403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Loans

   By oldman, June 3, 2013
   • 3 replies
   • 1.5k views
   • 
   • BG5150
   • June 3, 2013

2. "Black-out" periods for 403b transfers?

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 3.2k views
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   • pjkoehler
   • May 13, 2000

3. ..blah, blah, blah...and they never filed a 5500. Delinquent filer program or try excuse letter first?

   By MR, December 2, 2003
   • 3 replies
   • 7.8k views
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   • MR
   • December 3, 2003

4. Illegal? What should I do?

   By Guest adale04, March 19, 2004
   • 3 replies
   • 1.9k views
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   • Demosthenes
   • March 22, 2004

5. Beneficaries who are minors

   By Guest ngresham, June 23, 2000
   • 3 replies
   • 2.3k views
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   • Guest
   • July 20, 2000

6. Does a 403(b) require an annual 5500?

   By Guest msearle, May 23, 2000
   • 3 replies
   • 2.1k views
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   • imchipbrown
   • July 13, 2000

7. 403b Force-outs

   By Guest PIA, April 27, 2006
   • 3 replies
   • 2.8k views
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   • Guest
   • April 28, 2006

8. Eligibility for 403(b) plans?

   By Guest, May 16, 2000
   • 3 replies
   • 2.3k views
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   • Carol V. Calhoun
   • May 31, 2000

9. 403b to Roth

   By Guest Taj, June 15, 2000
   • 3 replies
   • 2.2k views
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   • Michael Devault
   • May 29, 2001

10. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1.8k views
    • 
    • IRA
    • April 7, 2015

11. Church plan/non-erisa/ok to have 2 plans?

    By Guest Peggy806, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 26, 2011

12. after tax employee contributions to non-ERISA 403(b)

    By Guest lskin, April 20, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 21, 2005

13. Can a 403(b) plan still be ERISA exempt if the employer makes contributions under a 401(a) plan to match the 403(b) deferrals?

    By Guest RSG, June 17, 2004
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 21, 2004

14. Company has 403b plan but participant opens simple IRA

    By jmartin, January 19, 2018
    • 3 replies
    • 856 views
    • 
    • Luke Bailey
    • January 22, 2018

15. purged demographic information problems

    By AlbanyConsultant, June 21, 2018
    • 3 replies
    • 789 views
    • 
    • AlbanyConsultant
    • June 22, 2018

16. Anti-cutback problem?

    By Belgarath, October 24, 2019
    • 3 replies
    • 998 views
    • 
    • Belgarath
    • October 29, 2019

17. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • June 16, 2003

18. 403(b) plans and trustees

    By Guest pinsall, June 20, 2000
    • 3 replies
    • 8.3k views
    • 
    • Guest
    • June 24, 2000

19. QJSA Rules for 403(b) Plans

    By Purplemandinga, November 22, 2017
    • 3 replies
    • 1.2k views
    • 
    • Flyboyjohn
    • November 24, 2017

20. Should a plan sponsor continue, or get rid of, its automatic-contribution arrangement?

    By Peter Gulia, July 24, 2024
    • 3 replies
    • 771 views
    • 
    • Peter Gulia
    • July 24, 2024

21. FUTA Withholding

    By Guest none, September 8, 2003
    • 3 replies
    • 3.7k views
    • 
    • Appleby
    • September 9, 2003

22. College student exclusion being challengeed by IRS auditor due to summer employment

    By Eve Sav, October 4, 2016   

    • Student Exclusion 403(b)
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • October 5, 2016

23. New to the 403b world - a question: Should income be taxable?

    By tuni88, September 30, 2008
    • 3 replies
    • 1.2k views
    • 
    • J Simmons
    • September 30, 2008

24. Disclosure obligations/duty to monitor

    By LIBERTYKID, November 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 11, 2011

25. Employer contribution limits and timing

    By BG5150, March 1, 2023
    • 3 replies
    • 895 views
    • 
    • Peter Gulia
    • March 1, 2023

26. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

27. 401k and 403b contribution limit

    By Santo Gold, November 15, 2012
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • November 16, 2012

28. ER Contribution outside Plan - ERISA 403(b) Status

    By IhrtERISA, June 26, 2017   

    • dfvcp
    • 3 replies
    • 843 views
    • 
    • ETA Consulting LLC
    • June 26, 2017

29. RMD as installments/annuity when not permitted in document

    By AlbanyConsultant, July 31, 2023
    • 3 replies
    • 758 views
    • 
    • Roycal
    • August 1, 2023

30. Can existing 403(b) providers survive in the ERSA market?

    By Guest Yanikoski, February 5, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • February 6, 2003

31. Investment switch

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

32. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • oldman63
    • July 15, 2019

33. Catch UP Contributions for 457 plans

    By Guest Steve C., September 7, 2001
    • 3 replies
    • 1.8k views
    • 
    • davef
    • September 26, 2001

34. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

35. Public School plan - union employees

    By Belgarath, July 3, 2020
    • 3 replies
    • 840 views
    • 
    • Luke Bailey
    • July 6, 2020

36. Compensation paid after separation of Service

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

37. When someone exceeds the 402(g) limit, is it necessary to reduce the l

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 28, 2001

38. Multiple Employer and 403(b) plan

    By Guest Serena, August 9, 2010
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • August 10, 2010

39. trying to terminate an old plan

    By K2retire, October 5, 2011
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 6, 2011

40. Fiduciary Libility in ERISA Covered 403b

    By austin3515, November 20, 2012
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 21, 2012

41. Missing Participants/Uncashed Checks

    By Guest Markos, June 6, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

42. Universal Availability and part time employees

    By Lori H, October 7, 2014
    • 3 replies
    • 955 views
    • 
    • Lori H
    • October 8, 2014

43. involuntary cashouts

    By Guest mom, December 21, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

44. terminating a 403(b) Plan

    By Santo Gold, July 11, 2012
    • 3 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • July 12, 2012

45. Pre-Tax purchase of retirement benefits. Part of 402(g)?

    By Guest fiddler, March 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2004

46. Can ERISA 403(b)'s Qualify for 404(c)?

    By namealreadyinuse, February 13, 2006
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • February 16, 2006

47. 403(b) Church plan and nondiscrimination testing

    By katieinny, June 11, 2008
    • 3 replies
    • 4.6k views
    • 
    • ERISAnut
    • August 28, 2008

48. rollover from 401(k) to 403(b)?

    By Guest dlm, August 19, 1998
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • August 24, 1998

49. DOL Audits Triggering IRS Audits

    By Guest Biko, November 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 15, 2000

50. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 2 replies
    • 5k views
    • 
    • mbozek
    • July 14, 2012