403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Compensation paid after separation of Service

   By Guest getaxa, July 10, 2003
   • 3 replies
   • 1.8k views
   • 
   • Harwood
   • July 10, 2003

2. Compensation-403(b)

   By Guest dietpepsi, April 16, 2003
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • May 1, 2003

3. Compliance Issues in 403(b)

   By Guest Karenm, September 24, 2007
   • 1 reply
   • 2.1k views
   • 
   • TLGeer
   • October 17, 2007

4. Compliance Responsibility

   By Guest lkazden, July 15, 2002
   • 9 replies
   • 2.6k views
   • 
   • mbozek
   • July 16, 2002

5. Compliance with federal legislation.

   By Guest slt, March 27, 2000
   • 1 reply
   • 1.5k views
   • 
   • Carol V. Calhoun
   • April 18, 2000

6. Conceptual Issues in 403(b) Documentation

   By TLGeer, March 20, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 22, 2007

7. Confused on 403(b) Basics in 2009

   By Below Ground, October 31, 2008
   • 7 replies
   • 2k views
   • 
   • J Simmons
   • November 5, 2008

8. Confusing 403(b) elgibility provisions.

   By Lori H, November 20, 2013
   • 8 replies
   • 5.7k views
   • 
   • Tom Poje
   • December 16, 2013

9. Consequence of failing nondiscrimination

   By Guest Frank Rizzo, October 30, 2002
   • 2 replies
   • 1.8k views
   • 
   • david rigby
   • November 16, 2002

10. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17, 2020
    • 5 replies
    • 882 views
    • 
    • G8Rs
    • March 20, 2020

11. Consolidating multiple providers 403(b)

    By The Bartender, July 1, 2024
    • 2 replies
    • 715 views
    • 
    • The Bartender
    • July 8, 2024

12. Continuance of Deferrals?

    By WDIK, February 24, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 24, 2006

13. Contract Exchange

    By Guest Boilerburm1, August 22, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 22, 2007

14. Contract Exchanges and Plan Transfers

    By Guest Inquiring Mind, April 10, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 10, 2008

15. Contract workers or not in 403(b) plan or not

    By TPApril, September 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

16. Contributing to a Roth IRA vs. making non-matched 403(b) contributions

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • October 18, 2000

17. contribution after distribution?

    By Guest jmlumpkin, August 19, 2005
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • August 23, 2005

18. Contribution Allocation

    By Stash026, May 21, 2021
    • 6 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • May 24, 2021

19. Contribution calculation

    By Guest amybu99, March 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 4, 2002

20. Contribution classification correction

    By SundanceKid, January 23, 2024
    • 3 replies
    • 647 views
    • 
    • Luke Bailey
    • February 7, 2024

21. Contribution Limits for 403(b) and SEP IRA

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2014

22. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • October 6, 2004

23. Contributions after retirement.

    By jane123, October 31, 2005
    • 2 replies
    • 2k views
    • 
    • jane123
    • November 1, 2005

24. Contributions after severing employment

    By waid10, November 24, 2004
    • 5 replies
    • 2.5k views
    • 
    • Alf
    • November 29, 2004

25. Contributions are sent to Counties before the vendor

    By Guest sschullo, June 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • joel
    • June 22, 2007

26. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • December 6, 2018

27. Control Group

    By Madison71, March 23, 2010
    • 8 replies
    • 3.1k views
    • 
    • TLGeer
    • April 6, 2010

28. Control Group Discrimination Testing

    By Guest shadebeads, August 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • August 22, 2005

29. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

30. controlled group - single board of directors?

    By WCC, October 9, 2018
    • 2 replies
    • 854 views
    • 
    • PensionPro
    • October 10, 2018

31. Controlled Group 403(b) coverage

    By Effen, July 2, 2004
    • 11 replies
    • 3.1k views
    • 
    • mbozek
    • July 2, 2004

32. controlled groups

    By Guest George Chimento, March 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2006

33. Conversion from MPP

    By Guest HD WILLIAMS, November 24, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 30, 1998

34. conversion of DB to DC

    By lexi, July 11, 2006
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 21, 2006

35. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 1.7k views
    • 
    • Mikerbpm
    • November 20, 2020

36. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 29, 2015

37. Converting 403(b) to a 401(k)?

    By Guest RDS METRO, October 9, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 16, 2003

38. Correcting a 403(b) plan failure under the new EPCRS

    By holdco, March 26, 2013
    • 0 replies
    • 1.2k views
    • 
    • holdco
    • March 26, 2013

39. Correcting contribution errors in 403(b)(7) custodial accounts

    By Guest RMassa, January 15, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • January 15, 1999

40. Correcting for Universal Availability

    By J Simmons, November 10, 2008
    • 0 replies
    • 1.3k views
    • 
    • J Simmons
    • November 10, 2008

41. Correcting late deferrals in a terminated plan

    By Guest helix, September 16, 2011
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • October 2, 2012

42. Correcting Missed Elective Deferrals for Terminated Participants

    By Miner88, October 17, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • October 18, 2019

43. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • February 3, 2006

44. 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

45. Correction of Excess Contributions

    By Guest Steven7, February 3, 1999
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 8, 1999

46. correction of mistake of fact by employer

    By Guest Davis McDonald, July 17, 2001
    • 1 reply
    • 3k views
    • 
    • Belgarath
    • July 25, 2001

47. Corrective Distributions

    By Christine Roberts, October 14, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 21, 1998

48. Corrective legislation?

    By Guest STLGiant, March 8, 2002
    • 4 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 13, 2002

49. Cost of Incidental Life Insurace

    By MARYMM, June 14, 2006
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • June 14, 2006

50. Counting Hours for Summer Camp Employees

    By Guest Cookie10, September 21, 2011
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2011