457 Plans

806 topics in this forum

1. 457B Withdrawal Tax Implications?

   By CA93619, August 23, 2022
   • 2 replies
   • 738 views
   • 
   • CuseFan
   • August 24, 2022

2. After-Contributions in a 457(b) Governmental Plan

   By oldman63, August 15, 2018
   • 2 replies
   • 891 views
   • 
   • Ian
   • September 23, 2019

3. 457(b) Deferrals - Impact on Social Security Earnings

   By waid10, June 23, 2017
   • 2 replies
   • 2.9k views
   • 
   • John Feldt ERPA CPC QPA
   • June 26, 2017

4. 457(b) death taxation

   By Draper55, September 27, 2021
   • 2 replies
   • 1.8k views
   • 
   • Draper55
   • September 28, 2021

5. 401(k) & 457

   By Guest kdm, May 31, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • June 4, 2002

6. Governmental 457(b) Plan Consolidate Vendors

   By kmhaab, August 16, 2018
   • 2 replies
   • 883 views
   • 
   • Peter Gulia
   • August 17, 2018

7. Non-Governmental 457(b) - Distributions and Accounts

   By 401(k)athryn, September 26, 2023
   • 2 replies
   • 1.8k views
   • 
   • CuseFan
   • September 28, 2023

8. 457 plan document

   By Guest tws, January 14, 2004
   • 2 replies
   • 2.9k views
   • 
   • Kirk Maldonado
   • January 16, 2004

9. Transfer assets from 457 to 401k of same employer

   By jkharvey, September 5, 2007
   • 2 replies
   • 5.3k views
   • 
   • TLGeer
   • October 23, 2007

10. 457B Forced Liquidation

    By Guest heinie, January 9, 2009
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • January 10, 2009

11. 457(f) Portability

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

12. 457(f) Taxation of Retiree Medical Reimbursement Plan

    By Guest rjohnson, March 25, 2011
    • 2 replies
    • 3.6k views
    • 
    • jpod
    • March 13, 2013

13. 457b Unforseeable Emergency requirements

    By 30Rock, November 30, 2023
    • 2 replies
    • 919 views
    • 
    • 30Rock
    • November 30, 2023

14. Distribution from a 457 Plan

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

15. Tax of Defined Benefit SERP under 457(f)

    By Locust, March 8, 2006
    • 2 replies
    • 3.4k views
    • 
    • Locust
    • March 9, 2006

16. 457 checklists

    By ESI2015, September 3, 2020
    • 2 replies
    • 716 views
    • 
    • Bob the Swimmer
    • September 4, 2020

17. 457 & 401(a) Plans

    By debbiebaze, February 19, 2016   

    • 457
    • 401(a)
    • 2 replies
    • 1.3k views
    • 
    • debbiebaze
    • February 19, 2016

18. Model Amendments

    By Guest dietpepsi, July 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • July 19, 2005

19. Non-elective contributions based on employee-seniority

    By Guest Lisha, May 25, 2004
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • June 15, 2004

20. 457(f)

    By cdavis25, April 25, 2013
    • 2 replies
    • 1.8k views
    • 
    • cdavis25
    • April 30, 2013

21. Governmental 457

    By debbiebaze, February 19, 2016   

    • 457
    • FICA
    • 2 replies
    • 1.4k views
    • 
    • Josh62
    • February 22, 2016

22. HCE is participant in a PSP with one employer & 457 with a different employer

    By Moe Howard, December 3, 2003
    • 2 replies
    • 2.7k views
    • 
    • jquazza
    • December 11, 2003

23. 5th Edition of the 457 Answer Book

    By J Simmons, August 9, 2007
    • 2 replies
    • 2.7k views
    • 
    • Gary Lesser
    • August 10, 2007

24. 457(b) beneficiary

    By Guest coffeebreath, March 10, 2005
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 10, 2005

25. Timing of 457(f) Taxation

    By kgr12, December 29, 2020
    • 2 replies
    • 1k views
    • 
    • kgr12
    • February 2, 2021

26. 457(f) information

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

27. 457 Plan termination

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

28. 1099-R Reporting

    By Guest Frankie, August 3, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 12, 2002

29. 457 Catch-Up/Unused Limits

    By Guest rbs, August 5, 2002
    • 1 reply
    • 1.9k views
    • 
    • MGB
    • August 5, 2002

30. 403b plan termination

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

31. How to Terminate a 457?

    By Guest getaxa, December 16, 2004
    • 1 reply
    • 3.1k views
    • 
    • mbozek
    • December 17, 2004

32. TAX PAID BY HOSPITAL IN 1999

    By Guest BUCK, April 11, 2007
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • April 11, 2007

33. eligible gov't 457 plans and FICA

    By Guest ak, June 21, 2001
    • 1 reply
    • 3.2k views
    • 
    • Appleby
    • June 22, 2001

34. 415 Limit

    By Guest ptpnthr, April 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 25, 2002

35. 457(b) Plans - Is there something called a 10% rule?

    By Guest GoldenBear03, July 17, 2006
    • 1 reply
    • 2k views
    • 
    • Locust
    • July 17, 2006

36. 457(f) SERP

    By jpod, March 21, 2013
    • 1 reply
    • 3.2k views
    • 
    • Zoraster
    • November 9, 2015

37. Missed contributions

    By paulaknake, June 14, 2016
    • 1 reply
    • 1.3k views
    • 
    • Carol V. Calhoun
    • June 17, 2016

38. Securities Lending and 457 Plan Assets

    By Guest ircreader, December 19, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 20, 2002

39. Deceased Employee, 457 Deferrals from Final Pay

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

40. 457(b) Employer Fiduciary

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

41. Tax Exempt Matching Contributions

    By oldman, May 24, 2005
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • May 31, 2005

42. Reporting of previously taxed 457(f) distributions

    By EBECatty, April 1, 2019
    • 1 reply
    • 968 views
    • 
    • XTitan
    • April 1, 2019

43. Unforeseeable Emergency Distributions

    By Guest Steven N, March 26, 2010
    • 1 reply
    • 1.3k views
    • 
    • TLGeer
    • March 27, 2010

44. 457 Rollover

    By Guest elang, November 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 17, 2011

45. Special Catch Up

    By Randy Watson, May 24, 2010
    • 1 reply
    • 1.8k views
    • 
    • TLGeer
    • May 24, 2010

46. 457(f) and Retirement as Substantial Risk of Forfeiture

    By Guest awea, June 29, 2011
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • June 29, 2011

47. 457(f) salary deferral elections for 2008

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

48. 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

49. Changing Normal Retirement Age under Governmental 457(b) Plan

    By Plan Doc, October 12, 2023
    • 1 reply
    • 803 views
    • 
    • Peter Gulia
    • October 12, 2023

50. Purchase of DB Service Credit

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