403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) and 401(a) plans. Is an audit required?

   By Guest Alison Williams, July 12, 2002
   • 5 replies
   • 3.9k views
   • 
   • Guest
   • July 16, 2002

2. Egtrra

   By Guest JBeck, September 7, 2001
   • 5 replies
   • 2.2k views
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   • Carol V. Calhoun
   • October 25, 2001

3. Publication 571

   By Michael Devault, March 20, 2001
   • 5 replies
   • 2.4k views
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   • Carol V. Calhoun
   • October 24, 2001

4. Spousal consent

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

5. beneficiaries/distributions

   By Felicia, December 19, 2002
   • 5 replies
   • 1.8k views
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   • mbozek
   • December 30, 2002

6. 403(b) to an IRA. Can it be done

   By Guest ButchElfers, January 16, 2004
   • 5 replies
   • 2.7k views
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   • mbozek
   • February 25, 2004

7. Qualified Organization Catch-Ups

   By austin3515, January 4, 2011
   • 5 replies
   • 1.7k views
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   • QDROphile
   • January 5, 2011

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

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

9. Is my 501C3 a qualified organization for the 402g 3k catch-up?

   By Guest bakcrab, October 24, 2002
   • 4 replies
   • 2.7k views
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   • mbozek
   • October 25, 2002

10. 403b precludes IRA contributions?

    By Guest A-Team, August 21, 2003
    • 4 replies
    • 3.4k views
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    • mbozek
    • August 26, 2003

11. Plan Take Over

    By Guest tthurston, January 19, 2006
    • 4 replies
    • 2.4k views
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    • E as in ERISA
    • January 23, 2006

12. Freezing 403b plan starting 401k plan

    By Guest kbett, February 22, 2007
    • 4 replies
    • 2.3k views
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    • TLGeer
    • February 23, 2007

13. Testing Question

    By wmyer, February 17, 2005
    • 4 replies
    • 1.9k views
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    • mbozek
    • February 17, 2005

14. Merge 401(a) into a 403(b) Plan

    By Mel_1999, May 15, 2017
    • 4 replies
    • 3k views
    • 
    • Patricia Neal Jensen
    • June 18, 2018

15. Final 403(b) Regs?

    By Guest jefe96, January 29, 2007
    • 4 replies
    • 1.7k views
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    • Guest
    • February 5, 2007

16. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 911 views
    • 
    • loserson
    • June 12, 2019

17. 403(b) Plan for a Church Association

    By Archimage, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 12, 2006

18. This looks ugly

    By Santo Gold, April 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • April 4, 2011

19. ERISA 403b for a public charter school

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

20. Annuity shopping for an individual reaching retirement age; how to do?

    By Guest herronisland, September 15, 2003
    • 4 replies
    • 2.6k views
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    • ljr
    • September 24, 2003

21. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.2k views
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    • MWeddell
    • October 6, 2000

22. 5500 Filing Requirement?

    By chris, August 9, 2004
    • 4 replies
    • 2.9k views
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    • chris
    • August 13, 2004

23. 403(b) In Service 72T distributions

    By Guest Peter L, June 6, 2012
    • 4 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • June 6, 2012

24. 403b distributions

    By Guest JMar, April 18, 2008
    • 4 replies
    • 2.9k views
    • 
    • Everett Moreland
    • May 14, 2008

25. excluding less than 20 hr/week employees

    By Guest penfirn, December 24, 1998
    • 4 replies
    • 2.8k views
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    • MWeddell
    • January 6, 1999

26. eligibility in a 403(b)

    By Guest andmik, August 6, 2002
    • 4 replies
    • 2.1k views
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    • jpod
    • August 20, 2002

27. FREEZE OF 403(b) PLAN

    By Guest JONB, January 14, 1999
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • January 15, 1999

28. 403B Plan in Lieu of Social Security

    By Guest plemons, May 30, 2001
    • 4 replies
    • 2.8k views
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    • Ellie Lowder
    • June 18, 2001

29. dual 403b & 457 contributions

    By Guest Sahara, May 18, 2002
    • 4 replies
    • 2.2k views
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    • Guest
    • September 20, 2002

30. Vesting on 403(b) match when made to Church Retirement Plan

    By Guest tonjer, October 29, 2002
    • 4 replies
    • 1.9k views
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    • mbozek
    • October 29, 2002

31. Termination

    By Randy Watson, December 13, 2007
    • 4 replies
    • 2.3k views
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    • Bird
    • February 4, 2008

32. Form 5500 requirements

    By Fred Payne, November 15, 2002
    • 4 replies
    • 2.1k views
    • 
    • jpod
    • November 15, 2002

33. Correction of Excess Contributions

    By Guest Steven7, February 3, 1999
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 8, 1999

34. Deferral of unused vacation pay at termination

    By Guest JRL, January 12, 2005
    • 4 replies
    • 3.1k views
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    • mbozek
    • January 13, 2005

35. 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

36. Can a db benefit be contingent on 403(b) participation?

    By Effen, December 29, 2003
    • 4 replies
    • 1.4k views
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    • david rigby
    • January 5, 2004

37. distributions/rollovers

    By k man, June 15, 2007
    • 4 replies
    • 1.8k views
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    • Guest
    • June 18, 2007

38. New Plan - Issue regarding Proration of 415 Limit

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

39. 401(m) Coverage Failure

    By Catch22PGM, December 19, 2023
    • 4 replies
    • 850 views
    • 
    • Catch22PGM
    • December 21, 2023

40. Anyone familiar with faculty early retirement plans and effect on 403(

    By Guest Albert Lin, February 26, 1999
    • 4 replies
    • 2.1k views
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    • mbozek
    • June 12, 2002

41. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril, December 18, 2021
    • 4 replies
    • 873 views
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    • Luke Bailey
    • December 21, 2021

42. Anyone receive a 415 amendment?

    By smm, May 20, 2008
    • 4 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2008

43. non-ERISA 403b - needs a final 5500?

    By AlbanyConsultant, January 15, 2016
    • 4 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 15, 2016

44. Springing Cash Value Annuity

    By Guest Quinn, August 8, 2000
    • 4 replies
    • 2.9k views
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    • Kirk Maldonado
    • August 8, 2000

45. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 2.1k views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

46. ERISA 403(b) or not?

    By Guest DianeC, August 8, 2000
    • 4 replies
    • 2.2k views
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    • Carol V. Calhoun
    • August 9, 2000

47. Can I bunch together years in ministry to arrive at 15 years of servic

    By Guest newlifeca, October 9, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 22, 2002

48. Will a non-owner employee newly hired in the current year ever be a HCE for the current year?

    By Ken Davis, December 9, 2003
    • 4 replies
    • 2.6k views
    • 
    • rcline46
    • December 10, 2003

49. A couple of easy (?) questions...

    By Bird, May 27, 2005
    • 4 replies
    • 2.1k views
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    • Bird
    • May 31, 2005

50. Non-ERISA 403(b) Arrangement

    By Christine Roberts, March 11, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 31, 1999