457 Plans

806 topics in this forum

1. Can a governmental 457b plan be terminated?

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

2. Elapse Time

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

3. 457(f) SERP

   By jpod, March 21, 2013
   • 1 reply
   • 3.2k views
   • 
   • Zoraster
   • November 9, 2015

4. 457(f) and 409A interplay

   By Locust, January 5, 2005
   • 4 replies
   • 3.2k views
   • 
   • Locust
   • January 6, 2005

5. Hardship distribution from 457 plan

   By jkharvey, October 20, 2001
   • 3 replies
   • 3.2k views
   • 
   • Carol V. Calhoun
   • October 23, 2001

6. 457(b) Plan

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

7. Self-funded plan and limited benefits for certain diagnosis.

   By Guest vicki travers, February 26, 2003
   • 3 replies
   • 3.1k views
   • 
   • Don Levit
   • February 27, 2003

8. Nongovernmental 457(b) Death Benefit Taxation

   By Rob P, May 19, 2011
   • 2 replies
   • 3.1k views
   • 
   • Rob P
   • May 20, 2011

9. 457 Rollover

   By MGOAdmin, February 5, 2015   

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

10. 457 Vendors

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

11. How to Terminate a 457?

    By Guest getaxa, December 16, 2004
    • 1 reply
    • 3.1k views
    • 
    • mbozek
    • December 17, 2004

12. 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

13. Age 50 Catch up

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

14. Terminate and/or restating a 457(b) plan.

    By Guest Jules1, November 15, 2014   

    • 457(b) plan
    • termination of 457(b) plan
    • 3 replies
    • 3.1k views
    • 
    • mbozek
    • November 17, 2014

15. 457(b) for Healthcare network

    By Guest Vincer, March 13, 2002
    • 9 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • March 19, 2002

16. Late payment to 457b account

    By Guest wayneter, January 26, 2007
    • 2 replies
    • 3.1k views
    • 
    • TLGeer
    • February 2, 2007

17. 457(f)/457(b) Top Hat Plans

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

18. Broker Commissions

    By Guest tdmclean, November 2, 2005
    • 3 replies
    • 3k views
    • 
    • Guest
    • February 12, 2006

19. refund of excess 457(b) contributions

    By mbozek, April 21, 2002
    • 0 replies
    • 3k views
    • 
    • mbozek
    • April 21, 2002

20. Ineligible Rollover

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

21. ERISA Bond

    By rlb64, February 18, 2011
    • 3 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 23, 2011

22. 457 rollover ?

    By Guest thestockman, July 25, 2001
    • 1 reply
    • 3k views
    • 
    • Guest
    • July 27, 2001

23. 457 SPD needed or not?

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

24. unforseen emergency

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

25. 457b top hat

    By 30Rock, May 21, 2010
    • 2 replies
    • 3k views
    • 
    • 30Rock
    • May 27, 2010

26. Sponsor withheld deferrals before establishing 457 plan

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

27. Recommendations for 457(b) Vendor?

    By Guest erisafried, May 24, 2005
    • 3 replies
    • 3k views
    • 
    • mbozek
    • May 24, 2005

28. 457(b) Limit: Calendar year vs. Fiscal year

    By Guest SHM, October 20, 2006
    • 1 reply
    • 3k views
    • 
    • Guest
    • October 20, 2006

29. 457 plan document

    By Guest tws, January 14, 2004
    • 2 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • January 16, 2004

30. 457 plan and disability benefits

    By Guest scharris, September 27, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • October 25, 2001

31. 457(f) Plans and Covenants Not to Compete

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

32. Annuity as Trust

    By Guest rgfleming, June 19, 2003
    • 3 replies
    • 2.9k views
    • 
    • Locust
    • July 18, 2003

33. Bona Fide Severance Pay Plan

    By card, February 17, 2004
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • February 17, 2004

34. 457(b) and a Rabbi Trust

    By Guest JPotosky, January 31, 2007
    • 1 reply
    • 2.9k views
    • 
    • Locust
    • February 1, 2007

35. Transfers of Employee Accounts to New Administrator

    By waid10, June 28, 2005
    • 8 replies
    • 2.9k views
    • 
    • QDROphile
    • June 30, 2005

36. 457(b) Deferrals - Impact on Social Security Earnings

    By waid10, June 23, 2017
    • 2 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2017

37. 457 non-profit plan

    By Guest Connie Conger, June 7, 2006
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • June 12, 2006

38. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 2.9k views
    • 
    • Appleby
    • October 15, 2009

39. Special 457b Catchup Provisions

    By Guest buffcody, January 24, 2007
    • 4 replies
    • 2.9k views
    • 
    • TLGeer
    • February 2, 2007

40. further 457 questions

    By Guest thestockman, July 26, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • July 27, 2001

41. Distribution made without spousal consent

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

42. 457 Employer Contributions

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

43. Tandem 457(b)/457(f)

    By kgr12, October 29, 2002
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • November 13, 2002

44. user fees

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

45. Installment distributions from a 457(f) plan?

    By Guest TaxedToDeath, September 23, 2013
    • 3 replies
    • 2.9k views
    • 
    • jpod
    • September 23, 2013

46. not-for-profit tax emempt nonqualified

    By k man, August 7, 2007
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • August 7, 2007

47. Withholding reporting requirements § 457(b) plans

    By Appleby, May 2, 2003
    • 0 replies
    • 2.9k views
    • 
    • Appleby
    • May 2, 2003

48. Spousal consent requirement

    By Guest Hans Lewis, April 25, 2006
    • 1 reply
    • 2.9k views
    • 
    • QDROphile
    • April 25, 2006

49. Non-governmental 457(b) Plan litits on contributions

    By Brian Gallagher, May 11, 2004
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • June 11, 2004

50. Ineligible rollover to IRA from 457(b) plan

    By Guest TaxedToDeath, March 23, 2011
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • March 27, 2011