403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Effective date of new 403(b) plan

   By Guest hb95, January 31, 2014
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 31, 2014

2. Effective Opportunity Problem?

   By Guest Mr. Kite, December 3, 2008
   • 7 replies
   • 2k views
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   • J Simmons
   • December 5, 2008

3. Egtrra

   By Guest JBeck, September 7, 2001
   • 5 replies
   • 2.2k views
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   • Carol V. Calhoun
   • October 25, 2001

4. EGTRRA affect on forward averaging

   By Guest Ralph, July 23, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • July 23, 2001

5. EGTRRA amendments for 403(b) plans

   By katieinny, December 20, 2005
   • 0 replies
   • 1.8k views
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   • katieinny
   • December 20, 2005

6. EGTRRA change to 403(b)

   By Medusa, August 16, 2001
   • 4 replies
   • 2.1k views
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   • Guest
   • August 20, 2001

7. EGTRRA portability--are there some types of rollovers a Plan should NO

   By Guest Dan Gould, August 23, 2001
   • 2 replies
   • 2.3k views
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   • Guest
   • October 8, 2001

8. EGTTRA vs State Law

   By Felicia, January 17, 2002
   • 1 reply
   • 2.4k views
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   • david rigby
   • January 17, 2002

9. Election not to participate

   By Guest medinael, February 6, 2004
   • 2 replies
   • 2.8k views
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   • Guest
   • February 17, 2004

10. Election not to participate in 403(b) plan and testing.

    By Guest, March 15, 2001
    • 1 reply
    • 2k views
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    • Carol V. Calhoun
    • May 10, 2001

11. elective deferral limit for 2003

    By joel, December 4, 2002
    • 11 replies
    • 2.6k views
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    • mbozek
    • December 20, 2002

12. Elective Deferrals and Union Employees

    By smm, August 4, 2003
    • 0 replies
    • 1.9k views
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    • smm
    • August 4, 2003

13. Elective deferrals to 403b plans

    By Guest jyork, January 19, 2007
    • 2 replies
    • 2.4k views
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    • joel
    • January 19, 2007

14. Electronic distribution of QPSA Notice

    By French, December 14, 2005
    • 2 replies
    • 2.5k views
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    • E as in ERISA
    • January 4, 2006

15. Eligibility and Entry Requirements on Elective Deferrals?

    By Guest AndyL, August 7, 2001
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • August 7, 2001

16. Eligibility for 403(b) plans?

    By Guest, May 16, 2000
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • May 31, 2000

17. Eligibility for adjunct professors

    By Guest QueenB, October 5, 2005
    • 3 replies
    • 3.7k views
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    • mbozek
    • October 10, 2005

18. Eligibility for retirement plans of two employers

    By waid10, May 22, 2012
    • 0 replies
    • 847 views
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    • waid10
    • May 22, 2012

19. Eligibility in 403(b) plan

    By nancy, December 17, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • December 17, 2002

20. eligibility in a 403(b)

    By Guest andmik, August 6, 2002
    • 4 replies
    • 2.1k views
    • 
    • jpod
    • August 20, 2002

21. Eligibility Issues: Equivalancies

    By Guest STLGiant, March 6, 2002
    • 7 replies
    • 2.5k views
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    • mbozek
    • March 7, 2002

22. Eligibility question

    By BG5150, May 1, 2023
    • 3 replies
    • 811 views
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    • Carol V. Calhoun
    • May 2, 2023

23. Eligible for TDA Plan?

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

24. Eliminate Hardship

    By Guest Tom:, June 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2011

25. Eliot Spitzer Decides Union Violated the Law

    By joel, June 19, 2006
    • 3 replies
    • 2.1k views
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    • joel
    • June 24, 2006

26. Ellie? Carol? Define YOS for catch-up purposes...

    By Guest STLGiant, September 30, 2002
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • October 1, 2002

27. Employee "opt out" of a 403 b

    By KevinMc, September 30, 2014
    • 2 replies
    • 2.3k views
    • 
    • EPCRSGuru
    • October 11, 2014

28. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
    • 0 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • September 27, 1999

29. Employee benefits site has moved!

    By Carol V. Calhoun, August 12, 1999
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • August 12, 1999

30. Employee contributions 5500 requirement

    By Just Tri, November 18, 2019
    • 1 reply
    • 582 views
    • 
    • baneja
    • November 19, 2019

31. Employee deferral remittance time limt

    By Guest cpamichael, September 29, 2004
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • October 4, 2004

32. Employee deferrals contribution time limits

    By Guest bblack, February 27, 2002
    • 4 replies
    • 2k views
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    • mbozek
    • March 1, 2002

33. Employee making contributions to 403(b) custodial account

    By Guest Statler, August 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 28, 2009

34. Employee Plan Examination Guidelines and IRC 402(g)(8)

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ellie Lowder
    • August 4, 1999

35. Employee termination and rehire for rollover

    By Guest Steveventure, September 11, 2009
    • 22 replies
    • 16.8k views
    • 
    • TPAMan
    • September 16, 2009

36. Employee Waiver for 403(b) no-load investments

    By Guest JimD-EBR, March 2, 2006
    • 13 replies
    • 4.1k views
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    • joel
    • March 9, 2006

37. Employees working <20 hrs a week--excluded from coverage?

    By BG5150, November 3, 2023
    • 2 replies
    • 859 views
    • 
    • rocknrolls2
    • November 6, 2023

38. Employer acquiring company

    By waid10, May 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • June 4, 2007

39. Employer Contribution - Discrimination?

    By waid10, May 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • May 15, 2006

40. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 3, 2010

41. Employer contribution deadline for non-profit

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

42. Employer Contribution Deposit Deadline for Tax Exempt Employers

    By Guest WPJoeC, October 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Kevin C
    • October 10, 2011

43. Employer contribution limits and timing

    By BG5150, March 1, 2023
    • 3 replies
    • 856 views
    • 
    • Peter Gulia
    • March 1, 2023

44. Employer contribution made for two terminated employees by mistake.

    By KaJay, February 9, 2021
    • 1 reply
    • 549 views
    • 
    • Peter Gulia
    • February 10, 2021

45. employer contribution timing in a non-profit

    By Santo Gold, October 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 12, 2012

46. Employer contributions

    By Guest JBeck, November 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • November 14, 2002

47. Employer Contributions After Retirement - Just for School Districts?

    By Christine Roberts, May 26, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 27, 2004

48. Employer contributions made to 403(b) plan, but document only allows s

    By Felicia, October 18, 2000
    • 2 replies
    • 2k views
    • 
    • IRC401
    • October 30, 2000

49. Employer contributions to 403(b)

    By Guest HappyBunny, October 26, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2005

50. Employer contributions to a 403(b)

    By Guest sparkl80, August 6, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 28, 2007