403(b) Plans, Accounts or Annuities

2,067 topics in this forum

1. Plan combination

   By Guest M. Pederson, July 13, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 13, 2012

2. terminating a 403(b) Plan

   By Santo Gold, July 11, 2012
   • 3 replies
   • 1.9k views
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   • ETA Consulting LLC
   • July 12, 2012

3. Two differnt match formulas in same plan

   By Nancy D, June 19, 2012
   • 2 replies
   • 1.7k views
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   • Nancy D
   • June 20, 2012

4. 403(b) Plan correction - failure to make mandatory distribution/rollover

   By holdco, June 19, 2012
   • 0 replies
   • 1.2k views
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   • holdco
   • June 19, 2012

5. TIAA CREF - Again with Schedule A

   By austin3515, June 15, 2012
   • 0 replies
   • 1.2k views
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   • austin3515
   • June 15, 2012

6. TIAA-CREF Schedule A

   By austin3515, June 8, 2012
   • 2 replies
   • 1.5k views
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   • austin3515
   • June 8, 2012

7. 403(b) In Service 72T distributions

   By Guest Peter L, June 6, 2012
   • 4 replies
   • 2.9k views
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   • ETA Consulting LLC
   • June 6, 2012

8. Spousal consent

   By Guest JMN, May 25, 2012
   • 5 replies
   • 9.9k views
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   • mbozek
   • May 31, 2012

9. 403(b) includible compensation

   By Ken Davis, May 29, 2012
   • 4 replies
   • 2.7k views
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   • Ken Davis
   • May 30, 2012

10. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
    • 0 replies
    • 1.4k views
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    • Ken Davis
    • May 24, 2012

11. Eligibility for retirement plans of two employers

    By waid10, May 22, 2012
    • 0 replies
    • 904 views
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    • waid10
    • May 22, 2012

12. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1.1k views
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    • mbozek
    • May 15, 2012

13. Salary reduction contribution

    By joel, May 4, 2012
    • 1 reply
    • 1.1k views
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    • mbozek
    • May 4, 2012

14. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 4.2k views
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    • Peter Gulia
    • April 11, 2012

15. Church 403(b) HELP

    By Guest JerLon, April 9, 2012
    • 7 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • April 10, 2012

16. 403(b) - ERISA Plan or Not

    By HarleyBabe, April 3, 2012
    • 6 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2012

17. Involuntary IRC Section 403(b) Contributions

    By bzorc, April 5, 2012
    • 2 replies
    • 2.4k views
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    • QDROphile
    • April 5, 2012

18. Exclusion of Students During Summer

    By Guest Lane, April 4, 2012
    • 6 replies
    • 3.5k views
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    • GMK
    • April 5, 2012

19. Multiple 403b plans

    By Guest Benny Guy, March 29, 2012
    • 16 replies
    • 9k views
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    • mbozek
    • April 2, 2012

20. Mandatory & elective deferrals

    By SheilaD, March 29, 2012
    • 1 reply
    • 1.6k views
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    • ETA Consulting LLC
    • March 29, 2012

21. bonus contribution for long-term participants

    By Santo Gold, March 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • March 28, 2012

22. Professors and Adjuncts - Hours of Service

    By Guest Lane, February 9, 2012
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2012

23. VCP Correction of 403b Operational Failures

    By Guest ERISAfied, March 14, 2012
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 15, 2012

24. Actively employed for RMD purposes

    By Fisher, December 18, 2008
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 15, 2012

25. Employer failed to apply Universal Availability

    By Guest sugar daddy, March 9, 2012
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 13, 2012

26. Employer Controlled Nonelective

    By Blinky the 3-eyed Fish, March 10, 2012
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2012

27. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

    By traveler, June 22, 2001
    • 8 replies
    • 11.6k views
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    • CassandraS
    • February 29, 2012

28. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2012

29. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 4.5k views
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    • PensionPro
    • February 17, 2012

30. 403B Plan to 401k

    By KevinMc, February 7, 2012
    • 2 replies
    • 1.1k views
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    • rcline46
    • February 7, 2012

31. Does this smell right?

    By kwalified, January 27, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 29, 2012

32. Limiting employer contributions

    By Guest JMN, November 11, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 24, 2012

33. No ADP Test for 403(b) Contributions?

    By ERISA1, January 18, 2012
    • 4 replies
    • 4.5k views
    • 
    • QNPG
    • January 19, 2012

34. ERISA 403(b) to non-ERISA 403(b)

    By Guest evenstar38, January 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2012

35. RMD from 403b and IRA--can they be combined

    By Guest rkal66, October 29, 2010
    • 5 replies
    • 20.5k views
    • 
    • mbozek
    • January 4, 2012

36. Non-Profit Healthcare Agency Takeover Question

    By ubermax, December 14, 2011
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • December 21, 2011

37. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.8k views
    • 
    • MARYMM
    • December 20, 2011

38. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • December 15, 2011

39. Application of minimum service rule

    By 7806akp, December 13, 2011
    • 0 replies
    • 1.5k views
    • 
    • 7806akp
    • December 13, 2011

40. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 4.9k views
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    • KJohnson
    • December 13, 2011

41. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
    • 0 replies
    • 1.2k views
    • 
    • Rolf Trautmann
    • December 7, 2011

42. Incorrectly limited elective deferrals

    By Ken Davis, November 21, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • November 23, 2011

43. Disclosure obligations/duty to monitor

    By LIBERTYKID, November 7, 2011
    • 3 replies
    • 1.2k views
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    • Belgarath
    • November 11, 2011

44. 403b Limits Deferrals to 20%

    By austin3515, October 26, 2011
    • 7 replies
    • 2.1k views
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    • mbozek
    • October 27, 2011

45. Advisor Services for a nonERISA 403(b)

    By Guest AbbyP, October 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • October 25, 2011

46. Transaction

    By Guest JMN, October 7, 2011
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • October 24, 2011

47. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 3k views
    • 
    • Guest
    • October 21, 2011

48. Dual Status 403(b) Plan

    By oldman, October 20, 2011
    • 6 replies
    • 3.3k views
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    • mbozek
    • October 21, 2011

49. Employer Contribution Deposit Deadline for Tax Exempt Employers

    By Guest WPJoeC, October 7, 2011
    • 1 reply
    • 3k views
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    • Kevin C
    • October 10, 2011

50. trying to terminate an old plan

    By K2retire, October 5, 2011
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • October 6, 2011