403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Still Confused Over ACP Testing

   By Guest lbach, February 4, 2002
   • 8 replies
   • 2.3k views
   • 
   • MWeddell
   • February 5, 2002

2. 403b and 457 - contribute max to both?

   By SeanTankarian, February 3, 2015   

   • 457b 403b
   • 3 replies
   • 2.3k views
   • 
   • Lou S.
   • February 3, 2015

3. IRS issues new 403(b) audit guidelines

   By Guest CVCalhoun, June 18, 1999
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • June 18, 1999

4. 403(b) Plan Document

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

5. 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

6. custodial accounts

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

7. 2 questions about forcing payouts from a 403(b)

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

8. 403 (b) Gust Updates

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

9. 403(b) legislation

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

10. 403(b) Plan Documents & Churches

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

11. Transfers v. rollovers - differences & definitions

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

12. 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

13. 403(b) and Years of Service

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

14. 403b direct rollover from TIAA

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

15. 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

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

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

17. 403(b)(7) Withdrawals

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

18. Schools choice of plans?

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

19. University 403(b) Plans

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

20. Vesting Amendment

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

21. 403(b) private letter rulings

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

22. 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

23. DOL FAB 2010-01

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

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

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

25. 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

26. Employer contributions to 403(b)

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

27. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 2.2k views
    • 
    • MWeddell
    • May 5, 2021

28. Exclusion of Students for Coverage Testing

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

29. Final 401(a)(9) Regs

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

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

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

31. I need help on 403(b)

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

32. 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

33. Definition of Compensation

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

34. 403b to Roth

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

35. New Regs?

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

36. 403b Universal Availability

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

37. Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

    By Belgarath, September 24, 2024
    • 12 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 23, 2024

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

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

39. 2001 RMD proposed regs and 403(b) plans

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

40. 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

41. dual 403b & 457 contributions

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

42. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • April 4, 2015

43. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 28, 2000

44. ERISA 403(b) or not?

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

45. contribution after distribution?

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

46. 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

47. 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

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

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

49. 403b and a SEP

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

50. Aggregating plans for universal availability

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