403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Non-ERISA Church Plans

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

2. 403(b) Plans and ECPRS

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

3. Information Sharing Agreement Deadline

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

4. small nfp -- 403b versus 401k

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

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

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

6. Distribution Rollover - Error Correction

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

7. Correcting for Universal Availability

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

8. 404(c) for 403(b) plans

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

9. Confused on 403(b) Basics in 2009

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

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

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

11. TDA with Safe Harbor Contribution

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

12. Safe Harbor Match

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

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

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

14. 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

15. Universal Availability

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

16. Information Sharing Agreement

    By Randy Watson, January 8, 2008
    • 7 replies
    • 4.3k views
    • 
    • J Simmons
    • October 22, 2008

17. Non-ERISA 403(b) question

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

18. Custodial Agreement Required?

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

19. 403(b) exchange/transfer

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

20. 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

21. expenses paid from plan and FICA

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

22. 401(k) - 403(b) coverage test

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

23. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • October 3, 2008

24. Investments

    By Randy Watson, October 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 2, 2008

25. 415 limits for 403(b) Plans

    By Guest PGH.ERISA, April 3, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 1, 2008

26. 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

27. 403b Document

    By J Simmons, September 5, 2008
    • 13 replies
    • 3.6k views
    • 
    • J Simmons
    • September 27, 2008

28. Plan Administrator's Manual

    By LIBERTYKID, September 24, 2008
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • September 24, 2008

29. 403(b) versus 401(k)

    By blue, August 1, 2007
    • 14 replies
    • 4.6k views
    • 
    • MoShawn
    • September 18, 2008

30. 403B RMD at age 75 for pre-1987 contributions

    By Guest donmartin, September 16, 2008
    • 3 replies
    • 7.6k views
    • 
    • Guest
    • September 18, 2008

31. NON-ERISA 403(B) Plans

    By Nassau, August 7, 2008
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2008

32. 403(b) Church plan and nondiscrimination testing

    By katieinny, June 11, 2008
    • 3 replies
    • 4.5k views
    • 
    • ERISAnut
    • August 28, 2008

33. Administrative Responsibilities

    By Guest Kevin1, August 28, 2008
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • August 28, 2008

34. Plan Document

    By Randy Watson, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • August 15, 2008

35. after tax contributions

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

36. Current employer allows employees to contribute to their former employers' 403(b)s?

    By mariemonroe, July 11, 2008
    • 11 replies
    • 2.9k views
    • 
    • joel
    • August 6, 2008

37. University 403(b) Plans

    By Guest cphcs, June 19, 2008
    • 3 replies
    • 2.2k views
    • 
    • TLGeer
    • August 4, 2008

38. Parsonage Payment Distributions from 403(b)s / Tax Reporting

    By Guest paulg, August 4, 2008
    • 2 replies
    • 3.4k views
    • 
    • masteff
    • August 4, 2008

39. Combined 403(b) and 401(k)

    By MarZDoates, June 24, 2008
    • 4 replies
    • 3.5k views
    • 
    • TLGeer
    • August 1, 2008

40. Too Many Documents

    By sloble@crowleyfleck.com, July 14, 2008
    • 5 replies
    • 1.7k views
    • 
    • TLGeer
    • August 1, 2008

41. 403B plan documents ?

    By rfahey, July 30, 2008
    • 4 replies
    • 2.5k views
    • 
    • TLGeer
    • August 1, 2008

42. 403(b)/457 Defined Benefit Plan?

    By Guest dam1869, July 31, 2008
    • 7 replies
    • 3.6k views
    • 
    • TLGeer
    • August 1, 2008

43. AutoEnroll bringing 403(b) plans into ERISA?

    By Guest ames, August 1, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 1, 2008

44. Freezing a 403(b) vs plan termination

    By katieinny, July 9, 2008
    • 11 replies
    • 10.9k views
    • 
    • J Simmons
    • July 28, 2008

45. Universal Availability

    By jpod, April 4, 2008
    • 9 replies
    • 3.4k views
    • 
    • Guest
    • July 19, 2008

46. can a 403b rollover funds into a 401k who elects to use a PEO(co-employer)

    By Guest bariww, July 15, 2008
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 15, 2008

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

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

48. tax-sheltered annuities

    By Nassau, July 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • July 10, 2008

49. Merge MPPP into 403(b)

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

50. 403(b) Rollover In's - NON US Pension Assets

    By Nassau, June 19, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 19, 2008