403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 401(a) 403(b) merge

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

2. 401(a) Match Plan and 403(b) Deferral Only

   By austin3515, January 15, 2013
   • 10 replies
   • 2.2k views
   • 
   • mbozek
   • January 16, 2013

3. 401(a) Plan & non-ERISA 403(b) Plan

   By 401(k)athryn, June 5, 2019
   • 4 replies
   • 2.1k views
   • 
   • Patricia Neal Jensen
   • June 11, 2019

4. 401(a) profit sharing and 403(b) annuity

   By thepensionmaven, June 24, 2019
   • 4 replies
   • 943 views
   • 
   • Belgarath
   • July 3, 2019

5. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

   By Guest mike webb, August 3, 1999
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • August 6, 1999

6. 401(a)(17) and elective deferrals

   By Guest friedbrain, January 14, 1999
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • January 14, 1999

7. 401(k) - 403(b) coverage test

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

8. 401(k) and 403(b) combination plans

   By jaemmons, September 27, 2004
   • 3 replies
   • 1.8k views
   • 
   • MWeddell
   • October 6, 2004

9. 401(k) for school employees?

   By Guest kivey, May 4, 2001
   • 10 replies
   • 10.1k views
   • 
   • Carol V. Calhoun
   • August 3, 2001

10. 401(k) into 403(b)?

    By betheeg, January 28, 2004
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • January 28, 2004

11. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • January 5, 2005

12. 401(k) to 403(b)

    By Guest skc, July 25, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • July 25, 2013

13. 401(k) vs 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • March 6, 2000

14. 401(k) vs. 403(b) Plan

    By Guest Jennk, March 26, 2009
    • 3 replies
    • 2k views
    • 
    • Lori Friedman
    • March 27, 2009

15. 401(m) Coverage Failure

    By Catch22PGM, December 19, 2023
    • 4 replies
    • 850 views
    • 
    • Catch22PGM
    • December 21, 2023

16. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.2k views
    • 
    • MWeddell
    • February 9, 2000

17. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

18. 401k and 403b at same time

    By jkharvey, January 5, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 5, 2011

19. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 4k views
    • 
    • MWeddell
    • August 19, 2014

20. 401k and 403b contribution limit

    By Santo Gold, November 15, 2012
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • November 16, 2012

21. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 630 views
    • 
    • Belgarath
    • February 21, 2019

22. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • February 16, 2018

23. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 967 views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

24. 401k/403b same employer

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

25. 402(g) excess--employee contributed to multiple plans

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

26. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • December 5, 2013

27. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru, January 17
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 17

28. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • October 18, 2010

29. 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

30. 402(g) limits for 1990 - 1998

    By Guest scm, December 10, 1999
    • 3 replies
    • 1.9k views
    • 
    • Michael Devault
    • December 10, 1999

31. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2002

32. 403 (b) Contribution Limits

    By Guest ErikandDeena, July 29, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 5, 2002

33. 403 (b) deferrals after seperation

    By Guest Frankie, September 11, 2002
    • 15 replies
    • 4.6k views
    • 
    • Ken Davis
    • December 3, 2002

34. 403 (b) Gust Updates

    By Guest Frankie, October 6, 2001
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 20, 2002

35. 403 (b) plan

    By Guest irothenberg, September 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 11, 2012

36. 403 b

    By Guest emk459, March 30, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 2006

37. 403 B Rollovers

    By Guest RSC, December 4, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 4, 1998

38. 403(a) Funds

    By Guest JMKirschbaum, May 1, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • May 1, 2002

39. 403(a) plans

    By oldman, June 9, 2010
    • 11 replies
    • 12.2k views
    • 
    • TLGeer
    • June 10, 2010

40. 403(a) vs. 403(b) plans....?

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

41. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • July 21, 2016

42. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 10, 2007

43. 403(b)

    By Guest CVCalhoun, October 21, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 21, 1998

44. 403(b)

    By Guest Ralph Amadio, June 25, 2002
    • 8 replies
    • 2.5k views
    • 
    • mbozek
    • September 23, 2002

45. 403(b)

    By Guest TLCPension, August 26, 2003
    • 9 replies
    • 5.8k views
    • 
    • mbozek
    • August 21, 2012

46. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 578 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

47. 403(b)

    By Guest R V Parish, January 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 15, 2007

48. 403(b)

    By Guest dob, August 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • August 29, 2002

49. 403(b) Match Failure

    By Coleboy1, March 15, 2022
    • 2 replies
    • 884 views
    • 
    • Patricia Neal Jensen
    • March 16, 2022

50. 403(b) Regs effective date postponed

    By jevd, August 29, 2006
    • 0 replies
    • 1.5k views
    • 
    • jevd
    • August 29, 2006