457 Plans

806 topics in this forum

1. 457 plans & RMDs

   By jevd, June 27, 2017
   • 6 replies
   • 2.5k views
   • 
   • CuseFan
   • June 29, 2017

2. Purchase of DB Service Credit

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

3. PERS and PARS

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

4. 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

5. 457(f) termination

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

6. 457(f)

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

7. 457(b) limit

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

8. 457(f)

   By DTH, April 2, 2008
   • 1 reply
   • 2.4k views
   • 
   • QDROphile
   • April 2, 2008

9. Required Plan Document Changes

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

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

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

11. new 457 rules for school employees

    By Guest calmum, January 5, 2002
    • 3 replies
    • 2.4k views
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    • Carol V. Calhoun
    • January 9, 2002

12. 457 to 401(k)

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

13. 457(b)(3) catch-up in retirement year

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

14. Unforseen Emergencies

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

15. Who insures/regulates the Plan?

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

16. 401(a) merger with 457(b)

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

17. multiple 457 plans

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

18. 457/401(k)

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

19. How should I pay taxes on lump sum distribution

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

20. 457

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

21. unforseeable emergency

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

22. 457 Plan termination

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

23. Beneficiary distributions on 457 plans

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

24. 415(m) Rabbi Trust investment

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

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

    By Belgarath, August 12, 2019
    • 19 replies
    • 2.4k views
    • 
    • Peter Gulia
    • March 10, 2021

26. Hartford's 457 plan specimen documents

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

27. 457(b) transfers

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

28. 457(f) Substantial Risk of Forfeiture

    By IM4ERISA, March 21, 2024
    • 8 replies
    • 2.4k views
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    • IM4ERISA
    • March 25, 2024

29. Multiple 457 Documents for One Employer?

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

30. Master trust for 457 plan?

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

31. Changes to 457

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

32. Accounting

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

33. 457's

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

34. Deferred compensation annual contribution

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

35. Conduit IRA?

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

36. Tax Exempt 457 Plans and Rollovers

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

37. Employer contribution requirement/participant rights

    By Belgarath, September 3, 2014
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • September 3, 2014

38. 457(b) Loan

    By Guest jaspers, May 1, 2008
    • 1 reply
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 1, 2008

39. 457(b) Employer Fiduciary

    By Guest scottyd, June 2, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • June 6, 2003

40. 457(b) top hat for tribal entity

    By Guest AWL, April 15, 2002
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • April 15, 2002

41. Multiple 457 plans

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

42. 457(f) information

    By Guest scottyd, April 24, 2002
    • 1 reply
    • 2.3k views
    • 
    • pjkoehler
    • April 24, 2002

43. 457(b) and FICA

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

44. Non-Qualified Deferred Comp plan and distribution rules

    By Rai401k, July 22, 2014
    • 3 replies
    • 2.3k views
    • 
    • QDROphile
    • July 22, 2014

45. Non-Qualified plans for Federal Employees?

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

46. Maximum Employer and Employee Contribution

    By joel, April 19, 2008
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2008

47. 457(b) Distribution

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

48. Catch-Up

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

49. Deceased Employee, 457 Deferrals from Final Pay

    By jsb, April 12, 2004
    • 1 reply
    • 2.3k views
    • 
    • Harwood
    • April 13, 2004

50. 100% Deferral?

    By Guest Zeus369, December 19, 2002
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • December 30, 2002