403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Can 2 501(c)(3) charities share employee benefits plans?

   By Guest wwcpa, December 11, 2001
   • 1 reply
   • 2.1k views
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   • Carol V. Calhoun
   • December 11, 2001

2. reporting 5 year post-severance ER contributions?

   By maverick, April 23, 2008
   • 0 replies
   • 2.1k views
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   • maverick
   • April 23, 2008

3. 403(b) Special Pay Plan

   By Guest Taxaholic, July 18, 2007
   • 0 replies
   • 2.1k views
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   • Guest
   • July 18, 2007

4. Please Help Me !!!

   By Guest thestockman, February 26, 2002
   • 4 replies
   • 2.1k views
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   • mbozek
   • February 27, 2002

5. 403(b)(7) or 403(b)(9) for a church?

   By Guest RRS, November 11, 2000
   • 1 reply
   • 2.1k views
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   • Ellie Lowder
   • November 11, 2000

6. 403(b) vs. GROUP 403 (b)

   By Guest bwerlla, June 28, 1999
   • 4 replies
   • 2.1k views
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   • Guest
   • July 31, 1999

7. FAB 2009-02 and FAB 2010-01

   By Guest Pennysaver, July 16, 2011
   • 4 replies
   • 2.1k views
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   • Peter Gulia
   • July 20, 2011

8. Non-Electing Church 403(b) Plan

   By oldman, April 29, 2013
   • 5 replies
   • 2.1k views
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   • ETA Consulting LLC
   • April 30, 2013

9. IRS Audit of Public University 403(b) Plan

   By Guest gaham, August 9, 2013
   • 8 replies
   • 2.1k views
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   • Guest
   • August 9, 2013

10. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 2.1k views
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    • Patricia Neal Jensen
    • June 11, 2019

11. 59 1/2 Rollover

    By Guest scottyd, May 14, 2002
    • 6 replies
    • 2.1k views
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    • joel
    • June 27, 2002

12. accidentally subject to ERISA

    By PensionNewbee, July 1, 2005
    • 2 replies
    • 2.1k views
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    • Ellie Lowder
    • July 21, 2005

13. Is this program covered by ERISA?

    By Guest Do, May 5, 1999
    • 1 reply
    • 2.1k views
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    • Guest
    • May 13, 1999

14. DOL Info letter re 5500 filing

    By Guest Judy Miller, June 30, 1999
    • 2 replies
    • 2.1k views
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    • Guest
    • June 30, 1999

15. Custodial Accounts

    By Archimage, July 2, 2002
    • 6 replies
    • 2.1k views
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    • mbozek
    • August 7, 2002

16. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2.1k views
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    • Guest
    • February 9, 2000

17. Form 5500 requirements

    By Fred Payne, November 15, 2002
    • 4 replies
    • 2.1k views
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    • jpod
    • November 15, 2002

18. SBJPA Amendment Deadline

    By Christine Roberts, July 18, 1999
    • 8 replies
    • 2.1k views
    • 
    • Christine Roberts
    • July 30, 1999

19. changing vendor

    By Guest Hulap, March 31, 1999
    • 3 replies
    • 2.1k views
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    • jlf
    • April 19, 1999

20. Single Plan, Multiple TDAs?

    By Christine Roberts, November 28, 2001
    • 4 replies
    • 2.1k views
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    • Carol V. Calhoun
    • December 3, 2001

21. Rollover Rules: (not a RR 90-24 transfer)

    By joel, December 25, 2001
    • 0 replies
    • 2.1k views
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    • joel
    • December 25, 2001

22. Termination of 403(b) ERISA Plan

    By Guest rocnrols2, August 19, 2003
    • 0 replies
    • 2.1k views
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    • Guest
    • August 19, 2003

23. Employer Contributions After Retirement - Just for School Districts?

    By Christine Roberts, May 26, 2004
    • 4 replies
    • 2.1k views
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    • Guest
    • May 27, 2004

24. Employer Match - Severance

    By waid10, January 21, 2008
    • 2 replies
    • 2.1k views
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    • QDROphile
    • January 22, 2008

25. 403(b) plans subject to 15% excise tax on late deposits?

