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Did you know the State of Arizona offers its University Employees a low cost, deferred compensation program? What makes the State of Arizona Deferred Compensation Plan offered through Nationwide a

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How to fill out pre-tax 457 plan

01

Start by reviewing the paperwork provided by your employer, which typically includes a participation agreement and beneficiary designation forms.

02

Determine the amount you want to contribute to the pre-tax 457 plan. This will affect how much you save on taxes and how much you'll have available for retirement.

03

Complete the participation agreement form, providing all the required personal information, such as your name, address, social security number, and employment details.

04

Designate your beneficiaries by filling out the beneficiary designation form. This ensures that your assets are distributed according to your wishes in the event of your death.

05

Decide on your investment options. Most pre-tax 457 plans offer a variety of investment options, such as mutual funds or target-date funds. Evaluate the choices and select investments that align with your financial goals and risk tolerance.

06

Set up automatic contributions if possible. Many employers allow you to have a portion of your salary directly deposited into your pre-tax 457 plan. This helps automate your savings and ensures consistent contributions.

07

Review your choices periodically. It's important to regularly monitor your pre-tax 457 plan and make any necessary adjustments. Factors like your financial goals, risk tolerance, and market conditions may change over time, so staying proactive is key.

08

Take advantage of catch-up contributions if eligible. If you're over 50 years old, you may be able to make additional catch-up contributions to your pre-tax 457 plan. This can help boost your retirement savings in the later stages of your career.

Who needs pre-tax 457 plan?

01

Employees who want to save for retirement and lower their taxable income can benefit from a pre-tax 457 plan.

02

Individuals who work for state and local governments, as well as certain tax-exempt organizations, are typically eligible for pre-tax 457 plans.

03

Those who anticipate being in a lower tax bracket during retirement may find it advantageous to contribute to a pre-tax 457 plan.

04

Employees who prefer to have a flexible contribution limit, as pre-tax 457 plans generally allow for higher contributions compared to other retirement plans, such as 401(k)s or IRAs.

05

Individuals who desire the ability to make additional catch-up contributions if they are 50 years old or older.

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What is pre-tax 457 plan?

A pre-tax 457 plan is a retirement savings plan for state and local government employees.

Who is required to file pre-tax 457 plan?

State and local government employees who are eligible for the plan are required to file.

How to fill out pre-tax 457 plan?

To fill out a pre-tax 457 plan, employees need to provide personal information, contribution amount, investment options, and beneficiary information.

What is the purpose of pre-tax 457 plan?

The purpose of a pre-tax 457 plan is to help employees save for retirement in a tax-advantaged manner.

What information must be reported on pre-tax 457 plan?

Information such as personal details, contribution amounts, investment choices, and beneficiary information must be reported on a pre-tax 457 plan.

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