457 Plans

806 topics in this forum

1. Plan Contribution in Lieu of a Raise

   By DTH, March 13, 2015
   • 6 replies
   • 2.1k views
   • 
   • jpod
   • March 16, 2015

2. Fees for QDRO review for 457 Plan

   By J Simmons, April 10, 2009
   • 6 replies
   • 2.7k views
   • 
   • Peter Gulia
   • February 13, 2019

3. 457 plans & RMDs

   By jevd, June 27, 2017
   • 6 replies
   • 2.5k views
   • 
   • CuseFan
   • June 29, 2017

4. cash outs of accumulated vacation pay

   By gc@chimentowebb.com, June 22, 2022
   • 6 replies
   • 2.8k views
   • 
   • gc@chimentowebb.com
   • July 2, 2022

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

   By Christine Roberts, August 31, 2022
   • 6 replies
   • 1.7k views
   • 
   • Cassopy
   • October 24, 2022

6. 457(b) Tax Exempt Interest Rate

   By Guest matt2800, April 16, 2012
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • April 16, 2012

7. Employee Eligibility

   By Felicia, November 14, 2003
   • 5 replies
   • 3.6k views
   • 
   • QDROphile
   • January 25, 2007

8. Can an Employee Terminate 457b without first quitting my job?

   By Teacherinneed, October 17, 2016
   • 5 replies
   • 11.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 18, 2016

9. 457 Investments

   By Guest Suanne, January 10, 2003
   • 5 replies
   • 3.2k views
   • 
   • mbozek
   • January 13, 2003

10. Exceeding 402g and 415c limits...

    By K-t-F, November 5, 2004
    • 5 replies
    • 5.4k views
    • 
    • mbozek
    • January 18, 2005

11. Terminating a 501c3 457b

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

12. 457 to 401(k)

    By Guest Tom Fridrich, July 18, 2002
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • August 19, 2002

13. Piggybacking years

    By Ken Davis, January 13, 2003
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • February 13, 2003

14. Non-Governmental 457(b) Compensation

    By Catch22PGM, December 17, 2021   

    • non-governmental 457(b)
    • compensation
    • 5 replies
    • 1.2k views
    • 
    • QDROphile
    • July 17, 2022

15. 457f Substantial Risk of Forfeiture

    By austin3515, January 10, 2020
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 26, 2020

16. Taxation of employee on 457f

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

17. Transfers between Nongovernmental 457(b) Plans

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

18. 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

19. Borrow from my 457

    By Guest jleanes, March 23, 2002
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • May 28, 2002

20. SECURE Amendment deadline for tax-exempt 457(b) Plans

    By Belgarath, March 6
    • 5 replies
    • 1.6k views
    • 
    • 30Rock
    • March 7

21. 457(f) and AJCA

    By Guest Philip, October 15, 2004
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 26, 2004

22. 457(b) plans

    By Guest BruceC, December 2, 2008
    • 5 replies
    • 4.4k views
    • 
    • Lori Friedman
    • December 3, 2008

23. Correcting 457(f) problem

    By 7806akp, April 7, 2011
    • 5 replies
    • 4.2k views
    • 
    • Cassopy
    • June 7, 2021

24. 457(b) Document Compliance and Enforcement

    By Randy Watson, September 14, 2011
    • 5 replies
    • 4.5k views
    • 
    • Randy Watson
    • September 22, 2011

25. user fees

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

26. Sponsor withheld deferrals before establishing 457 plan

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

27. unforeseeable emergency

    By Guest Benefitsrock, January 14, 2011
    • 5 replies
    • 3.8k views
    • 
    • Rafael
    • March 11, 2020

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

    By Guest ely, June 2, 2010
    • 5 replies
    • 2.8k views
    • 
    • TLGeer
    • June 4, 2010

29. FICA Alternative Plans

    By Guest jamie, January 22, 2002
    • 5 replies
    • 2.7k views
    • 
    • buckyks
    • March 7, 2002

30. Deferral limit

    By jkharvey, December 3, 2008
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 14, 2009

31. How often do creditors take 457b plan assets?

    By Guest hannahdog, January 30, 2008
    • 5 replies
    • 15.5k views
    • 
    • jpod
    • June 17, 2008

32. defined benefit 457(b) plan

    By Felicia, September 8, 2004
    • 5 replies
    • 4.4k views
    • 
    • SoCalActuary
    • September 14, 2004

33. Termination of 457(b) Plan

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

34. non-profit 457b FICA

    By Guest Esther, December 13, 2009
    • 5 replies
    • 4.4k views
    • 
    • 30Rock
    • May 19, 2010

35. Distribution made without spousal consent

    By Guest alg_00, July 27, 2007
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • August 7, 2007

36. FICA and Medicare Tax applied to ER Contributions

    By bcmom, April 22, 2014
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • May 29, 2014

37. 457

    By Guest thestockman, July 24, 2001
    • 5 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

38. Corrective distributions

    By Guest ahayford, November 9, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • November 10, 2005

39. 457(f) elective deferrals

    By Guest Philip, February 16, 2004
    • 5 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • February 18, 2004

40. Compensation for 401(k) plan where client also maintains a 457 plan

    By Lame Duck, October 9, 2013
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • October 9, 2013

41. Question on 457(f) Taxation of distributions

    By Guest Moni.maker, November 11, 2014
    • 5 replies
    • 11.5k views
    • 
    • Carol V. Calhoun
    • November 12, 2014

42. Age 50 Catch up

    By Guest James III, October 18, 2001
    • 5 replies
    • 3.1k views
    • 
    • MGB
    • April 26, 2002

43. New York Charter School

    By Guest Deflector, September 25, 2008
    • 5 replies
    • 2.2k views
    • 
    • GBurns
    • September 26, 2008

44. 457(f) - employer requirement

    By Guest Eric., February 24, 2009
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • February 25, 2009

45. Copy of: Dist Liability

    By Guest barrystarr, September 8, 2003
    • 5 replies
    • 3.3k views
    • 
    • mbozek
    • September 9, 2003

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

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

47. FICA Replacement Plan

    By nancy, October 23, 2001
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • August 23, 2002

48. 457f Participant with Small ($0.02) Vested Account Balance Mistakenly Not Distributed

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

49. 457 and 401k

    By Guest breakwater, February 13, 2006
    • 5 replies
    • 3.7k views
    • 
    • GBurns
    • February 21, 2006

50. Recommendations for 457 Plan Documents

    By Tioscrooge, October 10, 2018
    • 5 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • October 15, 2019