MKA Executive Planners Blog

The Section 457 Puzzle…have you found the missing piece?

Posted by Barry Koslow on Fri, Feb, 24, 2017

Substantial risk of forfeiture, exposure to claims of creditors, large balance sheet accruals and embarrassing lump-sum payments on the front page of your local paper. Does this sound like an optimal retirement accumulation plan for your highly compensated physicians and executives?

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Tags: 457(f) Plans, 457(b) Plans, Physician Supplemental Plans, Supplemental Retirement Plan, Non-Qualified Plans

8 Ugly Traps in Section 457(f) Plans

Posted by Barry Koslow on Thu, Oct, 20, 2016

Section 457(b) and 457(f) plans are the most common supplemental retirement accumulation plans utilized by tax exempt organizations.  While many provisions apply to both models, the rules applicable to 457(f) plans are particularly onerous.  Here are 8 ugly facts about Section 457(f) plans.

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Tags: Retirement Planning, Supplemental Retirement Plan, Executive Compensation, 457(f) Plans, Not for Profit Supplemental Plans, Physician Supplemental Plans