Help - Search - Members - Calendar
Full Version: Amending 457(f) Plan to conform with new rules
BenefitsLink Message Boards > Retirement Plans > 457 Plans
rfemmons
If an existing 457(f) plan has a rabbi trust and thus the substantial risk of forfeiture was being subject to creditors, how should it be amended to comply with 409A?
QDROphile
You have got to be kidding if you are suggesting that the credit risk was a substantial risk of forfeiture for section 457(f) purposes. If you are not kidding, you have nothing to worry about for section 409A compliance because all of the accrued amounts are already taxable.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.