403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. excess contributions

   By Guest Christine, April 14, 1999
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • June 21, 2001

2. CIP Rules

   By Guest Frankie, August 6, 2003
   • 4 replies
   • 4.1k views
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   • mbozek
   • August 9, 2003

3. Minimum Required Distributions not Taken

   By MarZDoates, June 3, 2004
   • 4 replies
   • 2k views
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   • Appleby
   • June 4, 2004

4. rule 90-24 clarification

   By Guest yanfan, February 20, 2006
   • 4 replies
   • 3.3k views
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   • joel
   • March 13, 2006

5. 403(b) distributions

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

6. Sham Termination? HELP!

   By Guest Madisonlink, May 26, 2011
   • 4 replies
   • 1.8k views
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   • Guest
   • May 27, 2011

7. Any word on status of 403(b) pre-approved documents?

   By Belgarath, June 28, 2016
   • 4 replies
   • 1k views
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   • Kevin C
   • June 29, 2016

8. Convert 403(b) Plan to 401k

   By arthurkagan, November 18, 2020
   • 4 replies
   • 1.7k views
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   • Mikerbpm
   • November 20, 2020

9. Converting 403(b) to a 401(k)?

   By Guest RDS METRO, October 9, 2003
   • 4 replies
   • 2.6k views
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   • Guest
   • October 16, 2003

10. If Governments are subject to...

    By Guest STLGiant, February 6, 2002
    • 4 replies
    • 2.5k views
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    • Guest
    • February 7, 2002

11. Operational Failure Correction Process

    By ejohnke, August 24, 2023
    • 4 replies
    • 1.1k views
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    • ejohnke
    • August 29, 2023

12. ERISA 403(b) to non-ERISA 403(b)

    By Guest evenstar38, January 6, 2012
    • 4 replies
    • 1.6k views
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    • Guest
    • January 11, 2012

13. No 403(b) Match to 401(a) Plan

    By Guest AEA, May 31, 2005
    • 4 replies
    • 2.9k views
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    • Guest
    • March 25, 2007

14. Aggregating plans for universal availability

    By Guest dob, August 11, 2004
    • 4 replies
    • 2.2k views
    • 
    • joel
    • August 13, 2004

15. Lost earnings... on rollover?

    By AlbanyConsultant, October 26, 2017
    • 4 replies
    • 793 views
    • 
    • hr for me
    • October 27, 2017

16. 403(b) Multiple Employer Plan

    By Guest LLandau, June 5, 2003
    • 4 replies
    • 3.3k views
    • 
    • Ellie Lowder
    • June 9, 2003

17. NON-ERISA Plans and Beneficiary Designation

    By JOH, July 19, 2022
    • 4 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • July 20, 2022

18. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 4.4k views
    • 
    • MWeddell
    • December 8, 2009

19. Obama Regulations

    By ACox, March 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • joel
    • March 11, 2009

20. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • October 13, 2000

21. 403(b) plans and separately managed accounts

    By Guest dkasprzak, July 8, 1999
    • 4 replies
    • 2.7k views
    • 
    • jlf
    • July 10, 1999

22. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.3k views
    • 
    • MWeddell
    • November 2, 2002

23. Participant Count

    By Guest M. Pederson, September 10, 2014
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 10, 2014

24. Corrective legislation?

    By Guest STLGiant, March 8, 2002
    • 4 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • March 13, 2002

25. Combined ACP testing for 403(b) and 401(k) plan

    By Guest Mike Melnick, April 8, 2005
    • 4 replies
    • 4.4k views
    • 
    • MWeddell
    • April 12, 2005

26. Annuity

    By PS, April 30, 2021
    • 4 replies
    • 935 views
    • 
    • Luke Bailey
    • May 3, 2021

27. How to find out if spouse's 403(b) is ERISA or non?

    By Guest pamelajo, August 1, 2012
    • 4 replies
    • 9.5k views
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    • mbozek
    • August 1, 2012

28. 403(b) vs. GROUP 403 (b)

    By Guest bwerlla, June 28, 1999
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 31, 1999

29. 403b Contributions qualify for Tax Credit too?

    By Guest Steph, February 8, 2002
    • 4 replies
    • 2.4k views
    • 
    • MGB
    • February 11, 2002

30. Using 403(b) Contract as Collateral for a participant Loan Under an ER

    By Guest Laura, March 21, 2003
    • 4 replies
    • 7.3k views
    • 
    • 403BWilder
    • September 28, 2017

31. Requirements for Non-ERISA 403(b)

    By Guest Joe Vasko, April 30, 2003
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 1, 2003

32. Combined 403(b) and 401(k)

    By MarZDoates, June 24, 2008
    • 4 replies
    • 3.5k views
    • 
    • TLGeer
    • August 1, 2008

33. Years of Service - 403(b)(4)

    By Guest dean62, August 12, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 1999

34. separate 415(c) limit if employer sponsors 401(a) and 403(b)

    By Guest kprhok, December 3, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 4, 2008

35. Roth 403b

    By Guest jefe96, March 27, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • April 27, 2007

36. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath, July 28, 2022
    • 4 replies
    • 561 views
    • 
    • Belgarath
    • August 2, 2022

37. Age Discrimination

    By Guest mif2000, February 9, 2010
    • 4 replies
    • 1.6k views
    • 
    • Viridiana Valdes
    • August 9, 2021

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

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

39. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 1.2k views
    • 
    • SteveS
    • March 12, 2020

40. Subject to ERISA?

    By Chalk R. Palin, June 29, 2010
    • 4 replies
    • 1.6k views
    • 
    • movedon
    • June 29, 2010

41. 403(b) plans and non-elective employer contributions

    By Guest rlamoureux, May 23, 2002
    • 4 replies
    • 6.2k views
    • 
    • mbozek
    • June 13, 2002

42. Custodial Agreement Required?

    By BTG, October 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • GBurns
    • October 19, 2008

43. Termination of 403(B) Annuity or Early Withdrawal

    By Guest clgray, July 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • GBurns
    • July 2, 2003

44. 403(B)(9) versus 403(b)(7)

    By Guest mbw, April 28, 2008
    • 4 replies
    • 8k views
    • 
    • Guest
    • May 1, 2008

45. Affiliated Service Group

    By Guest djw, January 23, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2009

46. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria, February 21, 2018
    • 4 replies
    • 904 views
    • 
    • Kim DiMaria
    • February 26, 2018

47. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • October 21, 1999

48. Prior year 403b Contribution

    By Guest hickeybob, February 11, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • February 13, 2002

49. 403(b) plan mergers

    By Nassau, May 25, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 27, 2007

50. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.6k views
    • 
    • GBurns
    • October 6, 2004