457 Plans

807 topics in this forum

1. Defining Compensation (414(s))

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

2. PERS and PARS

   By Guest dietpepsi, August 18, 2004
   • 0 replies
   • 2.5k views
   • 
   • Guest
   • August 18, 2004

3. 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

4. Roth 457(b)

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

5. Purchase of DB Service Credit

   By jsb, May 13, 2003
   • 1 reply
   • 2.5k views
   • 
   • jsb
   • May 15, 2003

6. 457(b) limit

   By FJR, March 10, 2005
   • 5 replies
   • 2.5k views
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   • Lori Friedman
   • March 11, 2005

7. 457(f)

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

8. 457(f) termination

   By Guest wjr, May 6, 2002
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • May 7, 2002

9. 457(f)What are the different possible investments that are allowed by IRS?

   By Guest Tadashi, July 31, 2004
   • 1 reply
   • 2.5k views
   • 
   • QDROphile
   • August 2, 2004

10. 457(f)

    By DTH, April 2, 2008
    • 1 reply
    • 2.5k views
    • 
    • QDROphile
    • April 2, 2008

11. new 457 rules for school employees

    By Guest calmum, January 5, 2002
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • January 9, 2002

12. Required Plan Document Changes

    By Guest dietpepsi, July 28, 2008
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 28, 2008

13. Governmental 457(b) Custodial Account vs. Trust

    By EBECatty, January 27, 2022
    • 6 replies
    • 2.5k views
    • 
    • Liz Hallam
    • January 31, 2022

14. 457 to 401(k)

    By Guest Tom Fridrich, July 18, 2002
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • August 19, 2002

15. Distributions from 457(f) Plan

    By #toomanyrules, March 24, 2023
    • 3 replies
    • 2.4k views
    • 
    • Paul I
    • March 27, 2023

16. Restate a governmental 457 plan as a 401(k) plan?

    By Guest jkrad, February 7, 2003
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • February 7, 2003

17. How should I pay taxes on lump sum distribution

    By Guest morasp, July 23, 2011
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • July 24, 2011

18. 457(b)(3) catch-up in retirement year

    By Ken Davis, November 25, 2002
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • November 25, 2002

19. Unforseen Emergencies

    By Felicia, August 15, 2003
    • 0 replies
    • 2.4k views
    • 
    • Felicia
    • August 15, 2003

20. Who insures/regulates the Plan?

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

21. 401(a) merger with 457(b)

    By Guest 692729, February 12, 2003
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • February 12, 2003

22. 457 Plan termination

    By Guest Steph, March 19, 2002
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 19, 2002

23. multiple 457 plans

    By Chippy, November 21, 2013
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 21, 2013

24. 457/401(k)

    By Guest Kajoe, September 8, 2003
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 8, 2003

25. unforseeable emergency

    By Guest makazhia, October 19, 2002
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • October 19, 2002

26. 457

    By Guest HFOSTER, March 29, 2002
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 29, 2002

27. 415(m) Rabbi Trust investment

    By Guest atlantaERISA, January 5, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • January 5, 2005

28. Beneficiary distributions on 457 plans

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

29. Accounting

    By Archimage, June 12, 2003
    • 4 replies
    • 2.4k views
    • 
    • Archimage
    • June 25, 2003

30. Hartford's 457 plan specimen documents

    By J Simmons, March 6, 2009
    • 1 reply
    • 2.4k views
    • 
    • Peter Gulia
    • March 6, 2009

31. 457(b) transfers

    By Fisher, May 15, 2008
    • 0 replies
    • 2.4k views
    • 
    • Fisher
    • May 15, 2008

32. Conduit IRA?

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

33. Multiple 457 Documents for One Employer?

    By Christine Roberts, August 23, 2007
    • 1 reply
    • 2.4k views
    • 
    • Peter Gulia
    • August 27, 2007

34. Master trust for 457 plan?

    By John A, January 10, 2002
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

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

    By 401(k)athryn, December 4, 2019
    • 3 replies
    • 2.4k views
    • 
    • 401(k)athryn
    • December 13, 2019

36. 457(f) information

    By Guest scottyd, April 24, 2002
    • 1 reply
    • 2.4k views
    • 
    • pjkoehler
    • April 24, 2002

37. Changes to 457

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

38. Deferred compensation annual contribution

    By Guest Alison Williams, January 4, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • January 8, 2002

39. 457's

    By Guest melinda, February 5, 2002
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • February 5, 2002

40. Tax Exempt 457 Plans and Rollovers

    By Guest Moreno, November 1, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • November 5, 2001

41. 457(b) Loan

    By Guest jaspers, May 1, 2008
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 1, 2008

42. Catch-Up

    By PJ2009, October 22, 2009
    • 3 replies
    • 2.4k views
    • 
    • PJ2009
    • October 22, 2009

43. Employer contribution requirement/participant rights

    By Belgarath, September 3, 2014
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • September 3, 2014

44. 457(b) top hat for tribal entity

    By Guest AWL, April 15, 2002
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • April 15, 2002

45. 457(b) Employer Fiduciary

    By Guest scottyd, June 2, 2003
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 6, 2003

46. Non-Qualified Deferred Comp plan and distribution rules

    By Rai401k, July 22, 2014
    • 3 replies
    • 2.4k views
    • 
    • QDROphile
    • July 22, 2014

47. 457(b) and FICA

    By Randy Watson, July 20, 2006
    • 1 reply
    • 2.3k views
    • 
    • jpod
    • July 20, 2006

48. Multiple 457 plans

    By Guest tdaniels, August 22, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 22, 2003

49. 457(b) Distribution

    By waid10, April 23, 2012
    • 2 replies
    • 2.3k views
    • 
    • waid10
    • April 23, 2012

50. Non-Qualified plans for Federal Employees?

    By Guest erbok, November 8, 2004
    • 1 reply
    • 2.3k views
    • 
    • davef
    • November 9, 2004