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457(b) Plans for 401(k) Practitioners - Aug 2013
Presentor: Stephen Forbes Recorded Date: 8/15/2013 Duration: 100 Min.

Description
This program was recorded during a live presentation on August 15, 2013.

For governmental organizations, 457(b) plans can provide a valuable system for employee or employer retirement contributions, totally independent of qualified plans or 403(b) plans. In fact, a 457(b), combined with a 403(b), can allow a government employee to double his/her elective deferrals (or more if the employee is catch-up eligible). 457(b) plans are also available for top officers of tax-exempt organizations.

While there are many similarities to 401(k) plans, there are also many important differences. This Web seminar gives the 401(k) practitioner all he or she needs to know to assist in designing and operating 457(b) plans. We’ll cover 457(b) plans from “soup to nuts,” emphasizing those areas where 457(b) differs from the typical 401(k) plan, including how the constructive receipt doctrine affects distribution in a tax-exempt 457 plan.

Topics include:

  • Governmental 457 plan.
  • Tax-exempt 457 plan.
  • Ineligible 457 plan (457(f) plan).
  • 457 plan requirements.
  • Distribution and taxation rules.
  • Catch-up options.
  • Plan documents and amendments.
Prerequisites: There are no prerequisites or other advanced preparation for this program. The speaker will not assume any experience with 457(b) plans, but will assume that attendees understand the basics of operating 401(k) plans.

Level: Beginning

Instructional Delivery Method:
Group – Internet-Based

Speaker: Speaker: Stephen W. Forbes, J.D., LL.M.
Author of The 5500 Filing Guide

Objectives: After this program, attendees should be able to:

  1. Explain the differences between 457(b) and 401(k) plans
  2. Explain the interaction between 457(b) and other tax-benefited retirement plans
  3. Assist in designing a 457(b) plan which will meet a client’s objectives
  4. Assist in the day-to-day administration of a 457(b) plan
  5. Explain the differences in the taxation and distribution rules for governmental and tax-exempt 457(b) plans
Hardware System Requirements:

  • Windows 95, 98, NT 4.0, 2000, XP, Windows 7
  • Internet Explorer 4.01 or later, Netscape 4.08 or later, and set Internet browser to allow pop-up windows.
  • High-speed Internet connection.
  • Pentium 166+ MHz, 128MB RAM or more.
  • 1023 x 768 or higher display resolution.
  • Soundcard and Speakers.

Software Requirements:

Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.

 


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