403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Hardships under 403b7

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

2. Loan Repayments

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

3. Individual Contract and investment election

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

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

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

5. 5500 and TE 403b plans

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

6. Orphaned contracts

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

7. <20 hours per week

   By J Simmons, November 9, 2008
   • 9 replies
   • 3k views
   • 
   • Oh so SIMPLE
   • July 2, 2010

8. Subject to ERISA?

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

9. Deferrals in excess of plan limit

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

10. 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

11. 403(b), or maybe not

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

12. Non-ERISA and loans

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

13. Does ERISA apply to a 403(b) program of 501(c)(3) employer?

    By Guest goodyrl, August 22, 1998
    • 5 replies
    • 6.9k views
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    • Guest
    • June 19, 2010

14. 403b plan to plan transfer

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

15. Loan Policy

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

16. 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

17. PLOP

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

18. Former Employees

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

19. 403B ROLLED TO PROFIT SHARING PLAN

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

20. 403(a) plans

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

21. Church 403(b) Retirement Income Accounts

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

22. Leased employees

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

23. Any 403(b) Plan Administrators?

    By Dougsbpc, May 12, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • May 28, 2010

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

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

25. In-service withdrawals

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

26. Supplemental Retirement Account?

    By Dennis Povloski, May 12, 2010
    • 0 replies
    • 917 views
    • 
    • Dennis Povloski
    • May 12, 2010

27. DOL FAB 2010-01

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

28. 403(b) plan loans and termination

    By Guest BruceC, May 4, 2010
    • 2 replies
    • 2k views
    • 
    • rcline46
    • May 6, 2010

29. Late non-ERISA 403(b) creation, then termination?

    By Guest mcleod9, May 1, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 1, 2010

30. Does the Compensation Dollar Limit of $245,000 (2010) apply to a 403(b) Plan?

    By katieinny, April 30, 2010
    • 2 replies
    • 1.8k views
    • 
    • katieinny
    • April 30, 2010

31. Is the unitization of a target-date fund in a 403(b) permissible?

    By Guest BenefitsGal5, April 29, 2010
    • 3 replies
    • 2k views
    • 
    • TLGeer
    • April 29, 2010

32. 403(b) wants to match retroactively

    By Lori H, April 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • TLGeer
    • April 17, 2010

33. 403(b) plan mergers - distribution restrictions

    By Guest Louise76, April 15, 2010
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • April 17, 2010

34. Multiple 403(b) plans

    By Guest mbw, February 23, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2010

35. 403b and EGTRRA Restatement due date

    By cpc0506, April 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2010

36. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 991 views
    • 
    • TLGeer
    • April 6, 2010

37. Control Group

    By Madison71, March 23, 2010
    • 8 replies
    • 3.1k views
    • 
    • TLGeer
    • April 6, 2010

38. 403b and School District

    By Guest Pension Girl, March 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • fiduciary perspective
    • April 2, 2010

39. 403(b)(1) In-Service Distributions

    By oldman, March 30, 2010
    • 1 reply
    • 2k views
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    • TLGeer
    • March 31, 2010

40. 403(b)(1), 5500, and small plan

    By Guest Key Lime Pie, March 26, 2010
    • 1 reply
    • 1k views
    • 
    • TLGeer
    • March 27, 2010

41. state law--divorce

    By Felicia, March 24, 2010
    • 7 replies
    • 2.3k views
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    • mbozek
    • March 27, 2010

42. 403b and catchup

    By Guest Pension Girl, March 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • fiduciary perspective
    • March 25, 2010

43. 403(b) prototypes

    By SMB, March 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 23, 2010

44. 403b and Form 5500

    By cpc0506, March 20, 2010
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 20, 2010

45. Can you rollover 403(b) loans to a 401(k)?

    By Lori H, March 19, 2010
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • March 19, 2010

46. Prrefunding rules

    By Guest Pension Girl, March 16, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010

47. Union employees

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

48. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2010

49. ERISA Plan Defect Prior to 01/01/09

    By Guest Tom:, January 29, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 2010

50. Found answer - don't know how to delete post

    By Earl, February 28, 2010
    • 0 replies
    • 942 views
    • 
    • Earl
    • February 28, 2010