403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Any 403(b) Plan Administrators?

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

2. Supplemental Retirement Account?

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

3. 403(b) plan loans and termination

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

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

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

5. 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
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   • katieinny
   • April 30, 2010

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

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

7. 403(b) plan mergers - distribution restrictions

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

8. 403b and EGTRRA Restatement due date

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

9. Match based on compensation?

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

10. 403(b) wants to match retroactively

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

11. 403(b)(1) In-Service Distributions

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

12. 403(b)(1), 5500, and small plan

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

13. state law--divorce

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

14. 403(b) prototypes

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

15. Control Group

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

16. 403b and Form 5500

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

17. 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

18. Prrefunding rules

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

19. Union employees

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

20. 403b and School District

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

21. 403(b) directly converted to Roth IRA - withholding issue

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

22. 403b and catchup

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

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

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

24. DOL FAB 2010-01

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

25. Successor Plan Rules

    By waid10, February 23, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 23, 2010

26. non-electing church plans

    By Felicia, February 12, 2010
    • 0 replies
    • 1.2k views
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    • Felicia
    • February 12, 2010

27. RMDs in 403(b) Plans

    By Madison71, February 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2010

28. Age Discrimination

    By Guest mif2000, February 9, 2010
    • 4 replies
    • 1.6k views
    • 
    • Viridiana Valdes
    • August 9, 2021

29. Universal Availability - Part-Time Employees

    By Guest Tom:, February 5, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 9, 2010

30. Same ER 403(b) to 403(b) transfer

    By Guest Deflector, February 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2010

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

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

32. 403(b) title I exemption

    By Beemer, January 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Beemer
    • January 25, 2010

33. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.1k views
    • 
    • mbozek
    • January 26, 2010

34. Terminating a 403(b) Plan

    By Lori H, January 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • Lori H
    • January 25, 2010

35. Salary Deferral Errors Made By Employer

    By waid10, January 18, 2010
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • January 19, 2010

36. Spin off situation

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2010

37. Late Document

    By Guest Catherine M. Peery, January 4, 2010
    • 9 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2010

38. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 3, 2010

39. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.5k views
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    • Kevin C
    • December 29, 2009

40. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 21, 2009

41. ERISA vs Non-ERISA

    By Guest Catherine M. Peery, December 7, 2009
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 3, 2010

42. In service distributions from 403(b)'s : yes or no?

    By Lori H, December 1, 2009
    • 6 replies
    • 10.6k views
    • 
    • J Simmons
    • December 3, 2009

43. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 24, 2009

44. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2009

45. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1.5k views
    • 
    • SheilaD
    • November 19, 2009

46. Participant Counts for 5500

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2009

47. Parsonage Allowance

    By Guest Form5500, November 13, 2009
    • 1 reply
    • 2.1k views
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    • Kevin C
    • November 13, 2009

48. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 7, 2009

49. Universal Availability

    By Guest rcole, November 3, 2009
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • November 16, 2009

50. Can 403(b) assets move to 401(k) plan?

    By Guest EditInIllinois, October 28, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2009