403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b distributions

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

2. 2009 Form 5500

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

3. terminating a 403(b)

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

4. Contract Exchanges and Plan Transfers

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

5. Termination procedures

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

6. Information Sharing Agreements--Church Plan

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

7. Universal Availability

   By jpod, April 4, 2008
   • 9 replies
   • 3.4k views
   • 
   • Guest
   • July 19, 2008

8. $200 in 403(b) Deferrals

   By Guest PGH.ERISA, April 3, 2008
   • 6 replies
   • 3.7k views
   • 
   • Kevin C
   • September 3, 2015

9. EPCRS

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

10. 415 limits for 403(b) Plans

    By Guest PGH.ERISA, April 3, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 1, 2008

11. 403(b) plans

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

12. School District 403(b)

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

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

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

14. Final 403(b) Regulations

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

15. Two 403(b) Plans

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

16. 403(b) IRS filing requirements

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

17. Non-ERISA 403(b) Plans

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

18. 403(b) Irrevocable Election

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

19. Vesting of employoer contributions under 403(b)

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

20. Charges Related to Tax-Free Exchange Between Contracts

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

21. What about Top-Heavy testing?

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

22. Employer Match - Severance

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

23. CPI Qualified Plan Consultants

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

24. Maximum Annual Exclusion Allowance

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

25. Information Sharing Agreement

    By Randy Watson, January 8, 2008
    • 7 replies
    • 4.3k views
    • 
    • J Simmons
    • October 22, 2008

26. 10b-10 confirmations

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

27. Mandatory deferrals?

    By wvbeachgirl, December 26, 2007
    • 10 replies
    • 16.4k views
    • 
    • austin3515
    • August 24, 2010

28. Termination

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

29. 415 limit

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

30. 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

31. Residual dividends/earnings 403b & 401a

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

32. 403(b)(7) Hardship - Possible Eviction

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

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

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

34. 403(b) Plan In Combination With A Qualified Plan

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

35. 403(b) Post Separation Contributions

    By Fisher, November 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Fisher
    • November 5, 2007

36. Exchanges

    By Guest Margaret25, October 30, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2007

37. 403(b) not qualified

    By Bird, October 22, 2007
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

38. Participants Not on File

    By Guest mporterst, October 22, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 22, 2007

39. Aggregating MRDs from 403(b) Plans

    By DTH, October 10, 2007
    • 0 replies
    • 1.9k views
    • 
    • DTH
    • October 10, 2007

40. Terminating a 403(b) Plan and starting a 401(k) Plan

    By blue, October 9, 2007
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • October 26, 2007

41. discrimination testing for 401(k) and 403(b)

    By Guest Rocky, October 5, 2007
    • 1 reply
    • 2.1k views
    • 
    • TLGeer
    • October 17, 2007

42. Freezing 403(b) Plan/amend MP to 401(k)

    By Cathy from Chicago, October 3, 2007
    • 7 replies
    • 2.4k views
    • 
    • TLGeer
    • October 16, 2007

43. State Retirement System Sponsoring 403(b) Plan

    By Guest mozak@mindspring.com, September 27, 2007
    • 2 replies
    • 1.4k views
    • 
    • joel
    • October 2, 2007

44. Form 5500

    By Guest JDK, September 26, 2007
    • 3 replies
    • 2k views
    • 
    • Guest
    • September 26, 2007

45. 403(b) Plans And SEP's Under New 403(b) Regs

    By Guest cyocum@lbg1.com, September 25, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2007

46. Compliance Issues in 403(b)

    By Guest Karenm, September 24, 2007
    • 1 reply
    • 2.1k views
    • 
    • TLGeer
    • October 17, 2007

47. Form 990 Reporting of 403(b) contributions

    By MBCarey, September 14, 2007
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 22, 2007

48. 403(b) - may an employee with a G4 visa participate?

    By Francis, August 30, 2007
    • 1 reply
    • 2.4k views
    • 
    • Peter Gulia
    • August 31, 2007

49. Plan Document for ERISA 403(b) Plan

    By Guest rmwright, August 29, 2007
    • 1 reply
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2007

50. No conditions on deferrals

    By katieinny, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • katieinny
    • August 24, 2007