403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Schedule R, 403b Plans

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

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

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

3. 401(k) to 403(b)

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

4. 403(b)(7) Custodial Account - need some clarification

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

5. % Withholding differences

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

6. 59.5 transfer to IRA

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

7. 403b filed 2010-2011 but not 2009

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

8. 403b plan consolidation

   By Guest GinaD, July 3, 2013   

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

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

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

10. 403b - Purpose of retirement age

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

11. Late deferrals to ERISA 403(b) Plan

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

12. Death benefit to Niece or Spouse?

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

13. TIAA Marketing Banking Services to Participants

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

14. RMD's

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

15. in-service difference between annuity and custodial accounts

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

16. Missing Participants/Uncashed Checks

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

17. Loans

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

18. 403(b) testing

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

19. 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

20. TIAA Loan Reporting

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

21. Universal Availability - pseudo plan termination?

    By Guest wiltony, May 21, 2013
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2013

22. Merging two 403(b) Plans of same employer

    By Trekker, April 8, 2013
    • 4 replies
    • 7.1k views
    • 
    • Trekker
    • May 22, 2013

23. Universal Availability - Effective Opportunity

    By jpod, May 9, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

24. Terminating small, ERISA 403(b)

    By Lori H, May 6, 2013
    • 1 reply
    • 922 views
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    • Carol V. Calhoun
    • May 7, 2013

25. Non-Electing Church 403(b) Plan

    By oldman, April 29, 2013
    • 5 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • April 30, 2013

26. 403(b) distributions

    By R. Butler, October 9, 2008
    • 4 replies
    • 3k views
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    • QDROphile
    • April 23, 2013

27. May a non-profit terminate a 403b and start a 401k plan in the same year?

    By wcj99, February 8, 2013
    • 8 replies
    • 6.5k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

28. 403(b) Plan - Form 5500 Questions

    By rocknrolls2, April 5, 2013
    • 0 replies
    • 1.2k views
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    • rocknrolls2
    • April 5, 2013

29. Pre-approved 403b's are Here (at least in theory)

    By austin3515, April 1, 2013
    • 3 replies
    • 1.3k views
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    • PensionPro
    • April 2, 2013

30. Correcting a 403(b) plan failure under the new EPCRS

    By holdco, March 26, 2013
    • 0 replies
    • 1.2k views
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    • holdco
    • March 26, 2013

31. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 16 replies
    • 3.6k views
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    • austin3515
    • March 25, 2013

32. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 6.2k views
    • 
    • joel
    • March 22, 2013

33. unbundled 403b providers?

    By gregburst, February 13, 2013
    • 2 replies
    • 1.2k views
    • 
    • joel
    • March 18, 2013

34. 403(b) large plan and 5500/TIAA reporting

    By kwalified, February 22, 2013
    • 2 replies
    • 1.4k views
    • 
    • Lori H
    • March 8, 2013

35. ERISA 403(b) fidelity bond requirements?

    By Lori H, March 5, 2013
    • 1 reply
    • 2k views
    • 
    • Flyboyjohn
    • March 8, 2013

36. TIAA-CREF Loans

    By austin3515, November 10, 2010
    • 16 replies
    • 7.2k views
    • 
    • EPCRSGuru
    • March 3, 2013

37. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 26, 2013

38. 2 year eligibility with a Safe Harbor 403(b)?

    By Lori H, February 20, 2013
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • February 21, 2013

39. Top Paid Group election

    By Lori H, February 19, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 19, 2013

40. Special Rule for 403b's?

    By austin3515, February 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 7, 2013

41. Roth and pre tax contributions

    By Nancy D, February 7, 2013
    • 3 replies
    • 1k views
    • 
    • Nancy D
    • February 7, 2013

42. Exclude bonuses from plan's definition of compensation

    By waid10, January 25, 2013   

    • universal availability issue?
    • 10 replies
    • 8.3k views
    • 
    • ETA Consulting LLC
    • January 25, 2013

43. 2009 Fom 5500 - employee count in error

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 2 replies
    • 1.6k views
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    • K2retire
    • January 23, 2013

44. Applying the 80-120 rule to 403(b)

    By Lori H, January 22, 2013
    • 3 replies
    • 1.5k views
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    • Lori H
    • January 22, 2013

45. Determining number of participants for audit purposes

    By Lori H, January 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 21, 2013

46. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

    By katieinny, January 17, 2013
    • 5 replies
    • 1.6k views
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    • QDROphile
    • January 18, 2013

47. ABPT Testing in 403(b) Plans

    By PensionPro, January 16, 2013
    • 0 replies
    • 897 views
    • 
    • PensionPro
    • January 16, 2013

48. 401(a) Match Plan and 403(b) Deferral Only

    By austin3515, January 15, 2013
    • 10 replies
    • 2.2k views
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    • mbozek
    • January 16, 2013

49. Changing the Plan Year

    By Randy Watson, January 9, 2013
    • 0 replies
    • 973 views
    • 
    • Randy Watson
    • January 9, 2013

50. 403b Determination LEtter Program

    By austin3515, January 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 9, 2013