403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. amending for GUST

   By k man, December 6, 2001
   • 0 replies
   • 1.8k views
   • 
   • k man
   • December 6, 2001

2. Amending the hours method used to calculate vesting

   By Guest Kelly Igel, April 4, 2001
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • May 4, 2001

3. Amendments for GUST

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

4. An individual participant may not, under 403(b)(8), rollover 403(b) as

   By Guest SA Becker, November 15, 1999
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • November 16, 1999

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

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

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

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

7. annual fees

   By Felicia, August 25, 2004
   • 7 replies
   • 1.5k views
   • 
   • GBurns
   • August 26, 2004

8. Annual notice required to satisfy universal availability?

   By 403BWilder, June 24, 2019   

   • universal availability
   • participant notice
   • (and 1 more)

     Tagged with:

     • universal availability
     • participant notice
     • nondiscrimination testing
   • 4 replies
   • 2.9k views
   • 
   • ERISADC
   • May 19, 2021

9. Annual reqmts.

   By Guest cascigm, July 30, 1999
   • 1 reply
   • 1.8k views
   • 
   • Ellie Lowder
   • August 5, 1999

10. Annual Service Requirement for Mandatory Employee Contributions?

    By ECSmith, October 31, 2024
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • October 31, 2024

11. Annuities in IRA's....Tax Free benefits to heirs if Death Benefit is higher than account balance...Convert a small amount to roth and roll the rest to an ira.

    By Guest duckchow, August 20, 2004
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • August 29, 2004

12. Annuitized 90-24 transfers

    By Guest Zahorik, September 7, 2001
    • 13 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 2001

13. Annuity

    By PS, April 30, 2021
    • 4 replies
    • 935 views
    • 
    • Luke Bailey
    • May 3, 2021

14. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.6k views
    • 
    • JRN
    • April 1, 2020

15. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7, 2020
    • 2 replies
    • 577 views
    • 
    • david rigby
    • May 7, 2020

16. Annuity Emergency

    By Guest SPerson, March 25, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 31, 1999

17. Annuity loan question

    By Guest mondi87, May 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2009

18. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice, January 24, 2021   

    • annuity
    • tsp plan
    • 6 replies
    • 1.4k views
    • 
    • joel
    • February 27, 2021

19. Annuity shopping for an individual reaching retirement age; how to do?

    By Guest herronisland, September 15, 2003
    • 4 replies
    • 2.6k views
    • 
    • ljr
    • September 24, 2003

20. Another 403(b) Question

    By bzorc, May 25, 2022
    • 9 replies
    • 1.2k views
    • 
    • Nate S
    • June 1, 2022

21. Anti-Conditioning Question

    By Guest cphcs, March 18, 2009
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • June 7, 2009

22. Anti-cutback problem?

    By Belgarath, October 24, 2019
    • 3 replies
    • 986 views
    • 
    • Belgarath
    • October 29, 2019

23. Anticutback Rules

    By Archimage, July 25, 2002
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 25, 2002

24. Any 403(b) Plan Administrators?

    By Dougsbpc, May 12, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2010

25. Any Discrimination Problems Here?

    By Guest jfreeborn, February 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2011

26. Any list available of mutual funds that actually offer 403b's?

    By Guest sheard, February 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • February 8, 2001

27. Any updates on Non-ERISA Governmental 401K plans

    By JOH, February 24, 2021
    • 0 replies
    • 580 views
    • 
    • JOH
    • February 24, 2021

28. Any word on an extension?

    By smm, December 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 3, 2008

29. Any word on status of 403(b) pre-approved documents?

    By Belgarath, June 28, 2016
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • June 29, 2016

30. Anybody familair with the "Zahoric Bill"

    By Guest sschullo, October 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 21, 2010

31. Anybody know of IRS 403(b) audits of school districts now taking place

    By Guest geekster, October 26, 2000
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 31, 2000

32. Anyone believe that Congress intended to repeal rollover distribution

    By jlf, February 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • jlf
    • March 3, 2001

33. Anyone familiar with faculty early retirement plans and effect on 403(

    By Guest Albert Lin, February 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • June 12, 2002

34. Anyone heard of Limited Involvement Erisa Exemption?

    By Guest dannilamb, February 12, 2001
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • February 19, 2001

35. Anyone receive a 415 amendment?

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

36. Anything preventing an Employer from offerring two 403(b) plans?

    By mariemonroe, January 10, 2005
    • 5 replies
    • 2k views
    • 
    • joel
    • January 11, 2005

37. Applicability of 401(a)(14) to 403(b)

    By Guest PGH.ERISA, June 4, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2008

38. application of 25% deductibility limit to church plan

    By Ben Jensen, March 18, 2024
    • 1 reply
    • 739 views
    • 
    • CuseFan
    • March 18, 2024

39. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

40. Application of Gramm-Leach-Bliley to 403(b) Plans

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 21, 2000

41. Application of minimum service rule

    By 7806akp, December 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • 7806akp
    • December 13, 2011

42. Applying the 80-120 rule to 403(b)

    By Lori H, January 22, 2013
    • 3 replies
    • 1.5k views
    • 
    • Lori H
    • January 22, 2013

43. Are 403(b) assets considered when determining the top heavy status of a DC plan?

    By katieinny, October 29, 2003
    • 3 replies
    • 2.9k views
    • 
    • WDIK
    • April 6, 2005

44. Are 403(b) plans subject to 401(a)(26)?

    By MWeddell, September 24, 1999
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 24, 1999

45. Are 403(b) vendors allowing a participant to self-certify hardship?

    By Peter Gulia, December 13, 2023
    • 0 replies
    • 606 views
    • 
    • Peter Gulia
    • December 13, 2023

46. Are Ambulance Companies Qualified Organizations?

    By Guest ScarletKnight, April 15, 2004
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • April 16, 2004

47. Are elective/contributory LTD premiums considered a 403(b) Plan?

    By Guest lindy, June 5, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • June 6, 2001

48. Are mandatory 403(b) deferrals still annual additions?

    By benefitz, July 26, 2016
    • 1 reply
    • 811 views
    • 
    • Carol V. Calhoun
    • July 28, 2016

49. Are service accrual rates greater than one allowed?

    By Guest Harvey Carruth, February 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 2001

50. Are there any companies (with reasonable fees) that I could do a 403b

    By Guest jg9, February 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • jlf
    • February 8, 2000