457 Plans

807 topics in this forum

1. Non-Governmental 457(b) SECURE Amendment - RMDs

   By Christine Roberts, August 31, 2022
   • 6 replies
   • 1.8k views
   • 
   • Cassopy
   • October 24, 2022

2. 457B Withdrawal Tax Implications?

   By CA93619, August 23, 2022
   • 2 replies
   • 834 views
   • 
   • CuseFan
   • August 24, 2022

3. Merging 2 457(b) top hat plans

   By 30Rock, August 5, 2022
   • 4 replies
   • 1.1k views
   • 
   • 30Rock
   • August 7, 2022

4. cash outs of accumulated vacation pay

   By gc@chimentowebb.com, June 22, 2022
   • 6 replies
   • 3.2k views
   • 
   • gc@chimentowebb.com
   • July 2, 2022

5. 415 (c) Contribution Limits

   By luissaha, June 8, 2022
   • 3 replies
   • 1k views
   • 
   • Luke Bailey
   • June 9, 2022

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

   By MS, May 28, 2022
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • June 17, 2022

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

   By EBECatty, January 27, 2022
   • 6 replies
   • 2.5k views
   • 
   • Liz Hallam
   • January 31, 2022

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

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

9. Make-Up Contributions

   By #toomanyrules, January 6, 2022
   • 2 replies
   • 729 views
   • 
   • #toomanyrules
   • January 7, 2022

10. Non-Governmental 457(b) Compensation

    By Catch22PGM, December 17, 2021   

    • non-governmental 457(b)
    • compensation
    • 5 replies
    • 1.3k views
    • 
    • QDROphile
    • July 17, 2022

11. Death benefits in 457b top hat plan

    By Plum, November 19, 2021
    • 1 reply
    • 1.4k views
    • 
    • Luke Bailey
    • December 8, 2021

12. Giving Plan Admin discretion in 457(b) plans

    By mattmc82, November 18, 2021
    • 3 replies
    • 951 views
    • 
    • Belgarath
    • November 19, 2021

13. Dual Employee

    By BTG, October 12, 2021
    • 0 replies
    • 552 views
    • 
    • BTG
    • October 12, 2021

14. 457(b) death taxation

    By Draper55, September 27, 2021
    • 2 replies
    • 2k views
    • 
    • Draper55
    • September 28, 2021

15. 457 Beneficiary Fraud

    By MYMYMY, August 10, 2021
    • 1 reply
    • 827 views
    • 
    • MoJo
    • August 10, 2021

16. 457(b) Normal Retirement Age based on terms of MPP

    By Jeff Kirtner, August 4, 2021
    • 0 replies
    • 648 views
    • 
    • Jeff Kirtner
    • August 4, 2021

17. Basic Question Re: 457(b) Deferrals

    By DJL, June 17, 2021
    • 6 replies
    • 2.3k views
    • 
    • StephenD
    • June 19, 2021

18. 457(f) Plan + Constructive Receipt

    By #toomanyrules, April 26, 2021
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • April 28, 2021

19. Combined 457(b) and 401(a) Plans

    By DaddyRabbit, April 10, 2021
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • April 13, 2021

20. 457(f) Employee Contributions

    By Catch22PGM, March 25, 2021
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 26, 2021

21. Make-Up Contributions

    By #toomanyrules, January 14, 2021
    • 2 replies
    • 872 views
    • 
    • #toomanyrules
    • January 21, 2021

22. Timing of 457(f) Taxation

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

23. Installment Payments Chosen

    By ogilviesann, November 13, 2020
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 18, 2020

24. Stable Value Fund or Money Market Account

    By Matthew, October 28, 2020
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 29, 2020

25. Non-Governmental 457(b) Distribution

    By Catch22PGM, October 23, 2020   

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

26. 457(b) Amendments

    By Belgarath, October 20, 2020
    • 2 replies
    • 941 views
    • 
    • Belgarath
    • October 21, 2020

