457 Plans

806 topics in this forum

1. Beneficiary Distribution Options

   By ERISA-Bubs, September 15, 2017
   • 2 replies
   • 1.1k views
   • 
   • XTitan
   • September 18, 2017

2. Beneficiary distributions on 457 plans

   By Guest Karens, March 16, 2002
   • 1 reply
   • 2.4k views
   • 
   • Carol V. Calhoun
   • March 16, 2002

3. Bona Fide Severance Pay Plan

   By card, February 17, 2004
   • 1 reply
   • 2.9k views
   • 
   • mbozek
   • February 17, 2004

4. Borrow from my 457

   By Guest jleanes, March 23, 2002
   • 5 replies
   • 3.5k views
   • 
   • Guest
   • May 28, 2002

5. Broker Commissions

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

6. Calculation of Annual Deferral Limit/Ceiling for Non-Profit 457(b)

   By Lori Foresz, March 14, 2014
   • 2 replies
   • 1.5k views
   • 
   • Lori Foresz
   • March 14, 2014

7. Can a governmental 457b plan be terminated?

   By Guest Clain, June 5, 2007
   • 4 replies
   • 3.2k views
   • 
   • Guest
   • July 18, 2007

8. Can an Employee Terminate 457b without first quitting my job?

   By Teacherinneed, October 17, 2016
   • 5 replies
   • 11.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 18, 2016

9. 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

10. Can I qit my job & terminate my 457 to pay for college? -This ones a challenge!

    By Guest Nevada3, April 20, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 20, 2004

11. Can I reverse rollover mistake?

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

12. Can't get there from here?

    By Guest erisafried, April 28, 2009
    • 1 reply
    • 1.4k views
    • 
    • jpod
    • April 28, 2009

13. 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

14. cash outs of accumulated vacation pay

    By gc@chimentowebb.com, June 22, 2022
    • 6 replies
    • 2.8k views
    • 
    • gc@chimentowebb.com
    • July 2, 2022

15. Catch-Up

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

16. catch-up and retro funding

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

17. Catch-up on 457 and 403(b)

    By Guest kdm, May 3, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 6, 2002

18. Change in 457 Employer Status

    By Guest Frankie, July 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2002

19. change in control non-profit

    By Scuba 401, August 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 21, 2016

20. Change in distribution options.

    By ERISA-Bubs, August 26, 2016
    • 2 replies
    • 1.1k views
    • 
    • ERISA-Bubs
    • August 29, 2016

21. Change in Eligibility

    By JKW, April 1, 2024
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 10, 2024

22. Changes to 457

    By Guest Sam Trager, November 20, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 21, 2001

23. Changing Normal Retirement Age under Governmental 457(b) Plan

    By Plan Doc, October 12, 2023
    • 1 reply
    • 803 views
    • 
    • Peter Gulia
    • October 12, 2023

24. Changing NRA - Non Governmental 457 Plan

    By 52626, October 4, 2019
    • 0 replies
    • 674 views
    • 
    • 52626
    • October 4, 2019

25. Church NQDC Taxable on Vesting?

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

26. Clarification on 3 Year NRA

    By Guest emvs, December 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 27, 2002

27. Class year vesting

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

28. Client wants to stop contributing to her Governmental 457 Plan. She is retired at 52 and states she is in some 'designated payment period'.

    By Guest DeanT, June 9, 2004
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • June 10, 2004

29. Combined 457(b) and 401(a) Plans

    By DaddyRabbit, April 10, 2021
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • April 13, 2021

30. Combined 457/403B Contribution limits

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

31. Commencement of 457(b) distributions

    By Guest lkazden, March 11, 2002
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • March 12, 2002

32. 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

33. compensation from 457 used for 401k plan

    By AKconsult, October 10, 2018
    • 1 reply
    • 913 views
    • 
    • CuseFan
    • October 10, 2018

34. Concurrent 457(f) SRFs?

    By Guest rik, April 30, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 6, 2002

35. Conduit IRA?

    By Felicia, February 12, 2004
    • 1 reply
    • 2.4k views
    • 
    • Harwood
    • February 12, 2004

36. Consequences of 457(f) plan failing top hat criteria

    By Christine Roberts, October 19, 2001
    • 9 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

37. Consolidate 457(b) Vendors

    By kmhaab, October 11, 2018
    • 1 reply
    • 691 views
    • 
    • jpod
    • October 11, 2018

38. Continued Participation by Employees "Leased" to New For-Profit Subsidiary

    By 401 Chaos, February 6, 2014
    • 0 replies
    • 897 views
    • 
    • 401 Chaos
    • February 6, 2014

39. 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

40. Contribution limits for 2007

    By joel, September 21, 2007
    • 34 replies
    • 8.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

41. Contributions beyond NRA

    By Guest Thomas2006, March 24, 2008
    • 1 reply
    • 1.9k views
    • 
    • Everett Moreland
    • March 24, 2008

42. contributions to a 457 Plan

    By Guest John Rose, January 2, 2002
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • January 4, 2002

43. Contributions to both 457(b) and Thrift Savings Plan

    By Guest DanielCPA, February 14, 2014
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 14, 2014

44. Copy of: Dist Liability

    By Guest barrystarr, September 8, 2003
    • 5 replies
    • 3.3k views
    • 
    • mbozek
    • September 9, 2003

45. Correcting 457(f) Plan Error

    By waid10, May 9, 2023
    • 2 replies
    • 1k views
    • 
    • XTitan
    • July 12, 2023

46. Correcting 457(f) problem

    By 7806akp, April 7, 2011
    • 5 replies
    • 4.2k views
    • 
    • Cassopy
    • June 7, 2021

47. Correction and reporting of excess deferrals, governmental vs. tax-exempt entity plans

    By Ken Davis, May 21, 2004
    • 0 replies
    • 2.2k views
    • 
    • Ken Davis
    • May 21, 2004

48. Correction of 457(b) in VCP?

    By Guest mds, October 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 19, 2008

49. Correction of Erroneous Distribution

    By Guest SarahB, August 19, 2009
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • August 20, 2009

50. Correction of Excess Deferrals in 457 Plan

    By chris, October 17, 2001
    • 4 replies
    • 4k views
    • 
    • Carol V. Calhoun
    • November 5, 2001