403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. Includible Compensation

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

3. new tax law 403b transfer

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

4. Salary Deferral Limits

   By MARYMM, June 8, 2006
   • 3 replies
   • 2k views
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   • MARYMM
   • June 9, 2006

5. 403(b) plans

   By Guest Big Al, April 3, 2008
   • 4 replies
   • 2k views
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   • Guest
   • April 3, 2008

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

   By Guest Sean, May 19, 1999
   • 3 replies
   • 2k views
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   • Guest
   • June 15, 1999

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

   By Guest TRUST53, November 28, 2000
   • 3 replies
   • 2k views
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   • Carol V. Calhoun
   • December 1, 2000

8. hold harmless agreement

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

9. Loans & Hardships

   By Felicia, September 14, 2000
   • 1 reply
   • 2k views
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   • Guest
   • September 20, 2000

10. Merge MPPP into 403(b)

    By jkharvey, June 24, 2008
    • 1 reply
    • 2k views
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    • rcline46
    • June 24, 2008

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

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2k views
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    • Michael Devault
    • March 11, 2000

12. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2k views
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    • Guest
    • February 7, 2008

13. ERISA vs Non Erisa Plan

    By rfahey, September 30, 2009
    • 0 replies
    • 2k views
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    • rfahey
    • September 30, 2009

14. A FICA Opt out Plan

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

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

    By Guest AEA, October 15, 2003
    • 3 replies
    • 2k views
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    • Guest
    • October 22, 2003

16. 403(b) contributions - law changed?

    By Guest Mary Ann, October 23, 2002
    • 8 replies
    • 2k views
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    • Guest
    • October 25, 2002

17. 5% Owner for MRD purposes

    By DTH, August 15, 2007
    • 6 replies
    • 2k views
    • 
    • Guest
    • August 18, 2007

18. Vacation Pay/Administrative Leave

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

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

    By Guest Lyric, April 7, 1999
    • 3 replies
    • 2k views
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    • Guest
    • April 19, 1999

20. A reasonable number of investmest options.

    By jlf, May 15, 1999
    • 7 replies
    • 2k views
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    • Guest
    • May 21, 1999

21. 403(b) catch up order

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

22. How to tax/pay returned employee contributions?

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

23. 403(b) discontinuance a distributable event?

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

24. Once-eligible, always-eligible rule and rehires / reclassifications of employment.

    By HCE, December 11, 2023
    • 3 replies
    • 2k views
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    • ERISA-Bubs
    • December 19, 2023

25. after tax contributions

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

26. 403b

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

27. Non ERISA 403(b) 5500 filing

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

28. 403(b) plan loans and termination

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

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

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

30. Delinquent Filer Voluntary Compliance Program

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

31. 403(b) Loans - a.s.a.p. please

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

32. Allocating the earnings calculated on the VFCP calculator

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

33. Title I to Non-Title I plans

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

34. IRC 402(f) notices

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

35. New to 403b plans...

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

36. 403(b) reporting requirements

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

37. 403(b) capital gains

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

38. 403(b) Plan Documents

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

39. Death before RMD Taken

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

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

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

41. ACP Testing

    By French, February 20, 2002
    • 2 replies
    • 2k views
    • 
    • French
    • February 21, 2002

42. 403(b)(7) Hardship - Possible Eviction

    By Guest Pete Joachim, November 15, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 16, 2007

43. What items fall under the definition of compensation in a church-spons

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • October 18, 2000

44. Can employer maintain both ERISA 403b and Non-ERISA 403b plans

    By Guest PIA, May 15, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2006

45. 5500 Schedule C and SSA for 403(b) Plans

    By Guest Robert Collins, April 29, 1999
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 1999

46. Mandatory Contributions - Def of Comp

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

47. Severance pay contributed to 403b

    By Guest tws, August 4, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 4, 2003

48. 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

49. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 17, 2007

50. Custodial Choice re: Allowing purchase of past service credits

    By Guest rightsaidfred, April 27, 2004
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 28, 2004