403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Amending 403b plan after plan year

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

2. New Type Of Plan -403p?

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

3. 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

4. How to tax/pay returned employee contributions?

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

5. We have both 401K & 403B

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

6. Affiliated Service Group

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

7. Sick Payout Taxable

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

8. ER contribs to ERISA 403b Plan

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

9. Not accepting new 403(b) contributions

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

10. Actively employed for RMD purposes

    By Fisher, December 18, 2008
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 15, 2012

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

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

12. disability

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

13. Automatic enrollment for public school employees

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

14. Investment switch

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

15. Written Plan document relief

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

16. Exempt or Not Exempt

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

17. Unresponsive Providers

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

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

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

19. 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

20. 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

21. Any word on an extension?

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

22. Effective Opportunity Problem?

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

23. 415 limit

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

24. 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

25. Pre 2005 Contracts

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

26. Non-ERISA Church Plans

    By Nassau, November 20, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • November 20, 2008

27. 403(b) and Safe Harbor

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

28. 403(b) Plans and ECPRS

    By Guest HRD, November 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2008

29. small nfp -- 403b versus 401k

    By Guest spoon, November 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • November 14, 2008

30. why would I be forced to a single vendor?

    By Effen, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

31. Distribution Rollover - Error Correction

    By Guest cag10, November 12, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2008

32. Correcting for Universal Availability

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

33. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 3k views
    • 
    • Oh so SIMPLE
    • July 2, 2010

34. Terminating a 403b plan

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

35. 404(c) for 403(b) plans

    By Guest RIA, November 5, 2008
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 6, 2008

36. Two 403(b) plans - effective availability /anti conditioning rule

    By Guest Cher, November 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • November 4, 2008

37. TDA with Safe Harbor Contribution

    By MBCarey, November 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 3, 2008

38. Safe Harbor Match

    By rcline46, November 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 3, 2008

39. Age 59 1/2 employee rollover of 403(b) $$ into same employer's 401(k)?

    By ERISAatty, October 31, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • October 31, 2008

40. Confused on 403(b) Basics in 2009

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

41. Allowable Options for Non-ERISA 403(b)

    By Chalk R. Palin, October 30, 2008
    • 7 replies
    • 2.4k views
    • 
    • Peter Gulia
    • November 1, 2008

42. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • November 14, 2008

43. Universal Availability

    By Guest B2Randolph, October 16, 2008
    • 18 replies
    • 5k views
    • 
    • Guest
    • October 27, 2008

44. 403(b) Plan (contributions frozen pre-2005)

    By Guest Laura Goalen-Anderson, October 16, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • October 16, 2008

45. Non-ERISA 403(b) question

    By Guest Statler, October 16, 2008
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • October 21, 2008

46. Custodial Agreement Required?

    By BTG, October 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • GBurns
    • October 19, 2008

47. 403(b) exchange/transfer

    By Nassau, October 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2008

48. 403(b) distributions

    By R. Butler, October 9, 2008
    • 4 replies
    • 3k views
    • 
    • QDROphile
    • April 23, 2013

49. 401(k) - 403(b) coverage test

    By waid10, October 6, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 6, 2008

50. expenses paid from plan and FICA

    By Guest Iwonder, October 3, 2008
    • 14 replies
    • 2.4k views
    • 
    • GBurns
    • October 7, 2008