403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ACP failure on 403b plan

   By Guest Peggy806, April 5, 2011
   • 5 replies
   • 2.6k views
   • 
   • Lou S.
   • April 11, 2011

2. This looks ugly

   By Santo Gold, April 3, 2011
   • 4 replies
   • 1.6k views
   • 
   • Bird
   • April 4, 2011

3. coverage rules 403b

   By Guest Peggy806, March 31, 2011
   • 2 replies
   • 1.7k views
   • 
   • Kevin C
   • April 1, 2011

4. ABT and 403b deferrals

   By 30Rock, March 24, 2011
   • 1 reply
   • 1.3k views
   • 
   • PensionPro
   • March 24, 2011

5. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

   By Guest Pennysaver, March 17, 2011
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 17, 2011

6. safe harbor

   By Guest G Mann, March 17, 2011
   • 0 replies
   • 954 views
   • 
   • Guest
   • March 17, 2011

7. Limiting loans and non ERISA status

   By 30Rock, March 14, 2011
   • 0 replies
   • 1.2k views
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   • 30Rock
   • March 14, 2011

8. Non ERISA 403(b) 5500 filing

   By Guest sugar daddy, March 10, 2011
   • 0 replies
   • 2k views
   • 
   • Guest
   • March 10, 2011

9. Question on a Plan Provision

   By austin3515, March 7, 2011
   • 0 replies
   • 960 views
   • 
   • austin3515
   • March 7, 2011

10. Ordering Rules on TSA Withdrawals?

    By Guest SharonV, March 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

11. J&S required under 403(b) plan?

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 7, 2011

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

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

13. 2 year employer match

    By Lori H, February 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • February 17, 2011

14. Roth 403b deferrals and W2 from 457f plan

    By 30Rock, February 17, 2011
    • 6 replies
    • 2.4k views
    • 
    • austin3515
    • February 25, 2011

15. Plan Doc and Collective Bargaining Agreement

    By Guest frosty, February 16, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2011

16. Allocation of Forfeitures in a 403(b)

    By BTG, February 16, 2011
    • 0 replies
    • 1.3k views
    • 
    • BTG
    • February 16, 2011

17. Any Discrimination Problems Here?

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

18. School's contractual comp after plan year end

    By AlbanyConsultant, February 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 7, 2011

19. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

20. Plan to Plan Transfers

    By 30Rock, February 3, 2011
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • February 3, 2011

21. 403(b) Employer Contributions and VCP

    By Randy Watson, February 2, 2011
    • 4 replies
    • 1.8k views
    • 
    • Randy Watson
    • February 8, 2011

22. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 7.1k views
    • 
    • nancy
    • June 13, 2019

23. testing 403b plan

    By Guest Betsy Oakey, January 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 14, 2011

24. SAR for 403(b)'s

    By austin3515, January 13, 2011
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • January 13, 2011

25. TIAA-FAQ's - Terms with Balances

    By austin3515, January 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 6, 2011

26. 401k and 403b at same time

    By jkharvey, January 5, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 5, 2011

27. Qualified Organization Catch-Ups

    By austin3515, January 4, 2011
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2011

28. Unintended deferrals

    By 30Rock, December 30, 2010
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 30, 2010

29. Form 5500

    By Guest Sieve, December 22, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2010

30. Investment firms holding 403(b) assets say they are not custodians

    By katieinny, December 17, 2010
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • December 21, 2010

31. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 15, 2010

32. Limit correction period to 3 years for late deferrals?

    By katieinny, December 9, 2010
    • 0 replies
    • 1k views
    • 
    • katieinny
    • December 9, 2010

33. ACP refunds

    By Guest tjt169, December 9, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

34. Allocating the earnings calculated on the VFCP calculator

    By katieinny, December 8, 2010
    • 2 replies
    • 2k views
    • 
    • katieinny
    • December 9, 2010

35. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 7, 2010

36. 15 Years of Service Definition for Catch-Up

    By Guest Robin.Wolf, December 3, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2010

37. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

    By katieinny, November 23, 2010
    • 0 replies
    • 936 views
    • 
    • katieinny
    • November 23, 2010

38. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • November 17, 2010

39. Terminating a 403(b) with individual custodial accounts

    By katieinny, November 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • katieinny
    • November 17, 2010

40. orphan contracts?

    By pixmax, November 10, 2010
    • 0 replies
    • 2.1k views
    • 
    • pixmax
    • November 10, 2010

41. TIAA-CREF Loans

    By austin3515, November 10, 2010
    • 16 replies
    • 7.2k views
    • 
    • EPCRSGuru
    • March 3, 2013

42. TIAA Cref Hardships

    By austin3515, November 3, 2010
    • 0 replies
    • 934 views
    • 
    • austin3515
    • November 3, 2010

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

    By Guest rkal66, October 29, 2010
    • 5 replies
    • 18.6k views
    • 
    • mbozek
    • January 4, 2012

44. New Pinnacle Consulting Group

    By Christine Roberts, October 27, 2010
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • October 27, 2010

45. 403(b) Plan Hours of Service

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2010

46. 403b/401k design

    By austin3515, October 21, 2010
    • 6 replies
    • 1.8k views
    • 
    • Kevin C
    • November 8, 2010

47. Anybody familair with the "Zahoric Bill"

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

48. Sham Termination and my 403b

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

49. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2010

50. Municipality considering options to implement 403b/401k?

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3.4k views
    • 
    • david rigby
    • October 1, 2010