403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. How to tax/pay returned employee contributions?

   By ERISAatty, February 3, 2009
   • 9 replies
   • 2.1k views
   • 
   • jpod
   • February 4, 2009

2. Multiple 403(b) accounts

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

3. 403(b) Loans - a.s.a.p. please

   By Guest STLGiant, June 19, 2002
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • June 19, 2002

4. RMD from Multiple 403(b)s

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

5. Salary Deferral Limits

   By MARYMM, June 8, 2006
   • 3 replies
   • 2.1k views
   • 
   • MARYMM
   • June 9, 2006

6. 5% Owner for MRD purposes

   By DTH, August 15, 2007
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • August 18, 2007

7. Can active employee contribute unused vacation time to 403(b)?

   By KaJay, April 12, 2019
   • 1 reply
   • 2.1k views
   • 
   • Patricia Neal Jensen
   • April 15, 2019

8. new tax law 403b transfer

   By Guest rubaiyat, June 23, 2001
   • 1 reply
   • 2.1k views
   • 
   • Appleby
   • June 24, 2001

9. orphan contracts?

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

10. Commingle qualified and nonqualified assets

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

11. A FICA Opt out Plan

    By Guest KJSpaeth, June 6, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2002

12. 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
    • 
    • SoCalActuary
    • December 17, 2005

13. 403(b) plans

    By Guest Big Al, April 3, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 2008

14. Roth IRA maximum contribution vs 403(b) max

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • March 11, 2000

15. hold harmless agreement

    By Guest Ed Crosby, August 3, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 23, 2001

16. Plan Document requirement for multiple 403(b) programs in non-electing

    By Guest TRUST53, November 28, 2000
    • 3 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

17. Availability of self correction for 403(b) plans/programs.

    By Guest Grumpy455, July 11, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • July 11, 2005

18. 403(b) contributions - law changed?

    By Guest Mary Ann, October 23, 2002
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • October 25, 2002

19. Includible Compensation

    By Guest dietpepsi, October 9, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 9, 2002

20. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 2.1k views
    • 
    • R. Butler
    • June 16, 2003

21. What are the time requirements on the employer to make plan contributi

    By Guest Sean, May 19, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 1999

22. Merge MPPP into 403(b)

    By jkharvey, June 24, 2008
    • 1 reply
    • 2.1k views
    • 
    • rcline46
    • June 24, 2008

23. 403(b) plan loans and termination

    By Guest BruceC, May 4, 2010
    • 2 replies
    • 2.1k views
    • 
    • rcline46
    • May 6, 2010

24. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8, 2017   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 2.1k views
    • 
    • dustin
    • February 9, 2017

25. Loans & Hardships

    By Felicia, September 14, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • September 20, 2000

26. ERISA vs Non Erisa Plan

    By rfahey, September 30, 2009
    • 0 replies
    • 2.1k views
    • 
    • rfahey
    • September 30, 2009

27. Vacation Pay/Administrative Leave

    By Guest LMH, June 25, 1999
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • June 30, 1999

28. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 7, 2008

29. Why are 403(b) plans trapped in the annuities loop?

    By Guest Lyric, April 7, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 1999

30. 403(b) catch up order

    By Guest dietpepsi, August 18, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 18, 2004

31. A reasonable number of investmest options.

    By jlf, May 15, 1999
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • May 21, 1999

32. MPP/403(b) mix - is this possible?

    By Guest AEA, October 15, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 22, 2003

33. Treatment of Excess 402(g) Elective Deferrals in IRS Audits

    By Guest Harvey Carruth, April 28, 2000
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 2000

34. after tax contributions

    By LIBERTYKID, August 13, 2008
    • 1 reply
    • 2k views
    • 
    • Laura Harrington
    • August 13, 2008

35. 403b

    By Guest lskin, March 10, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 10, 2006

36. IRC 402(f) notices

    By Belgarath, August 27, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 2001

37. Allocating the earnings calculated on the VFCP calculator

    By katieinny, December 8, 2010
    • 2 replies
    • 2k views
    • 
    • katieinny
    • December 9, 2010

38. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 10, 2011

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

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

40. Delinquent Filer Voluntary Compliance Program

    By Guest Tim Finn, May 20, 2002
    • 1 reply
    • 2k views
    • 
    • jpod
    • May 20, 2002

41. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • March 31, 2017

42. Mandatory Contributions - Def of Comp

    By austin3515, August 24, 2010
    • 0 replies
    • 2k views
    • 
    • austin3515
    • August 24, 2010

43. 403(b) Plan Documents

    By Guest Lynn West, September 15, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 16, 1999

44. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • April 11, 2006

45. Title I to Non-Title I plans

    By Felicia, April 7, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • April 19, 2000

46. Deferrals (403(b)) as Condition of Employment

    By PMC, June 23, 2008
    • 1 reply
    • 2k views
    • 
    • mariemonroe
    • July 11, 2008

47. Death before RMD Taken

    By MarZDoates, January 31, 2005
    • 1 reply
    • 2k views
    • 
    • mbozek
    • January 31, 2005

48. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001

49. New to 403b plans...

    By Guest PCS Inc, November 2, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

50. Years of Service & Includible Compensation for Part-time/As-Needed

    By Guest kelliea, April 11, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 11, 1999