403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. $5,000 cash out in Church Plans

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

2. Non-ERISA 403b

   By austin3515, July 7, 2020
   • 12 replies
   • 2.3k views
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   • Patricia Neal Jensen
   • July 8, 2020

3. 403(b) Rookie

   By Guest Jerry, June 1, 2004
   • 1 reply
   • 2.3k views
   • 
   • ljr
   • June 1, 2004

4. EGTRRA portability--are there some types of rollovers a Plan should NO

   By Guest Dan Gould, August 23, 2001
   • 2 replies
   • 2.3k views
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   • Guest
   • October 8, 2001

5. Need 403b advice

   By Guest Richard V, February 11, 1999
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • February 12, 1999

6. 403(b) Loan Limit

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

7. Involuntary IRC Section 403(b) Contributions

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

8. Tax implications upon death

   By Guest Carl C, September 4, 2001
   • 1 reply
   • 2.3k views
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   • Michael Devault
   • September 5, 2001

9. Employee "opt out" of a 403 b

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

10. New portability provisions in tax law force TIAA/CREF roll-over?

    By Guest Jeff Salisbury, June 15, 2001
    • 1 reply
    • 2.3k views
    • 
    • rcline46
    • June 15, 2001

11. Discretionary ER contribution - subject to minimum gateway?

    By jaemmons, February 7, 2003
    • 2 replies
    • 2.3k views
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    • jaemmons
    • February 7, 2003

12. ineligible 403b rollover

    By Guest confused911, October 16, 2003
    • 0 replies
    • 2.3k views
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    • Guest
    • October 16, 2003

13. 403(b) to 401(k)

    By Guest RAA, February 14, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 16, 2002

14. My last year of service; OK to contribute more than $13,500 as a &quot

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 20, 2000

15. Help on new "portability" guidelines for rollovers into 403b

    By Guest newlifeca, October 16, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

16. Guidance on "distributable events"

    By Guest bmurphy, September 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 7, 2003

17. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2002

18. ERISA Plans Doomed to Fail Universal Availability?

    By austin3515, July 8, 2010
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • September 1, 2010

19. 403(b) Nongovernment plan document deadlines

    By MWeddell, November 18, 1998
    • 0 replies
    • 2.3k views
    • 
    • MWeddell
    • November 18, 1998

20. 403(b) takeovers

    By FJR, March 18, 2003
    • 10 replies
    • 2.3k views
    • 
    • FJR
    • March 19, 2003

21. OK to set up profit sharing plan for non-profit emlpoyer's discretiona

    By FJR, February 10, 2003
    • 10 replies
    • 2.3k views
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    • mbozek
    • February 12, 2003

22. Oppenhemer vs Nationwide

    By Guest Rona Miller, January 9, 2001
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 10, 2001

23. What if er allows loans & insurer doesn't

    By Guest amfam2, May 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • June 2, 2003

24. Catch-Up Rules

    By Guest Jeff Kropp, June 13, 2000
    • 7 replies
    • 2.3k views
    • 
    • jlf
    • July 11, 2000

25. evaluating the pension (defined benefit) component of a job offer.

    By Guest Ginny1, March 8, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 11, 1999

26. Exception to 10% early withdrawl penalty?

    By Guest Don M, March 17, 2000
    • 4 replies
    • 2.3k views
    • 
    • pjkoehler
    • April 1, 2000

27. Commingle assets in 403(b) and Money Purchase

    By Guest vrp, June 13, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2001

28. Custodial Accounts After Plan Termination

    By Guest dogsbody, October 27, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 2003

29. excess contributions

    By Guest Christine, April 14, 1999
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 21, 2001

30. 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

31. 403(b) investment vendors

    By Guest PMiller, January 16, 2007
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • February 8, 2007

32. 403(b) Plans Under More IRS Fire

    By Guest CVCalhoun, October 27, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 21, 1999

33. Form 5500 Requirements

    By Guest Giovanni, September 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2002

34. Union employees

    By Guest Pension Girl, March 12, 2010
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • March 13, 2010

35. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 17, 2000

36. 403(b) and Loss of 501(c)(3) Status

    By Guest PJW, December 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 2004

37. Can a plan sponsor initiate a 90-24 transfer?

    By Übernerd, September 26, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 27, 2006

38. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • January 6, 2005

39. ERISA and 403(b)

    By Guest JONB, January 21, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • January 21, 1999

40. 403B to 401K

    By Guest kbett, May 8, 2007
    • 4 replies
    • 2.2k views
    • 
    • TLGeer
    • June 2, 2007

41. Still Confused Over ACP Testing

    By Guest lbach, February 4, 2002
    • 8 replies
    • 2.2k views
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    • MWeddell
    • February 5, 2002

42. Excess deferrals when an employee contributes to both a 403(b) and 457

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • March 14, 2000

43. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 1999

44. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.2k views
    • 
    • MWeddell
    • February 9, 2000

45. Can commuted value of annuity be eligible for rollover?

    By Guest kprhok, April 3, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 3, 2009

46. New MRD rules from the IRS

    By Guest bill mahoney, January 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • jlf
    • February 27, 2001

47. Contributing to a Roth IRA vs. making non-matched 403(b) contributions

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.2k views
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    • Dave Baker
    • October 18, 2000

48. 401(a) Match Plan and 403(b) Deferral Only

    By austin3515, January 15, 2013
    • 10 replies
    • 2.2k views
    • 
    • mbozek
    • January 16, 2013

49. 403 (b) Gust Updates

    By Guest Frankie, October 6, 2001
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 20, 2002

50. Actively employed for RMD purposes

    By Fisher, December 18, 2008
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 15, 2012