403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. VCT for Universal Availability Failure

   By Guest Brennan, December 4, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • December 5, 2002

2. Can Employee Defer 100% of Severance into 403(b) Plan

   By mal, May 24, 2005
   • 2 replies
   • 3.5k views
   • 
   • E as in ERISA
   • May 26, 2005

3. Codes on Form 8955-SSA for 403(b) Plan

   By PensionPro, July 18, 2012
   • 2 replies
   • 1.4k views
   • 
   • PensionPro
   • July 20, 2012

4. 403(b) rollover options - triggerable event occurred 3 YEARS ago

   By Guest nyoung314, February 25, 2004
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • February 25, 2004

5. Questions on 403(b) Elective Deferral Limit

   By Guest Minette Ketchings, March 22, 2001
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 1, 2001

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

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

7. erisa vs. non-erisa

   By Guest shaun, December 2, 1998
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • December 4, 1998

8. Merger of Non-ERISA and ERISA 403(b) Plans

   By Christine Roberts, October 7, 2003
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • November 23, 2003

9. 403(b) regs

   By Felicia, August 15, 2007
   • 2 replies
   • 1.6k views
   • 
   • joel
   • August 22, 2007

10. Is the ER limited to 25% of comp when making a 403(b) contribution?

    By katieinny, August 30, 2012
    • 2 replies
    • 913 views
    • 
    • katieinny
    • August 30, 2012

11. Rolling IRA into 403(b) Account

    By 52626, February 6, 2015
    • 2 replies
    • 1.1k views
    • 
    • jlea
    • September 25, 2018

12. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 8, 2014

13. hold harmless agreement

    By Guest Ed Crosby, August 3, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 23, 2001

14. A FICA Opt out Plan

    By Guest KJSpaeth, June 6, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 11, 2002

15. Annual benefit statements (ERISA 105(a))

    By lexi, June 13, 2006
    • 2 replies
    • 2.5k views
    • 
    • lexi
    • June 14, 2006

16. Employer Match - Severance

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

17. leased employees - don't count the time?

    By AlbanyConsultant, August 20, 2021
    • 2 replies
    • 815 views
    • 
    • AlbanyConsultant
    • August 20, 2021

18. Conceptual Issues in 403(b) Documentation

    By TLGeer, March 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2007

19. Includible Compensation

    By Guest dietpepsi, October 9, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 9, 2002

20. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 2.2k views
    • 
    • lm64
    • January 3, 2019

21. If I die....

    By Guest newlifeca, February 28, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 28, 2003

22. Exclude from Match

    By cdavis25, March 30, 2017
    • 2 replies
    • 589 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

23. 403(b) amendments

    By Guest Kathleen Meagher, February 7, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • February 8, 1999

24. 1099-R reporting of after-tax (non-Roth) amounts

    By KaJay, February 28
    • 2 replies
    • 774 views
    • 
    • KaJay
    • March 3

25. Need 403b advice

    By Guest Richard V, February 11, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 1999

26. Plans for 1 employee

    By Guest Jan Reynolds, May 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • May 19, 2009

27. unbundled 403b providers?

    By gregburst, February 13, 2013
    • 2 replies
    • 1.2k views
    • 
    • joel
    • March 18, 2013

28. Merging assets into 403(b)

    By MarZDoates, September 6, 2018
    • 2 replies
    • 775 views
    • 
    • MarZDoates
    • September 6, 2018

29. Safe Harbor Match

    By rcline46, November 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 3, 2008

30. two years of eligibility in a 403(b) plan

    By Guest JONB, February 10, 1999
    • 2 replies
    • 2.6k views
    • 
    • Everett Moreland
    • February 19, 1999

31. Eligible for TDA Plan?

    By austin3515, May 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2014

32. TIAA-CREF Schedule A

    By austin3515, June 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 8, 2012

33. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 903 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

34. Refund of Plan Loan Interest

    By waid10, July 11, 2022
    • 2 replies
    • 796 views
    • 
    • Bird
    • July 11, 2022

35. Non-ERISA 403(b) Plans

    By Belgarath, August 21, 2024
    • 2 replies
    • 895 views
    • 
    • Peter Gulia
    • August 21, 2024

36. 415 limit

    By Fisher, November 26, 2008
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 28, 2008

37. Parsonage Allowance - 107

    By Guest brstokes, October 29, 2001
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • October 30, 2001

38. Annuity Emergency

    By Guest SPerson, March 25, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 31, 1999

39. IRC 402(f) notices

    By Belgarath, August 27, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 2001

40. catch-up

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

41. exclusion for those working less than 20 hours/week

    By Santo Gold, September 13, 2011
    • 2 replies
    • 2.8k views
    • 
    • Kevin C
    • September 13, 2011

42. 403(b) -- Ineligible employees

    By Guest Ray Goetz, April 20, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 26, 1999

43. Ineligible EE allowed to make deferrals: correction?

    By BG5150, June 13, 2023
    • 2 replies
    • 552 views
    • 
    • Paul I
    • June 15, 2023

44. Reading up on 414(h) "Pick up Plans"

    By austin3515, April 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 4, 2014

45. Obtaining 403(b) plan documents

    By Guest Stacey L Miller, April 29, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 30, 1999

46. 403b match - age discrimination or not?

    By WP2017, April 3, 2017   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 1k views
    • 
    • K2
    • April 3, 2017

47. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 17, 2007

48. 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

49. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12, 2020
    • 2 replies
    • 706 views
    • 
    • Suckafish
    • April 16, 2020

50. Pre/Post 89 403b contributions/distributions

    By Guest Brad Larsen, May 4, 1999
    • 2 replies
    • 4.3k views
    • 
    • jlf
    • May 4, 1999