457 Plans

806 topics in this forum

1. Corrective distributions

   By Guest ahayford, November 9, 2005
   • 5 replies
   • 3.6k views
   • 
   • Guest
   • November 10, 2005

2. Credit Union requests 457 to IRA rollover

   By Guest Monster, December 20, 2001
   • 0 replies
   • 2k views
   • 
   • Guest
   • December 20, 2001

3. De-Trust?

   By J Simmons, January 13, 2009
   • 3 replies
   • 1.7k views
   • 
   • J Simmons
   • January 13, 2009

4. Deadline to establish a Rabbi Trust

   By JustMe, February 19, 2020
   • 3 replies
   • 749 views
   • 
   • Bob the Swimmer
   • February 20, 2020

5. Death benefits in 457b top hat plan

   By Plum, November 19, 2021
   • 1 reply
   • 1.4k views
   • 
   • Luke Bailey
   • December 8, 2021

6. Death of 457f participant

   By Will J, October 29, 2024
   • 1 reply
   • 652 views
   • 
   • Artie M
   • October 30, 2024

7. Deceased Employee, 457 Deferrals from Final Pay

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

8. Deferral Compensation

   By DTH, March 11, 2016
   • 1 reply
   • 950 views
   • 
   • Carol V. Calhoun
   • March 12, 2016

9. Deferral limit

   By jkharvey, December 3, 2008
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • January 14, 2009

10. Deferrals from Severance

    By austin3515, July 29, 2015
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • July 30, 2015

11. Deferred comp, or severance pay?

    By Ken Davis, July 3, 2003
    • 1 reply
    • 2.3k views
    • 
    • Everett Moreland
    • July 3, 2003

12. Deferred Compensation & Grandfather Provision

    By Guest jcorona, May 6, 2005
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • May 6, 2005

13. Deferred compensation annual contribution

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

14. defined benefit 457(b) plan

    By Felicia, September 8, 2004
    • 5 replies
    • 4.4k views
    • 
    • SoCalActuary
    • September 14, 2004

15. Defining Compensation (414(s))

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

16. Delegate hardship/unforseeable determination?

    By Guest Southern FA, September 21, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • September 23, 2009

17. deposit rules

    By Guest Rosemary Raymer, December 10, 2002
    • 11 replies
    • 5.9k views
    • 
    • mbozek
    • December 10, 2002

18. Determination of present value of 457(f) accrued benefit

    By Guest rkrall, October 4, 2005
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 4, 2005

19. Differences between 457s and otter types

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

20. Direct rollover rule application to 457s

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

21. disability retirement in a governmental 457(b) plan?

    By Guest cbclark, September 2, 2011
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • September 12, 2011

22. Disregarded entity for tax purposes

    By Belgarath, November 17, 2022
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • November 21, 2022

23. Distribution expenses charged to participant's "account"

    By Belgarath, May 29, 2020
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • May 29, 2020

24. Distribution from a 457 Plan

    By metsfan026, November 4, 2022
    • 2 replies
    • 904 views
    • 
    • Luke Bailey
    • November 5, 2022

25. Distribution made without spousal consent

    By Guest alg_00, July 27, 2007
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • August 7, 2007

26. Distribution Options

    By ERISA-Bubs, August 28, 2017
    • 0 replies
    • 610 views
    • 
    • ERISA-Bubs
    • August 28, 2017

27. Distribution Options From 457(b) Plans

    By Guest jolson, March 28, 2003
    • 1 reply
    • 5.4k views
    • 
    • mbozek
    • April 28, 2003

28. Distribution to EE turned IC?

    By Guest Pennysaver, March 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • TLGeer
    • March 29, 2010

29. Distributions After Terminating 457(b) Plan

    By waid10, September 16, 2013   

    • Non-governmental 457(b)
    • 6 replies
    • 3.8k views
    • 
    • waid10
    • September 16, 2013

30. Distributions from 457(f) Plan

    By #toomanyrules, March 24, 2023
    • 3 replies
    • 2.2k views
    • 
    • Paul I
    • March 27, 2023

31. Distributions from 457f plan

    By Guest Clain, July 29, 2009
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • July 30, 2009

32. Distributions from a Tax-exempt eligible 457 plan

    By Guest Frankie, July 2, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 2, 2002

33. Do I need a document??

    By austin3515, October 24, 2017
    • 11 replies
    • 1.6k views
    • 
    • XTitan
    • October 25, 2017

34. Dollar limitation in Pension Protection Act of 2006

    By Guest kafeathe, August 30, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2006

35. Domestic Relation Orders - Insufficient Account Balance

    By Guest D Rudd, January 30, 2002
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 1, 2002

36. Dual Employee

    By BTG, October 12, 2021
    • 0 replies
    • 524 views
    • 
    • BTG
    • October 12, 2021

37. Dual Status Hospital

    By Guest iratenella, April 17, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 17, 2002

38. 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

39. EEs of Governmental 457 & 401(a) move to affiliated Tax Exempt 403(b)

    By TPAVP, July 31, 2013
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 2, 2013

40. Effective date for allowing rollovers from 457 plans?

    By John A, August 10, 2001
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • August 10, 2001

41. EGTRRA - 457 Rollovers into qualified plan

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

42. EGTRRA and 457(b) nongovernmental plans

    By Guest Tina Baine, April 11, 2002
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • April 17, 2002

43. EGTRRA Violates California 457 Law?

    By Guest KCW, November 29, 2001
    • 23 replies
    • 5k views
    • 
    • Guest
    • April 18, 2002

44. Elapse Time

    By joel, April 11, 2007
    • 4 replies
    • 3.2k views
    • 
    • Peter Gulia
    • April 12, 2007

45. Election to defer and Plan to Plan transfer

    By 30Rock, March 1, 2013
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • March 1, 2013

46. Election To Defer Distribution

    By davef, March 28, 2003
    • 0 replies
    • 2.2k views
    • 
    • davef
    • March 28, 2003

47. Elective deferrals from 457(f) distribution?

    By Guest DIY, March 2, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 2, 2007

48. Eligibility for 457 Plan Year-by-Year

    By metsfan026, July 25, 2023
    • 4 replies
    • 806 views
    • 
    • CuseFan
    • July 26, 2023

49. Eligible employers

    By Guest LSULLIVAN, March 24, 2005
    • 3 replies
    • 1.8k views
    • 
    • davef
    • March 28, 2005

50. Eligible Employers

    By 30Rock, June 9, 2010
    • 7 replies
    • 4k views
    • 
    • 30Rock
    • June 9, 2010