457 Plans

806 topics in this forum

1. 457(b) plan basics

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

2. Deferred comp, or severance pay?

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

3. Sick and Vacation Pay Deferrals under Proposed Regulations

   By Guest kjungkin, March 6, 2003
   • 0 replies
   • 2.3k views
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   • Guest
   • March 6, 2003

4. Gov't 457(b) Plan - Alientation

   By RTK, June 8, 2006
   • 3 replies
   • 2.3k views
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   • RTK
   • June 9, 2006

5. Spousal Beneficiary and required distribution date

   By Guest kathypeterson, June 14, 2005
   • 1 reply
   • 2.3k views
   • 
   • jevd
   • June 14, 2005

6. Schedule of Benefits in 457 Plan

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

7. 457

   By Guest Brian0925, July 19, 2006
   • 2 replies
   • 2.3k views
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   • Locust
   • July 26, 2006

8. 457 rollovers

   By Guest Frankie, November 16, 2001
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • November 16, 2001

9. 457(f) and 409A--what is a short term deferral?

   By Guest Darrell, May 3, 2005
   • 1 reply
   • 2.3k views
   • 
   • E as in ERISA
   • May 3, 2005

10. 457 plan termination distribution

    By Guest rfp, November 9, 2001
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

11. Self Directed Brokerage Account (SDBA) research

    By Guest seanao, July 1, 2004
    • 1 reply
    • 2.3k views
    • 
    • joel
    • July 31, 2004

12. 457(f) Substantial Risk of Forfeiture

    By kgr12, July 14, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 15, 2007

13. IRA deductibility when participating in a 457 plan

    By Guest skim3011, December 2, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 3, 2003

14. independent contractor

    By Guest lskin, April 25, 2005
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • May 2, 2005

15. Nonqualified deferred compensation for federal credit unions

    By 7806akp, March 30, 2011
    • 1 reply
    • 2.3k views
    • 
    • Mark Whitelaw
    • April 1, 2011

16. Deferral limit

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

17. 403b plan termination

    By Guest Mike Moore, January 15, 2002
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

18. Rollovers/Merger of 403(b) plans into 457 Plans

    By Guest alan24, November 30, 2004
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • November 30, 2004

19. 457 Governmental plan

    By Guest Sharie Stuart, September 4, 2007
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2007

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

    By EBECatty, January 27, 2022
    • 6 replies
    • 2.3k views
    • 
    • Liz Hallam
    • January 31, 2022

21. 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

22. Tax-exempt 457(b) and Legislative Amendments

    By DTH, January 4, 2011
    • 3 replies
    • 2.2k views
    • 
    • 30Rock
    • January 4, 2011

23. 457(f) correction

    By Guest jmlumpkin, October 26, 2011
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2011

24. multiple 457(b) plans and 401(a) plan

    By Guest IRISH79, September 22, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 22, 2006

25. 457(f) - What is "Deferred Compensation"

    By Guest shaul, February 9, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 23, 2012

26. Match 457 Plan Deferrals

    By QDROphile, December 4, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

27. When is vacation pay "payable" under final regs?

    By Guest kjungkin, August 14, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 14, 2003

28. 457 Plan Distributions

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

29. Top Hat 457(b) and New Deferred Comp. Rules

    By Christine Roberts, October 14, 2004
    • 1 reply
    • 2.2k views
    • 
    • Christine Roberts
    • October 15, 2004

30. Where can I find457 enabling statues or state laws

    By Guest getaxa, February 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • February 2, 2002

31. Mandatory contributions in a 457 plan

    By Guest Jim Jesikiewicz, October 8, 2002
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 11, 2002

32. Model Amendments for Tax-Exempts?

    By Alf, August 11, 2004
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • October 5, 2004

33. Trustee to Trustee transfer

    By Guest farz, June 8, 2004
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 8, 2004

34. 457(b) plan and the Form 5500

    By John Feldt ERPA CPC QPA, September 16, 2010
    • 1 reply
    • 2.2k views
    • 
    • jpod
    • September 17, 2010

35. 408b2 and 457(b) tax exempt

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

36. 457(f) Portability

    By Guest GoldenBear03, January 23, 2007
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • January 23, 2007

37. Multiple Plan Loans

    By fiduciary perspective, April 26, 2010
    • 6 replies
    • 2.2k views
    • 
    • TLGeer
    • April 27, 2010

38. pre-ERISA rules

    By lexi, August 22, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • December 30, 2007

39. change in control non-profit

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

40. 457(f) salary deferral elections for 2008

    By Guest DIY, November 8, 2007
    • 1 reply
    • 2.2k views
    • 
    • jpod
    • November 8, 2007

41. Correction of Erroneous Distribution

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

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

    By 401(k)athryn, December 4, 2019
    • 3 replies
    • 2.2k views
    • 
    • 401(k)athryn
    • December 13, 2019

43. Tax treatment of life insurance proceeds under a 457(b) plan: - how tr

    By Guest dory, September 25, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • September 28, 2002

44. Asset Reversion

    By Guest SGNeedelman, March 6, 2007
    • 1 reply
    • 2.2k views
    • 
    • TLGeer
    • June 2, 2007

45. New York Charter School

    By Guest Deflector, September 25, 2008
    • 5 replies
    • 2.2k views
    • 
    • GBurns
    • September 26, 2008

46. Distributions from 457(f) Plan

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

47. List of Required Amendments

    By waid10, April 1, 2008
    • 0 replies
    • 2.2k views
    • 
    • waid10
    • April 1, 2008

48. Election To Defer Distribution

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

49. 457(f) vesting

    By Guest shaul, August 12, 2010
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 12, 2010

50. valuation of a floor benefit serp for income tax purposes under a 457f plan

    By Guest rod, May 19, 2005
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 19, 2005