403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 401k/403b same employer

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

2. 404(c) Protection

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

3. 404(c) Protection

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

4. Match/Full Time/Discrimination

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

5. Inherited Annuitized 403b

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

6. 403(b) Distributions

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

7. Deadline for Updating Plan Doc for Regs

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

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

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

9. 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
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   • WDIK
   • June 3, 2008

10. Grandfathered HCE gets bigger ER contribution

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

11. Anyone receive a 415 amendment?

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

12. Universal Availability

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

13. 403b distributions

    By Guest JMar, April 18, 2008
    • 4 replies
    • 2.9k views
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    • Everett Moreland
    • May 14, 2008

14. Question about defining "compensation"

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

15. 5500 for church 403(b)

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

16. pre-2004 contract still receiving contributions

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

17. Single Vendor = ERISA Plan?

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

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

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

19. 403(B)(9) versus 403(b)(7)

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

20. Commingle qualified and nonqualified assets

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

21. catch-up

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

22. reporting 5 year post-severance ER contributions?

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

23. 2009 Form 5500

    By rcline46, April 15, 2008
    • 0 replies
    • 1.6k views
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    • rcline46
    • April 15, 2008

24. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 2008

25. Information Sharing Agreements--Church Plan

    By Guest aciepluch, April 7, 2008
    • 5 replies
    • 2.8k views
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    • John Feldt ERPA CPC QPA
    • April 11, 2008

26. Contract Exchanges and Plan Transfers

    By Guest Inquiring Mind, April 10, 2008
    • 0 replies
    • 1.9k views
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    • Guest
    • April 10, 2008

27. Termination procedures

    By Guest Mr. Kite, April 10, 2008
    • 5 replies
    • 3k views
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    • TLGeer
    • April 10, 2008

28. School District 403(b)

    By Guest Astro, March 27, 2008
    • 6 replies
    • 3.8k views
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    • J Simmons
    • April 8, 2008

29. EPCRS

    By Nassau, April 3, 2008
    • 1 reply
    • 1.3k views
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    • PLAN MAN
    • April 3, 2008

30. 403(b) plans

    By Guest Big Al, April 3, 2008
    • 4 replies
    • 2k views
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    • Guest
    • April 3, 2008

31. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • March 26, 2008

32. Final 403(b) Regulations

    By Nassau, March 6, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 7, 2008

33. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
    • 0 replies
    • 1.2k views
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    • Guest
    • March 3, 2008

34. 403(b) IRS filing requirements

    By Guest Betsy Oakey, February 28, 2008
    • 1 reply
    • 1.7k views
    • 
    • Lori Friedman
    • February 28, 2008

35. What about Top-Heavy testing?

    By Guest fender5150, January 24, 2008
    • 9 replies
    • 10.8k views
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    • Guest
    • February 11, 2008

36. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 7, 2008

37. Termination

    By Randy Watson, December 13, 2007
    • 4 replies
    • 2.3k views
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    • Bird
    • February 4, 2008

38. Charges Related to Tax-Free Exchange Between Contracts

    By Guest PGH.ERISA, January 29, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 4, 2008

39. 403(b) Irrevocable Election

    By Guest WD2, February 1, 2008
    • 0 replies
    • 2.7k views
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    • Guest
    • February 1, 2008

40. CPI Qualified Plan Consultants

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

41. Vesting of employoer contributions under 403(b)

    By Guest PGH.ERISA, January 30, 2008
    • 1 reply
    • 2.2k views
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    • John Feldt ERPA CPC QPA
    • January 30, 2008

42. Employer Match - Severance

    By waid10, January 21, 2008
    • 2 replies
    • 2.1k views
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    • QDROphile
    • January 22, 2008

43. Maximum Annual Exclusion Allowance

    By Guest Boilerburm1, January 17, 2008
    • 1 reply
    • 1.7k views
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    • John Feldt ERPA CPC QPA
    • January 17, 2008

44. 415 limit

    By dmb, November 21, 2007
    • 3 replies
    • 2.1k views
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    • Guest
    • January 11, 2008

45. 10b-10 confirmations

    By Guest dietpepsi, January 8, 2008
    • 2 replies
    • 2.4k views
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    • Guest
    • January 8, 2008

46. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 20, 2007

47. Residual dividends/earnings 403b & 401a

    By Guest kimvb, November 17, 2007
    • 0 replies
    • 1.7k views
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    • Guest
    • November 17, 2007

48. 403(b)(7) Hardship - Possible Eviction

    By Guest Pete Joachim, November 15, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 16, 2007

49. post-employment 403(b) contributions in a trust?

    By maverick, November 8, 2007
    • 2 replies
    • 2.1k views
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    • maverick
    • November 8, 2007

50. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.5k views
    • 
    • QDROphile
    • November 7, 2007