403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Are TSA, IRA, and 403B the same?

   By Guest jngehring, April 3, 2001
   • 1 reply
   • 5.1k views
   • 
   • Michael Devault
   • April 3, 2001

2. Article on 403(b) Plan Audit Issues available online

   By Carol V. Calhoun, January 25, 2000
   • 0 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • January 25, 2000

3. ASPPA Conference - any word on 403(b) document approval?

   By Belgarath, October 26, 2016
   • 5 replies
   • 932 views
   • 
   • Belgarath
   • October 28, 2016

4. Assistance on advising the Advisor...Protocol and procedure?

   By Guest WLP 1863, October 28, 2003
   • 5 replies
   • 3.1k views
   • 
   • IRC401
   • November 29, 2003

5. Assuming a 403(b) plan accepts rollover contributions, may an alternat

   By Guest Bob Collins, October 29, 1999
   • 1 reply
   • 1.8k views
   • 
   • Felicia
   • October 29, 1999

6. Audit Requirement

   By Guest RGZ, July 13, 2006
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • July 13, 2006

7. Audit requirement for 401(k) plan that has 403(b) matching contributions

   By Guest newto403b, October 4, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 4, 2004

8. Auto-enroll 403b?

   By AlbanyConsultant, June 22, 2017
   • 1 reply
   • 1.1k views
   • 
   • AlbanyConsultant
   • June 22, 2017

9. AutoEnroll bringing 403(b) plans into ERISA?

   By Guest ames, August 1, 2008
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 1, 2008

10. Automatic enrollment exemption if plans merge?

    By AlbanyConsultant, November 12, 2024
    • 0 replies
    • 624 views
    • 
    • AlbanyConsultant
    • November 12, 2024

11. Automatic enrollment feature is permissible in 403(b) plan/caution on

    By Dave Baker, July 20, 2000
    • 3 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • July 25, 2000

12. Automatic enrollment for public school employees

    By Guest DIY, December 15, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • December 15, 2008

13. Automatic Rollover

    By oldman63, July 23, 2018
    • 3 replies
    • 684 views
    • 
    • 30Rock
    • July 25, 2018

14. Availability of self correction for 403(b) plans/programs.

    By Guest Grumpy455, July 11, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • July 11, 2005

15. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 6.1k views
    • 
    • Belgarath
    • September 6, 2016

16. average contribution amounts

    By Guest rring, September 12, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 12, 2003

17. Avoid QJSA requirements

    By LIBERTYKID, July 15, 2009
    • 5 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 16, 2009

18. Balloon Payments

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

19. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

20. Basic 403(b) Education Needed

    By sloble@crowleyfleck.com, September 12, 2004
    • 6 replies
    • 1.6k views
    • 
    • GBurns
    • September 14, 2004

21. Beneficaries who are minors

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

22. beneficiaries/distributions

    By Felicia, December 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 30, 2002

23. Beneficiary (spouse) dies before participant

    By Guest cosmo01, June 4, 2003
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • June 4, 2003

24. Beneficiary Designation Requirements

    By Guest TRUST53, December 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 24, 1999

25. Benefit, rights and features in 403(b)

    By Guest dietpepsi, August 5, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 5, 2006

26. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 1999

27. blown 403(b) limit

    By waid10, October 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • October 4, 2004

28. Boggs and 403(b) accounts with Bypass Trust Planning

    By Guest chriss, March 22, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • March 26, 2002

29. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 27, 2001

30. bond insurance requirement for 403(b)

    By Guest kaycee, February 23, 2004
    • 5 replies
    • 6.8k views
    • 
    • Peter Gulia
    • June 5, 2007

31. bonus contribution for long-term participants

    By Santo Gold, March 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 28, 2012

32. Both a 403(b) and a Defined Contribution Plan

    By Guest John Sargistell, December 8, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2006

33. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 903 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

34. Briefly late deposit of deferrals for several years

    By Guest Penelope, August 9, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 9, 2010

35. buyout

    By Guest lp13, March 25, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2002

36. Can 2 501(c)(3) charities share employee benefits plans?

    By Guest wwcpa, December 11, 2001
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 11, 2001

37. Can 403(b) assets move to 401(k) plan?

    By Guest EditInIllinois, October 28, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2009

38. Can 403(b) distributions be limited to health care premiums?

    By Guest Spudo769, September 17, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2007

39. Can 403b7 participant opt out of plan and take cash?

    By Guest Julie Young, August 10, 1999
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 31, 1999

40. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026, July 26, 2021
    • 1 reply
    • 794 views
    • 
    • Carol V. Calhoun
    • July 26, 2021

41. Can a 403(b) and a 401(k) plan be set up in one trust?

    By Guest Rob Morgan, June 9, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 10, 1999

42. Can a 403(b) favor tenured employees?

    By kwalified, August 1, 2012
    • 1 reply
    • 915 views
    • 
    • QDROphile
    • August 1, 2012

43. Can a 403(b) plan (deferrals only -- no Employer contributions) be offered in a discriminatory fashion to only certain groups of employees?

    By katieinny, March 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 30, 2004

44. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

45. Can a 403(b) plan still be ERISA exempt if the employer makes contributions under a 401(a) plan to match the 403(b) deferrals?

    By Guest RSG, June 17, 2004
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 21, 2004

46. can a 403b rollover funds into a 401k who elects to use a PEO(co-employer)

    By Guest bariww, July 15, 2008
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 15, 2008

47. Can a 501(c)(3) have a 403(b) plan and a 457 plan?

    By Guest Rick Vessell, July 24, 1999
    • 1 reply
    • 2.5k views
    • 
    • Everett Moreland
    • July 26, 1999

48. Can a charity get a letter ruling on its 403(b) plan?

    By Peter Gulia, March 6, 2014
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • March 6, 2014

49. Can a Christian Day care do 403b

    By Guest NoName, October 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2002

50. Can a company offering a 403(b) also sponsor a 401(k)?

    By Guest WyrickL, October 16, 2002
    • 5 replies
    • 4.3k views
    • 
    • mbozek
    • December 2, 2002