403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. QDROs, Anti-alienation and non-ERISA plans...

   By Guest STLGiant, January 29, 2002
   • 36 replies
   • 13.6k views
   • 
   • mbozek
   • February 19, 2002

2. 403(b) for Schools

   By wsp, May 23, 2006
   • 33 replies
   • 10.7k views
   • 
   • Guest
   • June 14, 2006

3. 403b defaulted loan...Please Help

   By Guest KathiSL, April 4, 2002
   • 27 replies
   • 15.5k views
   • 
   • mbozek
   • August 23, 2002

4. 403b and 457 offsets

   By Guest Brian Cox, June 27, 2001
   • 27 replies
   • 5.6k views
   • 
   • Guest
   • August 13, 2001

5. Close out a 403B plan and convert to another non taxable fund.

   By Guest weekends1, September 30, 2004
   • 27 replies
   • 10.8k views
   • 
   • GBurns
   • October 25, 2004

6. Old TIAA Individual Contacts - Any Fiduciaries?

   By austin3515, December 22, 2014
   • 26 replies
   • 4.4k views
   • 
   • mbozek
   • January 10, 2015

7. Offering choice between employer-paid health insurance or a contributi

   By Guest geekster, March 27, 2000
   • 26 replies
   • 15.9k views
   • 
   • gc@chimentowebb.com
   • October 13, 2023

8. Taxation of 403(b) Distributions by New York State

   By joel, February 17, 2021
   • 25 replies
   • 16.7k views
   • 
   • joel
   • March 8, 2021

9. New 403(b) regs

   By Appleby, November 15, 2004
   • 25 replies
   • 10.9k views
   • 
   • joel
   • December 23, 2004

10. Establishment of a 403(b) Plan

    By joel, August 8, 2012
    • 24 replies
    • 4.2k views
    • 
    • joel
    • August 13, 2012

11. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 5.5k views
    • 
    • Belgarath
    • February 1, 2019

12. Employee termination and rehire for rollover

    By Guest Steveventure, September 11, 2009
    • 22 replies
    • 16.8k views
    • 
    • TPAMan
    • September 16, 2009

13. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 22 replies
    • 5.6k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

14. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21, 2018
    • 22 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

15. What % of schools allow rollovers

    By Guest joelooper, October 4, 2013   

    • rollover
    • 403b
    • (and 2 more)

      Tagged with:

      • rollover
      • 403b
      • school
      • no-profit
    • 22 replies
    • 3.9k views
    • 
    • Guest
    • October 11, 2013

16. Moving 403(b) to Another Investment/Insurance Firm?

    By Guest 403(b), April 19, 2005
    • 22 replies
    • 17.6k views
    • 
    • mbozek
    • May 31, 2005

17. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 22 replies
    • 10.5k views
    • 
    • thepensionmaven
    • September 26, 2020

18. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 3.3k views
    • 
    • Peter Gulia
    • March 29, 2018

19. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 6.2k views
    • 
    • joel
    • March 22, 2013

20. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 5k views
    • 
    • mbozek
    • August 20, 2015

21. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 4.6k views
    • 
    • KJohnson
    • December 13, 2011

22. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 7.1k views
    • 
    • nancy
    • June 13, 2019

23. Vesting in an ERISA 403(b)

    By Guest Elfman, August 26, 2004
    • 20 replies
    • 5.1k views
    • 
    • mbozek
    • August 30, 2004

24. Non-ERISA Plan issues

    By Guest brp, February 18, 2003
    • 19 replies
    • 6k views
    • 
    • Guest
    • April 22, 2003

25. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 4.3k views
    • 
    • PensionPro
    • February 17, 2012

26. IRS Phone Conference on 403b Plans, 12/4/2008

    By J Simmons, December 4, 2008
    • 18 replies
    • 3.9k views
    • 
    • J Simmons
    • December 6, 2008

27. Universal Availability

    By Guest B2Randolph, October 16, 2008
    • 18 replies
    • 5k views
    • 
    • Guest
    • October 27, 2008

28. Should I convert my 403b to a Roth?

    By Guest mjq, June 29, 2004
    • 17 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2004

29. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 2.5k views
    • 
    • K2retire
    • November 17, 2016

30. TIAA-CREF and TErminated Participants

    By austin3515, September 7, 2010
    • 17 replies
    • 6.6k views
    • 
    • Guest
    • December 5, 2012

31. Mandatory participation

    By Guest bobmeyer58, April 21, 2003
    • 17 replies
    • 4.5k views
    • 
    • GBurns
    • April 29, 2003

32. 403(b) & ERISA 414(l)

    By Guest Astro, August 13, 2007
    • 16 replies
    • 4.9k views
    • 
    • Guest
    • August 27, 2007

33. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 16 replies
    • 3.6k views
    • 
    • austin3515
    • March 25, 2013

34. TIAA-CREF Loans

    By austin3515, November 10, 2010
    • 16 replies
    • 7.2k views
    • 
    • EPCRSGuru
    • March 3, 2013

35. Multiple 403b plans

    By Guest Benny Guy, March 29, 2012
    • 16 replies
    • 8.2k views
    • 
    • mbozek
    • April 2, 2012

36. Rollovers by a surviving spouse when the deceased was a beneficiary ra

    By Guest Rich Lemarie, January 25, 2002
    • 16 replies
    • 3.1k views
    • 
    • mbozek
    • March 28, 2002

37. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 3k views
    • 
    • jlf
    • February 11, 2000

38. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant, April 20, 2018
    • 16 replies
    • 1.9k views
    • 
    • MWeddell
    • June 15, 2018

39. Employer Termination of ERISA 403(b) Plan

    By Lori Foresz, August 13, 2004
    • 15 replies
    • 6.1k views
    • 
    • Lori Friedman
    • September 3, 2004

40. Terminating a 403b plan

    By Santo Gold, November 7, 2008
    • 15 replies
    • 7.5k views
    • 
    • Guest
    • April 22, 2009

41. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 4.2k views
    • 
    • ronincerritos
    • December 11, 2020

42. 403 (b) deferrals after seperation

    By Guest Frankie, September 11, 2002
    • 15 replies
    • 4.6k views
    • 
    • Ken Davis
    • December 3, 2002

43. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 4k views
    • 
    • lm64
    • January 3, 2019

44. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • October 3, 2008

45. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • November 18, 2004

46. expenses paid from plan and FICA

    By Guest Iwonder, October 3, 2008
    • 14 replies
    • 2.4k views
    • 
    • GBurns
    • October 7, 2008

47. ERISA Coverage

    By joel, July 13, 2007
    • 14 replies
    • 4.5k views
    • 
    • Guest
    • July 23, 2007

48. Is it a Roth?

    By joel, February 5, 2018
    • 14 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 10, 2018

49. HCEs and 403(b) Plans

    By perkinsran, August 27, 2003
    • 14 replies
    • 6.7k views
    • 
    • ljr
    • September 19, 2003

50. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515, July 8, 2021
    • 14 replies
    • 1.9k views
    • 
    • Belgarath
    • July 13, 2021