403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Form 5500

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

2. Investments

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

3. 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

4. Plan Administrator's Manual

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

5. Universal Availability still has me confused!

   By Guest Boilerburm1, September 17, 2008
   • 11 replies
   • 4.1k views
   • 
   • Kevin C
   • April 8, 2015

6. 403B RMD at age 75 for pre-1987 contributions

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

7. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 3.3k views
   • 
   • Lisa
   • March 15, 2017

8. 403b Document

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

9. Administrative Responsibilities

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

10. Plan Document

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

11. after tax contributions

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

12. NON-ERISA 403(B) Plans

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

13. 402(g) limits - 401(k) and 403(b)

    By Guest Melissa M., August 6, 2008
    • 9 replies
    • 7.4k views
    • 
    • Kevin C
    • January 22, 2016

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

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

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

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

16. 403(b)/457 Defined Benefit Plan?

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

17. 403B plan documents ?

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

18. Can break-in-service rules be used without violating Universal Availability?

    By Guest Grumpy456, July 25, 2008
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 17, 2008

19. 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

20. Too Many Documents

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

21. 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

22. tax-sheltered annuities

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

23. Freezing a 403(b) vs plan termination

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

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

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

25. Merge MPPP into 403(b)

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

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

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

27. 403(b) Rollover In's - NON US Pension Assets

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

28. University 403(b) Plans

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

29. 401k/403b same employer

    By Guest JWhit, June 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • June 12, 2008

30. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • June 11, 2008

31. 403(b) Church plan and nondiscrimination testing

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

32. 404(c) Protection

    By Nassau, June 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Nassau
    • June 11, 2008

33. Inherited Annuitized 403b

    By Guest user99, June 10, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 10, 2008

34. 403(b) Distributions

    By Nassau, June 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 9, 2008

35. Match/Full Time/Discrimination

    By Guest jcrawford24, June 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • June 11, 2008

36. Deadline for Updating Plan Doc for Regs

    By Guest ScarletKnight, June 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • June 6, 2008

37. Applicability of 401(a)(14) to 403(b)

    By Guest PGH.ERISA, June 4, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2008

38. Grandfathered HCE gets bigger ER contribution

    By katieinny, May 21, 2008
    • 6 replies
    • 2k views
    • 
    • katieinny
    • May 30, 2008

39. Anyone receive a 415 amendment?

    By smm, May 20, 2008
    • 4 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2008

40. Universal Availability

    By JRN, May 19, 2008
    • 0 replies
    • 2k views
    • 
    • JRN
    • May 19, 2008

41. 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

42. pre-2004 contract still receiving contributions

    By Guest Philip2, May 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 13, 2008

43. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

44. 5500 for church 403(b)

    By Guest SarahB, May 12, 2008
    • 2 replies
    • 4k views
    • 
    • Guest
    • May 14, 2008

45. Transfer of Missing Particpants' Accounts into 401(k)

    By Guest Lauren0507, May 2, 2008
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • May 2, 2008

46. Single Vendor = ERISA Plan?

    By Guest cphcs, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 2, 2008

47. 403(B)(9) versus 403(b)(7)

    By Guest mbw, April 28, 2008
    • 4 replies
    • 8k views
    • 
    • Guest
    • May 1, 2008

48. Commingle qualified and nonqualified assets

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

49. reporting 5 year post-severance ER contributions?

    By maverick, April 23, 2008
    • 0 replies
    • 2.1k views
    • 
    • maverick
    • April 23, 2008

50. catch-up

    By LIBERTYKID, April 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • April 24, 2008