Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Kentucky Trust Company |
RTD Financial Advisors |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Pentegra |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
EPIC Retirement Plan Services |
Retirement, LLC |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement, LLC |
EPIC: TPA/DPS |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement Plan Legal Specialist Pentegra |
Nicholas Pension Consultants |
Retirement Plan Administrator – Senior Associate PBMares |
Pension Rights Center |
Farmer & Betts, Inc. |
Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
| |
<< Previous news item | Next news item >>
Non-Qualified Plans for Federal Credit Unions BenefitsLink Message Boards ![]() Jan. 14, 2021 "A federal credit union wants to offer its executives a non-qualified plan. As a tax-exempt employer, they had inquired about creating a 457(b) plan. After an initial discussion regarding the deferral limits applicable to 457(b) plans, they wanted to explore either 457(f) or 409A. During my research, I have come across discussions regarding the issue of how FCU's should be classified (PLR 200430013 and IRS Notice 2005-58) and that effect on what type of NQ plan they can sponsor. It's not clear to me whether or not this issue has been resolved, particularly if the plan is just now being created. Can a FCU create and sponsor a new plan under 457(b)? 457(f)? 409A? If so, is there a good reference source for guidance on the best options available?" |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above). |
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified). |