457 Plans

806 topics in this forum

1. Change in Eligibility

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

2. disability retirement in a governmental 457(b) plan?

   By Guest cbclark, September 2, 2011
   • 5 replies
   • 3.4k views
   • 
   • Guest
   • September 12, 2011

3. 457(b) limit

   By FJR, March 10, 2005
   • 5 replies
   • 2.5k views
   • 
   • Lori Friedman
   • March 11, 2005

4. 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

5. How can I get money from an employer's old 457(b) plan to the employer's new 457(b) plan?

   By ERISA-Bubs, August 30, 2017
   • 5 replies
   • 2.6k views
   • 
   • Luke Bailey
   • September 13, 2017

6. Elapse Time

   By joel, April 11, 2007
   • 4 replies
   • 3.2k views
   • 
   • Peter Gulia
   • April 12, 2007

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

   By DaddyRabbit, April 10, 2021
   • 4 replies
   • 1.6k views
   • 
   • Peter Gulia
   • April 13, 2021

8. 457 SPD needed or not?

   By Guest mgreen2, April 4, 2002
   • 4 replies
   • 3k views
   • 
   • Guest
   • April 7, 2002

9. Tax Exempt Entity with 457 covering all employees?

   By Guest TBick, April 13, 2004
   • 4 replies
   • 2k views
   • 
   • mbozek
   • April 13, 2004

10. Where to obtain training?

    By ESI2015, May 18, 2020
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • May 19, 2020

11. Retroactive Effective Date for 457(b) Plan

    By Plan Doc, November 18, 2022
    • 4 replies
    • 1.5k views
    • 
    • Luke Bailey
    • November 18, 2022

12. 457 Plan

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

13. 457(b) distributions

    By Belgarath, February 21, 2024
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 23, 2024

14. Should we try?

    By Guest m.n.ouellette, June 28, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2004

15. Model Amendments for Tax-Exempts?

    By Alf, August 11, 2004
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • October 5, 2004

16. Eligible/ineligible plans

    By Guest Monster, December 11, 2001
    • 4 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • December 12, 2001

17. 457 Provider Search.....top providers?

    By Guest ks@pfegroup, May 9, 2004
    • 4 replies
    • 8k views
    • 
    • mbozek
    • May 24, 2004

18. State taxation of employee 457b amounts

    By alexa, August 8, 2015
    • 4 replies
    • 3.7k views
    • 
    • austin3515
    • November 29, 2018

19. 457(b) catch-ups

    By jpod, July 7, 2016
    • 4 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • July 8, 2016

20. Tax treatment/reporting of a 457(f) payment to beneficiary

    By Griswold, May 6, 2016
    • 4 replies
    • 3.7k views
    • 
    • Griswold
    • May 10, 2016

21. Governmental 457b annual additions limit

    By WCC, April 11, 2014
    • 4 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2015

22. What happens if no beneficiary is named?

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

23. 457 distribution rules

    By Guest petet, July 20, 2001
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • October 25, 2001

24. Funding with Life Insurance

    By Guest wjr, March 27, 2002
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2002

25. Are Distributions Allowed to Rehired Employee?

    By traveler, April 11, 2018   

    • 457(b)
    • govermental plan
    • (and 2 more)

      Tagged with:

      • 457(b)
      • govermental plan
      • part-time
      • rehired employe
    • 4 replies
    • 3.3k views
    • 
    • Bri
    • April 11, 2018

26. Are sponsors amending 457(f) plans or waiting for regulations?

    By Guest strayhorn, November 10, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 8, 2009

27. 457b tax exempt rollovers / transfers

    By Guest LSULLIVAN, June 7, 2005
    • 4 replies
    • 3.6k views
    • 
    • QDROphile
    • June 7, 2005

28. Nonqualified 457(b) Distributions

    By Guest tschwab, December 16, 2001
    • 4 replies
    • 5.7k views
    • 
    • MGB
    • April 29, 2002

29. Merging 2 457(b) top hat plans

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

30. 457(f) correction

    By Guest jmlumpkin, October 26, 2011
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2011

31. Possible elimination of 457(f)

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

32. 457 Submission

    By Blinky the 3-eyed Fish, November 6, 2003
    • 4 replies
    • 3.5k views
    • 
    • Kirk Maldonado
    • November 7, 2003

33. IRA Rollover to a 457 Plan

    By Guest Tallyman, July 30, 2010
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 3, 2010

34. Correction of Excess Deferrals in 457 Plan

    By chris, October 17, 2001
    • 4 replies
    • 4k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

35. start up 457(b) and 457(f)

    By Guest willow100, March 8, 2007
    • 4 replies
    • 3.4k views
    • 
    • davef
    • March 13, 2007

36. Are contributions to a governmental 457(b) plan conisdered annual additions?

    By britoski, July 31, 2009
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • February 13, 2014

37. Normal Retirement Age in 457(b) NP Plan

    By Lori Foresz, April 25, 2014
    • 4 replies
    • 3.3k views
    • 
    • kgr12
    • December 16, 2016

38. 457 conversion to IRA

    By Guest ron farrar, July 6, 2001
    • 4 replies
    • 3.9k views
    • 
    • jlf
    • July 20, 2001

39. Regulatory agency for governmental and non-governmental 457(b) plans.

    By joel, October 27, 2004
    • 4 replies
    • 3.5k views
    • 
    • mbozek
    • October 28, 2004

40. 457f and 401(a)(17) limit

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

41. 457(f) Plans and Covenants Not to Compete

    By Guest strayhorn, August 4, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • April 4, 2011

42. Accounting

    By Archimage, June 12, 2003
    • 4 replies
    • 2.4k views
    • 
    • Archimage
    • June 25, 2003

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

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

44. 457(b) direct rollover to annuity ?

    By Guest bluefish, July 31, 2004
    • 4 replies
    • 7.7k views
    • 
    • Guest
    • August 4, 2004

45. Eligibility for 457 Plan Year-by-Year

    By metsfan026, July 25, 2023
    • 4 replies
    • 806 views
    • 
    • CuseFan
    • July 26, 2023

46. Any Corbel 457(b) users out there?

    By smm, June 6, 2008
    • 4 replies
    • 2.5k views
    • 
    • panther
    • August 24, 2009

47. Can a governmental 457b plan be terminated?

    By Guest Clain, June 5, 2007
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • July 18, 2007

48. Investment Restrictions

    By austin3515, June 5, 2013
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • June 7, 2013

49. Domestic Relation Orders - Insufficient Account Balance

    By Guest D Rudd, January 30, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2002

50. Non-Governmental 457(b) Distribution

    By Catch22PGM, October 23, 2020   

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