403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Moves from Insurance to Mutual Funds

   By austin3515, December 20, 2017
   • 3 replies
   • 936 views
   • 
   • austin3515
   • January 8, 2018

2. less than 20/hr 410(b) test

   By ATM, August 15, 2019
   • 3 replies
   • 950 views
   • 
   • Luke Bailey
   • August 20, 2019

3. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

   By jlf, August 6, 1999
   • 3 replies
   • 2.5k views
   • 
   • jlf
   • August 9, 1999

4. Ambiguity of Exceptions to Early Distribution

   By Guest Barry2005, July 22, 2007
   • 3 replies
   • 1.9k views
   • 
   • joel
   • July 23, 2007

5. Minimum Participation Standards

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

6. 403(b) Match done on Fiscal Year compensation

   By ratherbereading, June 4, 2020
   • 3 replies
   • 825 views
   • 
   • MWeddell
   • July 24, 2020

7. Midyear vesting change adopted 12/31 and anti-cutback rules

   By kmhaab, December 28, 2018
   • 3 replies
   • 769 views
   • 
   • kmhaab
   • December 31, 2018

8. Universal Availability

   By katieinny, August 24, 2007
   • 3 replies
   • 1.8k views
   • 
   • jpod
   • August 29, 2007

9. Partial Plan Termination Vesting

   By Belgarath, August 4, 2020
   • 3 replies
   • 934 views
   • 
   • Patricia Neal Jensen
   • August 5, 2020

10. Hardship Withdrawls from 403(b)7

    By Guest sommernyte, February 19, 2001
    • 3 replies
    • 3.5k views
    • 
    • jlf
    • February 21, 2001

11. Allocation Groups

    By MGOAdmin, January 9, 2025
    • 3 replies
    • 908 views
    • 
    • Patricia Neal Jensen
    • January 13, 2025

12. Plan Document requirement for multiple 403(b) programs in non-electing

    By Guest TRUST53, November 28, 2000
    • 3 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

13. Can 403b7 participant opt out of plan and take cash?

    By Guest Julie Young, August 10, 1999
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 31, 1999

14. how much should maxed-out contribs be?

    By dh003i, March 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • dh003i
    • March 1, 2004

15. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 704 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

16. Non-ERISA 403b Concludes it is ERISA

    By austin3515, August 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • August 18, 2015

17. 403(b) Plan Documents & Churches

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

18. Non-ERISA 403(b)

    By rlb64, December 6, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • December 7, 2004

19. What are some of the general advantages and disadvantages of the 401k

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 2.1k views
    • 
    • jlf
    • March 9, 2001

20. 4975 Excise Taxes Applicable to 403(b) Plans?

    By Guest Aaron Pierce, March 11, 2009
    • 3 replies
    • 3.6k views
    • 
    • BeckyMiller
    • April 1, 2009

21. Should I roll over my 403(b) into a Roth IRA?

    By Guest LoreleiJ, November 4, 2000
    • 3 replies
    • 6.7k views
    • 
    • Carol V. Calhoun
    • November 24, 2000

22. TIAA and Full SS#'s?

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

23. Church wants to use tax credit

    By ldr, August 6, 2020   

    • secure act
    • church
    • 3 replies
    • 914 views
    • 
    • Patricia Neal Jensen
    • August 10, 2020

24. Can employer limit 403b contributions to employees employed on date of contribution?

    By erisageek1978, September 9, 2024
    • 3 replies
    • 1k views
    • 
    • erisageek1978
    • December 3, 2024

25. Required To File 5500?

    By goldtpa, November 4, 2003
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • November 5, 2003

26. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 3k views
    • 
    • E as in ERISA
    • September 3, 2003

27. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 16, 2000

28. 457 Plans filing requirements?

    By Spencer, January 24, 2002
    • 3 replies
    • 2.5k views
    • 
    • Spencer
    • January 24, 2002

29. Teacher sick day payout

    By Guest danfarley, June 7, 2005
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • March 28, 2007

30. Termination of 403(b) plans and 5500 reporting

    By Guest rmiller68, September 3, 1999
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

31. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 11, 2003

32. 403(b) plan termination

    By Beemer, January 16, 2024
    • 3 replies
    • 1.5k views
    • 
    • Beemer
    • July 8, 2024

33. Public School District: 401(k)?

    By Guest Thornton, February 18, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • February 18, 2003

34. RMDs in 403b Contracts

    By J Simmons, March 12, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • April 3, 2009

35. what are the early withdrawl penalties

    By Guest skully109, January 5, 2006
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 6, 2006

36. Advisor Services for a nonERISA 403(b)

    By Guest AbbyP, October 21, 2011
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 25, 2011

37. 403(b) termination with annuity contracts

    By Flyboyjohn, March 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • AMDG
    • October 26, 2015

38. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19, 2018
    • 3 replies
    • 782 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

39. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru, January 17, 2025
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 17, 2025

40. 403(b) and SAR's

    By Guest planadmin98, November 16, 2004
    • 3 replies
    • 4.5k views
    • 
    • rlb64
    • January 21, 2005

41. 402(g) limits for 1990 - 1998

    By Guest scm, December 10, 1999
    • 3 replies
    • 1.9k views
    • 
    • Michael Devault
    • December 10, 1999

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

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

43. 415 limit

    By dmb, November 21, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 11, 2008

44. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • December 14, 1999

45. 403(b) Church Plan

    By MBCarey, August 1, 2005
    • 3 replies
    • 2.6k views
    • 
    • MBCarey
    • August 2, 2005

46. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

47. How can I protect my capital gains?

    By Guest mark1967, June 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2003

48. 403(b) investment vendors

    By Guest PMiller, January 16, 2007
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • February 8, 2007

49. MPP/403(b) mix - is this possible?

    By Guest AEA, October 15, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 22, 2003

50. 403b Contract Transfer

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