Nongovernmental 457(b) Plans

    By Guest IRISH79, March 22, 2007
    • 5 replies
    • 4.5k views
    • 
    • TLGeer
    • June 2, 2007

17. Transfers of Employee Accounts to New Administrator

    By waid10, June 28, 2005
    • 8 replies
    • 3k views
    • 
    • QDROphile
    • June 30, 2005

18. Transfers-457(f) to private employer's top hat plan

    By Guest Bill Roberts, April 3, 2002
    • 11 replies
    • 4.4k views
    • 
    • Mike Preston
    • April 6, 2002

19. Trust Requirement for 457(b) - Applicable to 457(f) as well?

    By Christine Roberts, October 9, 2001
    • 5 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • October 14, 2001

20. Trustee to Trustee transfer

    By Guest farz, June 8, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 8, 2004

21. Trustees of Rabbi Trusts

    By austin3515, December 2, 2019
    • 16 replies
    • 2.9k views
    • 
    • Peter Gulia
    • February 13, 2025

22. Trusts for 457(b) Plans

    By Guest Steven N, February 9, 2010
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • February 9, 2010

23. Two Qs re: 457(f)/409A

    By Christine Roberts, December 28, 2006
    • 0 replies
    • 2.1k views
    • 
    • Christine Roberts
    • December 28, 2006

24. Unforeseeable Emergency

    By ErisaGooroo, February 3, 2017
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2017

25. unforeseeable emergency

    By Guest Benefitsrock, January 14, 2011
    • 5 replies
    • 3.9k views
    • 
    • Rafael
    • March 11, 2020

26. Unforeseeable Emergency Distributions

    By Guest Steven N, March 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • TLGeer
    • March 27, 2010

27. Unforeseeable Emergency Withdrawal and Loans

    By DTH, July 23, 2014
    • 3 replies
    • 1.8k views
    • 
    • DTH
    • July 23, 2014

28. unforseeable emergency

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

29. Unforseeable emergency hardship distributions under Top Hat Plans

    By 30Rock, January 4, 2011
    • 0 replies
    • 1.4k views
    • 
    • 30Rock
    • January 4, 2011

30. Unforseen Emergencies

    By Felicia, August 15, 2003
    • 0 replies
    • 2.4k views
    • 
    • Felicia
    • August 15, 2003

31. unforseen emergency

    By Felicia, September 8, 2006
    • 3 replies
    • 3k views
    • 
    • joel
    • December 20, 2006

32. unforseen emergency--suspension of deferrals?

    By Felicia, April 14, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 14, 2004

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

    By waid10, September 12, 2019   

    • 457(f)
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • September 16, 2019

34. Update on rolling vesting under 409A and 457(f)?

    By Locust, June 6, 2005
    • 26 replies
    • 12k views
    • 
    • Guest
    • November 3, 2005

35. user fees

    By Guest wortmanave, October 10, 2005
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 12, 2005

36. USERRA and 457(b) Plans

    By Guest KCW, September 26, 2001
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 27, 2001

37. valuation of a floor benefit serp for income tax purposes under a 457f plan

    By Guest rod, May 19, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 19, 2005

38. Vesting in 457(b)

    By Guest James Vito Esposito, August 4, 2006
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 4, 2006

39. Voluntary Separation Pay Plan

    By Brian Haynes, April 12, 2012
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 12, 2012

40. Volunteer Firefighter Plan (457(e)(11)(B))

    By austin3515, June 30, 2017
    • 7 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • June 30, 2017

41. W-2 reporting requirement

    By Pension Panda, July 17, 2008
    • 0 replies
    • 2.5k views
    • 
    • Pension Panda
    • July 17, 2008

42. W2!? Little help please

    By Guest Monster, February 13, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

43. Want to avoid distributions triggered by merger.

    By ERISA-Bubs, February 29, 2024
    • 0 replies
    • 708 views
    • 
    • ERISA-Bubs
    • February 29, 2024

44. What happens if no beneficiary is named?

    By Guest alg_00, July 21, 2007
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • July 23, 2007

45. What if insurance co. goes bankrupt?

    By Guest defcompq, June 24, 2005
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • June 29, 2005

46. What is the reach of 457(f)?

    By Ken Davis, September 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • J Simmons
    • February 12, 2009

47. What to do about tribal 457(b)

    By Guest Penelope, August 19, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 19, 2010

48. 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

49. When is vacation pay "payable" under final regs?

    By Guest kjungkin, August 14, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 14, 2003

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

    By Belgarath, July 17, 2025
    • 9 replies
    • 1k views
    • 
    • RatherBeGolfing
    • July 21, 2025