403(b) Plans, Accounts or Annuities

2,068 topics in this forum

1. 403B and IRA Catastrophe

   By Guest 401kguy, November 18, 2014
   • 10 replies
   • 2.8k views
   • 
   • QDROphile
   • November 20, 2014

2. Which States don't follow Roth tax treatment?

   By Peter Gulia, November 10, 2014   

   • Roth 403(b)
   • 0 replies
   • 1.2k views
   • 
   • Peter Gulia
   • November 10, 2014

3. TIAA Class Action Settlement?

   By EPCRSGuru, October 11, 2014   

   • Bauer-Ramazani
   • 1 reply
   • 2.7k views
   • 
   • traveler
   • October 23, 2014

4. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

   By Guest SEFinnegan, October 21, 2014
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • October 22, 2014

5. Employee "opt out" of a 403 b

   By KevinMc, September 30, 2014
   • 2 replies
   • 2.6k views
   • 
   • EPCRSGuru
   • October 11, 2014

6. Universal Availability and part time employees

   By Lori H, October 7, 2014
   • 3 replies
   • 1.1k views
   • 
   • Lori H
   • October 8, 2014

7. Excess Deferrals - Statute of Limitations

   By bzorc, October 4, 2014
   • 1 reply
   • 1.3k views
   • 
   • Carol V. Calhoun
   • October 4, 2014

8. RMD's from multiple 403 (b) plans

   By Guest philkatz, October 3, 2014
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 3, 2014

9. Restating for PPA for a terminated plan?

   By Lori H, September 15, 2014
   • 2 replies
   • 2.7k views
   • 
   • Lori H
   • September 16, 2014

10. Participant Count

    By Guest M. Pederson, September 10, 2014
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • September 10, 2014

11. 403(B) with After-Tax

    By oldman, September 4, 2014
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • September 5, 2014

12. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

    By jpokusa, August 20, 2014   

    • 403(b)
    • non-ERISA 403(b)
    • (and 1 more)

      Tagged with:

      • 403(b)
      • non-ERISA 403(b)
      • safe harbor ERISA 403(b)
    • 4 replies
    • 2.4k views
    • 
    • MWeddell
    • August 21, 2014

13. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 4.5k views
    • 
    • MWeddell
    • August 19, 2014

14. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • July 29, 2014

15. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 4.5k views
    • 
    • jpod
    • July 29, 2014

16. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • July 29, 2014

17. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • July 22, 2014

18. non-ERISA 403b to 401k

    By cpc0506, July 18, 2014
    • 7 replies
    • 6.7k views
    • 
    • masteff
    • July 18, 2014

19. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • July 8, 2014

20. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2014

21. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • June 13, 2014

22. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.4k views
    • 
    • DTH
    • May 29, 2014

23. Eligible for TDA Plan?

    By austin3515, May 25, 2014
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • May 27, 2014

24. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • May 10, 2014

25. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 3.3k views
    • 
    • masteff
    • May 7, 2014

26. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • April 29, 2014

27. Student Employees

    By austin3515, April 22, 2014
    • 5 replies
    • 2.1k views
    • 
    • austin3515
    • April 22, 2014

28. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 2k views
    • 
    • Belgarath
    • April 15, 2014

29. 501c3 Application pending

    By austin3515, July 17, 2013
    • 14 replies
    • 5.4k views
    • 
    • IRA
    • April 7, 2014

30. 403b missed employer contributions

    By Guest JVerse, January 17, 2014
    • 4 replies
    • 3.1k views
    • 
    • GMK
    • April 7, 2014

31. Reading up on 414(h) "Pick up Plans"

    By austin3515, April 3, 2014
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • April 4, 2014

32. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

33. Impermissible distributions taken from ERISA 403(b) plan

    By Belgarath, March 7, 2014
    • 10 replies
    • 3k views
    • 
    • Peter Gulia
    • March 10, 2014

34. ACP Test

    By DTH, March 10, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • March 10, 2014

35. Can a charity get a letter ruling on its 403(b) plan?

    By Peter Gulia, March 6, 2014
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 6, 2014

36. Merge 401(a) plan into a 403(b)?

    By jkharvey, February 27, 2014
    • 2 replies
    • 3.5k views
    • 
    • jkharvey
    • February 27, 2014

37. 501(c)(3) double 415 limits?

    By Flyboyjohn, February 14, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 17, 2014

38. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

    • 403(b)
    • Lifetime Catch-up
    • 1 reply
    • 1.8k views
    • 
    • Oregon TPA
    • February 11, 2014

39. Effective date of new 403(b) plan

    By Guest hb95, January 31, 2014
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2014

40. Do custodians decide whether an order is a QDRO?

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 30, 2014

41. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.6k views
    • 
    • cdavis25
    • January 22, 2014

42. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.7k views
    • 
    • masteff
    • January 16, 2014

43. Confusing 403(b) elgibility provisions.

    By Lori H, November 20, 2013
    • 8 replies
    • 6.1k views
    • 
    • Tom Poje
    • December 16, 2013

44. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • December 5, 2013

45. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
    • 0 replies
    • 1.7k views
    • 
    • Nancy D
    • November 18, 2013

46. New Plan - Issue regarding Proration of 415 Limit

    By austin3515, November 3, 2013
    • 4 replies
    • 1.8k views
    • 
    • Kevin C
    • November 5, 2013

47. 403b and ABT

    By 30Rock, October 31, 2013
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • October 31, 2013

48. ERISA 403b for a public charter school

    By gregburst, October 30, 2013
    • 4 replies
    • 5.5k views
    • 
    • mbozek
    • October 31, 2013

49. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
    • 0 replies
    • 1.8k views
    • 
    • LIBERTYKID
    • October 30, 2013

50. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.6k views
    • 
    • Belgarath
    • October 30, 2013