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Posted

I'm looking for marketing ideas on how I can locate EXISTING 457(f)plans(or "risk of forfeiture plans") with tax-exempt and other non-profit organizations. I understand they do not show up with 5500's and 990's. Any help would be greatly appreciated.

Guest EAKarno
Posted

These plans are generally registered with the DOL as ERISA exempt "top-hat" plans. All such filings can be located free of charge at freeerisa.com. Most of the plans listed will not be 457(f) plans, however, where the sponsor is a tax-exempt organization, you can probably assume that it is.

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