    By Guest CherylV, March 22, 2004
    • 1 reply
    • 2.1k views
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    • mbozek
    • March 23, 2004

26. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 2.1k views
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    • Michael Devault
    • April 20, 2001

27. Governmental 403(b)

    By Guest ResearchGirl, October 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Just Me
    • October 6, 2006

28. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 2.1k views
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    • mbozek
    • October 3, 2002

29. in-service difference between annuity and custodial accounts

    By Belgarath, June 3, 2013
    • 1 reply
    • 2.1k views
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    • Josh62
    • June 7, 2013

30. Reality of IRS Audits of 403(b) Plans

    By Guest STLGiant, June 4, 2003
    • 3 replies
    • 2.1k views
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    • GBurns
    • June 9, 2003

31. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2.1k views
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    • mbozek
    • October 6, 2004

32. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 2.1k views
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    • MWeddell
    • December 8, 2004

33. changing plan years, contribution limits for short plan year

    By Lori H, May 10, 2005
    • 1 reply
    • 2.1k views
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    • WDIK
    • May 10, 2005

34. Permissive Aggregation for ACP Test

    By Guest jefe96, March 12, 2007
    • 2 replies
    • 2.1k views
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    • Guest
    • March 13, 2007

35. A couple of easy (?) questions...

    By Bird, May 27, 2005
    • 4 replies
    • 2.1k views
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    • Bird
    • May 31, 2005

36. Anticutback Rules

    By Archimage, July 25, 2002
    • 1 reply
    • 2.1k views
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    • Guest
    • July 25, 2002

37. Anyone familiar with faculty early retirement plans and effect on 403(

    By Guest Albert Lin, February 26, 1999
    • 4 replies
    • 2.1k views
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    • mbozek
    • June 12, 2002

38. understanding a 403b

    By K-t-F, June 22, 2006
    • 2 replies
    • 2.1k views
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    • K-t-F
    • June 22, 2006

39. Okay for a 403(b) sponsor to have more than one 403(b) plan

    By katieinny, February 17, 2009
    • 6 replies
    • 2.1k views
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    • Guest
    • February 18, 2009

40. Plan Closeout; Ongoing Form 5500 Filings

    By Christine Roberts, December 6, 2001
    • 1 reply
    • 2.1k views
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    • Carol V. Calhoun
    • December 6, 2001

41. ACP testing under 403(b) plan with matching feature and after-tax cont

    By Guest Joanne Blythe, February 23, 2001
    • 2 replies
    • 2.1k views
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    • Guest
    • February 28, 2001

42. ERISA or non-ERISA?

    By Guest flyfisher, February 23, 2005
    • 2 replies
    • 2.1k views
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    • E as in ERISA
    • February 23, 2005

43. RMD from Multiple 403(b)s

    By Guest Donaldson, October 21, 2003
    • 2 replies
    • 2.1k views
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    • Guest
    • October 22, 2003

44. Compliance Issues in 403(b)

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

45. Church Plan "Correction" - Improper Match

    By Guest AEA, October 1, 2002
    • 1 reply
    • 2.1k views
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    • mbozek
    • October 1, 2002

46. Multiple 403(b) accounts

    By Guest GPQuinn, April 18, 2000
    • 3 replies
    • 2.1k views
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    • Carol V. Calhoun
    • April 21, 2000

47. 403(b) Contribution for previous years service- affect 415 Limit?

    By jane123, March 31, 2005
    • 6 replies
    • 2.1k views
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    • Guest
    • April 5, 2005

48. orphan contracts?

    By pixmax, November 10, 2010
    • 0 replies
    • 2.1k views
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    • pixmax
    • November 10, 2010

49. Commingle qualified and nonqualified assets

    By Guest CJA, April 28, 2008
    • 0 replies
    • 2.1k views
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    • Guest
    • April 28, 2008

50. If ER sponsors both 403b and 401k and participant also owns more than 50% of his own business..

    By Guest esi-jht, December 16, 2005
    • 2 replies
    • 2.1k views
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    • SoCalActuary
    • December 17, 2005