457 Plans

807 topics in this forum

1. HCE is participant in a PSP with one employer & 457 with a different employer

   By Moe Howard, December 3, 2003
   • 2 replies
   • 2.7k views
   • 
   • jquazza
   • December 11, 2003

2. 457(f) Distributions in Kind?

   By Guest sjb, November 26, 2003
   • 0 replies
   • 2.7k views
   • 
   • Guest
   • November 26, 2003

3. 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
   • 2.7k views
   • 
   • Luke Bailey
   • September 13, 2017

4. 457 Author Needed

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

5. Federal Credit Unions and 457

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

6. Funding with Life Insurance

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

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

   By Guest strayhorn, November 10, 2008
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • February 8, 2009

8. Combined 457/403B Contribution limits

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

9. 457(f) Plan Document

   By waid10, June 22, 2011
   • 1 reply
   • 2.7k views
   • 
   • J Simmons
   • June 23, 2011

10. Taxable Year

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

11. 457(b) beneficiary

    By Guest coffeebreath, March 10, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • May 10, 2005

12. 457(f)

    By Guest James Vito Esposito, July 13, 2006
    • 1 reply
    • 2.7k views
    • 
    • Ron Snyder
    • July 13, 2006

13. Gust Amendmts.

    By Guest Frankie, October 6, 2001
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • October 16, 2001

14. Trusts for 457(b) Plans

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

15. Ineligible 457(b) Governmental Plan Participant

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

16. Non Governmental 457 Plan

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

17. 457(b) Plan and trust requirement

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

18. Non-elective contributions based on employee-seniority

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

19. ASG rules apply to non-profits for 457(b) plans?

    By Belgarath, August 12, 2019
    • 19 replies
    • 2.6k views
    • 
    • Peter Gulia
    • March 10, 2021

20. Differences between 457s and otter types

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

21. Mandatory Contributions

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

22. 457(b) missed deferral, correction?

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

23. 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

24. 457 plan deferrals

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

25. 457(b) employer match

    By alexa, January 31, 2016   

    • state taxation
    • 2 replies
    • 2.6k views
    • 
    • alexa
    • February 1, 2016

26. Are contributions taxable?

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

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

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

28. 457 plans & RMDs

    By jevd, June 27, 2017
    • 6 replies
    • 2.6k views
    • 
    • CuseFan
    • June 29, 2017

29. Can I reverse rollover mistake?

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

30. 457 employee deferrals

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

31. 457b Plans and Insolvency Filing

    By Guest blc, July 12, 2010
    • 1 reply
    • 2.6k views
    • 
    • mbozek
    • July 14, 2010

32. 457 Spousal Rollovers

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

33. Need a 457(f) TPA recommendation

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

34. Governmental 457(b) 1099R Reporting

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

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

    By austin3515, June 30, 2017
    • 7 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • June 30, 2017

36. 457 Market size

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

37. Grandfathered Governmental 401(k) Plan

    By Guest Richard Bellamy, January 16, 2007
    • 2 replies
    • 2.6k views
    • 
    • QDROphile
    • January 17, 2007

38. 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
    • 2.6k views
    • 
    • EBECatty
    • November 14, 2019

39. multiple 457 plans

    By Guest slt, March 25, 2002
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • March 26, 2002

40. Model Amendments

    By Guest dietpepsi, July 14, 2005
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • July 19, 2005

41. Mandatory Distributions?

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

42. 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

43. 457 plans

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

44. Tax rate if 457 is cashed in early?

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

45. W-2 reporting requirement

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

46. Direct rollover rule application to 457s

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

47. catch-up and retro funding

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

48. 20% withholding rule

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

49. EGTRRA - 457 Rollovers into qualified plan

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

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

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