403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 2 questions about forcing payouts from a 403(b)

   By MR, January 30, 2003
   • 6 replies
   • 2.2k views
   • 
   • mbozek
   • February 3, 2003

2. 403(b) Plan Documents & Churches

   By Guest Mackin, September 3, 1999
   • 3 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • September 7, 1999

3. 403(b) Audit/Requiring Employees to Use Catch Up election

   By Guest Jeff Kropp, June 28, 1999
   • 3 replies
   • 2.2k views
   • 
   • Dowist
   • June 30, 1999

4. 403(b) legislation

   By Guest greymann, December 4, 1998
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • December 4, 1998

5. Transfers v. rollovers - differences & definitions

   By Guest dani_o, October 18, 2000
   • 3 replies
   • 2.2k views
   • 
   • Michael Devault
   • October 18, 2000

6. 95% rule and for-profit entities in a controlled group

   By Guest George Chimento, May 5, 2006
   • 2 replies
   • 2.2k views
   • 
   • gc@chimentowebb.com
   • May 19, 2006

7. custodial accounts

   By 52626, May 30, 2014
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • November 4, 2015

8. TAMRA Plans

   By austin3515, December 16, 2018
   • 2 replies
   • 2.2k views
   • 
   • lm64
   • January 3, 2019

9. 403(b) and Years of Service

   By Guest jgroves, January 28, 1999
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • February 2, 1999

10. Vesting Amendment

    By Guest Rookie, November 16, 1999
    • 2 replies
    • 2.2k views
    • 
    • JWK
    • November 17, 1999

11. Vesting of employoer contributions under 403(b)

    By Guest PGH.ERISA, January 30, 2008
    • 1 reply
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 30, 2008

12. 403(b) Plan Document

    By HarleyBabe, September 13, 2016
    • 12 replies
    • 2.2k views
    • 
    • benefitz
    • August 14, 2017

13. DOL FAB 2010-01

    By Guest Tom:, February 23, 2010
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • May 11, 2010

14. Ellie? Carol? Define YOS for catch-up purposes...

    By Guest STLGiant, September 30, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • October 1, 2002

15. Timing of employer contributions of tax-exempts as "annual additi

    By Guest mike webb, June 30, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • July 5, 2000

16. Schools choice of plans?

    By John A, August 30, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 8, 2001

17. 403(b) private letter rulings

    By Guest eba, June 3, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • June 4, 2002

18. 403b and 457 - contribute max to both?

    By SeanTankarian, February 3, 2015   

    • 457b 403b
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • February 3, 2015

19. Final 401(a)(9) Regs

    By Guest Madalyn Clark, November 20, 2003
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • November 21, 2003

20. 403(b)(7) Withdrawals

    By oldman, December 11, 2012
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • December 12, 2012

21. Transferring a Keogh into a 403(b)?

    By Guest cyber, March 23, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2005

22. University 403(b) Plans

    By Guest cphcs, June 19, 2008
    • 3 replies
    • 2.2k views
    • 
    • TLGeer
    • August 4, 2008

23. Definition of Compensation

    By Guest Bob Collins, November 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • November 23, 1999

24. 403b direct rollover from TIAA

    By Guest thomthom49, August 12, 2009
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • August 13, 2009

25. New Regs?

    By Guest Michael Anderson, September 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • joel
    • September 10, 2005

26. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • October 6, 2000

27. [Note: This message was edited by CVCalhoun]

    By Guest CVCalhoun, November 10, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 10, 1998

28. dual 403b & 457 contributions

    By Guest Sahara, May 18, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 20, 2002

29. 403b Universal Availability

    By austin3515, July 12, 2011
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • July 12, 2011

30. Employer contributions to 403(b)

    By Guest HappyBunny, October 26, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2005

31. Failure of employer/custodian to timely enroll employee

    By Guest skiprx, December 16, 2004
    • 7 replies
    • 2.2k views
    • 
    • E as in ERISA
    • December 17, 2004

32. contribution after distribution?

    By Guest jmlumpkin, August 19, 2005
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • August 23, 2005

33. 403b to Roth

    By Guest Taj, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • May 29, 2001

34. 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

35. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Michael Devault
    • September 25, 2000

36. I need help on 403(b)

    By Guest treewv, December 1, 2004
    • 5 replies
    • 2.2k views
    • 
    • joel
    • December 7, 2004

37. Aggregating plans for universal availability

    By Guest dob, August 11, 2004
    • 4 replies
    • 2.2k views
    • 
    • joel
    • August 13, 2004

38. 415(c) rules for 403(b) annuities

    By Carol V. Calhoun, August 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 24, 1999

39. Termination of 403(B) Annuity or Early Withdrawal

    By Guest clgray, July 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • GBurns
    • July 2, 2003

40. 2001 RMD proposed regs and 403(b) plans

    By John A, August 31, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 31, 2001

41. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • February 14, 2000

42. Eligibility and Entry Requirements on Elective Deferrals?

    By Guest AndyL, August 7, 2001
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • August 7, 2001

43. How long must plan administrator retain a participant's records after the plan has terminated?

    By Guest ooota, September 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 23, 2003

44. 403b and a SEP

    By Guest LSULLIVAN, February 7, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 8, 2006

45. DOL Audits Triggering IRS Audits

    By Guest Biko, November 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 15, 2000

46. ERISA 403(b) or not?

    By Guest DianeC, August 8, 2000
    • 4 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 9, 2000

47. 403(b) catch-ups/EGTRRA

    By Guest gmann, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • May 7, 2002

48. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • March 28, 2019

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

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

50. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 26, 2000