403(b) Plans, Accounts or Annuities

2,026 topics in this forum

1. TIAA CREF 403b Plan Term

   By ratherbereading, Thursday at 12:21 PM
   • 1 reply
   • 109 views
   • 
   • Gina Alsdorf
   • Thursday at 01:02 PM

2. VCP filing guides?

   By Sum_Guy, August 19
   • 6 replies
   • 541 views
   • 
   • Sum_Guy
   • August 27

3. Non-ERISA 403(b) Plans

   By Belgarath, August 21
   • 2 replies
   • 143 views
   • 
   • Peter Gulia
   • August 21

4. What is the latest required restatement?

   By Tom, August 2
   • 6 replies
   • 713 views
   • 
   • Liz Hallam
   • August 6

5. "Reclassified Employees" - it's oddball week!

   By Belgarath, July 31
   • 2 replies
   • 497 views
   • 
   • Belgarath
   • July 31

6. 5500 IRS Opinion Letter number and date

   By Tom, July 30
   • 0 replies
   • 97 views
   • 
   • Tom
   • July 30

7. Should a plan sponsor continue, or get rid of, its automatic-contribution arrangement?

   By Peter Gulia, July 24
   • 3 replies
   • 246 views
   • 
   • Peter Gulia
   • July 24

8. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

   By Guest Pennysaver, June 21, 2011
   • 5 replies
   • 4.8k views
   • 
   • C-Mikes
   • July 15

9. 403(b) plan termination

   By Beemer, January 16
   • 3 replies
   • 475 views
   • 
   • Beemer
   • July 8

10. Consolidating multiple providers 403(b)

    By The Bartender, July 1
    • 2 replies
    • 222 views
    • 
    • The Bartender
    • July 8

11. force out small balances to inherited IRAs?

    By AlbanyConsultant, June 24
    • 7 replies
    • 621 views
    • 
    • AlbanyConsultant
    • June 26

12. 403(b) Plan irrevocable election

    By Mark Va, June 9
    • 6 replies
    • 722 views
    • 
    • Luke Bailey
    • June 20

13. Non-Discrimination Testing for 403(b) Plan

    By metsfan026, June 20
    • 7 replies
    • 259 views
    • 
    • BG5150
    • June 20

14. 8955 needed for 403(b)?

    By Tom, June 13
    • 1 reply
    • 182 views
    • 
    • Carol V. Calhoun
    • June 13

15. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com, June 13
    • 0 replies
    • 263 views
    • 
    • gc@chimentowebb.com
    • June 13

16. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral, March 9
    • 2 replies
    • 470 views
    • 
    • Madeline Regueral
    • June 2

17. PEO and 403(b)

    By EMB, May 22
    • 0 replies
    • 185 views
    • 
    • EMB
    • May 22

18. 403b plan - exclusion of portion of part-time employee population?

    By t.haley, March 29
    • 0 replies
    • 222 views
    • 
    • t.haley
    • March 29

19. application of 25% deductibility limit to church plan

    By Ben Jensen, March 18
    • 1 reply
    • 302 views
    • 
    • CuseFan
    • March 18

20. mandatory cash out woes

    By AlbanyConsultant, March 12
    • 5 replies
    • 616 views
    • 
    • CuseFan
    • March 13

21. 403b plan with no eligibility exclusions...

    By bhodge113, March 5
    • 2 replies
    • 226 views
    • 
    • Belgarath
    • March 6

22. 403(b) Plan and disregarded entity

    By Belgarath, February 28
    • 2 replies
    • 270 views
    • 
    • Belgarath
    • February 29

23. Universal availability and LTPT rules

    By JRN, January 24
    • 2 replies
    • 441 views
    • 
    • AlbanyConsultant
    • February 28

24. Contribution classification correction

    By SundanceKid, January 23
    • 3 replies
    • 369 views
    • 
    • Luke Bailey
    • February 7

25. NFP need an extension to deposit ER ctb after 5/15?

    By AlbanyConsultant, February 2
    • 1 reply
    • 375 views
    • 
    • CuseFan
    • February 2