403(b) Plans, Accounts or Annuities

2,064 topics in this forum

1. Any Discrimination Problems Here?

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

2. School's contractual comp after plan year end

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

3. 1099 on 403b forfeiture

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

4. Plan to Plan Transfers

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

5. testing 403b plan

   By Guest Betsy Oakey, January 14, 2011
   • 1 reply
   • 1.5k views
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   • Guest
   • January 14, 2011

6. SAR for 403(b)'s

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

7. TIAA-FAQ's - Terms with Balances

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

8. Qualified Organization Catch-Ups

   By austin3515, January 4, 2011
   • 5 replies
   • 1.8k views
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   • QDROphile
   • January 5, 2011

9. 401k and 403b at same time

   By jkharvey, January 5, 2011
   • 1 reply
   • 1.7k views
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   • Kevin C
   • January 5, 2011

10. Unintended deferrals

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

11. Form 5500

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

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

    By katieinny, December 17, 2010
    • 7 replies
    • 2.7k views
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    • mbozek
    • December 21, 2010

13. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.4k views
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    • mbozek
    • December 15, 2010

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

    By katieinny, December 9, 2010
    • 0 replies
    • 1.1k views
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    • katieinny
    • December 9, 2010

15. ACP refunds

    By Guest tjt169, December 9, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • December 9, 2010

16. Allocating the earnings calculated on the VFCP calculator

    By katieinny, December 8, 2010
    • 2 replies
    • 2.1k views
    • 
    • katieinny
    • December 9, 2010

17. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.4k views
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    • katieinny
    • December 7, 2010

18. 15 Years of Service Definition for Catch-Up

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

19. Late Document

    By Guest Catherine M. Peery, January 4, 2010
    • 9 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2010

20. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.5k views
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    • panther
    • December 2, 2010

21. 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
    • 977 views
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    • katieinny
    • November 23, 2010

22. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
    • 0 replies
    • 1.2k views
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    • austin3515
    • November 17, 2010

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

    By katieinny, November 17, 2010
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • November 17, 2010

24. orphan contracts?

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

25. 403b/401k design

    By austin3515, October 21, 2010
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • November 8, 2010

26. TIAA Cref Hardships

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

27. Independent Audit Requirements 2009 form 5500

    By Guest MonicaS, July 30, 2009
    • 6 replies
    • 2.7k views
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    • Guest
    • October 29, 2010

28. New Pinnacle Consulting Group

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

29. 403(b) Plan Hours of Service

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

30. Anybody familair with the "Zahoric Bill"

    By Guest sschullo, October 20, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • October 21, 2010

31. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.9k views
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    • masteff
    • October 18, 2010

32. Sham Termination and my 403b

    By Guest rosswolfe76, October 14, 2010
    • 1 reply
    • 2.4k views
    • 
    • PensionPro
    • October 14, 2010

33. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 11, 2010

34. Safe harbor for not filing a 403(b) 5500

    By Bird, October 1, 2010
    • 5 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2010

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

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3.5k views
    • 
    • david rigby
    • October 1, 2010

36. TIAA Traditional and Gains

    By austin3515, September 29, 2010
    • 1 reply
    • 1.5k views
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    • austin3515
    • September 30, 2010

37. 403(b) Plan

    By Rai401k, September 28, 2010
    • 1 reply
    • 1.1k views
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    • Guest
    • September 28, 2010

38. TIAA and Full SS#'s?

    By austin3515, September 28, 2010
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • September 28, 2010

39. 403b a5 year catch-up

    By perkinsran, September 24, 2010
    • 0 replies
    • 969 views
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    • perkinsran
    • September 24, 2010

40. 403(b) to be reported with no participants?

    By Guest Michael Scott, September 17, 2010
    • 0 replies
    • 910 views
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    • Guest
    • September 17, 2010

41. 401(a) 403(b) merge

    By rlb64, September 16, 2010
    • 2 replies
    • 2.8k views
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    • mbozek
    • September 16, 2010

42. Entry dates/Salary Deferrals/403b

    By Guest DebN, March 16, 2001
    • 13 replies
    • 6.9k views
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    • Kevin C
    • September 13, 2010

43. Discretionary last day rule

    By movedon, September 9, 2010
    • 4 replies
    • 2k views
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    • movedon
    • September 10, 2010

44. Terminated Employees - Final Paycheck Decuctions?

    By Guest jachapma, September 9, 2010
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • September 9, 2010

45. TIAA Schedule C

    By austin3515, September 8, 2010
    • 0 replies
    • 1.4k views
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    • austin3515
    • September 8, 2010

46. Mandatory Ee Contributions

    By austin3515, September 7, 2010
    • 5 replies
    • 4.4k views
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    • Guest
    • September 7, 2010

47. Limiting Loans and Hardships to Single Vendor

    By 30Rock, September 7, 2010
    • 0 replies
    • 978 views
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    • 30Rock
    • September 7, 2010

48. Roth contract exchanges

    By Felicia, September 1, 2010
    • 1 reply
    • 1.1k views
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    • J Simmons
    • September 3, 2010

49. ERISA Plans Doomed to Fail Universal Availability?

    By austin3515, July 8, 2010
    • 8 replies
    • 2.4k views
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    • Guest
    • September 1, 2010

50. Minimum Participation Standards

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • oldman
    • August 26, 2010