403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 501(c)(3) double 415 limits?

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

3. Lifetime Catch-Up question.

   By Silver70, February 11, 2014   

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

4. Effective date of new 403(b) plan

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

5. 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

6. 403(b) merger

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

7. 403b missed employer contributions

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

8. Gov Plan Determination Letter Required?

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

9. 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

10. Confusing 403(b) elgibility provisions.

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

11. 403(b) Plan and excluded compensation

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

12. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3k views
    • 
    • TPApril
    • August 29, 2019

13. 403b and 401k / Aggregation of ER Contribs for Testing

    By austin3515, November 3, 2013
    • 7 replies
    • 4.3k views
    • 
    • austin3515
    • December 9, 2015

14. New Plan - Issue regarding Proration of 415 Limit

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

15. 403b and ABT

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

16. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

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

17. ERISA 403b for a public charter school

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

18. 403b NonAmender Program

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

19. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.1k views
    • 
    • Belgarath
    • October 30, 2013

20. ERISA 403B Distribution and RMD

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

21. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

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

22. 403(b) QDROs

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

23. unusual benefit arrangement

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

24. Change to Employer contributions formula during year

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

25. 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
    • 3.9k views
    • 
    • Guest
    • October 11, 2013

26. Refunds on 403(b) Annuities

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

27. 403(b) 5500 and participant counts

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

28. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.5k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

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

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

30. Schedule R, 403b Plans

    By austin3515, August 31, 2013
    • 0 replies
    • 1.8k views
    • 
    • austin3515
    • August 31, 2013

31. IRS Audit of Public University 403(b) Plan

    By Guest gaham, August 9, 2013
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • August 9, 2013

32. 401(k) to 403(b)

    By Guest skc, July 25, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • July 25, 2013

33. 403(b)(7) Custodial Account - need some clarification

    By HarleyBabe, July 23, 2013
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • July 23, 2013

34. 501c3 Application pending

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

35. % Withholding differences

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

36. 59.5 transfer to IRA

    By Guest bigred, July 10, 2013
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 10, 2013

37. 403b filed 2010-2011 but not 2009

    By TPApril, July 9, 2013
    • 0 replies
    • 942 views
    • 
    • TPApril
    • July 9, 2013

38. 403b plan consolidation

    By Guest GinaD, July 3, 2013   

    • 403b plan
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 3, 2013

39. exclude from 403b if eligible for other salary def plan (401k)

    By Earl, June 28, 2013
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • June 28, 2013

40. 403b - Purpose of retirement age

    By Benefits 101, June 27, 2013
    • 2 replies
    • 1.5k views
    • 
    • Benefits 101
    • June 28, 2013

41. Late deferrals to ERISA 403(b) Plan

    By Craig Garner, June 18, 2013
    • 3 replies
    • 4.1k views
    • 
    • PensionPro
    • June 19, 2013

42. TIAA Marketing Banking Services to Participants

    By austin3515, June 10, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 11, 2013

43. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • Craig Garner
    • June 19, 2013

44. Missing Participants/Uncashed Checks

    By Guest Markos, June 6, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

45. in-service difference between annuity and custodial accounts

    By Belgarath, June 3, 2013
    • 1 reply
    • 2.1k views
    • 
    • Josh62
    • June 7, 2013

46. Loans

    By oldman, June 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 3, 2013

47. 403(b) testing

    By doombuggy, May 31, 2013
    • 2 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • June 1, 2013

48. transfer from one 403b plan of employer to another of same employer

    By Belgarath, May 29, 2013
    • 0 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29, 2013

49. RMD's

    By austin3515, May 29, 2013
    • 13 replies
    • 2.4k views
    • 
    • joel
    • June 7, 2013

50. TIAA Loan Reporting

    By austin3515, May 28, 2013
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • May 29, 2013