403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b "converted"to 401(k) plan?

   By Guest stashu, January 2, 2006
   • 5 replies
   • 6.8k views
   • 
   • Guest
   • January 3, 2006

2. bond insurance requirement for 403(b)

   By Guest kaycee, February 23, 2004
   • 5 replies
   • 6.8k views
   • 
   • Peter Gulia
   • June 5, 2007

3. Should I roll over my 403(b) into a Roth IRA?

   By Guest LoreleiJ, November 4, 2000
   • 3 replies
   • 6.7k views
   • 
   • Carol V. Calhoun
   • November 24, 2000

4. HCEs and 403(b) Plans

   By perkinsran, August 27, 2003
   • 14 replies
   • 6.7k views
   • 
   • ljr
   • September 19, 2003

5. 403(b) Distributions Treated as Housing Allowance

   By DTH, February 2, 2017
   • 3 replies
   • 6.7k views
   • 
   • DTH
   • February 2, 2017

6. CPI Qualified Plan Consultants

   By Guest ft6, January 20, 2008
   • 3 replies
   • 6.6k views
   • 
   • Guest
   • January 31, 2008

7. Entry dates/Salary Deferrals/403b

   By Guest DebN, March 16, 2001
   • 13 replies
   • 6.6k views
   • 
   • Kevin C
   • September 13, 2010

8. TIAA-CREF and TErminated Participants

   By austin3515, September 7, 2010
   • 17 replies
   • 6.6k views
   • 
   • Guest
   • December 5, 2012

9. Can an eligible employee opt out of a 403(b) plan

   By katieinny, May 7, 2009
   • 6 replies
   • 6.5k views
   • 
   • Kevin C
   • May 8, 2009

10. May a non-profit terminate a 403b and start a 401k plan in the same year?

    By wcj99, February 8, 2013
    • 8 replies
    • 6.5k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

11. 403(b) plans and non-elective employer contributions

    By Guest rlamoureux, May 23, 2002
    • 4 replies
    • 6.2k views
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    • mbozek
    • June 13, 2002

12. TAMRA provision that allows higher deferrals for HCEs

    By Guest Lonnie Tomlin, April 26, 2001
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • May 19, 2001

13. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 6.2k views
    • 
    • joel
    • March 22, 2013

14. non-ERISA 403b to 401k

    By cpc0506, July 18, 2014
    • 7 replies
    • 6.2k views
    • 
    • masteff
    • July 18, 2014

15. How can I get money out of my 403(b) account set up through my employe

    By Guest davisdavis, January 10, 2003
    • 5 replies
    • 6.1k views
    • 
    • Guest
    • February 3, 2003

16. Employer Termination of ERISA 403(b) Plan

    By Lori Foresz, August 13, 2004
    • 15 replies
    • 6.1k views
    • 
    • Lori Friedman
    • September 3, 2004

17. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 6.1k views
    • 
    • Belgarath
    • September 6, 2016

18. Vacation Payouts

    By Guest Johnny, January 15, 2002
    • 6 replies
    • 6k views
    • 
    • Guest
    • March 28, 2007

19. Coverage testing for ERISA and non ERISA 403b plans

    By 30Rock, August 16, 2011
    • 10 replies
    • 6k views
    • 
    • mbozek
    • August 19, 2011

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

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

21. Non-ERISA Plan issues

    By Guest brp, February 18, 2003
    • 19 replies
    • 6k views
    • 
    • Guest
    • April 22, 2003

22. Employer contribution deadline for non-profit

    By Santo Gold, March 13, 2007
    • 2 replies
    • 5.9k views
    • 
    • zimbo
    • March 22, 2007

23. 403(b)

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

24. 403(b) QDROs

    By IRA, October 16, 2013
    • 8 replies
    • 5.8k views
    • 
    • mbozek
    • October 25, 2013

25. 403b contributions from severance pay?

    By Guest nahe3, August 20, 1998
    • 1 reply
    • 5.8k views
    • 
    • david shipp
    • August 20, 1998

26. Confusing 403(b) elgibility provisions.

    By Lori H, November 20, 2013
    • 8 replies
    • 5.7k views
    • 
    • Tom Poje
    • December 16, 2013

27. Employer won't let me move my 403(b)7 money unless I quit or die. See

    By Guest Joseph Hoffman, January 16, 2001
    • 12 replies
    • 5.6k views
    • 
    • Guest
    • February 7, 2001

28. 403b and 457 offsets

    By Guest Brian Cox, June 27, 2001
    • 27 replies
    • 5.6k views
    • 
    • Guest
    • August 13, 2001

29. 403(b) Plan fidelity bond requirements

    By Guest ewhitmore, June 16, 2010
    • 2 replies
    • 5.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2010

30. Exchange Traded Funds in a 403(b)7 - is it doable?

    By Guest scottyd, April 2, 2004
    • 8 replies
    • 5.6k views
    • 
    • mbozek
    • April 20, 2004

31. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 22 replies
    • 5.6k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

32. 6-month waiting period after hardship withdrawal

    By Guest bmurphy, August 11, 2004
    • 6 replies
    • 5.5k views
    • 
    • MGB
    • August 13, 2004

33. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 5.5k views
    • 
    • Belgarath
    • February 1, 2019

34. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver, June 21, 2011
    • 5 replies
    • 5.4k views
    • 
    • C-Mikes
    • July 15, 2024

35. Taxation of losses on nonqualified variable annuity contracts

    By Guest Richard Plant, January 22, 2002
    • 2 replies
    • 5.4k views
    • 
    • Guest
    • January 23, 2002

36. adp/acp in 403b plan

    By Guest Laura Browne, July 30, 2004
    • 3 replies
    • 5.3k views
    • 
    • Lori Friedman
    • July 30, 2004

37. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • September 2, 2009

38. CREF and College Professors

    By GBurns, October 26, 2004
    • 14 replies
    • 5.2k views
    • 
    • WDIK
    • October 29, 2004

39. What does '20 hours a week' mean?

    By rcline46, December 3, 2012
    • 3 replies
    • 5.2k views
    • 
    • Tom Poje
    • December 3, 2012

40. Freezing a 403(b) Plan - Vesting Required?

    By Guest cphcs, May 24, 2010
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • May 27, 2010

41. ERISA TSA or not?

    By Guest getaxa, January 8, 2004
    • 2 replies
    • 5.2k views
    • 
    • Carol V. Calhoun
    • January 22, 2004

42. Are TSA, IRA, and 403B the same?

    By Guest jngehring, April 3, 2001
    • 1 reply
    • 5.1k views
    • 
    • Michael Devault
    • April 3, 2001

43. Can life insurance be purchased inside a 403(b) program?

    By Guest wex4, July 24, 2000
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 17, 2000

44. Non-ERISA 403(b) question

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

45. 403b and employer plan 415 limit

    By MJ Hartman, August 18, 2003
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • May 6, 2004

46. Vesting in an ERISA 403(b)

    By Guest Elfman, August 26, 2004
    • 20 replies
    • 5.1k views
    • 
    • mbozek
    • August 30, 2004

47. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • January 10, 2001

48. Teacher sick day payout

    By Guest danfarley, June 7, 2005
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • March 28, 2007

49. vesting of employer contributions

    By Felicia, July 22, 2005
    • 7 replies
    • 5k views
    • 
    • Guest
    • August 10, 2005

50. Universal Availability

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