403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. disability

   By Felicia, December 15, 2008
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • December 15, 2008

2. Disability exception to 10% penalty

   By Guest gregoryp, February 7, 2002
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • February 7, 2002

3. Disclosure obligations/duty to monitor

   By LIBERTYKID, November 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • November 11, 2011

4. Disclosure Statements for Custodial Accounts?

   By Felicia, February 28, 2001
   • 0 replies
   • 1.6k views
   • 
   • Felicia
   • February 28, 2001

5. Discretionary ER contribution - subject to minimum gateway?

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

6. Discretionary last day rule

   By movedon, September 9, 2010
   • 4 replies
   • 1.9k views
   • 
   • movedon
   • September 10, 2010

7. Discrimination

   By Guest BruceC, June 2, 2009
   • 5 replies
   • 1.6k views
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   • Guest
   • June 3, 2009

8. discrimination testing for 401(k) and 403(b)

   By Guest Rocky, October 5, 2007
   • 1 reply
   • 2.1k views
   • 
   • TLGeer
   • October 17, 2007

9. Discriminatory Employer Contributions

   By Guest bwells, May 8, 2002
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 8, 2002

10. Disqualification of School system 403(b) Plan

    By Belgarath, November 6, 2023
    • 2 replies
    • 524 views
    • 
    • Belgarath
    • November 6, 2023

11. Distinguishing investment plan differences.

    By Guest Kate Meyer, December 13, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

12. Distribution Event

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

13. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 15, 2019

14. Distribution Rollover - Error Correction

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

15. Distribution while still receiving contributions?

    By Guest AFRICA6796, May 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • May 23, 2005

16. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • July 11, 2022

17. Distributions upon death of deceased 403(b) participant

    By MarZDoates, October 22, 2004
    • 11 replies
    • 6k views
    • 
    • joel
    • October 23, 2004

18. distributions/rollovers

    By k man, June 15, 2007
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2007

19. Do 403(b) Plans file 5330's for late refunds?

    By BG5150, June 15, 2023
    • 1 reply
    • 437 views
    • 
    • cathyw
    • June 16, 2023

20. Do 403b plans have trustees?

    By Santo Gold, August 26, 2022
    • 6 replies
    • 3.1k views
    • 
    • Patricia Neal Jensen
    • August 30, 2022

21. Do custodians decide whether an order is a QDRO?

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 30, 2014

22. Do late deferrals need earnings adjustment if only one or two months late?

    By KaJay, October 25, 2023
    • 5 replies
    • 800 views
    • 
    • KaJay
    • October 30, 2023

23. Do you give employees Exclusion Allowance advice?

    By imchipbrown, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • imchipbrown
    • December 4, 2000

24. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant, June 14, 2022
    • 1 reply
    • 828 views
    • 
    • Luke Bailey
    • June 16, 2022

25. Document requirements for church 403(b) plan

    By Guest LJC, January 16, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • January 19, 2004

26. Does a 403(b) require an annual 5500?

    By Guest msearle, May 23, 2000
    • 3 replies
    • 2.1k views
    • 
    • imchipbrown
    • July 13, 2000

27. Does Dr need to make 401(k) plan contributions to hospital employees eligible for 403(b)?

    By Combo Program Specialist, May 11, 2016   

    • 401(k)
    • 403(b)
    • (and 2 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • hospital
      • doctor
    • 2 replies
    • 1.2k views
    • 
    • Combo Program Specialist
    • May 16, 2016

28. Does ERISA apply to a 403(b) program of 501(c)(3) employer?

    By Guest goodyrl, August 22, 1998
    • 5 replies
    • 6.9k views
    • 
    • Guest
    • June 19, 2010

29. Does ERISA apply?

    By Guest cphcs, August 4, 2009
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • October 2, 2009

30. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle, January 10, 2022
    • 4 replies
    • 947 views
    • 
    • fiddle
    • January 13, 2022

31. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant, June 29, 2021
    • 1 reply
    • 791 views
    • 
    • Madison71
    • June 30, 2021

32. Does the Compensation Dollar Limit of $245,000 (2010) apply to a 403(b) Plan?

    By katieinny, April 30, 2010
    • 2 replies
    • 1.8k views
    • 
    • katieinny
    • April 30, 2010

33. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

    By katieinny, January 17, 2013
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 18, 2013

34. Does this smell right?

    By kwalified, January 27, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 29, 2012

35. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • February 14, 2000

36. DOL Audits Triggering IRS Audits

    By Guest Biko, November 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 15, 2000

37. DOL FAB 2010-01

    By Guest Tom:, February 23, 2010
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • May 11, 2010

38. DOL Info letter re 5500 filing

    By Guest Judy Miller, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 1999

39. DOL Letter Re: ERISA Coverage For 403(b)s Using EPCRS

    By Guest JGodsoe, February 25, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

40. DOL safe harbor for non-ERISA 403(b) plans

    By Guest Pennysaver, June 2, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2011

41. dual 403b & 457 contributions

    By Guest Sahara, May 18, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 20, 2002

42. Dual contributions from seperate school payroll points into one 403(b)

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 21, 2000

43. Dual Status 403(b) Plan

    By oldman, October 20, 2011
    • 6 replies
    • 3.1k views
    • 
    • mbozek
    • October 21, 2011

44. Dual Status Public Ed

    By DTH, November 19, 2015
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 19, 2015

45. due date for non-profit ER contribution

    By Santo Gold, March 2, 2012
    • 3 replies
    • 8.1k views
    • 
    • TPApril
    • November 15, 2019

46. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • August 28, 2000

47. early withdrawl of annuity

    By Guest mayovern, June 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • June 13, 2000

48. Earnings distributed in Hardship Distribution

    By Guest BDS, May 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2000

49. EE now working <20 hrs/wk... exclude going forward?

    By AlbanyConsultant, December 5, 2016
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • December 23, 2016

50. Effect of repeal of s. 415(e)

    By Guest MAnglim, May 26, 1999
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • December 11, 2000