ELIGIBLE 457(b) PLAN PLAN AND DOCUMENT TRUST AGREEMENT

If you have a traditional rollover IRA or a balance from a previous employer in another before-tax plan, such as a 401(k) plan, a 457 plan, or a 403(b) plan, you may transfer

distributee or the non-spousal Beneficiary, except that an eligible rollover distribution does not include: any distribution that is one of a series of substantially equal

Whereas, the State Universities Retirement System Deferred Compensation Plan (“Plan”) is an eligible deferred compensation plan under Section 457(b) of the Internal Revenue

If you enroll in the UNC System 403(b) Plan, the UNC System 457(b) Plan, the State’s 401(k) Plan or the State’s 457 Deferred Compensation Plan, you have the opportunity to

Section 1.457-1(b) of the regulations states, in part, that for purposes of section 457(a) of the Code, amounts deferred under an eligible plan will not be considered made

Excess elective deferrals above that contributed into the 403(b) and “Eligible" 457(b) plans which are contributed into the “In-Eligible” 457(f) plan will reduce

To the extent permitted by the Plan Administrator and the Adoption Agreement pursuant to Section 9.02, each Participant shall have the right, in accordance with the provisions of the

Tip: For example, a teacher who participates in both a 457(b) plan and a Section 403(b) plan in 2013 would be able to defer up to $35,000 ($17,500 for each plan), even more if