403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ERISA vs Non-ERISA 403b plans

   By Guest william2, March 11, 2004
   • 3 replies
   • 31.7k views
   • 
   • Guest
   • March 15, 2004

2. 414(h) plan

   By Guest Dick Lane, September 21, 1999
   • 2 replies
   • 20k views
   • 
   • Renier
   • April 3, 2019

3. RMD from 403b and IRA--can they be combined

   By Guest rkal66, October 29, 2010
   • 5 replies
   • 18.6k views
   • 
   • mbozek
   • January 4, 2012

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

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

5. 403(a) vs. 403(b) plans....?

   By Guest JJB12, June 23, 2004
   • 2 replies
   • 17.3k views
   • 
   • david rigby
   • June 23, 2004

6. Employee termination and rehire for rollover

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

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

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

8. Mandatory deferrals?

   By wvbeachgirl, December 26, 2007
   • 10 replies
   • 16.4k views
   • 
   • austin3515
   • August 24, 2010

9. 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

10. 403b defaulted loan...Please Help

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

11. IRC Section 501(c)(18)(D) Plans

    By Guest Thornton, March 4, 2004
    • 1 reply
    • 14.1k views
    • 
    • mbozek
    • March 9, 2004

12. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 13.7k views
    • 
    • joel
    • July 24, 2003

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

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

14. 403(a) plans

    By oldman, June 9, 2010
    • 11 replies
    • 12.2k views
    • 
    • TLGeer
    • June 10, 2010

15. 403b + 401a + SE 401k contribution limits

    By Guest evphd, February 23, 2005
    • 7 replies
    • 11.8k views
    • 
    • mbozek
    • March 15, 2005

16. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

    By traveler, June 22, 2001
    • 8 replies
    • 11.4k views
    • 
    • CassandraS
    • February 29, 2012

17. New 403(b) regs

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

18. Freezing a 403(b) vs plan termination

    By katieinny, July 9, 2008
    • 11 replies
    • 10.9k views
    • 
    • J Simmons
    • July 28, 2008

19. 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

20. What about Top-Heavy testing?

    By Guest fender5150, January 24, 2008
    • 9 replies
    • 10.8k views
    • 
    • Guest
    • February 11, 2008

21. 403(b) for Schools

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

22. In service distributions from 403(b)'s : yes or no?

    By Lori H, December 1, 2009
    • 6 replies
    • 10.6k views
    • 
    • J Simmons
    • December 3, 2009

23. 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

24. 401(k) for school employees?

    By Guest kivey, May 4, 2001
    • 10 replies
    • 10.1k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

25. Combine existing 403(b) and 401(a)?

    By PMC, June 4, 2007
    • 10 replies
    • 9.8k views
    • 
    • Guest
    • February 28, 2009

26. 403b vs. 401k plans.....what's the difference? HELP

    By Guest judynyc61, August 11, 2005
    • 1 reply
    • 9.8k views
    • 
    • david rigby
    • August 11, 2005

27. Spousal consent

    By Guest JMN, May 25, 2012
    • 5 replies
    • 9.7k views
    • 
    • mbozek
    • May 31, 2012

28. How to find out if spouse's 403(b) is ERISA or non?

    By Guest pamelajo, August 1, 2012
    • 4 replies
    • 9.5k views
    • 
    • mbozek
    • August 1, 2012

29. erisa vs non erisa 403b and testing

    By Guest brapshwing, April 2, 2007
    • 3 replies
    • 9.1k views
    • 
    • J Simmons
    • June 2, 2007

30. Exclude bonuses from plan's definition of compensation

    By waid10, January 25, 2013   

    • universal availability issue?
    • 10 replies
    • 8.3k views
    • 
    • ETA Consulting LLC
    • January 25, 2013

31. 403(b) plans and trustees

    By Guest pinsall, June 20, 2000
    • 3 replies
    • 8.2k views
    • 
    • Guest
    • June 24, 2000

32. Multiple 403b plans

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

33. due date for non-profit ER contribution

    By Santo Gold, March 2, 2012
    • 3 replies
    • 8.1k views
    • 
    • TPApril
    • November 15, 2019

34. 403(B)(9) versus 403(b)(7)

    By Guest mbw, April 28, 2008
    • 4 replies
    • 8k views
    • 
    • Guest
    • May 1, 2008

35. Frozen 403(b) plans

    By pbarrett, November 10, 1999
    • 10 replies
    • 8k views
    • 
    • ljr
    • May 27, 2004

36. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.8k views
    • 
    • Kevin C
    • October 2, 2009

37. ..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

38. 403B RMD at age 75 for pre-1987 contributions

    By Guest donmartin, September 16, 2008
    • 3 replies
    • 7.6k views
    • 
    • Guest
    • September 18, 2008

39. 403b Eligiblity Period?

    By austin3515, September 24, 2010
    • 13 replies
    • 7.5k views
    • 
    • Patricia Neal Jensen
    • May 19, 2021

40. Terminating a 403b plan

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

41. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • May 2, 2001

42. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 7.4k views
    • 
    • Bird
    • December 3, 2018

43. 402(g) limits - 401(k) and 403(b)

    By Guest Melissa M., August 6, 2008
    • 9 replies
    • 7.4k views
    • 
    • Kevin C
    • January 22, 2016

44. Using 403(b) Contract as Collateral for a participant Loan Under an ER

    By Guest Laura, March 21, 2003
    • 4 replies
    • 7.3k views
    • 
    • 403BWilder
    • September 28, 2017

45. Common Remitter

    By austin3515, July 11, 2011
    • 5 replies
    • 7.2k views
    • 
    • austin3515
    • July 12, 2011

46. TIAA-CREF Loans

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

47. Merging two 403(b) Plans of same employer

    By Trekker, April 8, 2013
    • 4 replies
    • 7.1k views
    • 
    • Trekker
    • May 22, 2013

48. 403(b) Money Purchase Pension Plan?

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

49. Where can I find 89-23?

    By wmyer, July 15, 2004
    • 3 replies
    • 7k views
    • 
    • Appleby
    • July 15, 2004

50. Does ERISA apply to a 403(b) program of 501(c)(3) employer?

    By Guest goodyrl, August 22, 1998
    • 5 replies
    • 6.9k views
    • 
    • Guest
    • June 19, 2010