457 Plans

806 topics in this forum

1. 457 Author Needed

   By Gary Lesser, March 11, 2004
   • 0 replies
   • 2.7k views
   • 
   • Gary Lesser
   • March 11, 2004

2. Funding with Life Insurance

   By Guest wjr, March 27, 2002
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • March 28, 2002

3. Combined 457/403B Contribution limits

   By Guest angela.smith@mchsi.com, July 9, 2008
   • 1 reply
   • 2.7k views
   • 
   • Tom Poje
   • July 9, 2008

4. Federal Credit Unions and 457

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

5. 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

6. Taxable Year

   By Guest Retina, May 4, 2004
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • August 9, 2004

7. 457(b) beneficiary

   By Guest coffeebreath, March 10, 2005
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • May 10, 2005

8. Gust Amendmts.

   By Guest Frankie, October 6, 2001
   • 1 reply
   • 2.6k views
   • 
   • Carol V. Calhoun
   • October 16, 2001

9. Are sponsors amending 457(f) plans or waiting for regulations?

   By Guest strayhorn, November 10, 2008
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • February 8, 2009

10. 457(f) Plan Document

    By waid10, June 22, 2011
    • 1 reply
    • 2.6k views
    • 
    • J Simmons
    • June 23, 2011

11. 457(b) Plan and trust requirement

    By Guest Gibson, September 18, 2001
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 19, 2001

12. Non-elective contributions based on employee-seniority

    By Guest Lisha, May 25, 2004
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • June 15, 2004

13. Non Governmental 457 Plan

    By Nassau, January 8, 2009
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • January 23, 2009

14. Differences between 457s and otter types

    By Guest JurisPrude, March 7, 2005
    • 2 replies
    • 2.6k views
    • 
    • card
    • March 18, 2005

15. Trusts for 457(b) Plans

    By Guest Steven N, February 9, 2010
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • February 9, 2010

16. Ineligible 457(b) Governmental Plan Participant

    By oldman, May 7, 2010
    • 2 replies
    • 2.6k views
    • 
    • oldman
    • May 19, 2010

17. 457(f)

    By Guest James Vito Esposito, July 13, 2006
    • 1 reply
    • 2.6k views
    • 
    • Ron Snyder
    • July 13, 2006

18. Mandatory Contributions

    By Guest khartford, June 23, 2011
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • June 28, 2011

19. 457 plan deferrals

    By Guest Mark Porter, January 20, 2002
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • January 22, 2002

20. 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

21. Are contributions taxable?

    By Guest Sam Trager, July 6, 2003
    • 2 replies
    • 2.6k views
    • 
    • E as in ERISA
    • July 25, 2003

22. 457(b) missed deferral, correction?

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

23. 457 employee deferrals

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

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

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

25. 457 Spousal Rollovers

    By Guest 2985, September 17, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • September 17, 2001

26. Governmental 457(b) 1099R Reporting

    By Guest carolh, January 27, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 27, 2003

27. Can I reverse rollover mistake?

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

28. 457 Market size

    By Guest mmf29, July 17, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • July 17, 2003

29. Need a 457(f) TPA recommendation

    By Guest qpcann, October 14, 2005
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 14, 2005

30. How can I get money from an employer's old 457(b) plan to the employer's new 457(b) plan?

    By ERISA-Bubs, August 30, 2017
    • 5 replies
    • 2.6k views
    • 
    • Luke Bailey
    • September 13, 2017

31. Grandfathered Governmental 401(k) Plan

    By Guest Richard Bellamy, January 16, 2007
    • 2 replies
    • 2.5k views
    • 
    • QDROphile
    • January 17, 2007

32. Model Amendments

    By Guest dietpepsi, July 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • July 19, 2005

33. Amendment deadline for EGTRRA and 7/11/03 final 457 regulations

    By Everett Moreland, November 19, 2003
    • 0 replies
    • 2.5k views
    • 
    • Everett Moreland
    • November 19, 2003

34. Mandatory Distributions?

    By Fred Payne, February 16, 2002
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 17, 2002

35. 457b Plans and Insolvency Filing

    By Guest blc, July 12, 2010
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • July 14, 2010

36. Tax rate if 457 is cashed in early?

    By Guest Nevada3, May 20, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 20, 2004

37. Direct rollover rule application to 457s

    By Guest f2985l, September 21, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • September 21, 2001

38. 457 plans

    By Guest DanaBins, October 9, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 9, 2001

39. W-2 reporting requirement

    By Pension Panda, July 17, 2008
    • 0 replies
    • 2.5k views
    • 
    • Pension Panda
    • July 17, 2008

40. catch-up and retro funding

    By Guest Retina, June 15, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 2, 2004

41. multiple 457 plans

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

42. EGTRRA - 457 Rollovers into qualified plan

    By Guest Paul Hinderegger, October 19, 2001
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 19, 2001

43. 20% withholding rule

    By Guest jaspers, October 30, 2007
    • 1 reply
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2007

44. 457(b) employer match

    By alexa, January 31, 2016   

    • state taxation
    • 2 replies
    • 2.5k views
    • 
    • alexa
    • February 1, 2016

45. Any Corbel 457(b) users out there?

    By smm, June 6, 2008
    • 4 replies
    • 2.5k views
    • 
    • panther
    • August 24, 2009

46. 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

47. Defining Compensation (414(s))

    By Guest Jensen, March 10, 2006
    • 1 reply
    • 2.5k views
    • 
    • QDROphile
    • March 10, 2006

48. Volunteer Firefighter Plan (457(e)(11)(B))

    By austin3515, June 30, 2017
    • 7 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • June 30, 2017

49. Roth 457(b)

    By Guest jaspers, May 26, 2008
    • 1 reply
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 11, 2008

50. E.T.A. for "Technical Correction" of 457 limit?

    By Guest KCW, December 20, 2001
    • 7 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 13, 2002