403(b) Plans, Accounts or Annuities

2,069 topics in this forum

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

   By Guest Key Lime Pie, March 26, 2010
   • 1 reply
   • 1.2k views
   • 
   • TLGeer
   • March 27, 2010

2. state law--divorce

   By Felicia, March 24, 2010
   • 7 replies
   • 2.9k views
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   • mbozek
   • March 27, 2010

3. 403b and catchup

   By Guest Pension Girl, March 4, 2010
   • 1 reply
   • 1.5k views
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   • fiduciary perspective
   • March 25, 2010

4. 403(b) prototypes

   By SMB, March 23, 2010
   • 1 reply
   • 1.3k views
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   • Guest
   • March 23, 2010

5. 403b and Form 5500

   By cpc0506, March 20, 2010
   • 1 reply
   • 1.6k views
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   • J Simmons
   • March 20, 2010

6. Can you rollover 403(b) loans to a 401(k)?

   By Lori H, March 19, 2010
   • 0 replies
   • 1.7k views
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   • Lori H
   • March 19, 2010

7. Prrefunding rules

   By Guest Pension Girl, March 16, 2010
   • 2 replies
   • 1.4k views
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   • Guest
   • March 17, 2010

8. Union employees

   By Guest Pension Girl, March 12, 2010
   • 2 replies
   • 2.4k views
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   • mbozek
   • March 13, 2010

9. 403(b) directly converted to Roth IRA - withholding issue

   By Guest orangegrease, March 10, 2010
   • 0 replies
   • 1.4k views
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   • Guest
   • March 10, 2010

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

    By Guest Tom:, January 29, 2010
    • 2 replies
    • 1.6k views
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    • Guest
    • March 4, 2010

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

    By Earl, February 28, 2010
    • 0 replies
    • 1.1k views
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    • Earl
    • February 28, 2010

12. Successor Plan Rules

    By waid10, February 23, 2010
    • 1 reply
    • 2.1k views
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    • Guest
    • February 23, 2010

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

    By Guest Deflector, February 3, 2010
    • 3 replies
    • 1.7k views
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    • Guest
    • February 13, 2010

14. RMDs in 403(b) Plans

    By Madison71, February 9, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • February 13, 2010

15. non-electing church plans

    By Felicia, February 12, 2010
    • 0 replies
    • 1.4k views
    • 
    • Felicia
    • February 12, 2010

16. Universal Availability - Part-Time Employees

    By Guest Tom:, February 5, 2010
    • 1 reply
    • 1.8k views
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    • Kevin C
    • February 9, 2010

17. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 3, 2010

18. ERISA vs Non-ERISA

    By Guest Catherine M. Peery, December 7, 2009
    • 7 replies
    • 3.9k views
    • 
    • Guest
    • February 3, 2010

19. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.6k views
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    • mbozek
    • January 26, 2010

20. 403(b) title I exemption

    By Beemer, January 23, 2010
    • 2 replies
    • 1.3k views
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    • Beemer
    • January 25, 2010

21. Terminating a 403(b) Plan

    By Lori H, January 19, 2010
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • January 25, 2010

22. Salary Deferral Errors Made By Employer

    By waid10, January 18, 2010
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • January 19, 2010

23. Spin off situation

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1.6k views
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    • Guest
    • January 7, 2010

24. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.8k views
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    • Kevin C
    • December 29, 2009

25. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • December 21, 2009

26. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 5k views
    • 
    • MWeddell
    • December 8, 2009

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

    By Lori H, December 1, 2009
    • 6 replies
    • 11.7k views
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    • J Simmons
    • December 3, 2009

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

    By Guest EditInIllinois, October 28, 2009
    • 2 replies
    • 2.3k views
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    • Guest
    • December 2, 2009

29. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • November 24, 2009

30. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2009

31. Participant Counts for 5500

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 19, 2009

32. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1.6k views
    • 
    • SheilaD
    • November 19, 2009

33. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 3.7k views
    • 
    • Lori H
    • November 17, 2009

34. Universal Availability

    By Guest rcole, November 3, 2009
    • 2 replies
    • 1.9k views
    • 
    • rcline46
    • November 16, 2009

35. Parsonage Allowance

    By Guest Form5500, November 13, 2009
    • 1 reply
    • 2.3k views
    • 
    • Kevin C
    • November 13, 2009

36. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • November 7, 2009

37. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 2.1k views
    • 
    • Appleby
    • October 15, 2009

38. Does ERISA apply?

    By Guest cphcs, August 4, 2009
    • 7 replies
    • 3k views
    • 
    • Peter Gulia
    • October 2, 2009

39. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 8.4k views
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    • Kevin C
    • October 2, 2009

40. Non-Erisa 403(b) Plan

    By Guest jc1457, May 4, 2009
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 2, 2009

41. TSA plan with issues.

    By Lori H, September 29, 2009
    • 4 replies
    • 1.9k views
    • 
    • Lori H
    • October 1, 2009

42. ERISA vs Non Erisa Plan

    By rfahey, September 30, 2009
    • 0 replies
    • 2.3k views
    • 
    • rfahey
    • September 30, 2009

43. Employee termination and rehire for rollover

    By Guest Steveventure, September 11, 2009
    • 22 replies
    • 19.2k views
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    • TPAMan
    • September 16, 2009

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

    By ERISAatty, April 16, 2004
    • 12 replies
    • 6.1k views
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    • Guest
    • September 2, 2009

45. 403(b) Plan Termination

    By waid10, August 27, 2009
    • 3 replies
    • 2.1k views
    • 
    • TLGeer
    • August 29, 2009

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

    By Guest Statler, August 28, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2009

47. TPA Recommendation

    By Guest friedbrain, August 25, 1999
    • 2 replies
    • 2.5k views
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    • Guest
    • August 26, 2009

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

    By Guest Rags, August 23, 2009
    • 2 replies
    • 1.3k views
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    • mbozek
    • August 25, 2009

49. 403b direct rollover from TIAA

    By Guest thomthom49, August 12, 2009
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • August 13, 2009

50. 2009 ERISA 403(b) 5500

    By Lori H, August 11, 2009
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • August 11, 2009