403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. How long must plan administrator retain a participant's records after the plan has terminated?

   By Guest ooota, September 23, 2003
   • 5 replies
   • 2.2k views
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   • E as in ERISA
   • September 23, 2003

2. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

   By Guest mwoods, February 4, 2000
   • 3 replies
   • 2.2k views
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   • Ellie Lowder
   • February 14, 2000

3. Eligibility and Entry Requirements on Elective Deferrals?

   By Guest AndyL, August 7, 2001
   • 1 reply
   • 2.2k views
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   • MWeddell
   • August 7, 2001

4. DOL Audits Triggering IRS Audits

   By Guest Biko, November 15, 2000
   • 2 replies
   • 2.2k views
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   • Guest
   • November 15, 2000

5. 403(b) catch-ups/EGTRRA

   By Guest gmann, August 22, 2001
   • 5 replies
   • 2.2k views
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   • mbozek
   • May 7, 2002

6. Match in Separate Plan Triggers ERISA?

   By Christine Roberts, August 22, 2000
   • 1 reply
   • 2.2k views
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   • Carol V. Calhoun
   • August 26, 2000

7. Reinsuring charitable gift annuities

   By Guest Quinn, May 13, 1999
   • 0 replies
   • 2.2k views
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   • Guest
   • May 13, 1999

8. Final 403(b) Regulations

   By Nassau, March 6, 2008
   • 3 replies
   • 2.2k views
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   • Guest
   • March 7, 2008

9. Beneficiary (spouse) dies before participant

   By Guest cosmo01, June 4, 2003
   • 1 reply
   • 2.2k views
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   • david rigby
   • June 4, 2003

10. 403b Safe Harbor

    By Guest D Ledden, May 16, 2002
    • 1 reply
    • 2.2k views
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    • MWeddell
    • May 17, 2002

11. 403(b)(2)

    By Guest G. Thornton, June 25, 2001
    • 3 replies
    • 2.2k views
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    • Guest
    • June 26, 2001

12. Disability exception to 10% penalty

    By Guest gregoryp, February 7, 2002
    • 0 replies
    • 2.2k views
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    • Guest
    • February 7, 2002

13. 403(b) "Vendor" in California

    By Guest CSEPM, April 20, 2004
    • 2 replies
    • 2.2k views
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    • Guest
    • April 25, 2004

14. 403b plans - moving from a 403b to an appropriate plan.

    By Guest Mike Moore, January 9, 2002
    • 3 replies
    • 2.2k views
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    • Carol V. Calhoun
    • January 10, 2002

15. Egtrra

    By Guest JBeck, September 7, 2001
    • 5 replies
    • 2.2k views
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    • Carol V. Calhoun
    • October 25, 2001

16. eligibility in a 403(b)

    By Guest andmik, August 6, 2002
    • 4 replies
    • 2.2k views
    • 
    • jpod
    • August 20, 2002

17. Eliot Spitzer Decides Union Violated the Law

    By joel, June 19, 2006
    • 3 replies
    • 2.2k views
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    • joel
    • June 24, 2006

18. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 2.2k views
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    • Patricia Neal Jensen
    • June 11, 2019

19. Benefit, rights and features in 403(b)

    By Guest dietpepsi, August 5, 2006
    • 0 replies
    • 2.2k views
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    • Guest
    • August 5, 2006

20. Roth 403b

    By Guest jefe96, March 27, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • April 27, 2007

21. How to make links

    By Guest CVCalhoun, November 8, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 8, 1998

22. Non-Compliant Plans

    By Guest victor, March 23, 2001
    • 1 reply
    • 2.2k views
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    • Guest
    • May 4, 2001

23. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

    By jpokusa, August 20, 2014   

    • 403(b)
    • non-ERISA 403(b)
    • (and 1 more)

      Tagged with:

      • 403(b)
      • non-ERISA 403(b)
      • safe harbor ERISA 403(b)
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • August 21, 2014

24. Rollover of 403(b)

    By Guest Barbara, November 3, 1998
    • 0 replies
    • 2.2k views
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    • Guest
    • November 3, 1998

25. 403(b) combined with New Comp plan

    By dmb, February 1, 2006
    • 1 reply
    • 2.2k views
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    • AndyH
    • February 1, 2006

26. post-employment 403(b) contributions in a trust?

    By maverick, November 8, 2007
    • 2 replies
    • 2.2k views
    • 
    • maverick
    • November 8, 2007

27. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 15, 1999

28. Limiting funding vehicles

    By Guest AEA, June 4, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • June 12, 2001

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

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • jlf
    • March 9, 2001

30. 403(b) loans

    By Felicia, April 7, 2000
    • 3 replies
    • 2.2k views
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    • MWeddell
    • April 18, 2000

31. Correction of Excess Amounts Under TVC and Audit CAP Using the Retenti

    By Guest Harvey Carruth, August 6, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 13, 2000

32. Beneficiary Designation Requirements

    By Guest TRUST53, December 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 24, 1999

33. Does a 403(b) require an annual 5500?

    By Guest msearle, May 23, 2000
    • 3 replies
    • 2.1k views
    • 
    • imchipbrown
    • July 13, 2000

34. Can I safely conclude that 403(b) plans have no effect on top-heavy st

    By John A, March 8, 2000
    • 0 replies
    • 2.1k views
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    • John A
    • March 8, 2000

35. discrimination testing for 401(k) and 403(b)

    By Guest Rocky, October 5, 2007
    • 1 reply
    • 2.1k views
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    • TLGeer
    • October 17, 2007

36. After freezing 403b can employees move assets to 401k?

    By Guest kbett, March 1, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2007

37. 403(b) Eligibility

    By Guest William Reimers, January 13, 2000
    • 1 reply
    • 2.1k views
    • 
    • IRC401
    • January 20, 2000

38. 403B vs Roth IRA for older employee

    By Guest goatgurl2, September 24, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • September 25, 2006

39. 415 limit

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

40. Church Contribution Limits

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

41. 403b NEC accrual requirement

    By Earl, July 20, 2011
    • 3 replies
    • 2.1k views
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    • ETA Consulting LLC
    • July 21, 2011

42. When someone exceeds the 402(g) limit, is it necessary to reduce the l

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 28, 2001

43. Once-eligible, always-eligible rule and rehires / reclassifications of employment.

    By HCE, December 11, 2023
    • 3 replies
    • 2.1k views
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    • ERISA-Bubs
    • December 19, 2023

44. Parsonage Allowance

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

45. EGTRRA change to 403(b)

    By Medusa, August 16, 2001
    • 4 replies
    • 2.1k views
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    • Guest
    • August 20, 2001

46. 403b salary reduction agreements for 2002

    By Guest Pat Rutledge, September 29, 2001
    • 2 replies
    • 2.1k views
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    • Carol V. Calhoun
    • October 8, 2001

47. Questions on 403(b) Elective Deferral Limit

    By Guest Minette Ketchings, March 22, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 1, 2001

48. 403(b) sponsor establishes 401(k)

    By Guest PMiller, June 25, 2002
    • 2 replies
    • 2.1k views
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    • Ellie Lowder
    • June 26, 2002

49. Tour of the employee benefits legal resource site now available

    By Guest CVCalhoun, December 13, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 13, 1998

50. Parsonage Allowance - 107

    By Guest brstokes, October 29, 2001
    • 2 replies
    • 2.1k views
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    • Carol V. Calhoun
    • October 30, 2001