457 Plans

806 topics in this forum

1. 457(f) and 409A interplay

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

2. Special 457b Catchup Provisions

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

3. Class year vesting

   By Guest krijowri, August 9, 2007
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • August 9, 2007

4. Rollover to IRA from 457 of 401(c)3 organization

   By Guest adevito, June 24, 2002
   • 4 replies
   • 3.4k views
   • 
   • mbozek
   • June 27, 2002

5. 457 non-profit plan

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

6. Deadline to establish a Rabbi Trust

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

7. De-Trust?

   By J Simmons, January 13, 2009
   • 3 replies
   • 1.7k views
   • 
   • J Simmons
   • January 13, 2009

8. 457b top hat SWO's

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

9. 457 In-service distributions

   By Guest gregens, December 22, 2003
   • 3 replies
   • 10.4k views
   • 
   • Guest
   • March 6, 2004

10. Gov't 457(b) Plan - Alientation

    By RTK, June 8, 2006
    • 3 replies
    • 2.3k views
    • 
    • RTK
    • June 9, 2006

11. 457(f) distribution reportable on 1099 for a non-employee?

    By jacoavlu, December 8, 2018
    • 3 replies
    • 1.5k views
    • 
    • ERISAAPPLE
    • December 11, 2018

12. 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

13. 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

14. Reporting Periodic Distributions from NFP 457b Plan

    By Alex, December 11, 2018
    • 3 replies
    • 960 views
    • 
    • Alex
    • December 11, 2018

15. Recommendations for 457(b) Vendor?

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

16. For-Profit Subsidiary of Non-Governmental Entity

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

17. Annuity as Trust

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

18. Disregarded entity for tax purposes

    By Belgarath, November 17, 2022
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • November 21, 2022

19. 457 Employer Contributions

    By LDogg, December 14, 2023
    • 3 replies
    • 970 views
    • 
    • Peter Gulia
    • December 14, 2023

20. taxation on post retirement distributions

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

21. 457b governmental

    By 30Rock, May 23, 2011
    • 3 replies
    • 2.2k views
    • 
    • 30Rock
    • May 23, 2011

22. 457 Plans

    By Guest JJones, July 16, 2003
    • 3 replies
    • 4.5k views
    • 
    • Ron Snyder
    • November 19, 2003

23. Tax-Exempt 457(b) Distributions

    By Guest jcorona, January 11, 2011
    • 3 replies
    • 3.2k views
    • 
    • mbozek
    • December 19, 2011

24. Merger of 457(b) Plans

    By Guest lrusso, August 5, 2003
    • 3 replies
    • 5.1k views
    • 
    • Everett Moreland
    • August 5, 2003

25. Multiple Extensions of 457(f) SROF

    By kgr12, November 13, 2019
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 20, 2019

26. PRL for 457(f)?

    By Guest sjb, March 25, 2004
    • 3 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 26, 2004

27. Distributions from 457(f) Plan

    By #toomanyrules, March 24, 2023
    • 3 replies
    • 2.2k views
    • 
    • Paul I
    • March 27, 2023

28. Rolling over 457 to 403(b)?

    By kwalified, December 18, 2018
    • 3 replies
    • 963 views
    • 
    • Appleby
    • December 20, 2018

29. Termination Notice & Years of Service = Substantial Risk of Forfei

    By Guest jpetrancosta, August 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 6, 2002

30. 457(f) Plan + Constructive Receipt

    By #toomanyrules, April 26, 2021
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • April 28, 2021

31. 457 Vendors

    By Guest hawkstj1, December 26, 2005
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • June 2, 2006

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

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

33. 457 Deferrals under 415

    By Guest AEA, May 14, 2004
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 15, 2004

34. Governmental 457 Corrections

    By debbiebaze, March 7, 2016   

    • 457
    • Self Correction
    • 3 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • March 7, 2016

35. pre-ERISA rules

    By lexi, August 22, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 2007

36. multiple 457 plans

    By Guest slt, March 25, 2002
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 26, 2002

37. New 457 Plan Ideas

    By Guest Gretchster, June 28, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • July 1, 2005

38. new 457 rules for school employees

    By Guest calmum, January 5, 2002
    • 3 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 9, 2002

39. Non-Qualified Deferred Comp plan and distribution rules

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

40. Federal Credit Unions and 457

    By Guest George Chimento, May 5, 2005
    • 3 replies
    • 2.7k views
    • 
    • GBurns
    • May 8, 2005

41. 2002 plan limits

    By Guest KFLETT, December 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • December 10, 2002

42. Bar Associations

    By Guest dietpepsi, January 28, 2008
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • January 28, 2008

43. Unforeseeable Emergency Withdrawal and Loans

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

44. Funded Nongovernmental 457(b) Vesting

    By Rob P, September 16, 2009
    • 3 replies
    • 5.2k views
    • 
    • Rob P
    • September 17, 2009

45. Broker Commissions

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

46. 257 Deferred Comp Plan

    By Guest mmc, April 11, 2005
    • 3 replies
    • 4.2k views
    • 
    • Guest
    • April 23, 2005

47. 457, 401k and 402g

    By Brian Gallagher, October 13, 2003
    • 3 replies
    • 3.5k views
    • 
    • Everett Moreland
    • October 14, 2003

48. ERISA Bond

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

49. 457(b) and 457(f)

    By Guest Narcisso, June 3, 2005
    • 3 replies
    • 2.8k views
    • 
    • mbozek
    • June 3, 2005

50. termination pay

    By jpod, May 3, 2002
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2002