403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 415 Limit

   By DTH, November 10, 2016
   • 1 reply
   • 835 views
   • 
   • Belgarath
   • November 10, 2016

2. 415 limit

   By dmb, November 21, 2007
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • January 11, 2008

3. 415 limit for 403b and 401k plans

   By dmb, November 30, 2016
   • 15 replies
   • 4k views
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   • lm64
   • January 3, 2019

4. 415 Limit on catch up contributions

   By Hoard1, November 18, 1999
   • 5 replies
   • 2.8k views
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   • Guest
   • November 19, 1999

5. 415 Limit? Novice need help

   By jane123, April 16, 2004
   • 1 reply
   • 1.7k views
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   • Guest
   • April 19, 2004

6. 415 Limitations

   By Guest Sieve, June 22, 2009
   • 5 replies
   • 1.6k views
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   • TLGeer
   • June 23, 2009

7. 415 limits

   By Guest egoldberg, December 20, 2000
   • 1 reply
   • 1.9k views
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   • Guest
   • December 20, 2000

8. 415 Limits - 403bs, who is responsible?

   By austin3515, August 24, 2010
   • 0 replies
   • 1.2k views
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   • austin3515
   • August 24, 2010

9. 415 limits for 403(b) Plans

   By Guest PGH.ERISA, April 3, 2008
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • October 1, 2008

10. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 622 views
    • 
    • austin3515
    • December 6, 2020

11. 415(c) Limit Question

    By Guest wwc870, April 3, 2001
    • 9 replies
    • 3.4k views
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    • Ellie Lowder
    • August 27, 2001

12. 415(c) limitation

    By Ken Davis, July 19, 2004
    • 3 replies
    • 2k views
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    • mbozek
    • August 23, 2004

13. 415(c) rules for 403(b) annuities

    By Carol V. Calhoun, August 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 24, 1999

14. 415(k)(4) limitation

    By lexi, June 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 19, 2006

15. 457 Plans filing requirements?

    By Spencer, January 24, 2002
    • 3 replies
    • 2.5k views
    • 
    • Spencer
    • January 24, 2002

16. 457 Plans-required deposit date by employer?

    By Cathy from Chicago, February 22, 2001
    • 1 reply
    • 2.3k views
    • 
    • Everett Moreland
    • February 24, 2001

17. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
    • 0 replies
    • 1.3k views
    • 
    • Ken Davis
    • May 24, 2012

18. 4975 Excise Taxes Applicable to 403(b) Plans?

    By Guest Aaron Pierce, March 11, 2009
    • 3 replies
    • 3.5k views
    • 
    • BeckyMiller
    • April 1, 2009

19. 5 year 403(b) catch-up?

    By Guest Lee Burns, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 4, 2003

20. 5% Owner for MRD purposes

    By DTH, August 15, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • August 18, 2007

21. 501(c)-18?

    By eilano, May 3, 2000
    • 4 replies
    • 2.3k views
    • 
    • eilano
    • May 9, 2000

22. 501(c)(3) double 415 limits?

    By Flyboyjohn, February 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 17, 2014

23. 501(c)(3) Entity acquires 501(c)(3) entity-coverage issues

    By Guest dietpepsi, January 6, 2004
    • 0 replies
    • 1.4k views
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    • Guest
    • January 6, 2004

24. 501(c)3 employer wants to obtain $42K max. TSA along with a SEP?

    By Lori H, June 9, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • July 5, 2005

25. 501c3 Application pending

    By austin3515, July 17, 2013
    • 14 replies
    • 4.4k views
    • 
    • IRA
    • April 7, 2014

26. 5310 for 403(b) Plan

    By Dalai Pookah, April 23, 2018   

    • 5310
    • 403(b)
    • 1 reply
    • 775 views
    • 
    • Luke Bailey
    • April 23, 2018

27. 5500 and TE 403b plans

    By Guest Serena, July 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2010

28. 5500 Filing Requirement?

    By chris, August 9, 2004
    • 4 replies
    • 2.9k views
    • 
    • chris
    • August 13, 2004

29. 5500 for a 403b plan

    By austin3515, July 7, 2011
    • 2 replies
    • 997 views
    • 
    • austin3515
    • July 7, 2011

30. 5500 for church 403(b)

    By Guest SarahB, May 12, 2008
    • 2 replies
    • 4k views
    • 
    • Guest
    • May 14, 2008

31. 5500 IRS Opinion Letter number and date

    By Tom, July 30, 2024
    • 0 replies
    • 577 views
    • 
    • Tom
    • July 30, 2024

32. 5500 needed for 403(b)(7) program of church employer?

    By Dave Baker, September 23, 1999
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 23, 1999

33. 5500 requirements

    By dmb, November 18, 2002
    • 2 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • November 22, 2002

34. 5500 Schedule C and SSA for 403(b) Plans

    By Guest Robert Collins, April 29, 1999
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 1999

35. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 1999

36. 5500/SAR question

    By Santo Gold, August 15, 2007
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 17, 2007

37. 59 1/2 Rollover

    By Guest scottyd, May 14, 2002
    • 6 replies
    • 2.1k views
    • 
    • joel
    • June 27, 2002

38. 59.5 transfer to IRA

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

39. 6-month waiting period after hardship withdrawal

    By Guest bmurphy, August 11, 2004
    • 6 replies
    • 5.5k views
    • 
    • MGB
    • August 13, 2004

40. 8955 needed for 403(b)?

    By Tom, June 13, 2024
    • 1 reply
    • 608 views
    • 
    • Carol V. Calhoun
    • June 13, 2024

41. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 29, 2014

42. 90-24 transfer from 403b to Ira with mutual funds

    By Guest rubaiyat, May 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • Michael Devault
    • June 4, 2001

43. 90-24 transfer rule

    By Guest yanfan, November 16, 2005
    • 4 replies
    • 4k views
    • 
    • Guest
    • November 24, 2005

44. 90-24 transfers

    By Guest Lyric, December 28, 2001
    • 11 replies
    • 3.7k views
    • 
    • joel
    • January 1, 2002

45. 90-24 transfers and ERISA

    By Guest mike webb, September 27, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 2, 1999

46. 95% rule and for-profit entities in a controlled group

    By Guest George Chimento, May 5, 2006
    • 2 replies
    • 2.2k views
    • 
    • gc@chimentowebb.com
    • May 19, 2006

47. A couple of easy (?) questions...

    By Bird, May 27, 2005
    • 4 replies
    • 2.1k views
    • 
    • Bird
    • May 31, 2005

48. A FICA Opt out Plan

    By Guest KJSpaeth, June 6, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 11, 2002

49. A Pay for Play Arrangement Disguised as a Union Sponsorhip

    By joel, December 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • joel
    • December 20, 2003

50. A reasonable number of investmest options.

    By jlf, May 15, 1999
    • 7 replies
    • 2k views
    • 
    • Guest
    • May 21, 1999