403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. IRS Announces Plan Limits for 2010

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

2. 403(b) Safe Harbor Match for ACP Test

   By HarleyBabe, September 30, 2009
   • 8 replies
   • 7.8k views
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   • Kevin C
   • October 2, 2009

3. ERISA vs Non Erisa Plan

   By rfahey, September 30, 2009
   • 0 replies
   • 2k views
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   • rfahey
   • September 30, 2009

4. TSA plan with issues.

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

5. Employee termination and rehire for rollover

   By Guest Steveventure, September 11, 2009
   • 22 replies
   • 16.8k views
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   • TPAMan
   • September 16, 2009

6. 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

7. 403(b) Plan Termination

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

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

   By Guest Rags, August 23, 2009
   • 2 replies
   • 1k views
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   • mbozek
   • August 25, 2009

9. 403b direct rollover from TIAA

   By Guest thomthom49, August 12, 2009
   • 1 reply
   • 2.2k views
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   • mbozek
   • August 13, 2009

10. 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

11. Does ERISA apply?

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

12. 403(b) plan document question

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

13. Independent Audit Requirements 2009 form 5500

    By Guest MonicaS, July 30, 2009
    • 6 replies
    • 2.7k views
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    • Guest
    • October 29, 2010

14. 2008 form 5500 for 403(b)

    By Lori H, July 28, 2009
    • 0 replies
    • 1.2k views
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    • Lori H
    • July 28, 2009

15. 1 or 2 plans?

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

16. Avoid QJSA requirements

    By LIBERTYKID, July 15, 2009
    • 5 replies
    • 3.5k views
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    • Peter Gulia
    • July 16, 2009

17. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 3.2k views
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    • Lori H
    • November 17, 2009

18. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 4.4k views
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    • MWeddell
    • December 8, 2009

19. 415 Limitations

    By Guest Sieve, June 22, 2009
    • 5 replies
    • 1.6k views
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    • TLGeer
    • June 23, 2009

20. coverage testing - 403(b) plans

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

21. 403b

    By Guest l.skin, June 9, 2009
    • 0 replies
    • 1.7k views
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    • Guest
    • June 9, 2009

22. NDT

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • June 8, 2009

23. hardship withdrawals in 403(b)

    By AKconsult, June 4, 2009
    • 1 reply
    • 1.9k views
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    • J Simmons
    • June 6, 2009

24. Discrimination

    By Guest BruceC, June 2, 2009
    • 5 replies
    • 1.6k views
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    • Guest
    • June 3, 2009

25. Vesting requirements 403(b)

    By Guest yorkPA814, May 28, 2009
    • 5 replies
    • 3.2k views
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    • jpod
    • May 28, 2009

26. Loans

    By Guest Sieve, May 20, 2009
    • 1 reply
    • 1.3k views
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    • Belgarath
    • May 20, 2009

27. 403(b) Testing failure

    By Guest KMB1978, May 19, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • May 19, 2009

28. Plans for 1 employee

    By Guest Jan Reynolds, May 18, 2009
    • 2 replies
    • 1.3k views
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    • K2retire
    • May 19, 2009

29. Church Plan Documents

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

30. Can an eligible employee opt out of a 403(b) plan

    By katieinny, May 7, 2009
    • 6 replies
    • 6.5k views
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    • Kevin C
    • May 8, 2009

31. Non-Erisa 403(b) Plan

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

32. Annuity loan question

    By Guest mondi87, May 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2009

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

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

34. Limiting Loans to Contracts with Approved Vendors

    By Guest ebailey, April 22, 2009
    • 10 replies
    • 1.9k views
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    • J Simmons
    • April 23, 2009

35. LRMs for 403(b)

    By Guest Penelope, April 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 17, 2009

36. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.4k views
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    • panther
    • December 2, 2010

37. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2009

38. Can commuted value of annuity be eligible for rollover?

    By Guest kprhok, April 3, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 3, 2009

39. 401(k) vs. 403(b) Plan

    By Guest Jennk, March 26, 2009
    • 3 replies
    • 2k views
    • 
    • Lori Friedman
    • March 27, 2009

40. Anti-Conditioning Question

    By Guest cphcs, March 18, 2009
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • June 7, 2009

41. Excluding EEs who worked less than 20 hours/week

    By blue, March 16, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 26, 2009

42. terminating a 403b plan when the employer is no longer in business

    By Santo Gold, March 13, 2009
    • 1 reply
    • 1.8k views
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    • J Simmons
    • March 14, 2009

43. RMDs in 403b Contracts

    By J Simmons, March 12, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • April 3, 2009

44. 4975 Excise Taxes Applicable to 403(b) Plans?

    By Guest Aaron Pierce, March 11, 2009
    • 3 replies
    • 3.5k views
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    • BeckyMiller
    • April 1, 2009

45. Obama Regulations

    By ACox, March 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • joel
    • March 11, 2009

46. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 9, 2009

47. 403(b) voluntary plans and RMD requirements

    By Guest kprhok, March 6, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2009

48. Govt. 403(b) plan with service based employer allocation

    By dmb, March 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 7, 2009

49. Vanguard 5500 Statements, Vanguard 5500 Statements Not User-Friendly

    By Guest JKE, February 23, 2009
    • 1 reply
    • 1.4k views
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    • Below Ground
    • February 24, 2009

50. Multiple 403(b) plans

    By Guest mbw, February 23, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2010