403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(B) with After-Tax

   By oldman, September 4, 2014
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • September 5, 2014

2. 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
   • 2.1k views
   • 
   • MWeddell
   • August 21, 2014

3. 401k and 403b at the same time?

   By cpc0506, August 15, 2014
   • 9 replies
   • 4k views
   • 
   • MWeddell
   • August 19, 2014

4. 8955-SSA & terminated plans

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

5. ERISA 403(b) Plan - Trustee

   By 52626, July 22, 2014
   • 2 replies
   • 4.2k views
   • 
   • jpod
   • July 29, 2014

6. Excluding Pre 1/1/09 Contracts

   By austin3515, July 29, 2014
   • 0 replies
   • 1.1k views
   • 
   • austin3515
   • July 29, 2014

7. Coaches & Substitute teachers

   By Guest M. Pederson, July 22, 2014
   • 1 reply
   • 1.9k views
   • 
   • Lou S.
   • July 22, 2014

8. non-ERISA 403b to 401k

   By cpc0506, July 18, 2014
   • 7 replies
   • 6.2k views
   • 
   • masteff
   • July 18, 2014

9. TIAA-CREF Schedule D

   By austin3515, July 8, 2014
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • July 8, 2014

10. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2014

11. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • June 13, 2014

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

    By DTH, May 29, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • May 29, 2014

13. Eligible for TDA Plan?

    By austin3515, May 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2014

14. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 10, 2014

15. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.8k views
    • 
    • masteff
    • May 7, 2014

16. TIAA-CREF Schedule A and Schedule D

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

17. Student Employees

    By austin3515, April 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • April 22, 2014

18. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • April 15, 2014

19. 501c3 Application pending

    By austin3515, July 17, 2013
    • 14 replies
    • 4.4k views
    • 
    • IRA
    • April 7, 2014

20. 403b missed employer contributions

    By Guest JVerse, January 17, 2014
    • 4 replies
    • 2.6k views
    • 
    • GMK
    • April 7, 2014

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

    By austin3515, April 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 4, 2014

22. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

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

    By Belgarath, March 7, 2014
    • 10 replies
    • 2.6k views
    • 
    • Peter Gulia
    • March 10, 2014

24. ACP Test

    By DTH, March 10, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • March 10, 2014

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

    By Peter Gulia, March 6, 2014
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • March 6, 2014

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

    By jkharvey, February 27, 2014
    • 2 replies
    • 3.3k views
    • 
    • jkharvey
    • February 27, 2014

27. 501(c)(3) double 415 limits?

    By Flyboyjohn, February 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 17, 2014

28. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

    • 403(b)
    • Lifetime Catch-up
    • 1 reply
    • 1.6k views
    • 
    • Oregon TPA
    • February 11, 2014

29. Effective date of new 403(b) plan

    By Guest hb95, January 31, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2014

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

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 30, 2014

31. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • January 22, 2014

32. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • January 16, 2014

33. Confusing 403(b) elgibility provisions.

    By Lori H, November 20, 2013
    • 8 replies
    • 5.7k views
    • 
    • Tom Poje
    • December 16, 2013

34. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • December 5, 2013

35. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
    • 0 replies
    • 1.5k views
    • 
    • Nancy D
    • November 18, 2013

36. New Plan - Issue regarding Proration of 415 Limit

    By austin3515, November 3, 2013
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • November 5, 2013

37. 403b and ABT

    By 30Rock, October 31, 2013
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • October 31, 2013

38. ERISA 403b for a public charter school

    By gregburst, October 30, 2013
    • 4 replies
    • 4.8k views
    • 
    • mbozek
    • October 31, 2013

39. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
    • 0 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • October 30, 2013

40. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.2k views
    • 
    • Belgarath
    • October 30, 2013

41. 403b NonAmender Program

    By austin3515, October 29, 2013
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 30, 2013

42. 403(b) QDROs

    By IRA, October 16, 2013
    • 8 replies
    • 5.8k views
    • 
    • mbozek
    • October 25, 2013

43. ERISA 403B Distribution and RMD

    By rfahey, October 25, 2013
    • 0 replies
    • 1.5k views
    • 
    • rfahey
    • October 25, 2013

44. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 1k views
    • 
    • mlp0816
    • October 24, 2013

45. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 3.3k views
    • 
    • K2retire
    • October 18, 2013

46. 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
    • 4k views
    • 
    • Guest
    • October 11, 2013

47. Change to Employer contributions formula during year

    By jaxon1225, October 8, 2013
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • October 8, 2013

48. Refunds on 403(b) Annuities

    By Carol V. Calhoun, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 30, 2013

49. 403(b) 5500 and participant counts

    By Belgarath, September 25, 2013
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

50. Vesting on non-ERISA 403(b) plan

    By Belgarath, September 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • September 23, 2013