403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Charges Related to Tax-Free Exchange Between Contracts

   By Guest PGH.ERISA, January 29, 2008
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • February 4, 2008

2. Chart of 403(b) plan limits available online

   By Guest CVCalhoun, August 14, 1998
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • September 2, 1998

3. Chart of 415, etc. limits for the year 2000 available

   By Carol V. Calhoun, October 21, 1999
   • 0 replies
   • 1.6k views
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   • Carol V. Calhoun
   • October 21, 1999

4. Chart of Inflation-Indexed Limits Updated to Reflect 1999 Limits

   By Guest CVCalhoun, October 26, 1998
   • 0 replies
   • 2.3k views
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   • Guest
   • October 26, 1998

5. Charter School 403(b)

   By oldman63, February 20, 2020
   • 2 replies
   • 1.3k views
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   • oldman63
   • February 21, 2020

6. Choosing an Annuity and Annuity company?

   By Guest muckmail, January 26, 2005
   • 13 replies
   • 2.5k views
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   • Belgarath
   • January 31, 2005

7. Choosing survivor benefits after retirement

   By Guest herronisland, December 10, 2002
   • 1 reply
   • 1.6k views
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   • mbozek
   • December 11, 2002

8. Church 403(b) and ERISA

   By Guest Cutter, May 31, 2002
   • 1 reply
   • 1.6k views
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   • mbozek
   • May 31, 2002

9. Church 403(b) HELP

   By Guest JerLon, April 9, 2012
   • 7 replies
   • 2.4k views
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   • ETA Consulting LLC
   • April 10, 2012

10. Church 403(b) Late Deposits

    By oldman, July 12, 2011
    • 1 reply
    • 1.7k views
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    • movedon
    • July 12, 2011

11. Church 403(b) Retirement Income Accounts

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

12. Church 403b transfer

    By Guest eric24, August 30, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • August 30, 2002

13. Church 403b7 & Employer Contributions

    By Guest gregg_gg, December 28, 2005
    • 5 replies
    • 4.5k views
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    • Guest
    • January 5, 2006

14. Church Contribution Limits

    By Guest Amy Erlbacher Anderson, February 17, 1999
    • 1 reply
    • 2.1k views
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    • Guest
    • February 18, 1999

15. Church Employees Special Election

    By Guest BrandonT, September 12, 2001
    • 1 reply
    • 1.8k views
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    • Guest
    • September 13, 2001

16. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

17. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

18. Church Plan "Correction" - Improper Match

    By Guest AEA, October 1, 2002
    • 1 reply
    • 2.1k views
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    • mbozek
    • October 1, 2002

19. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 544 views
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    • cpc0506
    • November 15, 2019

20. Church Plan Documents

    By Guest Pension Girl, May 11, 2009
    • 2 replies
    • 1.8k views
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    • Guest
    • May 12, 2009

21. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.8k views
    • 
    • G8Rs
    • March 16, 2018

22. Church plan exemptions

    By Guest richez, December 18, 2003
    • 1 reply
    • 2.3k views
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    • smm
    • December 18, 2003

23. Church plan mergers - 401a/k merging into 403b

    By 30Rock, November 11, 2024
    • 0 replies
    • 629 views
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    • 30Rock
    • November 11, 2024

24. Church plan with employer contributions

    By Guest Margaret25, April 6, 2007
    • 1 reply
    • 1.3k views
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    • Guest
    • April 6, 2007

25. Church plan/non-erisa/ok to have 2 plans?

    By Guest Peggy806, July 25, 2011
    • 3 replies
    • 1.5k views
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    • ETA Consulting LLC
    • July 26, 2011

26. Church plans

    By Guest Brian0925, July 11, 2006
    • 2 replies
    • 2.5k views
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    • Guest
    • July 11, 2006

27. Church wants to use tax credit

    By ldr, August 6, 2020   

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

28. CIP Rules

    By Guest Frankie, August 6, 2003
    • 4 replies
    • 4.1k views
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    • mbozek
    • August 9, 2003

29. Close out a 403B plan and convert to another non taxable fund.

    By Guest weekends1, September 30, 2004
    • 27 replies
    • 10.8k views
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    • GBurns
    • October 25, 2004

30. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 1.9k views
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    • Lou S.
    • July 22, 2014

31. Code Section 415(k)(4) and 403(b)'s

    By traveler, January 23, 2002
    • 8 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • April 19, 2002

32. Codes on Form 8955-SSA for 403(b) Plan

    By PensionPro, July 18, 2012
    • 2 replies
    • 1.4k views
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    • PensionPro
    • July 20, 2012

33. College student exclusion being challengeed by IRS auditor due to summer employment

    By Eve Sav, October 4, 2016   

    • Student Exclusion 403(b)
    • 3 replies
    • 986 views
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    • Belgarath
    • October 5, 2016

34. Combine existing 403(b) and 401(a)?

    By PMC, June 4, 2007
    • 10 replies
    • 9.8k views
    • 
    • Guest
    • February 28, 2009

35. Combined 403(b) and 401(k)

    By MarZDoates, June 24, 2008
    • 4 replies
    • 3.5k views
    • 
    • TLGeer
    • August 1, 2008

36. Combined 415 limits for business owners who also participate in a 403(

    By Guest danmar, January 8, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 8, 1999

37. Combined ACP testing for 403(b) and 401(k) plan

    By Guest Mike Melnick, April 8, 2005
    • 4 replies
    • 4.4k views
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    • MWeddell
    • April 12, 2005

38. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 3.1k views
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    • Guest
    • December 10, 1999

39. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 22 replies
    • 5.6k views
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    • Carol V. Calhoun
    • October 23, 2001

40. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.3k views
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    • Guest
    • October 17, 2001

41. Combining 403b with Keogh/SEP for Self-employed

    By Guest Fishchick, September 25, 2001
    • 10 replies
    • 4.5k views
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    • Guest
    • February 25, 2003

42. Commingle assets in 403(b) and Money Purchase

    By Guest vrp, June 13, 2001
    • 4 replies
    • 2.3k views
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    • Guest
    • June 15, 2001

43. Commingle qualified and nonqualified assets

    By Guest CJA, April 28, 2008
    • 0 replies
    • 2.1k views
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    • Guest
    • April 28, 2008

44. Common Remitter

    By austin3515, July 11, 2011
    • 5 replies
    • 7.2k views
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    • austin3515
    • July 12, 2011

45. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 2.8k views
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    • Guest
    • December 15, 2011

46. Company has 403b plan but participant opens simple IRA

    By jmartin, January 19, 2018
    • 3 replies
    • 803 views
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    • Luke Bailey
    • January 22, 2018

47. Comparison among 401(k) plans, 403(b) plans, and 457 plans available o

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 1999

48. Compensation definition for 403(b) plan??

    By Guest DebN, February 23, 2001
    • 4 replies
    • 3k views
    • 
    • Ellie Lowder
    • February 27, 2001

49. Compensation Definition for ACP

    By leighl, February 16, 2015
    • 1 reply
    • 1.4k views
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    • ETA Consulting LLC
    • February 16, 2015

50. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • January 22, 2019