403(b) Plans, Accounts or Annuities

2,064 topics in this forum

1. Universal Availability

   By jpod, April 4, 2008
   • 9 replies
   • 3.5k views
   • 
   • Guest
   • July 19, 2008

2. 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

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

   By PMC, June 23, 2008
   • 1 reply
   • 2.1k views
   • 
   • mariemonroe
   • July 11, 2008

4. tax-sheltered annuities

   By Nassau, July 9, 2008
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • July 10, 2008

5. Merge MPPP into 403(b)

   By jkharvey, June 24, 2008
   • 1 reply
   • 2.1k views
   • 
   • rcline46
   • June 24, 2008

6. 403(b) Rollover In's - NON US Pension Assets

   By Nassau, June 19, 2008
   • 1 reply
   • 1.5k views
   • 
   • masteff
   • June 19, 2008

7. 401k/403b same employer

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

8. 404(c) Protection

   By Nassau, June 11, 2008
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • June 11, 2008

9. 404(c) Protection

   By Nassau, June 11, 2008
   • 0 replies
   • 1.5k views
   • 
   • Nassau
   • June 11, 2008

10. Match/Full Time/Discrimination

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

11. Inherited Annuitized 403b

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

12. 403(b) Distributions

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

13. Deadline for Updating Plan Doc for Regs

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

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

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

15. 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
    • 3.7k views
    • 
    • WDIK
    • June 3, 2008

16. Grandfathered HCE gets bigger ER contribution

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

17. Anyone receive a 415 amendment?

    By smm, May 20, 2008
    • 4 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2008

18. Universal Availability

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

19. 403b distributions

    By Guest JMar, April 18, 2008
    • 4 replies
    • 3k views
    • 
    • Everett Moreland
    • May 14, 2008

20. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

21. 5500 for church 403(b)

    By Guest SarahB, May 12, 2008
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 14, 2008

22. pre-2004 contract still receiving contributions

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

23. Single Vendor = ERISA Plan?

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

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

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

25. 403(B)(9) versus 403(b)(7)

    By Guest mbw, April 28, 2008
    • 4 replies
    • 8.1k views
    • 
    • Guest
    • May 1, 2008

26. Commingle qualified and nonqualified assets

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

27. catch-up

    By LIBERTYKID, April 22, 2008
    • 2 replies
    • 1.7k views
    • 
    • LIBERTYKID
    • April 24, 2008

28. reporting 5 year post-severance ER contributions?

    By maverick, April 23, 2008
    • 0 replies
    • 2.2k views
    • 
    • maverick
    • April 23, 2008

29. 2009 Form 5500

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

30. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 11, 2008

31. Information Sharing Agreements--Church Plan

    By Guest aciepluch, April 7, 2008
    • 5 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2008

32. Contract Exchanges and Plan Transfers

    By Guest Inquiring Mind, April 10, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 10, 2008

33. Termination procedures

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

34. School District 403(b)

    By Guest Astro, March 27, 2008
    • 6 replies
    • 4k views
    • 
    • J Simmons
    • April 8, 2008

35. EPCRS

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

36. 403(b) plans

    By Guest Big Al, April 3, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 2008

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

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2008

38. Final 403(b) Regulations

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

39. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2008

40. 403(b) IRS filing requirements

    By Guest Betsy Oakey, February 28, 2008
    • 1 reply
    • 1.8k views
    • 
    • Lori Friedman
    • February 28, 2008

41. What about Top-Heavy testing?

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

42. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 7, 2008

43. Termination

    By Randy Watson, December 13, 2007
    • 4 replies
    • 2.4k views
    • 
    • Bird
    • February 4, 2008

44. Charges Related to Tax-Free Exchange Between Contracts

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

45. 403(b) Irrevocable Election

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

46. CPI Qualified Plan Consultants

    By Guest ft6, January 20, 2008
    • 3 replies
    • 6.8k views
    • 
    • Guest
    • January 31, 2008

47. Vesting of employoer contributions under 403(b)

    By Guest PGH.ERISA, January 30, 2008
    • 1 reply
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 30, 2008

48. Employer Match - Severance

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

49. Maximum Annual Exclusion Allowance

    By Guest Boilerburm1, January 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 17, 2008

50. 415 limit

    By dmb, November 21, 2007
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 11, 2008