Non-Profit Retirement Planning

U.S. employees of government agencies and2006 figure will increase each year by $500 to adjust
organizations and tax exempt organizations shouldfor increases in cost of living.
know about tax code section 457 when planning theirOnly certain eligible employers are allowed to set up a
retirement. This section of the Internal Revenuesection 457 plan. These are defined by the IRS as
Service (IRS) tax code governs the compensationstates and their subdivisions, instruments or political
plans that are deferred and non-qualified for thosesubdivisions of the states, and any entity that is not
employees of governments and tax-exempta unit of the government but is exempt from federal
institutions other than churches. The pension plan thatincome tax. The latter includes religious and charitable
has been created for the retirement of these folksorganizations, educational institutions and
has been named the Section 457 plan. Theseorganizations, private hospitals, labor unions and trade
employees can defer part of their compensationassociations, private foundations, farming
pre-taxed through deductions from their payroll. Thiscooperatives and fraternal orders.
defers both state and federal taxes until theseA section 457 plan will not pay out for retirement
retirement assets start being withdrawn.before the calendar year in which the participant
Such eligible retirement plans have monetary ceilingsreaches age 70 ½ and has severed
on the amounts that can be deferred. The amountemployment with the participating firm. A severe
that is deferred in this way for retirement cannot befinancial hardship, unexpected illness or injury due to
more than either 100 percent of the employee's payaccident or other unforeseen emergency can allow
or $15,000 - whichever is the lesser. This $15,000for withdrawal from the retirement plan as well.