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Retirement Planning
Chapter 10: 403(b) & 457 Plans/INELIGIBLE 457(f) PLAN CONTRIBUTIONS
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Chapter Study Session

Chapter 10: 403(b) & 457 Plans

INELIGIBLE 457(f) PLAN CONTRIBUTIONS

01.Core Concepts

• Employees defer salary much like a traditional nonqualified deferred compensation plan: • No annual limit • Only highly compensated or key employees • Contributions are not protected by trust • No catch-up contributions • No rollovers