457 Plans

806 topics in this forum

1. 457(b) Tax-Exempt Excess Deferral

   By DTH, February 5, 2010
   • 8 replies
   • 6.8k views
   • 
   • John Feldt ERPA CPC QPA
   • April 15, 2010

2. Life insurance in a 457(b) eligibile plan (tax exempt)

   By Scuba 401, October 15, 2015
   • 8 replies
   • 3.4k views
   • 
   • Peter Gulia
   • October 16, 2015

3. Medicaid providers as 457 participants

   By Guest EditInIllinois, September 25, 2008
   • 8 replies
   • 7.4k views
   • 
   • EmployeeofMD
   • October 12, 2015

4. Independent Contractors in Governmental 457(b)

   By BTG, November 26, 2018   

   • 457
   • independent contractor
   • 8 replies
   • 1.9k views
   • 
   • Luke Bailey
   • November 28, 2018

5. 457(f) Substantial Risk of Forfeiture

   By IM4ERISA, March 21, 2024
   • 8 replies
   • 2.4k views
   • 
   • IM4ERISA
   • March 25, 2024

6. 457 employer match

   By cpc0506, July 12, 2010
   • 8 replies
   • 4.1k views
   • 
   • Peter Gulia
   • July 15, 2010

7. 100% Deferral?

   By Guest Zeus369, December 19, 2002
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • December 30, 2002

8. 457 Rollover

   By MGOAdmin, February 5, 2015   

   • 457
   • rollover
   • 7 replies
   • 3.1k views
   • 
   • Belgarath
   • August 14, 2018

9. Whether or Not to Invest in a 457

   By Guest Nico, February 1, 2007
   • 7 replies
   • 3.4k views
   • 
   • joel
   • April 12, 2007

10. What if insurance co. goes bankrupt?

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

11. 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

12. Is 457 the sole choice?

    By Ken Davis, July 21, 2005
    • 7 replies
    • 3.2k views
    • 
    • Ken Davis
    • July 27, 2005

13. 457(b) Plan

    By 52626, April 15, 2015
    • 7 replies
    • 3.1k views
    • 
    • jpod
    • April 15, 2015

14. 457b and 457f commingled accounts

    By austin3515, April 7, 2017
    • 7 replies
    • 1.8k views
    • 
    • austin3515
    • April 19, 2017

15. Governmental plan answer book

    By Guest David G, April 23, 2001
    • 7 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • January 23, 2002

16. 457(b)---Basic Questions

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

17. 457(f) - On vesting, taxes paid but money stays in the Plan?

    By ERISA-Bubs, September 8, 2023
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • September 9, 2023

18. 457(b) plan into after tax acct of some type

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

19. Non-Governmental 457(b) Rollover

    By Catch22PGM, January 24, 2020
    • 7 replies
    • 2k views
    • 
    • 401 Chaos
    • November 15, 2021

20. Maximum deferred into 457

    By Guest margmt, January 4, 2006
    • 7 replies
    • 4.2k views
    • 
    • Randy Watson
    • January 13, 2006

21. 457(b) top hat and annuities

    By 30Rock, January 24, 2011
    • 7 replies
    • 3.6k views
    • 
    • joel
    • March 23, 2011

22. Eligible Employers

    By 30Rock, June 9, 2010
    • 7 replies
    • 4k views
    • 
    • 30Rock
    • June 9, 2010

23. Roth 457(b)

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

24. E.T.A. for "Technical Correction" of 457 limit?

    By Guest KCW, December 20, 2001
    • 7 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 13, 2002

25. 457 Vendors

    By Guest cisabell, April 18, 2002
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • September 1, 2002

26. 457 plans and form 5500

    By Santo Gold, April 8, 2008
    • 7 replies
    • 13.2k views
    • 
    • jpod
    • April 9, 2008

27. Should I have made More?

    By jondoejag2, August 28, 2017   

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

28. Mandatory Contributions

    By Guest khartford, June 23, 2011
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • June 28, 2011

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

    By austin3515, June 30, 2017
    • 7 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • June 30, 2017

30. 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

31. Ineligible Rollover

    By Randy Watson, July 18, 2005
    • 6 replies
    • 3k views
    • 
    • jevd
    • July 19, 2005

32. Multiple Plan Loans

    By fiduciary perspective, April 26, 2010
    • 6 replies
    • 2.2k views
    • 
    • TLGeer
    • April 27, 2010

33. change in control non-profit

    By Scuba 401, August 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 21, 2016

34. Distributions After Terminating 457(b) Plan

    By waid10, September 16, 2013   

    • Non-governmental 457(b)
    • 6 replies
    • 3.8k views
    • 
    • waid10
    • September 16, 2013

35. 414v(6) and SECTION 631 of the JCWAA

    By Guest Johnny, December 20, 2002
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 23, 2002

36. Basic Question Re: 457(b) Deferrals

    By DJL, June 17, 2021
    • 6 replies
    • 2k views
    • 
    • StephenD
    • June 19, 2021

37. 457(b) nonelective employer contributions / 404(a)(6)

    By Guest Seg, January 5, 2007
    • 6 replies
    • 4k views
    • 
    • TLGeer
    • February 2, 2007

38. 457 "constructive receipt"

    By Guest DennisDT, February 20, 2002
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 23, 2002

39. 457(b) Distribution - Procedurally speaking

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

40. Nonprofit deferred salary

    By Rainethe, September 14, 2018
    • 6 replies
    • 1.2k views
    • 
    • LIBERTYKID
    • September 20, 2018

41. 457(f) Plan Termination

    By austin3515, January 21, 2020
    • 6 replies
    • 2.7k views
    • 
    • Luke Bailey
    • January 23, 2020

42. 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

43. Employer contribution timing to a nonprofit 457(b)

    By pjb1835, April 24, 2019
    • 6 replies
    • 3.7k views
    • 
    • Peter Gulia
    • September 4, 2019

44. 457(f)/457(b) Top Hat Plans

    By Guest wjr, March 14, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 20, 2002

45. 457 Employer Contributions

    By Guest RandyO, June 10, 2010
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • June 14, 2010

46. New 21% Excise Tax & Nongovernmental 457(b) Plans

    By EBECatty, January 13, 2018
    • 6 replies
    • 3.7k views
    • 
    • EBECatty
    • January 24, 2018

47. 457 plus 403(b) plan

    By Santo Gold, March 7, 2017
    • 6 replies
    • 1.8k views
    • 
    • JoeAvg
    • March 31, 2017

48. Multiple Employer Governmental 457 Plan

    By oldman, June 13, 2010
    • 6 replies
    • 6.1k views
    • 
    • Patricia Neal Jensen
    • October 15, 2019

49. Governmental 457(b) Custodial Account vs. Trust

    By EBECatty, January 27, 2022
    • 6 replies
    • 2.3k views
    • 
    • Liz Hallam
    • January 31, 2022

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

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