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Posted

Good evening.

Do any of you fellow practitioners have suggestions on where to find the best 457 training for new staff?  I've looked on ASPPA and NIPA and am not finding training designated towards just non-qualified 457 plans.  I would appreciate any suggestions. Thank you.

Posted

In addition to the TGPC, ASPPA has a CPC module about nonqualified plans. It's not specific to 457(f) plans but they are on the syllabus.

Derrin Watson has a 457 book available on erisapedia.com; it is, like everything the man writes, excellent. But it is more of a reference manual than a training resource.

Free advice is worth what you paid for it. Do not rely on the information provided in this post for any purpose, including (but not limited to): tax planning, compliance with ERISA or the IRC, investing or other forms of fortune-telling, bird identification, relationship advice, or spiritual guidance.

Corey B. Zeller, MSEA, CPC, QPA, QKA
Preferred Pension Planning Corp.
corey@pppc.co

Posted

If you read the applicable sections of the ERISA Outline Book that would be a good start.  There actually is not nearly as much to know as in the 401k space, but if you don't know even one of the important things to know, then you can really cause trouble. Who can be eligible and the taxation rules just to name two that come to mind.

Austin Powers, CPA, QPA, ERPA

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