403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Spousal rights and Lump Sums

   By Guest lbach, January 15, 2002
   • 2 replies
   • 2.3k views
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   • mbozek
   • January 23, 2002

2. 401(k) into 403(b)?

   By betheeg, January 28, 2004
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • January 28, 2004

3. New Vendor - Rollover

   By waid10, June 8, 2005
   • 5 replies
   • 2.3k views
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   • mbozek
   • June 10, 2005

4. 401(a)(17) and elective deferrals

   By Guest friedbrain, January 14, 1999
   • 0 replies
   • 2.3k views
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   • Guest
   • January 14, 1999

5. Chart of Inflation-Indexed Limits Updated to Reflect 1999 Limits

   By Guest CVCalhoun, October 26, 1998
   • 0 replies
   • 2.3k views
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   • Guest
   • October 26, 1998

6. Public Schools - Limiting Annuity Providers

   By Guest derek, November 9, 1998
   • 2 replies
   • 2.3k views
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   • Guest
   • November 12, 1998

7. 5500 needed for 403(b)(7) program of church employer?

   By Dave Baker, September 23, 1999
   • 1 reply
   • 2.3k views
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   • Carol V. Calhoun
   • September 23, 1999

8. ERISA 403(b) administration

   By Guest JPotosky, July 2, 2001
   • 5 replies
   • 2.3k views
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   • Guest
   • July 9, 2001

9. Dual contributions from seperate school payroll points into one 403(b)

   By Guest bstarr@metlife.com, September 16, 2000
   • 6 replies
   • 2.3k views
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   • Carol V. Calhoun
   • September 21, 2000

10. Eligibility for 403(b) plans?

    By Guest, May 16, 2000
    • 3 replies
    • 2.3k views
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    • Carol V. Calhoun
    • May 31, 2000

11. 403(b) rollover options - triggerable event occurred 3 YEARS ago

    By Guest nyoung314, February 25, 2004
    • 2 replies
    • 2.3k views
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    • Guest
    • February 25, 2004

12. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.3k views
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    • masteff
    • January 16, 2014

13. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.3k views
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    • Guest
    • October 16, 2001

14. 415 limits for 403(b) Plans

    By Guest PGH.ERISA, April 3, 2008
    • 2 replies
    • 2.3k views
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    • Guest
    • October 1, 2008

15. Freezing 403b plan starting 401k plan

    By Guest kbett, February 22, 2007
    • 4 replies
    • 2.3k views
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    • TLGeer
    • February 23, 2007

16. Church plan exemptions

    By Guest richez, December 18, 2003
    • 1 reply
    • 2.3k views
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    • smm
    • December 18, 2003

17. Combined 415 limits for business owners who also participate in a 403(

    By Guest danmar, January 8, 1999
    • 0 replies
    • 2.3k views
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    • Guest
    • January 8, 1999

18. RMDs in 403b Contracts

    By J Simmons, March 12, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • April 3, 2009

19. Is it permissible for the custodian of a commingled Non-Tile I 403(b)(

    By Guest EWagner, December 1, 2000
    • 4 replies
    • 2.3k views
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    • Guest
    • January 6, 2001

20. Summary of Material Modifications

    By Guest lkazden, June 18, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 19, 2002

21. Annuity Emergency

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

22. Do you give employees Exclusion Allowance advice?

    By imchipbrown, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • imchipbrown
    • December 4, 2000

23. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.3k views
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    • Guest
    • August 6, 1999

24. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • June 11, 2019

25. Over-age-50 catch-up

    By Guest MAnglim, September 17, 2001
    • 3 replies
    • 2.3k views
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    • MGB
    • September 20, 2001

26. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.3k views
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    • Guest
    • October 17, 2001

27. 501(c)-18?

    By eilano, May 3, 2000
    • 4 replies
    • 2.3k views
    • 
    • eilano
    • May 9, 2000

28. 403(b), coverage question.

    By Guest dietpepsi, July 22, 2004
    • 1 reply
    • 2.3k views
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    • Guest
    • July 28, 2004

29. GUST 403(b)

    By Guest sroenigk, July 11, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2001

30. 403(b) -- Ineligible employees

    By Guest Ray Goetz, April 20, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 26, 1999

31. Large Plan or Small Plan - 80-120 Rule

    By KateSmithPA, March 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 14, 2011

32. 457 Plans-required deposit date by employer?

    By Cathy from Chicago, February 22, 2001
    • 1 reply
    • 2.3k views
    • 
    • Everett Moreland
    • February 24, 2001

33. Beneficaries who are minors

    By Guest ngresham, June 23, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 2000

34. state law--divorce

    By Felicia, March 24, 2010
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • March 27, 2010

35. Termination

    By Randy Watson, December 13, 2007
    • 4 replies
    • 2.3k views
    • 
    • Bird
    • February 4, 2008

36. Removal Of Excess Deferral

    By Guest AFRICA6796, July 23, 2001
    • 2 replies
    • 2.3k views
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    • Guest
    • August 3, 2001

37. 403(b) plan and bonding

    By Guest jim williams, August 30, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2001

38. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2.3k views
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    • jlf
    • August 16, 2000

39. 403(b) Severance from employment

    By Guest Frankie, April 26, 2002
    • 1 reply
    • 2.3k views
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    • mbozek
    • April 26, 2002

40. 403b employer match

    By Guest PRAFALA, May 18, 2007
    • 2 replies
    • 2.3k views
    • 
    • TLGeer
    • June 2, 2007

41. ERISA 403b Fiduciary Liability

    By sloble@crowleyfleck.com, September 22, 2004
    • 3 replies
    • 2.3k views
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    • mbozek
    • September 23, 2004

42. Roth 401(k) / Roth 403(b)

    By Guest llaplount, January 4, 2006
    • 0 replies
    • 2.3k views
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    • Guest
    • January 4, 2006

43. Sham Termination and my 403b

    By Guest rosswolfe76, October 14, 2010
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • October 14, 2010

44. tax-treatment of 403(b)'s given to non-profit-organizations upon death

    By dh003i, November 2, 2004
    • 2 replies
    • 2.3k views
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    • dh003i
    • November 2, 2004

45. Conversion from MPP

    By Guest HD WILLIAMS, November 24, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 30, 1998

46. Pre 2005 Contracts

    By Randy Watson, November 20, 2008
    • 8 replies
    • 2.3k views
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    • J Simmons
    • January 22, 2009

47. self-employed ministers and 403(b) plans

    By Guest Frankie, July 31, 2001
    • 1 reply
    • 2.3k views
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    • Carol V. Calhoun
    • August 3, 2001

48. TPA Recommendation

    By Guest friedbrain, August 25, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 26, 2009

49. Multiple employer plan

    By Guest mshaw, August 15, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • August 15, 2003

50. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 4, 2003