403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. Help! Eliminating QJSA from ERISA 403(b)

   By Guest IRISH79, March 22, 2007
   • 3 replies
   • 2.6k views
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   • Locust
   • March 23, 2007

3. 403(b) and Money Purchase Plan under a controlled group

   By Guest KAGrist, October 18, 2005
   • 2 replies
   • 2.6k views
   • 
   • mbozek
   • October 19, 2005

4. Catchup provisions and contribution limits?

   By Guest Jeff Salisbury, September 3, 2001
   • 11 replies
   • 2.6k views
   • 
   • MGB
   • October 23, 2001

5. Former Employees

   By Guest BED, June 10, 2010
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • June 14, 2010

6. 403(b) regs?

   By jevd, August 17, 2004
   • 2 replies
   • 2.6k views
   • 
   • g8r
   • August 18, 2004

7. 403(b) includible compensation

   By Ken Davis, May 29, 2012
   • 4 replies
   • 2.6k views
   • 
   • Ken Davis
   • May 30, 2012

8. Fiscal Year End / Employees Calendar Year

   By imchipbrown, July 11, 2000
   • 0 replies
   • 2.6k views
   • 
   • imchipbrown
   • July 11, 2000

9. Rollover of 403(b) assets to a trad. IRA

   By Guest Lyric, July 23, 1999
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • July 26, 1999

10. Ineligible Rollover Reversal; Penalties?!

    By Guest confused911, February 13, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 21, 2004

11. 403(b) termination/freeze

    By Guest jnates, August 28, 2002
    • 5 replies
    • 2.6k views
    • 
    • mbozek
    • September 3, 2002

12. 403(b)Plan documents

    By Guest Kent Scrivener, March 13, 2000
    • 8 replies
    • 2.6k views
    • 
    • Alf
    • April 18, 2000

13. Fifteen Year Catch Up

    By Guest Ann Marie Hegy, May 5, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 8, 2003

14. Compliance Responsibility

    By Guest lkazden, July 15, 2002
    • 9 replies
    • 2.6k views
    • 
    • mbozek
    • July 16, 2002

15. two years of eligibility in a 403(b) plan

    By Guest JONB, February 10, 1999
    • 2 replies
    • 2.6k views
    • 
    • Everett Moreland
    • February 19, 1999

16. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • September 27, 2016

17. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

18. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 2.6k views
    • 
    • Appleby
    • September 11, 2018

19. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 30, 2000

20. Salary Deferral Errors Made By Employer

    By waid10, January 18, 2010
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • January 19, 2010

21. Post-Term Rollover from 401(a) to 403(b) Plan?

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 3, 2004

22. Plan Advisory Committees and Investment Policies Needed for 403(b) Pro

    By Guest kerryb, December 5, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 29, 2001

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

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

24. 403b Compliance

    By Guest AdamR, April 27, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • May 2, 2007

25. 403(b)(9) Accounts - Real or Urban Legend?

    By Guest Patrick Foley, May 16, 2005
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • May 17, 2005

26. Delinquent 403(b) 5500s

    By Guest jim williams, September 12, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • October 8, 2001

27. Roth IRA vs 403B

    By Guest Kent H, March 24, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2000

28. ERISA or non ERISA 403b?

    By Guest TrustMe401k, December 18, 2002
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • December 19, 2002

29. ERISA Covered 403(b) Plan - Prudent Selection and Monitoring of Investments

    By Guest JVH, March 22, 2005
    • 7 replies
    • 2.6k views
    • 
    • GBurns
    • March 28, 2005

30. 403b missed employer contributions

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

31. 403(b) Vendor Selection for non-ERISA plans

    By Guest smithgd, September 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • jlf
    • October 5, 1999

32. elective deferral limit for 2003

    By joel, December 4, 2002
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • December 20, 2002

33. 403(b) Non-ERISA Plan

    By Nassau, June 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • June 14, 2007

34. Plan document for governmental plan

    By Guest JBeck, May 18, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • June 26, 2004

35. Options for a surviving spouse with respect to the decedent's 403(b)

    By Guest stenny, May 14, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 15, 1999

36. 403(b) Church Plan

    By MBCarey, August 1, 2005
    • 3 replies
    • 2.5k views
    • 
    • MBCarey
    • August 2, 2005

37. Church plans

    By Guest Brian0925, July 11, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2006

38. 403(b) custodial accounts

    By Lori Foresz, April 20, 2004
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • April 21, 2004

39. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 21, 2017

40. Are 403(b) plans subject to 401(a)(26)?

    By MWeddell, September 24, 1999
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 24, 1999

41. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2000

42. Can a non-ERISA 403(b) still exist?

    By Guest bobolink, June 24, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

43. 403(b) successor plan?

    By Guest mike webb, February 14, 2002
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 14, 2002

44. 403B ROLLED TO PROFIT SHARING PLAN

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

45. Electronic distribution of QPSA Notice

    By French, December 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 4, 2006

46. Software for 403(b) plans and MEA calculator

    By Guest cpmny, July 7, 1999
    • 6 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

47. Rollover by a surviving spouse

    By Guest MAnglim, May 2, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 3, 2002

48. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 25, 2000

49. 403(b)

    By Guest CVCalhoun, October 21, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 21, 1998

50. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.5k views
    • 
    • QDROphile
    • November 7, 2007