403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

   By Guest SCUDDESLER, September 11, 2000
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • September 25, 2000

2. Electronic distribution of QPSA Notice

   By French, December 14, 2005
   • 2 replies
   • 2.5k views
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   • E as in ERISA
   • January 4, 2006

3. 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

4. 403(b) Plan In Combination With A Qualified Plan

   By Guest merlin, November 7, 2007
   • 8 replies
   • 2.5k views
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   • QDROphile
   • November 7, 2007

5. 403(b)

   By Guest CVCalhoun, October 21, 1998
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • October 21, 1998

6. 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

7. A tale of two employers...

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

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

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

9. Form 5500

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

10. 457 Plans filing requirements?

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

11. 403(b) eligibility for employer contributions?

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

12. Ministers - MEA, Housing Allowance Compensation

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

13. 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

14. Fair Market Value Determination on Annutiy Contracts

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

15. Impermissible distributions under 403(b) plan

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

16. Getting MEA Info from Employees

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

17. 403(b): Title I?

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

18. If Governments are subject to...

    By Guest STLGiant, February 6, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 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. 403(b)

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

21. RMD's

    By austin3515, May 29, 2013
    • 13 replies
    • 2.5k views
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    • joel
    • June 7, 2013

22. 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

23. Eligibility Issues: Equivalancies

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

24. 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

25. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1, 2020
    • 3 replies
    • 2.5k views
    • 
    • 401Kerfuffle
    • March 17, 2022

26. 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

27. Contributions after severing employment

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

28. 403(b)(7)-Auditor wants certification for limited scope audit

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

29. coverage testing - 403(b) plans

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

30. Individual 403(b) plan anyone?

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

31. 403B plan documents ?

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

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

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

33. 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

34. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • January 25, 2018

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

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

36. Safe Harbor design for non contributory 403b plan

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

37. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.5k views
    • 
    • MARYMM
    • December 20, 2011

38. Spousal Consent

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

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

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

40. Investment firms holding 403(b) assets say they are not custodians

    By katieinny, December 17, 2010
    • 7 replies
    • 2.5k views
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    • mbozek
    • December 21, 2010

41. 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

42. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 2.5k views
    • 
    • QDROphile
    • November 20, 2014

43. Corrective legislation?

    By Guest STLGiant, March 8, 2002
    • 4 replies
    • 2.5k views
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    • Carol V. Calhoun
    • March 13, 2002

44. 403b Contributions qualify for Tax Credit too?

    By Guest Steph, February 8, 2002
    • 4 replies
    • 2.5k views
    • 
    • MGB
    • February 11, 2002

45. 10b-10 confirmations

    By Guest dietpepsi, January 8, 2008
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • January 8, 2008

46. multiple 403b

    By wmyer, November 22, 2004
    • 4 replies
    • 2.5k views
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    • wmyer
    • November 23, 2004

47. 403 B Rollovers

    By Guest RSC, December 4, 1998
    • 0 replies
    • 2.5k views
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    • Guest
    • December 4, 1998

48. Return of Employer Contributions

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

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

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

50. TSA to 401k

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