403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. EGTTRA vs State Law

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

2. Control Group Discrimination Testing

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

3. 403(b)(7) Excess Deferral

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

4. ERISA 403(b) administration

   By Guest JPotosky, July 2, 2001
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • July 9, 2001

5. 403(b) rollover options - triggerable event occurred 3 YEARS ago

   By Guest nyoung314, February 25, 2004
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • February 25, 2004

6. 403b and EGTRRA Restatement due date

   By cpc0506, April 7, 2010
   • 1 reply
   • 2.4k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2010

7. Spousal rights and Lump Sums

   By Guest lbach, January 15, 2002
   • 2 replies
   • 2.4k views
   • 
   • mbozek
   • January 23, 2002

8. 401(a)(17) and elective deferrals

   By Guest friedbrain, January 14, 1999
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • January 14, 1999

9. Public Schools - Limiting Annuity Providers

   By Guest derek, November 9, 1998
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • November 12, 1998

10. Freezing 403b plan starting 401k plan

    By Guest kbett, February 22, 2007
    • 4 replies
    • 2.4k views
    • 
    • TLGeer
    • February 23, 2007

11. 401(k) into 403(b)?

    By betheeg, January 28, 2004
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • January 28, 2004

12. 5500 needed for 403(b)(7) program of church employer?

    By Dave Baker, September 23, 1999
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 23, 1999

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

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 21, 2000

14. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.4k views
    • 
    • masteff
    • January 16, 2014

15. 403(b) ACP test

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

16. Eligibility for 403(b) plans?

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

17. RMDs in 403b Contracts

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

18. state law--divorce

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

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

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

20. 415 limits for 403(b) Plans

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

21. 457 Plans-required deposit date by employer?

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

22. Church plan exemptions

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

23. Summary of Material Modifications

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

24. 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
    • 
    • Guest
    • January 6, 2001

25. Annuity Emergency

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

26. combining 403(b) catch ups

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

27. Do you give employees Exclusion Allowance advice?

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

28. Beneficaries who are minors

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

29. Employee "opt out" of a 403 b

    By KevinMc, September 30, 2014
    • 2 replies
    • 2.3k views
    • 
    • EPCRSGuru
    • October 11, 2014

30. 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
    • 
    • Guest
    • August 6, 1999

31. 501(c)-18?

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

32. 403(b) -- Ineligible employees

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

33. Over-age-50 catch-up

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

34. having 2 403b plans?

    By AlbanyConsultant, May 2, 2022
    • 6 replies
    • 2.3k views
    • 
    • Nate S
    • May 17, 2022

35. GUST 403(b)

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

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

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

37. Removal Of Excess Deferral

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

38. Termination

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

39. 403(b), coverage question.

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

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

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

41. 403b employer match

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

42. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • September 6, 2002

43. Sham Termination and my 403b

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

44. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.3k views
    • 
    • MWeddell
    • November 2, 2002

45. Balloon Payments

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

46. 403(b) plan and bonding

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

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

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

48. Involuntary IRC Section 403(b) Contributions

    By bzorc, April 5, 2012
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • April 5, 2012

49. TPA Recommendation

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

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

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