403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Post Separation Contributions

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

2. Exchanges

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

3. 15 year rule and a "qualified employer."

   By katieinny, January 14, 2004
   • 6 replies
   • 3.8k views
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   • gc@chimentowebb.com
   • October 30, 2007

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

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

5. 403(b) not qualified

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

6. Participants Not on File

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

7. Compliance Issues in 403(b)

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

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

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

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

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

10. Aggregating MRDs from 403(b) Plans

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

11. State Retirement System Sponsoring 403(b) Plan

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

12. Form 5500

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

13. 403(b) Plans And SEP's Under New 403(b) Regs

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

14. Form 990 Reporting of 403(b) contributions

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

15. 403(b) - may an employee with a G4 visa participate?

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

16. Plan Document for ERISA 403(b) Plan

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

17. Universal Availability

    By katieinny, August 24, 2007
    • 3 replies
    • 1.8k views
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    • jpod
    • August 29, 2007

18. 403(b) & ERISA 414(l)

    By Guest Astro, August 13, 2007
    • 16 replies
    • 4.9k views
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    • Guest
    • August 27, 2007

19. No conditions on deferrals

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

20. 403(b) regs

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

21. New 403b for Small NFP-How much time/expertise required?

    By Guest Nicholas, August 14, 2007
    • 2 replies
    • 1.5k views
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    • Guest
    • August 22, 2007

22. Contract Exchange

    By Guest Boilerburm1, August 22, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • August 22, 2007

23. 5% Owner for MRD purposes

    By DTH, August 15, 2007
    • 6 replies
    • 2k views
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    • Guest
    • August 18, 2007

24. 5500/SAR question

    By Santo Gold, August 15, 2007
    • 5 replies
    • 1.9k views
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    • Guest
    • August 17, 2007

25. 403(b) match increases with years of service....allowable?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • August 15, 2007

26. New 403b regs

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

27. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 1k views
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    • Guest
    • August 10, 2007

28. teachers' return to employment post-retirement

    By lexi, August 7, 2007
    • 2 replies
    • 1.2k views
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    • lexi
    • August 7, 2007

29. Final 403(b) Regs - Redlined Version?

    By Christine Roberts, July 27, 2007
    • 0 replies
    • 1.1k views
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    • Christine Roberts
    • July 27, 2007

30. ERISA Coverage

    By joel, July 13, 2007
    • 14 replies
    • 4.5k views
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    • Guest
    • July 23, 2007

31. Final Regulations

    By Randy Watson, May 1, 2007
    • 8 replies
    • 3k views
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    • John Feldt ERPA CPC QPA
    • July 23, 2007

32. Ambiguity of Exceptions to Early Distribution

    By Guest Barry2005, July 22, 2007
    • 3 replies
    • 1.9k views
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    • joel
    • July 23, 2007

33. 403(b) Special Pay Plan

    By Guest Taxaholic, July 18, 2007
    • 0 replies
    • 2.1k views
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    • Guest
    • July 18, 2007

34. universal availability and the 20 hours/week rule

    By Guest Mr. Kite, July 12, 2007
    • 1 reply
    • 1.6k views
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    • Guest
    • July 14, 2007

35. Timing of Matching Contribution Deposits

    By Guest Grumpy455, August 2, 2005
    • 5 replies
    • 3.5k views
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    • Guest
    • July 5, 2007

36. Contributions are sent to Counties before the vendor

    By Guest sschullo, June 18, 2007
    • 1 reply
    • 1.4k views
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    • joel
    • June 22, 2007

37. Is this a Match or a PS Contribution?

    By austin3515, June 12, 2007
    • 5 replies
    • 2k views
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    • John Feldt ERPA CPC QPA
    • June 20, 2007

38. PPA Safe Harbor

    By Nassau, June 19, 2007
    • 1 reply
    • 1.8k views
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    • J Simmons
    • June 19, 2007

39. Loan Trust for 403(b) plans

    By Guest CG40, June 19, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • June 19, 2007

40. distributions/rollovers

    By k man, June 15, 2007
    • 4 replies
    • 1.8k views
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    • Guest
    • June 18, 2007

41. 403(b) Non-ERISA Plan

    By Nassau, June 6, 2007
    • 2 replies
    • 2.6k views
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    • Peter Gulia
    • June 14, 2007

42. Safe Harbor 403(b) and Successor Plan

    By PMC, June 5, 2007
    • 0 replies
    • 1.6k views
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    • PMC
    • June 5, 2007

43. bond insurance requirement for 403(b)

    By Guest kaycee, February 23, 2004
    • 5 replies
    • 6.8k views
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    • Peter Gulia
    • June 5, 2007

44. Employer acquiring company

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

45. erisa vs non erisa 403b and testing

    By Guest brapshwing, April 2, 2007
    • 3 replies
    • 9.1k views
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    • J Simmons
    • June 2, 2007

46. 403b employer match

    By Guest PRAFALA, May 18, 2007
    • 2 replies
    • 2.3k views
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    • TLGeer
    • June 2, 2007

47. 403B to 401K

    By Guest kbett, May 8, 2007
    • 4 replies
    • 2.2k views
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    • TLGeer
    • June 2, 2007

48. 403(b) Document

    By Dougsbpc, April 30, 2007
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 2, 2007

49. Deposits to a 403(b) Plan

    By 52626, April 25, 2007
    • 2 replies
    • 1.4k views
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    • TLGeer
    • June 2, 2007

50. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007