457 Plans

806 topics in this forum

1. Lump-sum distribution from a public school 457(b) prior to age 59 1/2

   By Guest STL Cards Fan, May 23, 2002
   • 3 replies
   • 2.1k views
   • 
   • mbozek
   • June 4, 2002

2. FICA timing

   By Guest calcu, July 26, 2004
   • 3 replies
   • 4.2k views
   • 
   • Guest
   • November 30, 2005

3. Delegate hardship/unforseeable determination?

   By Guest Southern FA, September 21, 2009
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • September 23, 2009

4. Election to defer and Plan to Plan transfer

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

5. Tax-Exempt 457(b) Plan - Distribution

   By 401(k)athryn, December 4, 2019
   • 3 replies
   • 2.2k views
   • 
   • 401(k)athryn
   • December 13, 2019

6. Church NQDC Taxable on Vesting?

   By Plan Doc, March 12, 2024
   • 3 replies
   • 1.2k views
   • 
   • Peter Gulia
   • March 12, 2024

7. Gov't 457(b) Regulatory Body

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

8. What is the reach of 457(f)?

   By Ken Davis, September 22, 2008
   • 3 replies
   • 1.8k views
   • 
   • J Simmons
   • February 12, 2009

9. 457(b) Elective Deferral from Severance Pay - PA County 457 Plan

   By Guest PAINPA, October 14, 2005
   • 3 replies
   • 4k views
   • 
   • Guest
   • November 17, 2005

10. Required Plan Document Changes

    By Guest dietpepsi, July 28, 2008
    • 3 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2008

11. 457(b) plans and SECURE 2.0

    By 30Rock, July 10, 2024
    • 3 replies
    • 942 views
    • 
    • Carol V. Calhoun
    • July 12, 2024

12. Eligible employers

    By Guest LSULLIVAN, March 24, 2005
    • 3 replies
    • 1.8k views
    • 
    • davef
    • March 28, 2005

13. 457(f)

    By Randy Watson, December 18, 2006
    • 3 replies
    • 2.5k views
    • 
    • Everett Moreland
    • December 18, 2006

14. 457 Plan Assets - risk to participants?

    By waid10, December 30, 2004
    • 3 replies
    • 2.8k views
    • 
    • Everett Moreland
    • December 30, 2004

15. 457 employee deferrals

    By Guest agordon, April 2, 2004
    • 3 replies
    • 2.6k views
    • 
    • 401 Chaos
    • April 13, 2004

16. Excess Deferral Correction

    By Samanth M., June 14, 2018
    • 3 replies
    • 1.3k views
    • 
    • Madison71
    • June 15, 2018

17. Can I reverse rollover mistake?

    By Guest sojourner43, February 14, 2002
    • 3 replies
    • 2.6k views
    • 
    • joel
    • February 15, 2002

18. Governmental 457, Entity splitting off

    By jsb, August 27, 2015
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • August 28, 2015

19. Giving Plan Admin discretion in 457(b) plans

    By mattmc82, November 18, 2021
    • 3 replies
    • 892 views
    • 
    • Belgarath
    • November 19, 2021

20. 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

21. Not-for-profit entity has a 457(b) plan, but will be acquiring for profit businesses

    By katieinny, May 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • May 18, 2010

22. 415 (c) Contribution Limits

    By luissaha, June 8, 2022
    • 3 replies
    • 902 views
    • 
    • Luke Bailey
    • June 9, 2022

23. Who insures/regulates the Plan?

    By Guest Ford, October 2, 2002
    • 3 replies
    • 2.4k views
    • 
    • smm
    • October 3, 2002

24. Noncompete as a Substantial Risk of Forfeiture under Section 457(f)

    By card, March 4, 2004
    • 3 replies
    • 3.3k views
    • 
    • Kirk Maldonado
    • March 26, 2004

25. 457 Governmental plan

    By Guest Sharie Stuart, September 4, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 5, 2007

26. Cancel 409A/457(f) SERP in exchange for split dollar loan regime

    By dixieandruby, September 3, 2019   

    • 457(f)
    • 409a
    • (and 2 more)

      Tagged with:

      • 457(f)
      • 409a
      • substitution
      • split dollar
    • 3 replies
    • 2.5k views
    • 
    • EBECatty
    • November 14, 2019

27. Employer Provided Retirement Benefit for 501 (c)(6)

    By Guest hcs, February 18, 2004
    • 3 replies
    • 4.3k views
    • 
    • mbozek
    • February 19, 2004

28. Year end employment for match?

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

29. Grandfathered Governmental 401(k) Merger With 457

    By DTH, October 19, 2005
    • 3 replies
    • 3.9k views
    • 
    • mbozek
    • October 24, 2005

30. 457(f) Employee Contributions

    By Catch22PGM, March 25, 2021
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 26, 2021

31. 457(f) DB SERP Excess Plan

    By Guest lvegas, November 18, 2008
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • February 9, 2009

32. Catch-Up

    By PJ2009, October 22, 2009
    • 3 replies
    • 2.3k views
    • 
    • PJ2009
    • October 22, 2009

33. Need new administrator for 3 person Non-Governmental 457(b) Plan

    By mydayjob, November 27, 2023
    • 3 replies
    • 792 views
    • 
    • Patricia Neal Jensen
    • November 29, 2023

34. Hardship distribution from 457 plan

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

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

    By ERISAatty, March 2, 2011
    • 3 replies
    • 2.7k views
    • 
    • QDROphile
    • March 2, 2011

36. Are the 457 regulations out yet?

    By smm, September 2, 2008
    • 3 replies
    • 1.8k views
    • 
    • smm
    • September 3, 2008

37. Postponement of 457(f) benefits: the competing rules of 457(f) and 409A

    By gc@chimentowebb.com, September 29
    • 3 replies
    • 914 views
    • 
    • gc@chimentowebb.com
    • October 1

38. FICA taxes on tax exempt 457(b) deferrals

    By Guest JRL, January 5, 2005
    • 3 replies
    • 2.8k views
    • 
    • mbozek
    • January 5, 2005

39. unforseen emergency

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

40. Non-qualified and 401(k)

    By Guest KMP, December 14, 2005
    • 3 replies
    • 3.5k views
    • 
    • davef
    • December 19, 2005

41. Looking for detailed training seminars on 457 Plans

    By Guest llaplount, December 22, 2001
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • January 3, 2002

42. 457(b) Special 3-Year Catch Up

    By EBECatty, May 4, 2017
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • May 4, 2017

43. Is this a 457(f) plan?

    By Guest Nodak, March 5, 2004
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 16, 2004

44. Accounting for 457b and 457f Plans

    By Guest PeteJ, August 9, 2010
    • 3 replies
    • 22.4k views
    • 
    • Guest
    • August 9, 2010

45. 457(f) rules

    By rlb64, December 15, 2005
    • 3 replies
    • 4.4k views
    • 
    • davef
    • December 21, 2005

46. 457(f) Taxation Short-Term Deferral?

    By EBECatty, June 6, 2016
    • 3 replies
    • 1.4k views
    • 
    • jpod
    • June 6, 2016

47. Stable Value Fund or Money Market Account

    By Matthew, October 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • October 29, 2020

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

    By DTH, January 4, 2011
    • 3 replies
    • 2.2k views
    • 
    • 30Rock
    • January 4, 2011

49. 461 plan

    By Everett Moreland, March 31, 2005
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • April 1, 2005

50. Unused Paid Time Off Contributed to 457(f) Plan?

    By waid10, September 12, 2019   

    • 457(f)
    • 3 replies
    • 987 views
    • 
    • Luke Bailey
    • September 16, 2019