457 Plans

806 topics in this forum

1. Commencement of 457(b) distributions

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

2. Transfer between non-governmental 457(b) plans

   By cathyw, March 12
   • 2 replies
   • 842 views
   • 
   • cathyw
   • March 14

3. Avoiding Offset Under LTD Policy - Any Option Other Than 457(b)?

   By Christine Roberts, March 26, 2002
   • 2 replies
   • 2.1k views
   • 
   • Christine Roberts
   • March 28, 2002

4. 457 Withdrawal

   By Jack Stevenson, January 7, 2024
   • 2 replies
   • 1.3k views
   • 
   • Luke Bailey
   • January 17, 2024

5. Trusts for 457(b) Plans

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

6. Plan Administrator

   By joel, June 6, 2011
   • 2 replies
   • 1.7k views
   • 
   • joel
   • June 9, 2011

7. I'd like some basic information regarding taking loans from a 457 gove

   By Guest mglazer, March 24, 2003
   • 2 replies
   • 2.8k views
   • 
   • GBurns
   • April 23, 2003

8. 457 options

   By Guest PaulNJ, June 4, 2010
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 4, 2010

9. Recharacterize 457b top hat to governmental?

   By 30Rock, October 21, 2010
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • October 22, 2010

10. Local Government Inclusion in State Plan

    By joel, July 26, 2014
    • 2 replies
    • 1.2k views
    • 
    • joel
    • August 8, 2014

11. Make-Up Contributions

    By #toomanyrules, January 6, 2022
    • 2 replies
    • 678 views
    • 
    • #toomanyrules
    • January 7, 2022

12. Ineligible 457(b) Governmental Plan Participant

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

13. 457b and Keogh

    By AlbanyConsultant, September 23
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • September 23

14. 457(b) plan basics

    By K-t-F, February 27, 2013
    • 2 replies
    • 2.3k views
    • 
    • K-t-F
    • February 27, 2013

15. Amending a 457(b) - Add Distrib options

    By austin3515, April 23, 2019
    • 2 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • April 24, 2019

16. FICA Alternative Plan

    By DTH, August 18, 2015
    • 2 replies
    • 1.4k views
    • 
    • DTH
    • August 18, 2015

17. Notifying IRS if TIN no longer active?

    By Belgarath, April 23, 2020
    • 2 replies
    • 852 views
    • 
    • Bob the Swimmer
    • April 24, 2020

18. Rabbi Trust and Gov't 457(b) plans

    By Guest Statler, March 11, 2010
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • March 11, 2010

19. 457 Annuity Withdrawal Penalties

    By Guest Freeda LaGrone, December 15, 2001
    • 2 replies
    • 2.7k views
    • 
    • QDROphile
    • December 15, 2001

20. 457(b) employer match

    By alexa, January 31, 2016   

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

21. 457(f) termination

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

22. Grandfathered Governmental 401(k) Plan

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

23. 457b Participant Employee Embezzles Money

    By austin3515, November 12, 2018
    • 2 replies
    • 801 views
    • 
    • austin3515
    • November 13, 2018

24. Substantial risk of forfeiture

    By britoski, August 9, 2012
    • 2 replies
    • 2k views
    • 
    • britoski
    • February 14, 2013

25. Schedule of Benefits in 457 Plan

    By Guest EagleEyes, May 11, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 12, 2005

26. Accumulated Sick & Vacation Pay

    By Guest Brownlaw, May 22, 2003
    • 2 replies
    • 3.6k views
    • 
    • mbozek
    • May 23, 2003

27. multiple 457 plans

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

28. 408b2 and 457(b) tax exempt

    By Guest ebgroup, May 11, 2012
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • May 14, 2012

29. Automatic Enrollment

    By DTH, May 1, 2009
    • 2 replies
    • 2.1k views
    • 
    • J Simmons
    • May 1, 2009

30. 457(b) Document Provider

    By cathyw, November 15, 2023
    • 2 replies
    • 652 views
    • 
    • Bob the Swimmer
    • November 16, 2023

31. Vesting in 457(b)

    By Guest James Vito Esposito, August 4, 2006
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • August 4, 2006

32. Special 457 3-Year Catch-Up - 457(b) Governmental Plans

    By MS, May 28, 2022
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • June 17, 2022

33. Are contributions taxable?

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

34. 457(f) after-tax contributions

    By AMDG, December 6, 2019   

    • 457
    • 457f
    • (and 3 more)

      Tagged with:

      • 457
      • 457f
      • 457(f)
      • after-tax
      • after tax contributions
    • 2 replies
    • 1.2k views
    • 
    • Bob the Swimmer
    • December 9, 2019

35. 457f / 409A payment extension within STD period

    By Jeff Kirtner, January 17, 2017
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • January 18, 2017

36. Australian Citizen CFO w/o SSN

    By Plan Doc, November 13, 2024
    • 2 replies
    • 668 views
    • 
    • CuseFan
    • November 13, 2024

37. 457(b) Top Hat Start-Up

    By oldman63, February 4, 2020
    • 2 replies
    • 909 views
    • 
    • Peter Gulia
    • February 4, 2020

38. 457(f) documents

    By Belgarath, January 19, 2015
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • January 22, 2015

39. unforseeable emergency

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

40. Correcting 457(f) Plan Error

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

41. Governmental 457b paired with 401a Contribution Limits

    By debbiebaze, March 30, 2016
    • 2 replies
    • 1.7k views
    • 
    • debbiebaze
    • March 31, 2016

42. Change in 457 Employer Status

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

43. 457 Plan Distributions

    By Guest Frankie, September 11, 2002
    • 2 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • September 14, 2002

44. 457(f) available?

    By ERISAatty, March 2, 2012
    • 2 replies
    • 1.8k views
    • 
    • ERISAatty
    • March 13, 2012

45. Normal Retirement Age - What determines this?

    By Guest Tom Bennett, June 16, 2004
    • 2 replies
    • 2.8k views
    • 
    • Everett Moreland
    • June 17, 2004

46. 457(b) Amendments

    By Belgarath, October 20, 2020
    • 2 replies
    • 898 views
    • 
    • Belgarath
    • October 21, 2020

47. 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

48. Differences between 457s and otter types

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

49. Non-ERISA 457 Deferred Compensation Plan

    By jondoejag2, August 15, 2018   

    • attorney
    • tennessee
    • (and 3 more)

      Tagged with:

      • attorney
      • tennessee
      • non erisa
      • 457 plan
      • fiduciary responsibility
    • 2 replies
    • 907 views
    • 
    • jondoejag2
    • August 15, 2018

50. Taxable Benefit in 2004?

    By Guest code_surfer, January 4, 2005
    • 2 replies
    • 2k views
    • 
    • mbozek
    • January 4, 2005