403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 10b-10 confirmations

   By Guest dietpepsi, January 8, 2008
   • 2 replies
   • 2.4k views
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   • Guest
   • January 8, 2008

2. RMD's

   By austin3515, May 29, 2013
   • 13 replies
   • 2.4k views
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   • joel
   • June 7, 2013

3. Non-ERISA Plan files 5500

   By Patricia Neal Jensen, December 4, 2017
   • 6 replies
   • 2.4k views
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   • jpod
   • January 25, 2018

4. Plan Take Over

   By Guest tthurston, January 19, 2006
   • 4 replies
   • 2.4k views
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   • E as in ERISA
   • January 23, 2006

5. 403(b) - 410(b) coverage

   By 401Kerfuffle, February 1, 2020
   • 3 replies
   • 2.4k views
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   • 401Kerfuffle
   • March 17, 2022

6. Lack of Investment Choices

   By joel, December 11, 1998
   • 0 replies
   • 2.4k views
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   • joel
   • December 11, 1998

7. Pre-2009 Contracts and the "Employer Involvement" Criterion

   By Christine Roberts, May 2, 2011
   • 3 replies
   • 2.4k views
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   • mbozek
   • May 4, 2011

8. expenses paid from plan and FICA

   By Guest Iwonder, October 3, 2008
   • 14 replies
   • 2.4k views
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   • GBurns
   • October 7, 2008

9. Restating for PPA for a terminated plan?

   By Lori H, September 15, 2014
   • 2 replies
   • 2.4k views
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   • Lori H
   • September 16, 2014

10. 403(b) - may an employee with a G4 visa participate?

    By Francis, August 30, 2007
    • 1 reply
    • 2.4k views
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    • Peter Gulia
    • August 31, 2007

11. Public School District: 401(k)?

    By Guest Thornton, February 18, 2003
    • 3 replies
    • 2.4k views
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    • Guest
    • February 18, 2003

12. 403(b) and 401(k) Plan?

    By Jilliandiz, January 24, 2005
    • 4 replies
    • 2.4k views
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    • Lori Friedman
    • January 24, 2005

13. Elective deferrals to 403b plans

    By Guest jyork, January 19, 2007
    • 2 replies
    • 2.4k views
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    • joel
    • January 19, 2007

14. 90-24 transfers and ERISA

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

15. Shopping for a Plan

    By Guest John Ellison, October 23, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 24, 1998

16. TIAA Class Action Settlement?

    By EPCRSGuru, October 11, 2014   

    • Bauer-Ramazani
    • 1 reply
    • 2.4k views
    • 
    • traveler
    • October 23, 2014

17. 403b restate into a 401k

    By Guest jessicahartle, March 22, 2005
    • 4 replies
    • 2.4k views
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    • mbozek
    • March 23, 2005

18. Withdrawals, transfers, distributions, rollovers ... Please help with

    By Guest Lyric, January 29, 2002
    • 4 replies
    • 2.4k views
    • 
    • joel
    • January 31, 2002

19. Allowable Options for Non-ERISA 403(b)

    By Chalk R. Palin, October 30, 2008
    • 7 replies
    • 2.4k views
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    • Peter Gulia
    • November 1, 2008

20. Non-ERISA merging into ERISA §403(b)

    By Guest CJK, October 26, 2001
    • 1 reply
    • 2.4k views
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    • Carol V. Calhoun
    • October 27, 2001

21. NON-ERISA TO ERISA

    By Guest padmin, July 21, 2004
    • 1 reply
    • 2.4k views
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    • mbozek
    • July 21, 2004

22. Non-ERISA 403(b) Arrangement

    By Christine Roberts, March 11, 1999
    • 4 replies
    • 2.4k views
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    • Guest
    • March 31, 1999

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

    By katieinny, December 17, 2010
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • December 21, 2010

24. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.4k views
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    • panther
    • December 2, 2010

25. Roth 403b deferrals and W2 from 457f plan

    By 30Rock, February 17, 2011
    • 6 replies
    • 2.4k views
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    • austin3515
    • February 25, 2011

26. Excluding Medical Residents from 403(b) Participation?

    By Christine Roberts, July 25, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 14, 2002

27. Freezing 403(b) Plan/amend MP to 401(k)

    By Cathy from Chicago, October 3, 2007
    • 7 replies
    • 2.4k views
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    • TLGeer
    • October 16, 2007

28. Anyone receive a 415 amendment?

    By smm, May 20, 2008
    • 4 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2008

29. Gateway Requirements required in 403(b) w/ non-elective contributions that don't satisfy disparity safe harbor?

    By Guest DeePA, November 7, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • November 8, 2004

30. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 26, 2013

31. participant fee/cashout

    By Earl, August 19, 2003
    • 0 replies
    • 2.4k views
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    • Earl
    • August 19, 2003

32. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.4k views
    • 
    • MARYMM
    • December 20, 2011

33. ERISA and 403(b) plans

    By Guest aem2, October 19, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 2001

34. Unused Leave and Separation from Service

    By Appleby, February 6, 2006
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • February 10, 2006

35. Loans from a 403(b)(7) Arrangement

    By Guest Maria, November 4, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 4, 1998

36. 403(a) Funds

    By Guest JMKirschbaum, May 1, 2002
    • 3 replies
    • 2.4k views
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    • mbozek
    • May 1, 2002

37. Annual disclosure statement required for 403(b)participants?

    By pbarrett, July 18, 2000
    • 1 reply
    • 2.4k views
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    • Carol V. Calhoun
    • July 20, 2000

38. Church 403(b) HELP

    By Guest JerLon, April 9, 2012
    • 7 replies
    • 2.4k views
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    • ETA Consulting LLC
    • April 10, 2012

39. can you exclude employees who work less than 30 hours a week?

    By Lori H, April 26, 2004
    • 2 replies
    • 2.4k views
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    • QDROphile
    • April 28, 2004

40. investments--brokers

    By Guest Christine, October 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998

41. IRS compliance letters to Public Schools

    By Guest Fred Bee, February 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 14, 2007

42. Rev Proc 99-13: new revenue procedure for correction of defects that a

    By Dave Baker, January 21, 1999
    • 0 replies
    • 2.4k views
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    • Dave Baker
    • January 21, 1999

43. 15 Year of Service Catch-up ?

    By Guest STLGiant, June 4, 2003
    • 1 reply
    • 2.4k views
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    • Michael Devault
    • June 4, 2003

44. Is it really going to happen on January 1, 2006?

    By Guest PB&J, August 30, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • September 2, 2005

45. Control Group Discrimination Testing

    By Guest shadebeads, August 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • August 22, 2005

46. 403(b)(7) Excess Deferral

    By Guest RPSS, January 20, 2000
    • 2 replies
    • 2.4k views
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    • Carol V. Calhoun
    • January 21, 2000

47. EGTTRA vs State Law

    By Felicia, January 17, 2002
    • 1 reply
    • 2.4k views
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    • david rigby
    • January 17, 2002

48. 403(b) Plan After Acquisition

    By Guest sar-ihs, September 20, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 20, 2005

49. Obtaining 403(b) plan documents

    By Guest Stacey L Miller, April 29, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 30, 1999

50. 403b and EGTRRA Restatement due date

    By cpc0506, April 7, 2010
    • 1 reply
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2010