403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) plan mergers

   By Nassau, May 25, 2007
   • 4 replies
   • 2k views
   • 
   • Guest
   • May 27, 2007

2. Terminating 401(k) to start 403(b)

   By KateSmithPA, November 7, 2001
   • 1 reply
   • 2k views
   • 
   • QDROphile
   • November 7, 2001

3. New 403(b) Regs

   By Guest Jason_V, December 1, 2005
   • 1 reply
   • 2k views
   • 
   • MWeddell
   • December 1, 2005

4. 15 Year Catch-up for a private school

   By cprisco, July 30, 2015   

   • 403(b)
   • catch-up
   • (and 1 more)

     Tagged with:

     • 403(b)
     • catch-up
     • 15 year catch-up
   • 4 replies
   • 2k views
   • 
   • Belgarath
   • July 31, 2015

5. 403(b)(1) In-Service Distributions

   By oldman, March 30, 2010
   • 1 reply
   • 2k views
   • 
   • TLGeer
   • March 31, 2010

6. Grandfathered HCE gets bigger ER contribution

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

7. 403(b) & SEP

   By Guest Bob Lees, July 25, 2001
   • 1 reply
   • 2k views
   • 
   • Guest
   • July 26, 2001

8. Effective Opportunity Problem?

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

9. Terminated Employees - Final Paycheck Decuctions?

   By Guest jachapma, September 9, 2010
   • 1 reply
   • 2k views
   • 
   • J Simmons
   • September 9, 2010

10. School Districts' Liability-Plans

    By Guest barrystarr, September 8, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 8, 2003

11. 403b Limits Deferrals to 20%

    By austin3515, October 26, 2011
    • 7 replies
    • 2k views
    • 
    • mbozek
    • October 27, 2011

12. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
    • 0 replies
    • 2k views
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    • jkharvey
    • April 6, 2001

13. Inherited Annuitized 403b

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

14. "terminating" a 403(b)

    By MR, January 19, 2002
    • 0 replies
    • 2k views
    • 
    • MR
    • January 19, 2002

15. Rev. Procedure 99-44 issued 11-17-99

    By jlf, November 17, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 2, 1999

16. TSA to TSA transfer refused by Fund Sponsor

    By Guest ripet503, June 3, 1999
    • 2 replies
    • 2k views
    • 
    • jlf
    • June 3, 1999

17. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • August 14, 2000

18. 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

19. Thus Spake the 800 lb. Gorilla (a/k/a TIAA-CREF)

    By Guest erisafried, February 9, 2005
    • 5 replies
    • 2k views
    • 
    • mbozek
    • February 13, 2005

20. Form 990 Reporting of 403(b) contributions

    By MBCarey, September 14, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 22, 2007

21. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
    • 0 replies
    • 2k views
    • 
    • Francis
    • July 16, 2011

22. Discretionary last day rule

    By movedon, September 9, 2010
    • 4 replies
    • 1.9k views
    • 
    • movedon
    • September 10, 2010

23. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 1.9k views
    • 
    • MWeddell
    • May 5, 2021

24. 403b(7) Providers - Contact Info for Employees

    By Guest cfb, May 31, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 31, 2002

25. Contract Exchanges and Plan Transfers

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

26. Do custodians decide whether an order is a QDRO?

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 30, 2014

27. Termination of 403(b) plans and 5500 reporting

    By Guest rmiller68, September 3, 1999
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

28. opt out provision

    By lexi, August 4, 2006
    • 0 replies
    • 1.9k views
    • 
    • lexi
    • August 4, 2006

29. 403(b) Plans and ECPRS

    By Guest HRD, November 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 14, 2008

30. DFVC Still Available?

    By Guest EBBeginner, December 3, 2004
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • January 6, 2005

31. hardship withdrawals in 403(b)

    By AKconsult, June 4, 2009
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • June 6, 2009

32. Section 8.02 of Rev. Proc. 2007-71

    By Guest Moona, December 8, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • December 9, 2008

33. Participant-directed employer contributions

    By Guest bsl120, March 19, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 22, 2004

34. IRS has issued a work plan for 2001 that includes guidance on 403(b) i

    By Guest JBeck, November 15, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

35. New 403b regs

    By joel, August 7, 2007
    • 1 reply
    • 1.9k views
    • 
    • Felicia
    • August 15, 2007

36. MEA CALC AND CASH BALANCE PLANS

    By Guest Lonnie Tomlin, September 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • September 22, 1999

37. Illegal? What should I do?

    By Guest adale04, March 19, 2004
    • 3 replies
    • 1.9k views
    • 
    • Demosthenes
    • March 22, 2004

38. ER forgot to submit deferral contributions for eligible EE

    By blue, January 3, 2007
    • 3 replies
    • 1.9k views
    • 
    • blue
    • January 3, 2007

39. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • August 28, 2000

40. Elective Deferrals and Union Employees

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

41. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515, July 8, 2021
    • 14 replies
    • 1.9k views
    • 
    • Belgarath
    • July 13, 2021

42. 403(b)(3) change

    By Guest dlo, March 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 2002

43. 403(b) Plan, Change of Vendor, Terminated Participants

    By Tinman, January 30, 2015
    • 2 replies
    • 1.9k views
    • 
    • AMDG
    • October 26, 2015

44. How do I go about, withdrawing money from my 403(b) upon separating fr

    By Guest mmh, April 16, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2001

45. DOL Letter Re: ERISA Coverage For 403(b)s Using EPCRS

    By Guest JGodsoe, February 25, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

46. Vesting on 403(b) match when made to Church Retirement Plan

    By Guest tonjer, October 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • October 29, 2002

47. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • February 8, 2000

48. 403(b) - does adoption agreement trump non-ERISA status?

    By Guest ellis14, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • mbozek
    • November 26, 2014

49. 403(b) Erisa Covered Plan with Excluded Classes

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 21, 2001

50. Pension Protection Act

    By LIBERTYKID, September 8, 2006
    • 0 replies
    • 1.9k views
    • 
    • LIBERTYKID
    • September 8, 2006