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Glossary

457(b)

Definition

A 457(b) is a deferred compensation retirement plan offered mainly by state and local governments and some nonprofits, letting employees set aside salary before tax with its own contribution limit separate from a 401(k) or 403(b).

The 457(b) limit does not share space with 401(k)/403(b) limits, so an employee with access to both plan types can defer into each. Governmental 457(b) plans also have a distinctive feature: withdrawals after separation from service are not subject to the 10% early-distribution penalty that applies to most other plans, though ordinary income tax still applies.

Why it matters in practice

For public employees who may retire or change careers before 59½, the penalty treatment makes the 457(b) unusually flexible. For high savers with two plan types available, the separate limit can nearly double annual tax-advantaged savings capacity.

In California

Many California cities, counties, and agencies — and the state's Savings Plus program — offer 457(b) plans to employees alongside CalPERS pensions.

Related terms: 401(k) · 403(b) · Deferred Compensation · CalPERS · Tax-Deferred

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.