403(b) Plans, Accounts or Annuities

2,061 topics in this forum

1. 403(b) directly converted to Roth IRA - withholding issue

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

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

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

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

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

4. Successor Plan Rules

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

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

   By Guest Deflector, February 3, 2010
   • 3 replies
   • 1.5k views
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   • Guest
   • February 13, 2010

6. RMDs in 403(b) Plans

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

7. non-electing church plans

   By Felicia, February 12, 2010
   • 0 replies
   • 1.3k views
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   • Felicia
   • February 12, 2010

8. Universal Availability - Part-Time Employees

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

9. Employer Contribution as a Death Benefit?

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

10. ERISA vs Non-ERISA

    By Guest Catherine M. Peery, December 7, 2009
    • 7 replies
    • 3.6k views
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    • Guest
    • February 3, 2010

11. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.2k views
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    • mbozek
    • January 26, 2010

12. 403(b) title I exemption

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

13. Terminating a 403(b) Plan

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

14. Salary Deferral Errors Made By Employer

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

15. Spin off situation

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

16. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.6k views
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    • Kevin C
    • December 29, 2009

17. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.4k views
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    • mbozek
    • December 21, 2009

18. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 4.6k views
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    • MWeddell
    • December 8, 2009

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

    By Lori H, December 1, 2009
    • 6 replies
    • 10.9k views
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    • J Simmons
    • December 3, 2009

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

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

21. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 1.1k views
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    • Guest
    • November 24, 2009

22. 403(b) Loans

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

23. Participant Counts for 5500

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

24. 0 participant count for 5500

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

25. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 3.3k views
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    • Lori H
    • November 17, 2009

26. Universal Availability

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

27. Parsonage Allowance

    By Guest Form5500, November 13, 2009
    • 1 reply
    • 2.2k views
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    • Kevin C
    • November 13, 2009

28. 403(b) Rollover?

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

29. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 1.8k views
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    • Appleby
    • October 15, 2009

30. Does ERISA apply?

    By Guest cphcs, August 4, 2009
    • 7 replies
    • 2.8k views
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    • Peter Gulia
    • October 2, 2009

31. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.9k views
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    • Kevin C
    • October 2, 2009

32. Non-Erisa 403(b) Plan

    By Guest jc1457, May 4, 2009
    • 1 reply
    • 1.5k views
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    • Guest
    • October 2, 2009

33. TSA plan with issues.

    By Lori H, September 29, 2009
    • 4 replies
    • 1.6k views
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    • Lori H
    • October 1, 2009

34. ERISA vs Non Erisa Plan

    By rfahey, September 30, 2009
    • 0 replies
    • 2.1k views
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    • rfahey
    • September 30, 2009

35. Employee termination and rehire for rollover

    By Guest Steveventure, September 11, 2009
    • 22 replies
    • 17.4k views
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    • TPAMan
    • September 16, 2009

36. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 5.7k views
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    • Guest
    • September 2, 2009

37. 403(b) Plan Termination

    By waid10, August 27, 2009
    • 3 replies
    • 1.9k views
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    • TLGeer
    • August 29, 2009

38. Employee making contributions to 403(b) custodial account

    By Guest Statler, August 28, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • August 28, 2009

39. TPA Recommendation

    By Guest friedbrain, August 25, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • August 26, 2009

40. Can priest elect not to receive profit sharing contribution?

    By Guest Rags, August 23, 2009
    • 2 replies
    • 1.1k views
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    • mbozek
    • August 25, 2009

41. 403b direct rollover from TIAA

    By Guest thomthom49, August 12, 2009
    • 1 reply
    • 2.3k views
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    • mbozek
    • August 13, 2009

42. 2009 ERISA 403(b) 5500

    By Lori H, August 11, 2009
    • 0 replies
    • 1.2k views
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    • Lori H
    • August 11, 2009

43. 403(b) plan document question

    By Guest jc1457, August 4, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • August 4, 2009

44. 2008 form 5500 for 403(b)

    By Lori H, July 28, 2009
    • 0 replies
    • 1.3k views
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    • Lori H
    • July 28, 2009

45. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1.9k views
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    • movedon
    • July 21, 2009

46. Avoid QJSA requirements

    By LIBERTYKID, July 15, 2009
    • 5 replies
    • 3.6k views
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    • Peter Gulia
    • July 16, 2009

47. 415 Limitations

    By Guest Sieve, June 22, 2009
    • 5 replies
    • 1.7k views
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    • TLGeer
    • June 23, 2009

48. coverage testing - 403(b) plans

    By jw721, June 16, 2009
    • 1 reply
    • 2.5k views
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    • Kevin C
    • June 19, 2009

49. non-profit has a 401k, wants to start a 403b

    By Santo Gold, April 25, 2009
    • 2 replies
    • 1.8k views
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    • jw721
    • June 16, 2009

50. 403b

    By Guest l.skin, June 9, 2009
    • 0 replies
    • 1.8k views
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    • Guest
    • June 9, 2009