27. For-Profit Subsidiary of Non-Governmental Entity

    By kgr12, September 15, 2020
    • 3 replies
    • 970 views
    • 
    • kgr12
    • September 16, 2020

28. 457 checklists

    By ESI2015, September 3, 2020
    • 2 replies
    • 776 views
    • 
    • Bob the Swimmer
    • September 4, 2020

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

    By Belgarath, May 29, 2020
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • May 29, 2020

30. Where to obtain training?

    By ESI2015, May 18, 2020
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • May 19, 2020

31. "Substantially equal" monthly installments

    By Belgarath, April 30, 2020
    • 1 reply
    • 838 views
    • 
    • EBECatty
    • April 30, 2020

32. Notifying IRS if TIN no longer active?

    By Belgarath, April 23, 2020
    • 2 replies
    • 873 views
    • 
    • Bob the Swimmer
    • April 24, 2020

33. Non-Governmental 457(b) Transfer

    By Catch22PGM, April 8, 2020
    • 2 replies
    • 1.2k views
    • 
    • Catch22PGM
    • April 13, 2020

34. 457 FICA Alt Plan and CARES Act

    By JOH, April 6, 2020
    • 0 replies
    • 588 views
    • 
    • JOH
    • April 6, 2020

35. Deadline to establish a Rabbi Trust

    By JustMe, February 19, 2020
    • 3 replies
    • 784 views
    • 
    • Bob the Swimmer
    • February 20, 2020

36. 457 plan document compliance - restatement

    By Tom, February 18, 2020   

    • restatement deadline
    • 1 reply
    • 2.8k views
    • 
    • Carol V. Calhoun
    • February 18, 2020

37. 457(b) Top Hat Start-Up

    By oldman63, February 4, 2020
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • February 4, 2020

38. Non-Governmental 457(b) Rollover

    By Catch22PGM, January 24, 2020
    • 7 replies
    • 2.4k views
    • 
    • 401 Chaos
    • November 15, 2021

39. 457(f) Plan Termination

    By austin3515, January 21, 2020
    • 8 replies
    • 2.9k views
    • 
    • Peter Gulia
    • January 15

40. 457f Substantial Risk of Forfeiture

    By austin3515, January 10, 2020
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 26, 2020

41. 457(f) after-tax contributions

    By AMDG, December 6, 2019   

    • 457
    • 457f
    • (and 3 more)

      Tagged with:

      • 457
      • 457f
      • 457(f)
      • after-tax
      • after tax contributions
    • 2 replies
    • 1.3k views
    • 
    • Bob the Swimmer
    • December 9, 2019

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

    By 401(k)athryn, December 4, 2019
    • 3 replies
    • 2.4k views
    • 
    • 401(k)athryn
    • December 13, 2019

43. Trustees of Rabbi Trusts

    By austin3515, December 2, 2019
    • 16 replies
    • 3k views
    • 
    • Peter Gulia
    • February 13, 2025

44. Multiple Extensions of 457(f) SROF

    By kgr12, November 13, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • November 20, 2019

45. Changing NRA - Non Governmental 457 Plan

    By 52626, October 4, 2019
    • 0 replies
    • 701 views
    • 
    • 52626
    • October 4, 2019

46. 457b Installment Distribution - when is it deemed late?

    By waid10, September 26, 2019
    • 0 replies
    • 651 views
    • 
    • waid10
    • September 26, 2019

47. Application of CG rules to Severance from Employment?

    By BTG, September 13, 2019
    • 0 replies
    • 607 views
    • 
    • BTG
    • September 13, 2019

48. 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

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

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

50. Cancel 409A/457(f) SERP in exchange for split dollar loan regime

    By dixieandruby, September 3, 2019   

    • 457(f)
    • 409a
    • (and 2 more)

      Tagged with:

      • 457(f)
      • 409a
      • substitution
      • split dollar
    • 3 replies
    • 2.6k views
    • 
    • EBECatty
    • November 14, 2019