403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Chart of 403(b) plan limits available online

   By Guest CVCalhoun, August 14, 1998
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • September 2, 1998

2. Charter School 403(b)

   By oldman63, February 20, 2020
   • 2 replies
   • 1.3k views
   • 
   • oldman63
   • February 21, 2020

3. Transition to ERISA Plan Status - What is Initial Effective Date?

   By Christine Roberts, November 12, 2001
   • 2 replies
   • 2.7k views
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   • Christine Roberts
   • November 12, 2001

4. 403b video

   By Guest dougfsa, June 4, 2002
   • 2 replies
   • 1.9k views
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   • Appleby
   • June 11, 2002

5. Merge 403(b) plan into 401(k) plan?

   By David Peckham, July 3, 2018
   • 2 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • July 3, 2018

6. Discretionary ER contribution - subject to minimum gateway?

   By jaemmons, February 7, 2003
   • 2 replies
   • 2.3k views
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   • jaemmons
   • February 7, 2003

7. Spousal rights and Lump Sums

   By Guest lbach, January 15, 2002
   • 2 replies
   • 2.3k views
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   • mbozek
   • January 23, 2002

8. Governmental 403(b)

   By Guest ResearchGirl, October 6, 2006
   • 2 replies
   • 2.1k views
   • 
   • Just Me
   • October 6, 2006

9. Employer dissolving as a result of asset transfer

   By britoski, October 5, 2012
   • 2 replies
   • 1.7k views
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   • mbozek
   • October 10, 2012

10. Employer contributions to 403(b)

    By Guest HappyBunny, October 26, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2005

11. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

12. Side-by-Side ERISA and Non-ERISA 403(b) Plans

    By Christine Roberts, December 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Christine Roberts
    • December 30, 2002

13. 403(b) safe harbor match and grandfathered formula

    By cathyw, October 12, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • October 13, 2017

14. 402(g) excess--employee contributed to multiple plans

    By EPCRSGuru, December 11, 2023
    • 2 replies
    • 579 views
    • 
    • cathyw
    • December 13, 2023

15. Section 1035 Exchange - Policy Loans

    By Guest samcder, January 2, 2001
    • 2 replies
    • 3.7k views
    • 
    • GBurns
    • January 3, 2001

16. Any Discrimination Problems Here?

    By Guest jfreeborn, February 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2011

17. TIAA Marketing Banking Services to Participants

    By austin3515, June 10, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 11, 2013

18. Public School / Non-ERISA Plan

    By austin3515, May 24, 2019
    • 2 replies
    • 824 views
    • 
    • austin3515
    • May 24, 2019

19. Corrective Distributions

    By Christine Roberts, October 14, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 21, 1998

20. New to 403b plans...

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

21. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 887 views
    • 
    • Bill Sweetnam
    • October 19, 2018

22. ERISA Plan Defect Prior to 01/01/09

    By Guest Tom:, January 29, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 2010

23. Allocating the earnings calculated on the VFCP calculator

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

24. Non QJSA 403(b) spousal waiver for beneficiary

    By Jim Chad, December 13, 2016
    • 2 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • December 13, 2016

25. QDRO in a 403(b) Plan

    By Guest Ron, October 15, 1998
    • 2 replies
    • 4.9k views
    • 
    • QDROphile
    • October 22, 1998

26. 403(b) plan with employer contributions

    By Guest Melissa Winslow, April 4, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 4, 2002

27. coverage rules 403b

    By Guest Peggy806, March 31, 2011
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • April 1, 2011

28. max ER contribution?

    By AlbanyConsultant, November 15, 2022
    • 2 replies
    • 1.1k views
    • 
    • ErnieG
    • November 16, 2022

29. 403(a) vs. 403(b) plans....?

    By Guest JJB12, June 23, 2004
    • 2 replies
    • 17.3k views
    • 
    • david rigby
    • June 23, 2004

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

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

31. 403B Plan to 401k

    By KevinMc, February 7, 2012
    • 2 replies
    • 1k views
    • 
    • rcline46
    • February 7, 2012

32. Contract workers or not in 403(b) plan or not

    By TPApril, September 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

33. 403(b) Deselected/Frozen/Terminated Plan, Distributable Event, In-Service Distribution, & Direct Rollover WITHIN Same Employer (NOT An "Exchange")

    By Guest willwillie, May 15, 2008
    • 2 replies
    • 3.5k views
    • 
    • WDIK
    • June 3, 2008

34. "20 hour exclusion"

    By Belgarath, October 12, 2021
    • 2 replies
    • 636 views
    • 
    • Luke Bailey
    • October 13, 2021

35. 403(b) sponsor establishes 401(k)

    By Guest PMiller, June 25, 2002
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • June 26, 2002

36. Employer contributions to a 403(b)

    By Guest sparkl80, August 6, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 28, 2007

37. Maximum ER contribution if no 404 test?

    By AlbanyConsultant, September 5, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 5, 2017

38. Election not to participate

    By Guest medinael, February 6, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • February 17, 2004

39. 401(a) 403(b) merge

    By rlb64, September 16, 2010
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • September 16, 2010

40. Form 5500

    By Guest ernieg, October 10, 2006
    • 2 replies
    • 2.5k views
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    • Guest
    • October 13, 2006

41. How do I go about, withdrawing money from my 403(b) upon separating fr

    By Guest mmh, April 16, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2001

42. Is the MEA Repealed in California?

    By Guest scottyd, January 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

43. Employer liability for non-ERISA 403(b)

    By MWeddell, November 3, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 12, 1998

44. using 'corporate' extension for 5500-SF?

    By AlbanyConsultant, October 11, 2023
    • 2 replies
    • 797 views
    • 
    • AlbanyConsultant
    • October 12, 2023

45. EGTRRA portability--are there some types of rollovers a Plan should NO

    By Guest Dan Gould, August 23, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 8, 2001

46. New 403b for Small NFP-How much time/expertise required?

    By Guest Nicholas, August 14, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 22, 2007

47. ERISA or NonErisa Plan

    By R.G., March 27, 2017
    • 2 replies
    • 628 views
    • 
    • Kevin C
    • March 27, 2017

48. Public Schools - Limiting Annuity Providers

    By Guest derek, November 9, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • November 12, 1998

49. 95% rule and for-profit entities in a controlled group

    By Guest George Chimento, May 5, 2006
    • 2 replies
    • 2.2k views
    • 
    • gc@chimentowebb.com
    • May 19, 2006

50. Universal Availability

    By Guest rcole, November 3, 2009
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • November 16, 2009