403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Discrimination

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

2. Vesting requirements 403(b)

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

3. Loans

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

4. Plans for 1 employee

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

5. 403(b) Testing failure

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

6. Church Plan Documents

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

7. 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

8. Annuity loan question

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

9. Limiting Loans to Contracts with Approved Vendors

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

10. Terminating a 403b plan

    By Santo Gold, November 7, 2008
    • 15 replies
    • 7.5k views
    • 
    • Guest
    • April 22, 2009

11. LRMs for 403(b)

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

12. 403(b) Def. of "related employer" for Educational organization

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

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

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

14. RMDs in 403b Contracts

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

15. 4975 Excise Taxes Applicable to 403(b) Plans?

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

16. 401(k) vs. 403(b) Plan

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

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

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

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

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

19. Obama Regulations

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

20. 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

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

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

22. 403(b) voluntary plans and RMD requirements

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

23. Combine existing 403(b) and 401(a)?

    By PMC, June 4, 2007
    • 10 replies
    • 9.8k views
    • 
    • Guest
    • February 28, 2009

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

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

25. Amending 403b plan after plan year

    By dmb, February 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2009

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

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

27. New Type Of Plan -403p?

    By goldtpa, February 18, 2009
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • February 18, 2009

28. How to tax/pay returned employee contributions?

    By ERISAatty, February 3, 2009
    • 9 replies
    • 2k views
    • 
    • jpod
    • February 4, 2009

29. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • January 29, 2009

30. Affiliated Service Group

    By Guest djw, January 23, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 25, 2009

31. Pre 2005 Contracts

    By Randy Watson, November 20, 2008
    • 8 replies
    • 2.3k views
    • 
    • J Simmons
    • January 22, 2009

32. Sick Payout Taxable

    By Guest JLF2009, January 20, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • January 21, 2009

33. Not accepting new 403(b) contributions

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • December 23, 2008

34. ER contribs to ERISA 403b Plan

    By J Simmons, December 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • J Simmons
    • December 23, 2008

35. Information Sharing Agreements needed for one-man plan?

    By katieinny, December 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • December 17, 2008

36. Can break-in-service rules be used without violating Universal Availability?

    By Guest Grumpy456, July 25, 2008
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 17, 2008

37. disability

    By Felicia, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 15, 2008

38. Written Plan document relief

    By Guest Sieve, December 11, 2008
    • 4 replies
    • 1.3k views
    • 
    • IRA
    • December 15, 2008

39. Automatic enrollment for public school employees

    By Guest DIY, December 15, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • December 15, 2008

40. Investment switch

    By Santo Gold, December 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • December 13, 2008

41. Exempt or Not Exempt

    By Below Ground, December 10, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 11, 2008

42. Unresponsive Providers

    By Randy Watson, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 9, 2008

43. Section 8.02 of Rev. Proc. 2007-71

    By Guest Moona, December 8, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • December 9, 2008

44. IRS Phone Conference on 403b Plans, 12/4/2008

    By J Simmons, December 4, 2008
    • 18 replies
    • 3.9k views
    • 
    • J Simmons
    • December 6, 2008

45. Effective Opportunity Problem?

    By Guest Mr. Kite, December 3, 2008
    • 7 replies
    • 2k views
    • 
    • J Simmons
    • December 5, 2008

46. separate 415(c) limit if employer sponsors 401(a) and 403(b)

    By Guest kprhok, December 3, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 4, 2008

47. Any word on an extension?

    By smm, December 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 3, 2008

48. 415 limit

    By Fisher, November 26, 2008
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 28, 2008

49. 403(b) TPA is pushing for company to switch to 401(k)

    By Lori H, November 24, 2008
    • 3 replies
    • 1.8k views
    • 
    • J Simmons
    • November 25, 2008

50. 403(b) and Safe Harbor

    By PMC, November 17, 2008
    • 3 replies
    • 4.6k views
    • 
    • Guest
    • November 22, 2008