403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b plan - exclusion of portion of part-time employee population?

   By t.haley, March 29, 2024
   • 0 replies
   • 536 views
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   • t.haley
   • March 29, 2024

2. 403b Plan - Incorrect vesting calculation - suggestions?

   By Guest JMichael, April 8, 2002
   • 1 reply
   • 1.9k views
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   • mbozek
   • April 28, 2002

3. 403b plan beginning of year count

   By Guest Jennyb473, July 14, 2011
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 14, 2011

4. 403b plan consolidation

   By Guest GinaD, July 3, 2013   

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

5. 403B plan documents ?

   By rfahey, July 30, 2008
   • 4 replies
   • 2.5k views
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   • TLGeer
   • August 1, 2008

6. 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

7. 403b Plan Investments

   By Earl, August 12, 2016
   • 11 replies
   • 1.8k views
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   • QDROphile
   • August 16, 2016

8. 403b plan loan problems

   By doombuggy, July 29, 2014
   • 4 replies
   • 3.7k views
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   • 403BWilder
   • September 28, 2017

9. 403b Plan Loses Church Status

   By justatester, April 19, 2017   

   • how to run the abt test
   • 1 reply
   • 646 views
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   • CuseFan
   • April 19, 2017

10. 403B Plan to 401k

    By KevinMc, February 7, 2012
    • 2 replies
    • 1k views
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    • rcline46
    • February 7, 2012

11. 403b plan to plan transfer

    By Guest Serena, June 14, 2010
    • 1 reply
    • 1.9k views
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    • TLGeer
    • June 17, 2010

12. 403b plan with no eligibility exclusions...

    By bhodge113, March 5, 2024
    • 2 replies
    • 569 views
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    • Belgarath
    • March 6, 2024

13. 403b plans - moving from a 403b to an appropriate plan.

    By Guest Mike Moore, January 9, 2002
    • 3 replies
    • 2.2k views
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    • Carol V. Calhoun
    • January 10, 2002

14. 403b pre-approved non-amenders

    By austin3515, July 22, 2020
    • 7 replies
    • 882 views
    • 
    • Carol V. Calhoun
    • July 24, 2020

15. 403b precludes IRA contributions?

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

16. 403b question- adding new provider, plan document question

    By Sido, January 7, 2015
    • 3 replies
    • 2.7k views
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    • Sido
    • January 31, 2015

17. 403b restate into a 401k

    By Guest jessicahartle, March 22, 2005
    • 4 replies
    • 2.4k views
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    • mbozek
    • March 23, 2005

18. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 995 views
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    • Belgarath
    • September 12, 2019

19. 403b rights- LTD with annunity-same company

    By Guest planamuck, January 11, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • January 11, 2002

20. 403B RMD at age 75 for pre-1987 contributions

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

21. 403b RMDs and transfers

    By Guest Sten, October 11, 2005
    • 3 replies
    • 2.7k views
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    • Guest
    • October 12, 2005

22. 403B ROLLED TO PROFIT SHARING PLAN

    By cpc0506, June 10, 2010
    • 3 replies
    • 2.5k views
    • 
    • TLGeer
    • June 10, 2010

23. 403b rollover to 401(k) plan

    By PensionNewbee, August 28, 2003
    • 1 reply
    • 2.9k views
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    • Belgarath
    • August 28, 2003

24. 403b Safe Harbor

    By Guest D Ledden, May 16, 2002
    • 1 reply
    • 2.2k views
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    • MWeddell
    • May 17, 2002

25. 403b salary reduction agreements for 2002

    By Guest Pat Rutledge, September 29, 2001
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

26. 403b termination process & transition process into 457 plan. Also

    By Guest Mike Moore, January 10, 2002
    • 2 replies
    • 1.8k views
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    • Guest
    • January 10, 2002

27. 403B to 401K

    By Guest kbett, May 8, 2007
    • 4 replies
    • 2.2k views
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    • TLGeer
    • June 2, 2007

28. 403b to IRA-any benefit

    By Guest nahe3, August 26, 1998
    • 1 reply
    • 3.7k views
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    • Guest
    • August 29, 1998

29. 403b to Roth

    By Guest Taj, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • May 29, 2001

30. 403b transfer to 401k

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

31. 403b Universal Availability

    By austin3515, July 12, 2011
    • 8 replies
    • 2.2k views
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    • austin3515
    • July 12, 2011

32. 403b video

    By Guest dougfsa, June 4, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • June 11, 2002

33. 403B vs Roth IRA for older employee

    By Guest goatgurl2, September 24, 2006
    • 1 reply
    • 2.1k views
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    • Guest
    • September 25, 2006

34. 403b vs. 401k plans.....what's the difference? HELP

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

35. 403b w/ match in 401a

    By austin3515, December 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • December 12, 2012

36. 403b's in Texas - Teachers REitrement System

    By austin3515, June 20, 2011
    • 4 replies
    • 1.6k views
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    • mbozek
    • June 20, 2011

37. 403b(7) Providers - Contact Info for Employees

    By Guest cfb, May 31, 2002
    • 0 replies
    • 1.9k views
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    • Guest
    • May 31, 2002

38. 403b/401a combined plan

    By Guest dgflautt, July 8, 2005
    • 4 replies
    • 4k views
    • 
    • Lori Friedman
    • July 12, 2005

39. 403b/401k combo

    By austin3515, November 16, 2017
    • 1 reply
    • 646 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

40. 403b/401k design

    By austin3515, October 21, 2010
    • 6 replies
    • 1.8k views
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    • Kevin C
    • November 8, 2010

41. 403B$$ move to a 401K

    By Guest blb, February 2, 2001
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • August 5, 2002

42. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

43. 404(c) for 403(b) plans

    By Guest RIA, November 5, 2008
    • 1 reply
    • 3.2k views
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    • Guest
    • November 6, 2008

44. 404(c) Protection

    By Nassau, June 11, 2008
    • 0 replies
    • 1.4k views
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    • Nassau
    • June 11, 2008

45. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.5k views
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    • J Simmons
    • June 11, 2008

46. 414(h) plan

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

47. 414(h)(2) and definition of compensation

    By Belgarath, February 14, 2018
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • February 14, 2018

48. 415 and 402(g) limits=>participant in both govt&private plans

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

49. 415 Excesses

    By Guest pjb, August 6, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2002

50. 415 limit

    By Fisher, November 26, 2008
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 28, 2008