457 Plans

807 topics in this forum

1. Maximum Employer and Employee Contribution

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

2. Deceased Employee, 457 Deferrals from Final Pay

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

3. Multiple Plan Loans

   By fiduciary perspective, April 26, 2010
   • 6 replies
   • 2.3k views
   • 
   • TLGeer
   • April 27, 2010

4. change in control non-profit

   By Scuba 401, August 18, 2016
   • 6 replies
   • 2.3k views
   • 
   • Carol V. Calhoun
   • August 21, 2016

5. 457(f) - On vesting, taxes paid but money stays in the Plan?

   By ERISA-Bubs, September 8, 2023
   • 7 replies
   • 2.3k views
   • 
   • Luke Bailey
   • September 9, 2023

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

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

7. Non-Governmental 457(b) Rollover

   By Catch22PGM, January 24, 2020
   • 7 replies
   • 2.3k views
   • 
   • 401 Chaos
   • November 15, 2021

8. 100% Deferral?

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

9. 457(b) plan basics

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

10. 457

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

11. Sick and Vacation Pay Deferrals under Proposed Regulations

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

12. Deferred comp, or severance pay?

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

13. Schedule of Benefits in 457 Plan

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

14. Spousal Beneficiary and required distribution date

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

15. IRA deductibility when participating in a 457 plan

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

16. Tax reporting for a Transfer of 457b funds from one spouse to another as part of divorce

    By Tioscrooge, October 22, 2024
    • 7 replies
    • 2.3k views
    • 
    • Tioscrooge
    • October 24, 2024

17. 457(f) correction

    By Guest jmlumpkin, October 26, 2011
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 26, 2011

18. Nonqualified deferred compensation for federal credit unions

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

19. 457(f) Substantial Risk of Forfeiture

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

20. 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

21. 457 plan termination distribution

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

22. 457 rollovers

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

23. Self Directed Brokerage Account (SDBA) research

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

24. 403b plan termination

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

25. independent contractor

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

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

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

27. Deferral limit

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

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

    By DTH, January 4, 2011
    • 3 replies
    • 2.3k views
    • 
    • 30Rock
    • January 4, 2011

29. 408b2 and 457(b) tax exempt

    By Guest ebgroup, May 11, 2012
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • May 14, 2012

30. 457(f) - What is "Deferred Compensation"

    By Guest shaul, February 9, 2012
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 23, 2012

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

    By Guest IRISH79, September 22, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2006

32. 457 Governmental plan

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

33. Correction and reporting of excess deferrals, governmental vs. tax-exempt entity plans

    By Ken Davis, May 21, 2004
    • 0 replies
    • 2.3k views
    • 
    • Ken Davis
    • May 21, 2004

34. Match 457 Plan Deferrals

    By QDROphile, December 4, 2001
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

35. 457(f) Portability

    By Guest GoldenBear03, January 23, 2007
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 23, 2007

36. 457(b) plan and the Form 5500

    By John Feldt ERPA CPC QPA, September 16, 2010
    • 1 reply
    • 2.3k views
    • 
    • jpod
    • September 17, 2010

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

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

38. 457 Plan Distributions

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

39. 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

40. Mandatory contributions in a 457 plan

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

41. 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

42. New York Charter School

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

43. Model Amendments for Tax-Exempts?

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

44. Trustee to Trustee transfer

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

45. pre-ERISA rules

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

46. 457(f) salary deferral elections for 2008

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

47. 457b governmental

    By 30Rock, May 23, 2011
    • 3 replies
    • 2.2k views
    • 
    • 30Rock
    • May 23, 2011

48. Correction of Erroneous Distribution

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

49. Asset Reversion

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

50. Basic Question Re: 457(b) Deferrals

    By DJL, June 17, 2021
    • 6 replies
    • 2.2k views
    • 
    • StephenD
    • June 19, 2021