457 Plans

810 topics in this forum

1. Beneficiary

   By Guest TJCuaresma, November 26, 2012
   • 11 replies
   • 4.3k views
   • 
   • mbozek
   • November 27, 2012

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

   By Guest lvegas, October 26, 2012
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 26, 2012

3. taxation on post retirement distributions

   By joel, July 18, 2012
   • 3 replies
   • 2.2k views
   • 
   • joel
   • July 28, 2012

4. 457(f) and short-term deferral

   By Ken Davis, June 7, 2012
   • 1 reply
   • 2.1k views
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   • jpod
   • June 7, 2012

5. 408b2 and 457(b) tax exempt

   By Guest ebgroup, May 11, 2012
   • 2 replies
   • 2.4k views
   • 
   • mbozek
   • May 14, 2012

6. 457 plan questions

   By Guest cesmythe101, April 23, 2012
   • 2 replies
   • 4.5k views
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   • QDROphile
   • April 23, 2012

7. 457(b) Distribution

   By waid10, April 23, 2012
   • 2 replies
   • 2.5k views
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   • waid10
   • April 23, 2012

8. 457(b) Tax Exempt Interest Rate

   By Guest matt2800, April 16, 2012
   • 6 replies
   • 2.8k views
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   • Guest
   • April 16, 2012

9. Voluntary Separation Pay Plan

   By Brian Haynes, April 12, 2012
   • 1 reply
   • 1.8k views
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   • david rigby
   • April 12, 2012

10. Successive/Sequential Ineligible Plans

    By Christine Roberts, March 26, 2012
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 26, 2012

11. 457(f) available?

    By ERISAatty, March 2, 2012
    • 2 replies
    • 2k views
    • 
    • ERISAatty
    • March 13, 2012

12. 457(f) - What is "Deferred Compensation"

    By Guest shaul, February 9, 2012
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 23, 2012

13. Tax-Exempt 457(b) Distributions

    By Guest jcorona, January 11, 2011
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • December 19, 2011

14. nonqualified plans and community property laws

    By Guest elmo27, November 17, 2011
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • December 18, 2011

15. 457 Rollover

    By Guest elang, November 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 17, 2011

16. 457(f) correction

    By Guest jmlumpkin, October 26, 2011
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • October 26, 2011

17. Employer Contributions

    By Fisher, October 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • Fisher
    • October 6, 2011

18. 457(b) Document Compliance and Enforcement

    By Randy Watson, September 14, 2011
    • 5 replies
    • 4.8k views
    • 
    • Randy Watson
    • September 22, 2011

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

    By Guest cbclark, September 2, 2011
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • September 12, 2011

20. How should I pay taxes on lump sum distribution

    By Guest morasp, July 23, 2011
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • July 24, 2011

21. 457(b) self correction?

    By elmobob14, December 15, 2008
    • 9 replies
    • 9.7k views
    • 
    • Guest
    • July 20, 2011

22. 457(f) and Retirement as Substantial Risk of Forfeiture

    By Guest awea, June 29, 2011
    • 1 reply
    • 1.8k views
    • 
    • jpod
    • June 29, 2011

23. Mandatory Contributions

    By Guest khartford, June 23, 2011
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • June 28, 2011

24. 457(f) Plan Document

    By waid10, June 22, 2011
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • June 23, 2011

25. Plan Administrator

    By joel, June 6, 2011
    • 2 replies
    • 1.8k views
    • 
    • joel
    • June 9, 2011

26. 457b governmental

    By 30Rock, May 23, 2011
    • 3 replies
    • 2.4k views
    • 
    • 30Rock
    • May 23, 2011

27. Nongovernmental 457(b) Death Benefit Taxation

    By Rob P, May 19, 2011
    • 2 replies
    • 3.4k views
    • 
    • Rob P
    • May 20, 2011

28. Non-Safe Harbor definition of Compensation

    By dmb, May 18, 2011
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • May 20, 2011

29. 457(b) distribution failure

    By EPCRSGuru, May 19, 2011
    • 0 replies
    • 2k views
    • 
    • EPCRSGuru
    • May 19, 2011

30. 457(f) interaction with qualified plans?

    By Guest ChrystalTP, May 18, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 18, 2011

31. In-Plan Roth Conversion Age

    By Guest zoso, April 27, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 27, 2011

32. Roth 457(b)

    By joel, January 25, 2011
    • 7 replies
    • 3.7k views
    • 
    • mbozek
    • April 21, 2011

33. 457(f) and ADA-Disability Payment Trigger

    By kgr12, April 12, 2011
    • 0 replies
    • 1.4k views
    • 
    • kgr12
    • April 12, 2011

34. 457(f) Flexibilty?

    By kgr12, April 5, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 5, 2011

35. 457(f) Plans and Covenants Not to Compete

    By Guest strayhorn, August 4, 2009
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • April 4, 2011

36. Nonqualified deferred compensation for federal credit unions

    By 7806akp, March 30, 2011
    • 1 reply
    • 2.4k views
    • 
    • Mark Whitelaw
    • April 1, 2011

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

    By Guest TaxedToDeath, March 23, 2011
    • 1 reply
    • 3k views
    • 
    • mbozek
    • March 27, 2011

38. 457(b) top hat and annuities

    By 30Rock, January 24, 2011
    • 7 replies
    • 3.8k views
    • 
    • joel
    • March 23, 2011

39. "Merging" two 457(b) Plans of related tax exempt entities

    By Guest Rosemary, March 4, 2011
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 4, 2011

40. Can both a 457(b) and a 457(f) plan be sponsored by same tax-exempt employer

    By ERISAatty, March 2, 2011
    • 3 replies
    • 3.1k views
    • 
    • QDROphile
    • March 2, 2011

41. ERISA Bond

    By rlb64, February 18, 2011
    • 3 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 23, 2011

42. 457b top hat failures

    By 30Rock, February 10, 2011
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • February 10, 2011

43. Tax-exempt 457(b) and Legislative Amendments

    By DTH, January 4, 2011
    • 3 replies
    • 2.4k views
    • 
    • 30Rock
    • January 4, 2011

44. Unforseeable emergency hardship distributions under Top Hat Plans

    By 30Rock, January 4, 2011
    • 0 replies
    • 1.5k views
    • 
    • 30Rock
    • January 4, 2011

45. 457(b) - Distribution Commencement Date

    By waid10, December 21, 2010
    • 0 replies
    • 1.9k views
    • 
    • waid10
    • December 21, 2010

46. 457(b) Plan and Reemployment of former Employeees

    By oldman, November 2, 2010
    • 0 replies
    • 1.6k views
    • 
    • oldman
    • November 2, 2010

47. Recharacterize 457b top hat to governmental?

    By 30Rock, October 21, 2010
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • October 22, 2010

48. Terminating a Non Profit 457(b)

    By Lori H, March 4, 2010
    • 11 replies
    • 6.8k views
    • 
    • Peter Gulia
    • October 13, 2010

49. 401(k) AND 457

    By Guest DZZ, October 4, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 4, 2010

50. 457(b) plan and the Form 5500

    By John Feldt ERPA CPC QPA, September 16, 2010
    • 1 reply
    • 2.4k views
    • 
    • jpod
    • September 17, 2010