403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Severance from employment

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

2. ERISA 403b Fiduciary Liability

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

3. Conversion from MPP

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

4. 403(b) Plan irrevocable election

   By Mark Va, June 9, 2024
   • 6 replies
   • 2.3k views
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   • Luke Bailey
   • June 20, 2024

5. 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

6. Pre 2005 Contracts

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

7. 403(b) Rookie

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

8. #1 Complaint of 403(b) K-12 TPAs

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

9. ineligible 403b rollover

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

10. 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

11. Need 403b advice

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

12. Multiple employer plan

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

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

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.3k views
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    • Ellie Lowder
    • March 14, 2000

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. Form 5500 Requirements

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

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

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

17. Discretionary ER contribution - subject to minimum gateway?

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

18. 403(b) and EGTRRA

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

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

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

20. 403(b) to 401(k)

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

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

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

22. Guidance on "distributable events"

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

23. ERISA Plans Doomed to Fail Universal Availability?

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

24. 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

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

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

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

    By Guest kprhok, April 3, 2009
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • April 3, 2009

27. 403(b) investment vendors

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

28. 403(b) Nongovernment plan document deadlines

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

29. 403(b) and Loss of 501(c)(3) Status

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

30. 403(b) takeovers

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

31. Catch-Up Rules

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

32. 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

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

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

34. Oppenhemer vs Nationwide

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

35. Exception to 10% early withdrawl penalty?

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

36. 403(b) Plans Under More IRS Fire

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

37. excess contributions

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

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

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.3k views
    • 
    • Dave Baker
    • October 18, 2000

39. 403B to 401K

    By Guest kbett, May 8, 2007
    • 4 replies
    • 2.3k views
    • 
    • TLGeer
    • June 2, 2007

40. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 2.3k views
    • 
    • lm64
    • January 3, 2019

41. Custodial Accounts After Plan Termination

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

42. Actively employed for RMD purposes

    By Fisher, December 18, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • March 15, 2012

43. 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

44. Union employees

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

45. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2005

46. ERISA and 403(b)

    By Guest JONB, January 21, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 21, 1999

47. 401(a) Match Plan and 403(b) Deferral Only

    By austin3515, January 15, 2013
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • January 16, 2013

48. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.3k views
    • 
    • MWeddell
    • February 9, 2000

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

    By Übernerd, September 26, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2006

50. New MRD rules from the IRS

    By Guest bill mahoney, January 16, 2001
    • 2 replies
    • 2.3k views
    • 
    • jlf
    • February 27, 2001