403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

   By jlf, August 6, 1999
   • 3 replies
   • 2.5k views
   • 
   • jlf
   • August 9, 1999

2. ..blah, blah, blah...and they never filed a 5500. Delinquent filer program or try excuse letter first?

   By MR, December 2, 2003
   • 3 replies
   • 7.8k views
   • 
   • MR
   • December 3, 2003

3. "20 hour exclusion"

   By Belgarath, October 12, 2021
   • 2 replies
   • 636 views
   • 
   • Luke Bailey
   • October 13, 2021

4. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

   By Belgarath, January 17, 2023
   • 5 replies
   • 1.1k views
   • 
   • Cassopy
   • January 20, 2023

5. "Ad Hoc" distributions - protected benefit?

   By Belgarath, September 28, 2022
   • 3 replies
   • 1.6k views
   • 
   • TPABob
   • September 29, 2022

6. "Black-out" periods for 403b transfers?

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 3.2k views
   • 
   • pjkoehler
   • May 13, 2000

7. "Condition of employment" contributions to 403(b)

   By JWK, July 24, 2000
   • 7 replies
   • 3.8k views
   • 
   • Carol V. Calhoun
   • August 6, 2001

8. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4, 2020
   • 2 replies
   • 653 views
   • 
   • AlbanyConsultant
   • August 4, 2020

9. "Negative Elections"

   By Guest jgroves, September 29, 1998
   • 3 replies
   • 3.4k views
   • 
   • Guest
   • October 1, 1998

10. "Normally works more than 20 hours per week"

    By BG5150, May 17, 2023
    • 1 reply
    • 655 views
    • 
    • Belgarath
    • May 17, 2023

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

    By Belgarath, July 31, 2024
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • July 31, 2024

12. "terminating" a 403(b)

    By MR, January 19, 2002
    • 0 replies
    • 2k views
    • 
    • MR
    • January 19, 2002

13. "Unfreeze" 403(b)

    By Guest AlyssaC, November 29, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 29, 2005

14. [Note: This message was edited by CVCalhoun]

    By Guest CVCalhoun, November 10, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 10, 1998

15. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 4, 2003

16. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1.7k views
    • 
    • jevd
    • July 16, 2013

17. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 3k views
    • 
    • Oh so SIMPLE
    • July 2, 2010

18. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 3.7k views
    • 
    • Kevin C
    • September 3, 2015

19. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • December 8, 2004

20. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • July 18, 2011

21. $30000 Max Rule in yr of termination

    By Guest pherr, May 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 13, 2002

22. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 30, 2000

23. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • September 6, 2002

24. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • oldman63
    • July 15, 2019

25. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1.5k views
    • 
    • SheilaD
    • November 19, 2009

26. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1.9k views
    • 
    • movedon
    • July 21, 2009

27. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • August 14, 2000

28. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 18, 2002

29. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 2.7k views
    • 
    • FPGuy
    • August 6, 2019

30. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

31. 1099-R reporting of after-tax (non-Roth) amounts

    By KaJay, February 28
    • 2 replies
    • 774 views
    • 
    • KaJay
    • March 3

32. 10b-10 confirmations

    By Guest dietpepsi, January 8, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • January 8, 2008

33. 15 Year Catch-up for a private school

    By cprisco, July 30, 2015   

    • 403(b)
    • catch-up
    • (and 1 more)

      Tagged with:

      • 403(b)
      • catch-up
      • 15 year catch-up
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • July 31, 2015

34. 15 Year of Service Catch-up ?

    By Guest STLGiant, June 4, 2003
    • 1 reply
    • 2.4k views
    • 
    • Michael Devault
    • June 4, 2003

35. 15 year rule and a "qualified employer."

    By katieinny, January 14, 2004
    • 6 replies
    • 3.8k views
    • 
    • gc@chimentowebb.com
    • October 30, 2007

36. 15 Years of Service Definition for Catch-Up

    By Guest Robin.Wolf, December 3, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2010

37. 15 yr of service catch up in 403(b)

    By Guest lskin, August 19, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2005

38. 15-Year Service Catch-up and Nursing Homes

    By DTH, June 3, 2018
    • 1 reply
    • 566 views
    • 
    • Belgarath
    • June 4, 2018

39. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19, 2018
    • 3 replies
    • 751 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

40. 2 questions about forcing payouts from a 403(b)

    By MR, January 30, 2003
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • February 3, 2003

41. 2 year eligibility with a Safe Harbor 403(b)?

    By Lori H, February 20, 2013
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • February 21, 2013

42. 2 year employer match

    By Lori H, February 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • February 17, 2011

43. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.8k views
    • 
    • Belgarath
    • June 27, 2019

44. 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

45. 2001 RMD proposed regs and 403(b) plans

    By John A, August 31, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 31, 2001

46. 2008 form 5500 for 403(b)

    By Lori H, July 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • Lori H
    • July 28, 2009

47. 2009 ERISA 403(b) 5500

    By Lori H, August 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Lori H
    • August 11, 2009

48. 2009 Fom 5500 - employee count in error

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 2 replies
    • 1.6k views
    • 
    • K2retire
    • January 23, 2013

49. 2009 Form 5500

    By rcline46, April 15, 2008
    • 0 replies
    • 1.6k views
    • 
    • rcline46
    • April 15, 2008

50. 401-k to 403-B

    By KevinMc, November 17, 2015
    • 5 replies
    • 1.1k views
    • 
    • QDROphile
    • November 18, 2015