403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) pre-1987 grandfathered contributions

   By Guest MBeck, November 7, 2003
   • 1 reply
   • 3.5k views
   • 
   • Michael Devault
   • November 7, 2003

2. 403(b) pre-approved plan advisory letter

   By Belgarath, April 11, 2017
   • 0 replies
   • 490 views
   • 
   • Belgarath
   • April 11, 2017

3. 403(b) private letter rulings

   By Guest eba, June 3, 2002
   • 1 reply
   • 2.1k views
   • 
   • mbozek
   • June 4, 2002

4. 403(b) Protected Benefits?

   By Guest dietpepsi, September 5, 2003
   • 1 reply
   • 3k views
   • 
   • MWeddell
   • March 15, 2021

5. 403(b) prototypes

   By SMB, March 23, 2010
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • March 23, 2010

6. 403(b) public school employee. Need advice

   By Brett Smith, July 26, 2019
   • 3 replies
   • 502 views
   • 
   • Old Lawyer
   • July 29, 2019

7. 403(b) QDROs

   By IRA, October 16, 2013
   • 8 replies
   • 5.2k views
   • 
   • mbozek
   • October 25, 2013

8. 403(b) regs

   By Felicia, August 15, 2007
   • 2 replies
   • 1.5k views
   • 
   • joel
   • August 22, 2007

9. 403(b) Regs

   By jevd, September 2, 2004
   • 0 replies
   • 1.3k views
   • 
   • jevd
   • September 2, 2004

10. 403(b) regs?

    By jevd, August 17, 2004
    • 2 replies
    • 2.5k views
    • 
    • g8r
    • August 18, 2004

11. 403(b) Reporting requireements

    By Guest asonneberg, April 15, 2003
    • 1 reply
    • 1.9k views
    • 
    • Ellie Lowder
    • May 7, 2003

12. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • April 11, 2006

13. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.4k views
    • 
    • M Norton
    • June 13, 2016

14. 403(b) RFPs

    By Guest tracyzimmer, April 8, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 5, 2002

15. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Ellie Lowder
    • September 8, 2003

16. 403(b) Rollover In's - NON US Pension Assets

    By Nassau, June 19, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 19, 2008

17. 403(b) rollover options - triggerable event occurred 3 YEARS ago

    By Guest nyoung314, February 25, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 25, 2004

18. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2k views
    • 
    • mbozek
    • October 6, 2004

19. 403(b) rollover under EGTRRA to an outside annuity

    By Guest bobgio, January 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • January 24, 2003

20. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 7, 2009

21. 403(b) Rollovers

    By jlf, September 25, 2001
    • 1 reply
    • 2.8k views
    • 
    • jlf
    • October 13, 2001

22. 403(b) Rookie

    By Guest Jerry, June 1, 2004
    • 1 reply
    • 2.2k views
    • 
    • ljr
    • June 1, 2004

23. 403(b) safe harbor match and grandfathered formula

    By cathyw, October 12, 2017
    • 2 replies
    • 972 views
    • 
    • CuseFan
    • October 13, 2017

24. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.5k views
    • 
    • Kevin C
    • October 2, 2009

25. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007