457 Plans

806 topics in this forum

1. 457b governmental

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

2. 414v(6) and SECTION 631 of the JCWAA

   By Guest Johnny, December 20, 2002
   • 6 replies
   • 2.2k views
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   • Guest
   • December 23, 2002

3. Any Suggestions on How to Accomplish This?

   By Scott, March 2, 2004
   • 1 reply
   • 2.2k views
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   • E as in ERISA
   • March 3, 2004

4. Excess deferrals for 457(b) plan

   By Guest dani_o, June 11, 2002
   • 0 replies
   • 2.2k views
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   • Guest
   • June 11, 2002

5. Pers

   By Guest sroenigk, November 22, 2002
   • 1 reply
   • 2.2k views
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   • MGB
   • November 25, 2002

6. plan documents

   By Felicia, July 5, 2007
   • 1 reply
   • 2.2k views
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   • John Feldt ERPA CPC QPA
   • July 5, 2007

7. Client wants to stop contributing to her Governmental 457 Plan. She is retired at 52 and states she is in some 'designated payment period'.

   By Guest DeanT, June 9, 2004
   • 1 reply
   • 2.2k views
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   • mbozek
   • June 10, 2004

8. Spousal consent required by .....

   By mariemonroe, August 15, 2007
   • 0 replies
   • 2.2k views
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   • mariemonroe
   • August 15, 2007

9. Special 457(b) pre-retirement catch-up

   By DTH, June 24, 2014
   • 0 replies
   • 2.2k views
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   • DTH
   • June 24, 2014

10. Imminent Forclosure of Primary Residence

    By DTH, February 27, 2007
    • 2 replies
    • 2.1k views
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    • DTH
    • February 28, 2007

11. Domestic Relation Orders - Insufficient Account Balance

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

12. 457 IRS Model amendment language

    By Guest KLindahl, May 31, 2002
    • 0 replies
    • 2.1k views
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    • Guest
    • May 31, 2002

13. Contributions to both 457(b) and Thrift Savings Plan

    By Guest DanielCPA, February 14, 2014
    • 2 replies
    • 2.1k views
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    • John Feldt ERPA CPC QPA
    • February 14, 2014

14. Timing of contributions

    By rlb64, January 28, 2005
    • 1 reply
    • 2.1k views
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    • QDROphile
    • January 28, 2005

15. Permissive service credit purchase and 415

    By MGB, June 19, 2002
    • 1 reply
    • 2.1k views
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    • MGB
    • June 24, 2002

16. Lump-sum distribution from a public school 457(b) prior to age 59 1/2

    By Guest STL Cards Fan, May 23, 2002
    • 3 replies
    • 2.1k views
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    • mbozek
    • June 4, 2002

17. 457(f) - On vesting, taxes paid but money stays in the Plan?

    By ERISA-Bubs, September 8, 2023
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • September 9, 2023

18. Anti-cutback

    By Guest curious jorge, December 3, 2004
    • 1 reply
    • 2.1k views
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    • Everett Moreland
    • December 4, 2004

19. Substantial Risk of Forfeiture Questions

    By Guest cphcs, May 23, 2008
    • 0 replies
    • 2.1k views
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    • Guest
    • May 23, 2008

20. Tax consequences of a grandfathered 457 plan

    By smm, November 1, 2004
    • 0 replies
    • 2.1k views
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    • smm
    • November 1, 2004

21. Two Qs re: 457(f)/409A

    By Christine Roberts, December 28, 2006
    • 0 replies
    • 2.1k views
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    • Christine Roberts
    • December 28, 2006

22. taxation on post retirement distributions

    By joel, July 18, 2012
    • 3 replies
    • 2.1k views
    • 
    • joel
    • July 28, 2012

23. 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

24. rollover qualifying events

    By Guest Phylnbill, July 30, 2002
    • 0 replies
    • 2.1k views
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    • Guest
    • July 30, 2002

25. Plan Contribution in Lieu of a Raise

    By DTH, March 13, 2015
    • 6 replies
    • 2.1k views
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    • jpod
    • March 16, 2015

26. Tax Exempt 457(b) excess contributions

    By Guest dietpepsi, November 19, 2008
    • 0 replies
    • 2.1k views
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    • Guest
    • November 19, 2008

27. 457 transfers to non salary-reduction vendors?

    By Guest sojourner43, February 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • February 15, 2002

28. Investment Restrictions

    By austin3515, June 5, 2013
    • 4 replies
    • 2.1k views
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    • PensionPro
    • June 7, 2013

29. 457(b) Church Plans

    By Guest mbenson, September 27, 2002
    • 0 replies
    • 2.1k views
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    • Guest
    • September 27, 2002

30. FICA/Medicare Tax Limits on Non-Qlualified Plan

    By Guest jfricketts, September 26, 2009
    • 0 replies
    • 2.1k views
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    • Guest
    • September 26, 2009

31. amount to 457 from retiring municipal employee in Texas

    By Guest hdt, January 23, 2004
    • 0 replies
    • 2.1k views
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    • Guest
    • January 23, 2004

32. New Proposed 457 Regulations

    By Guest BCB, June 6, 2002
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 6, 2002

33. Maximum deferral limitation

    By jkharvey, November 13, 2007
    • 1 reply
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 13, 2007

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

    By Tioscrooge, October 22, 2024
    • 7 replies
    • 2.1k views
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    • Tioscrooge
    • October 24, 2024

35. Automatic Enrollment

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

36. PRL for 457(f)?

    By Guest sjb, March 25, 2004
    • 3 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 26, 2004

37. Investment Options

    By austin3515, April 30, 2014
    • 9 replies
    • 2.1k views
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    • XTitan
    • July 30, 2015

38. Governmental 457(b) Plan Rollover

    By waid10, October 8, 2009
    • 1 reply
    • 2.1k views
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    • PensionPro
    • October 8, 2009

39. EGTRRA and 457(b) nongovernmental plans

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

40. 457

    By Guest HGH, July 10, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • July 11, 2002

41. 457(f)/409A loss of account balance

    By Ken Davis, June 24, 2009
    • 0 replies
    • 2k views
    • 
    • Ken Davis
    • June 24, 2009

42. Tax Exempt Entity with 457 covering all employees?

    By Guest TBick, April 13, 2004
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 13, 2004

43. Taxable Benefit in 2004?

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

44. Credit Union requests 457 to IRA rollover

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

45. Non-Governmental 457(b) Rollover

    By Catch22PGM, January 24, 2020
    • 7 replies
    • 2k views
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    • 401 Chaos
    • November 15, 2021

46. 1099-R Reporting

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

47. Reporting Governmental distributions under EGTRRA

    By Guest Monster, January 16, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 16, 2002

48. Excess deferral reporting

    By Ken Davis, June 8, 2004
    • 0 replies
    • 2k views
    • 
    • Ken Davis
    • June 8, 2004

49. Should we try?

    By Guest m.n.ouellette, June 28, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 6, 2004

50. 401(k) & 457

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