403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

   By Bird, October 1, 2010
   • 5 replies
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 4, 2010

2. TIAA Traditional and Gains

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

3. 403(b) Plan

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

4. TIAA and Full SS#'s?

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

5. 403b a5 year catch-up

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

6. 403b Eligiblity Period?

   By austin3515, September 24, 2010
   • 13 replies
   • 7.5k views
   • 
   • Patricia Neal Jensen
   • May 19, 2021

7. 403(b) to be reported with no participants?

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

8. 401(a) 403(b) merge

   By rlb64, September 16, 2010
   • 2 replies
   • 2.7k views
   • 
   • mbozek
   • September 16, 2010

9. Terminated Employees - Final Paycheck Decuctions?

   By Guest jachapma, September 9, 2010
   • 1 reply
   • 2k views
   • 
   • J Simmons
   • September 9, 2010

10. Discretionary last day rule

    By movedon, September 9, 2010
    • 4 replies
    • 1.9k views
    • 
    • movedon
    • September 10, 2010

11. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • October 18, 2010

12. TIAA Schedule C

    By austin3515, September 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • September 8, 2010

13. TIAA-CREF and TErminated Participants

    By austin3515, September 7, 2010
    • 17 replies
    • 6.6k views
    • 
    • Guest
    • December 5, 2012

14. Limiting Loans and Hardships to Single Vendor

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

15. Mandatory Ee Contributions

    By austin3515, September 7, 2010
    • 5 replies
    • 4k views
    • 
    • Guest
    • September 7, 2010

16. Roth contract exchanges

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

17. Mandatory Contributions - Def of Comp

    By austin3515, August 24, 2010
    • 0 replies
    • 2k views
    • 
    • austin3515
    • August 24, 2010

18. 415 Limits - 403bs, who is responsible?

    By austin3515, August 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • August 24, 2010

19. Minimum Participation Standards

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

20. termination of a 403(b) plan

    By Guest TV Brokerage Inc, August 19, 2010
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2010

21. Multiple Employer and 403(b) plan

    By Guest Serena, August 9, 2010
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • August 10, 2010

22. Briefly late deposit of deferrals for several years

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

23. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • December 15, 2011

24. Loan Repayments

    By Guest Serena, July 20, 2010
    • 3 replies
    • 1.5k views
    • 
    • TLGeer
    • July 25, 2010

25. Individual Contract and investment election

    By Guest Serena, July 12, 2010
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • July 13, 2010

26. Employer loses 501(c)(3) status

    By nancy, July 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • July 8, 2010

27. ERISA Plans Doomed to Fail Universal Availability?

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

28. 5500 and TE 403b plans

    By Guest Serena, July 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2010

29. Hardships under 403b7

    By austin3515, July 6, 2010
    • 4 replies
    • 1.5k views
    • 
    • TLGeer
    • July 25, 2010

30. Orphaned contracts

    By Guest Serena, July 6, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2010

31. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 4.6k views
    • 
    • KJohnson
    • December 13, 2011

32. Subject to ERISA?

    By Chalk R. Palin, June 29, 2010
    • 4 replies
    • 1.6k views
    • 
    • movedon
    • June 29, 2010

33. Deferrals in excess of plan limit

    By Guest Serena, June 28, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2010

34. Can a non-ERISA 403(b) still exist?

    By Guest bobolink, June 24, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

35. 403(b), or maybe not

    By John Feldt ERPA CPC QPA, June 23, 2010
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

36. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 3.8k views
    • 
    • Patricia Neal Jensen
    • February 21, 2018

37. Non-ERISA and loans

    By John Feldt ERPA CPC QPA, June 16, 2010
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2010

38. PLOP

    By Guest Serena, June 16, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 16, 2010

39. 403(b) Plan fidelity bond requirements

    By Guest ewhitmore, June 16, 2010
    • 2 replies
    • 5.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2010

40. Loan Policy

    By Guest Serena, June 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • TLGeer
    • June 17, 2010

41. 403b plan to plan transfer

    By Guest Serena, June 14, 2010
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 17, 2010

42. 403B ROLLED TO PROFIT SHARING PLAN

    By cpc0506, June 10, 2010
    • 3 replies
    • 2.5k views
    • 
    • TLGeer
    • June 10, 2010

43. Former Employees

    By Guest BED, June 10, 2010
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • June 14, 2010

44. 403(a) plans

    By oldman, June 9, 2010
    • 11 replies
    • 12.2k views
    • 
    • TLGeer
    • June 10, 2010

45. Church 403(b) Retirement Income Accounts

    By Guest Tom:, June 8, 2010
    • 3 replies
    • 3.3k views
    • 
    • TLGeer
    • June 9, 2010

46. 403b Contract Transfer

    By Guest Pension250, June 8, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 29, 2011

47. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 2011

48. Leased employees

    By 30Rock, May 28, 2010
    • 2 replies
    • 2.8k views
    • 
    • 30Rock
    • June 3, 2010

49. Freezing a 403(b) Plan - Vesting Required?

    By Guest cphcs, May 24, 2010
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • May 27, 2010

50. In-service withdrawals

    By Guest Not yet catch-up eligible, May 13, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 13, 2010