457 Plans

806 topics in this forum

1. 457(f) documents

   By Belgarath, January 19, 2015
   • 2 replies
   • 1.8k views
   • 
   • Belgarath
   • January 22, 2015

2. Governmental 457b annual additions limit

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

3. 457(b) missed deferral, correction?

   By WCC, January 7, 2015
   • 1 reply
   • 2.6k views
   • 
   • QDROphile
   • January 7, 2015

4. 457 3-year catch-up, missed contributions from other plans

   By jsb, January 2, 2015
   • 1 reply
   • 1.6k views
   • 
   • SeanTankarian
   • January 2, 2015

5. 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

6. 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

7. Employer contribution requirement/participant rights

   By Belgarath, September 3, 2014
   • 2 replies
   • 2.3k views
   • 
   • QDROphile
   • September 3, 2014

8. Year end employment for match?

   By Trekker, August 14, 2014
   • 3 replies
   • 1.5k views
   • 
   • Trekker
   • August 14, 2014

9. Local Government Inclusion in State Plan

   By joel, July 26, 2014
   • 2 replies
   • 1.2k views
   • 
   • joel
   • August 8, 2014

10. 1099 or w-2

    By katie58, July 27, 2014
    • 1 reply
    • 2.8k views
    • 
    • QDROphile
    • July 28, 2014

11. Unforeseeable Emergency Withdrawal and Loans

    By DTH, July 23, 2014
    • 3 replies
    • 1.8k views
    • 
    • DTH
    • July 23, 2014

12. Non-Qualified Deferred Comp plan and distribution rules

    By Rai401k, July 22, 2014
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • July 22, 2014

13. Full vesting on Er Contributions at NRA

    By austin3515, July 8, 2014
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • July 8, 2014

14. 457(f) - 9 month vs. 12 month

    By Guest Rain567, July 7, 2014   

    • 457
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 7, 2014

15. Special 457(b) pre-retirement catch-up

    By DTH, June 24, 2014
    • 0 replies
    • 2.2k views
    • 
    • DTH
    • June 24, 2014

16. FICA and Medicare Tax applied to ER Contributions

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

17. Rollover a governmental 457 to 403(b)

    By Silver70, May 2, 2014   

    • 457
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 457
      • 403(b)
      • Ohio
    • 0 replies
    • 1.5k views
    • 
    • Silver70
    • May 2, 2014

18. 457(b) Plan Distribution Elections

    By austin3515, December 6, 2013
    • 9 replies
    • 4.8k views
    • 
    • Belgarath
    • March 19, 2014

19. Purchase of Permissive Prior Service in a DB plan

    By joel, March 19, 2014
    • 0 replies
    • 889 views
    • 
    • joel
    • March 19, 2014

20. Tax on Early Distributions

    By oldman, March 18, 2014
    • 0 replies
    • 1.2k views
    • 
    • oldman
    • March 18, 2014

21. Calculation of Annual Deferral Limit/Ceiling for Non-Profit 457(b)

    By Lori Foresz, March 14, 2014
    • 2 replies
    • 1.5k views
    • 
    • Lori Foresz
    • March 14, 2014

22. FICA/FUTA on 457(b) Distributions

    By Guest Golden Girl, March 10, 2014
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • March 11, 2014

23. NP 457(b) Plan and Excess Deferrals

    By Guest Golden Girl, February 28, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

24. Contributions to both 457(b) and Thrift Savings Plan

    By Guest DanielCPA, February 14, 2014
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2014

25. 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

26. Continued Participation by Employees "Leased" to New For-Profit Subsidiary

    By 401 Chaos, February 6, 2014
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • February 6, 2014

27. Continued Participation by Employees "Leased" to New For-Profit Subsidiary

    By 401 Chaos, February 6, 2014
    • 0 replies
    • 897 views
    • 
    • 401 Chaos
    • February 6, 2014

28. Forms of Distribution in Tax-Exempt 457(b)

    By PensionPro, December 19, 2013
    • 2 replies
    • 2.6k views
    • 
    • PensionPro
    • December 20, 2013

29. multiple 457 plans

    By Chippy, November 21, 2013
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 21, 2013

30. Acceleration of Vesting under 457(f) Plan

    By Guest gaham, November 20, 2013
    • 1 reply
    • 2.7k views
    • 
    • QDROphile
    • November 20, 2013

31. 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

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

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

33. Distributions After Terminating 457(b) Plan

    By waid10, September 16, 2013   

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

34. Partial Distributions

    By Guest TJG, August 23, 2013
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 23, 2013

35. EEs of Governmental 457 & 401(a) move to affiliated Tax Exempt 403(b)

    By TPAVP, July 31, 2013
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 2, 2013

36. Purchase Service Credits

    By oldman, July 23, 2013
    • 0 replies
    • 1.7k views
    • 
    • oldman
    • July 23, 2013

37. Investment Restrictions

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

38. Termination of 457(b) plan

    By ALLIGRIM, May 23, 2013
    • 0 replies
    • 1.6k views
    • 
    • ALLIGRIM
    • May 23, 2013

39. 457(f)

    By cdavis25, April 25, 2013
    • 2 replies
    • 1.8k views
    • 
    • cdavis25
    • April 30, 2013

40. 457(f) Taxation of Retiree Medical Reimbursement Plan

    By Guest rjohnson, March 25, 2011
    • 2 replies
    • 3.6k views
    • 
    • jpod
    • March 13, 2013

41. Gov't 457(b) Regulatory Body

    By mctoe, March 2, 2013
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • March 3, 2013

42. Election to defer and Plan to Plan transfer

    By 30Rock, March 1, 2013
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • March 1, 2013

43. 457(b) plan basics

    By K-t-F, February 27, 2013
    • 2 replies
    • 2.3k views
    • 
    • K-t-F
    • February 27, 2013

44. Substantial risk of forfeiture

    By britoski, August 9, 2012
    • 2 replies
    • 2k views
    • 
    • britoski
    • February 14, 2013

45. 457b top hat SWO's

    By 30Rock, November 25, 2012
    • 3 replies
    • 2.8k views
    • 
    • 30Rock
    • December 4, 2012

46. Governmental 457(b) & non-qualified deferred comp plan

    By mctoe, December 1, 2012
    • 2 replies
    • 1.4k views
    • 
    • mctoe
    • December 3, 2012

47. Beneficiary

    By Guest TJCuaresma, November 26, 2012
    • 11 replies
    • 3.7k views
    • 
    • mbozek
    • November 27, 2012

48. Retro Amendment - 457(b) Non-Gov't

    By Guest lvegas, October 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2012

49. taxation on post retirement distributions

    By joel, July 18, 2012
    • 3 replies
    • 2.1k views
    • 
    • joel
    • July 28, 2012

50. 457(f) and short-term deferral

    By Ken Davis, June 7, 2012
    • 1 reply
    • 2k views
    • 
    • jpod
    • June 7, 2012