waid10 Posted June 22, 2011 Posted June 22, 2011 Does anyone know where I can purchase a 457(f) plan document. Sungard Corbel is no longer offering a 457(f) document as part of its 457 plan services. And FTWilliam only offers 409A and 457(b) documents (no 457(f) document). Thanks.
J Simmons Posted June 23, 2011 Posted June 23, 2011 Does anyone know where I can purchase a 457(f) plan document. Sungard Corbel is no longer offering a 457(f) document as part of its 457 plan services. And FTWilliam only offers 409A and 457(b) documents (no 457(f) document).Thanks. Has the IRS explained yet how 457(f) and 409A are going to work side-by-side in a situation? If not, good luck trying to find a 457(f) doc vendor that doesn't disclaim that the doc you are buying as not compatible with 409A. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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