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Este documento es una solicitud para participar en la opción de recuperación del plan de compensación diferida 457(b) del Estado de Montana, que permite ciertos catch-ups para aumentar las contribuciones
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How to fill out governmental 457b application for
How to fill out Governmental 457(b) Application for Catch-Up
01
Obtain the Governmental 457(b) Application for Catch-Up form from your employer or the official website.
02
Fill in your personal information such as name, address, and social security number at the top of the form.
03
Indicate your current employment status and the name of your employer.
04
Review the eligibility criteria for the catch-up contribution to ensure you qualify.
05
Complete the section regarding your contribution amounts, specifying how much additional money you wish to contribute.
06
Sign and date the application form to validate your submission.
07
Submit the completed form to your employer's HR department or benefits administrator for processing.
Who needs Governmental 457(b) Application for Catch-Up?
01
Individuals who are nearing retirement age and wish to increase their retirement savings.
02
Employees of governmental agencies who are already participating in a 457(b) plan.
03
Those who are eligible for catch-up contributions due to age or having reached contribution limits in previous years.
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People Also Ask about
What is the catch-up contribution for 457b in 2025?
If you have additional questions about 457(b) catch-up deferrals, contact MissionSquare. *As per a change via SECURE 2.0, a higher catch-up contribution limit applies for employees aged 60, 61, 62 and 63. For 2025, this higher catch-up contribution limit is $11,250.
Does a 457 B allow catch-up contributions?
Special 457(b) catch-up contributions, if permitted by the plan, allow a participant for 3 years prior to the normal retirement age (as specified in the plan) to contribute the lesser of: the elective deferral limit ($23,000 in 2024; $22,500 in 2023; $20,500 in 2022; $19,500 in 2020 and in 2021).
What is the maximum contribution to a 457 B for 2025?
Special 457(b) catch-up contributions, if permitted by the plan, allow a participant for 3 years prior to the normal retirement age (as specified in the plan) to contribute the lesser of: the elective deferral limit ($23,000 in 2024; $22,500 in 2023; $20,500 in 2022; $19,500 in 2020 and in 2021).
What is the difference between a governmental and non-governmental 457b?
Unlike 401(k)s, savings in non-governmental 457(b)s are at risk from creditors if the sponsoring employer goes bankrupt. Governmental 457(b) plans are protected from creditors.
How do I make a catch-up contribution?
Individuals who are age 50 or over at the end of the calendar year can make annual catch-up contributions. Annual catch-up contributions up to $7,500 in 2023 and 2024 ($6,500 in 2021-2020; $6,000 in 2015 - 2019) may be permitted by these plans: 401(k) (other than a SIMPLE 401(k)) 403(b)
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What is Governmental 457(b) Application for Catch-Up?
The Governmental 457(b) Application for Catch-Up is a provision that allows eligible employees of government organizations to contribute additional funds to their 457(b) retirement savings plans, beyond the standard contribution limits, as they approach retirement.
Who is required to file Governmental 457(b) Application for Catch-Up?
Employees of governmental organizations who are nearing retirement age and wish to make catch-up contributions to their 457(b) plans are required to file the application to enable these additional contributions.
How to fill out Governmental 457(b) Application for Catch-Up?
To fill out the Governmental 457(b) Application for Catch-Up, eligible participants must complete the application form provided by their plan administrator, ensuring all personal information, contribution amounts, and required signatures are accurately filled out.
What is the purpose of Governmental 457(b) Application for Catch-Up?
The purpose of the Governmental 457(b) Application for Catch-Up is to allow individuals who are close to retirement to maximize their retirement savings by contributing above the normal limits, thereby enhancing their financial security during retirement.
What information must be reported on Governmental 457(b) Application for Catch-Up?
The information that must be reported on the Governmental 457(b) Application for Catch-Up includes the participant's name, social security number, current salary, desired catch-up contribution amounts, and any other relevant details specified by the plan administrator.
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