403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) Plan Compensation Issues

   By PensionPro, October 2, 2018
   • 4 replies
   • 874 views
   • 
   • PensionPro
   • October 2, 2018

2. 403(b) plan compensation, ministers, and housing allowances

   By Carol V. Calhoun, March 28, 2000
   • 1 reply
   • 2.7k views
   • 
   • Dowist
   • March 28, 2000

3. 403(b) Plan correction - failure to make mandatory distribution/rollover

   By holdco, June 19, 2012
   • 0 replies
   • 1.1k views
   • 
   • holdco
   • June 19, 2012

4. 403(b) Plan Correction-Failure to Establish ERISA Protocols

   By oldman, August 20, 2012
   • 4 replies
   • 1.2k views
   • 
   • mbozek
   • August 24, 2012

5. 403(b) Plan Document

   By HarleyBabe, September 13, 2016
   • 12 replies
   • 1.9k views
   • 
   • benefitz
   • August 14, 2017

6. 403(b) Plan Document Issues

   By Guest John Nelson, September 9, 1998
   • 1 reply
   • 3k views
   • 
   • Guest
   • September 10, 1998

7. 403(b) plan document question

   By Guest jc1457, August 4, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 4, 2009

8. 403(b) Plan Documents

   By Guest Lynn West, September 15, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • September 16, 1999

9. 403(b) Plan Documents & Churches

   By Guest Mackin, September 3, 1999
   • 3 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • September 7, 1999

10. 403(b) Plan fidelity bond requirements

    By Guest ewhitmore, June 16, 2010
    • 2 replies
    • 5.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2010

11. 403(b) Plan for a Church Association

    By Archimage, June 12, 2006
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • June 12, 2006

12. 403(b) Plan Hours of Service

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 26, 2010

13. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.3k views
    • 
    • QDROphile
    • November 7, 2007

14. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 17, 2007

15. 403(b) Plan irrevocable election

    By Mark Va, June 9
    • 6 replies
    • 845 views
    • 
    • Luke Bailey
    • June 20

16. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 2.2k views
    • 
    • Appleby
    • September 11, 2018

17. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • May 31, 2002

18. 403(b) plan loans and termination

    By Guest BruceC, May 4, 2010
    • 2 replies
    • 2k views
    • 
    • rcline46
    • May 6, 2010

19. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm, April 11, 2016
    • 1 reply
    • 926 views
    • 
    • AMDG
    • May 1, 2016

20. 403(b) Plan Merger?

    By BTG, September 5, 2006
    • 0 replies
    • 1.8k views
    • 
    • BTG
    • September 5, 2006

21. 403(b) plan mergers

    By Nassau, May 25, 2007
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 27, 2007

22. 403(b) plan mergers - distribution restrictions

    By Guest Louise76, April 15, 2010
    • 3 replies
    • 1.8k views
    • 
    • TLGeer
    • April 17, 2010

23. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 859 views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

24. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 474 views
    • 
    • kmhaab
    • August 28, 2018

25. 403(b) plan sponsor

    By Guest Billy Permenter, February 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 18, 2003