403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Variable Annuity within a by-pass trust

   By Guest gregoryp, June 7, 2001
   • 2 replies
   • 2.5k views
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   • Guest
   • June 8, 2001

2. Amendments for GUST

   By Guest DMurphy, November 3, 1998
   • 1 reply
   • 2.5k views
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   • Guest
   • November 4, 1998

3. A tale of two employers...

   By Guest jreddi, December 11, 2000
   • 12 replies
   • 2.5k views
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   • Guest
   • December 26, 2000

4. 457 Plans filing requirements?

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

5. Can 403(b) distributions be limited to health care premiums?

   By Guest Spudo769, September 17, 2004
   • 7 replies
   • 2.5k views
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   • Guest
   • March 28, 2007

6. Document requirements for church 403(b) plan

   By Guest LJC, January 16, 2004
   • 1 reply
   • 2.5k views
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   • mbozek
   • January 19, 2004

7. Form 5500

   By Guest ernieg, October 10, 2006
   • 2 replies
   • 2.5k views
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   • Guest
   • October 13, 2006

8. Impermissible distributions under 403(b) plan

   By Guest Lawyerguy, February 9, 2004
   • 1 reply
   • 2.5k views
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   • Guest
   • February 13, 2004

9. Late Document

   By Guest Catherine M. Peery, January 4, 2010
   • 9 replies
   • 2.5k views
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   • John Feldt ERPA CPC QPA
   • December 2, 2010

10. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.5k views
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    • Carol V. Calhoun
    • September 1, 2000

11. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • August 26, 2000

12. Choosing an Annuity and Annuity company?

    By Guest muckmail, January 26, 2005
    • 13 replies
    • 2.5k views
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    • Belgarath
    • January 31, 2005

13. Fair Market Value Determination on Annutiy Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 2.5k views
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    • Guest
    • October 16, 2002

14. If Governments are subject to...

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

15. Safe harbor for not filing a 403(b) 5500

    By Bird, October 1, 2010
    • 5 replies
    • 2.5k views
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    • John Feldt ERPA CPC QPA
    • October 4, 2010

16. 403(b): Title I?

    By Felicia, February 5, 2001
    • 3 replies
    • 2.5k views
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    • Felicia
    • February 7, 2001

17. 403(b)

    By Guest Ralph Amadio, June 25, 2002
    • 8 replies
    • 2.5k views
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    • mbozek
    • September 23, 2002

18. Eligibility Issues: Equivalancies

    By Guest STLGiant, March 6, 2002
    • 7 replies
    • 2.5k views
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    • mbozek
    • March 7, 2002

19. How long can an employer hold employee contributions before paying the

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.5k views
    • 
    • Everett Moreland
    • January 15, 2001

20. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

    By jlf, August 6, 1999
    • 3 replies
    • 2.5k views
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    • jlf
    • August 9, 1999

21. Can a 501(c)(3) have a 403(b) plan and a 457 plan?

    By Guest Rick Vessell, July 24, 1999
    • 1 reply
    • 2.5k views
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    • Everett Moreland
    • July 26, 1999

22. coverage testing - 403(b) plans

    By jw721, June 16, 2009
    • 1 reply
    • 2.5k views
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    • Kevin C
    • June 19, 2009

23. Individual 403(b) plan anyone?

    By Guest Mr. Relaxation, November 3, 2003
    • 5 replies
    • 2.5k views
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    • Guest
    • November 4, 2003

24. Getting MEA Info from Employees

    By Scott, February 12, 1999
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • March 12, 1999

25. Job 'eliminated' just 60 days short of 20 years service. What to do?

    By Guest nancykev, October 10, 2004
    • 4 replies
    • 2.5k views
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    • RCK
    • October 27, 2004

26. Contributions after severing employment

    By waid10, November 24, 2004
    • 5 replies
    • 2.5k views
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    • Alf
    • November 29, 2004

27. 403B plan documents ?

    By rfahey, July 30, 2008
    • 4 replies
    • 2.5k views
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    • TLGeer
    • August 1, 2008

28. Can 403b7 participant opt out of plan and take cash?

    By Guest Julie Young, August 10, 1999
    • 3 replies
    • 2.5k views
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    • Carol V. Calhoun
    • August 31, 1999

29. 403(b)(7)-Auditor wants certification for limited scope audit

    By Guest LVanSteeter, January 11, 2005
    • 5 replies
    • 2.5k views
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    • BeckyMiller
    • January 19, 2005

30. Annual benefit statements (ERISA 105(a))

    By lexi, June 13, 2006
    • 2 replies
    • 2.5k views
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    • lexi
    • June 14, 2006

31. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun, October 8, 1999
    • 9 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • December 4, 1999

32. Safe Harbor design for non contributory 403b plan

    By Guest mwoods, February 19, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • February 19, 1999

33. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.5k views
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    • Carol V. Calhoun
    • August 16, 2000

34. School districts and 403b self-audits: are teacher groups opposed?

    By Guest Sharron, November 3, 2001
    • 6 replies
    • 2.5k views
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    • Guest
    • November 6, 2001

35. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 2.5k views
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    • K2retire
    • November 17, 2016

36. Spousal Consent

    By Felicia, September 14, 2000
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • September 23, 2000

37. Corrective legislation?

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

38. 403b Contributions qualify for Tax Credit too?

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

39. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 2.4k views
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    • QDROphile
    • November 20, 2014

40. 403 B Rollovers

    By Guest RSC, December 4, 1998
    • 0 replies
    • 2.4k views
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    • Guest
    • December 4, 1998

41. multiple 403b

    By wmyer, November 22, 2004
    • 4 replies
    • 2.4k views
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    • wmyer
    • November 23, 2004

42. Return of Employer Contributions

    By chris, July 14, 1999
    • 2 replies
    • 2.4k views
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    • Carol V. Calhoun
    • August 31, 1999

43. TSA to 401k

    By Guest tar0930, March 23, 2007
    • 0 replies
    • 2.4k views
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    • Guest
    • March 23, 2007

44. 403(b) Vendors Unbundled

    By Guest amm19, August 4, 2003
    • 1 reply
    • 2.4k views
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    • Guest
    • September 4, 2003

45. Publication 571

    By Michael Devault, March 20, 2001
    • 5 replies
    • 2.4k views
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    • Carol V. Calhoun
    • October 24, 2001

46. Employer match to 403(b) may include housing allowance in includible compensation

    By Guest Rick Sandlin, July 18, 2005
    • 0 replies
    • 2.4k views
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    • Guest
    • July 18, 2005

47. terminate 403(b) upon severance of employement

    By Guest caroline isherwood, May 13, 2002
    • 2 replies
    • 2.4k views
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    • Guest
    • May 20, 2002

48. Can ERISA 403(b)'s Qualify for 404(c)?

    By namealreadyinuse, February 13, 2006
    • 3 replies
    • 2.4k views
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    • MWeddell
    • February 16, 2006

49. 403(b) employer contributions

    By Guest ajjenkins, October 22, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 1998

50. Pre-1987 403(b) deferrals and MRD's

    By Guest BruceM, October 30, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • October 30, 2002