403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 15 yr of service catch up in 403(b)

   By Guest lskin, August 19, 2005
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • August 19, 2005

2. Match to separate plan destroys ERISA exemption

   By Flyboyjohn, September 13, 2017   

   • 403b
   • erisa exemption
   • 2 replies
   • 896 views
   • 
   • CuseFan
   • September 13, 2017

3. 5500 requirements

   By dmb, November 18, 2002
   • 2 replies
   • 1.7k views
   • 
   • Ellie Lowder
   • November 22, 2002

4. $205,000 compensation limit apply to employer contribution to 403b?

   By Guest suzie2, December 2, 2004
   • 2 replies
   • 2.1k views
   • 
   • MWeddell
   • December 8, 2004

5. Options for a surviving spouse with respect to the decedent's 403(b)

   By Guest stenny, May 14, 1999
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • May 15, 1999

6. Contributions after retirement.

   By jane123, October 31, 2005
   • 2 replies
   • 2k views
   • 
   • jane123
   • November 1, 2005

7. Retroactive amendment and VCP

   By 30Rock, July 26, 2012
   • 2 replies
   • 4.5k views
   • 
   • Guest
   • July 26, 2012

8. minimum deferral requirement allowed?

   By Guest DeePA, August 27, 2003
   • 2 replies
   • 2.8k views
   • 
   • mbozek
   • August 27, 2003

9. Flat-dollar non-elective contribution?

   By Guest jayback, December 6, 2002
   • 2 replies
   • 2k views
   • 
   • Guest
   • December 10, 2002

10. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 7, 2016

11. TSA to TSA transfer refused by Fund Sponsor

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

12. Consequence of failing nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • November 16, 2002

13. Leased employees

    By 30Rock, May 28, 2010
    • 2 replies
    • 2.8k views
    • 
    • 30Rock
    • June 3, 2010

14. Taxation of losses on nonqualified variable annuity contracts

    By Guest Richard Plant, January 22, 2002
    • 2 replies
    • 5.4k views
    • 
    • Guest
    • January 23, 2002

15. Dual Status Public Ed

    By DTH, November 19, 2015
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 19, 2015

16. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky, April 10, 2002
    • 2 replies
    • 2.9k views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

17. For 2026, is $39,500 an available elective deferral?

    By Peter Gulia, October 28
    • 2 replies
    • 341 views
    • 
    • Peter Gulia
    • October 28

18. ERISA or non-ERISA?

    By Guest flyfisher, February 23, 2005
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • February 23, 2005

19. Funding Vehicles for 403(b) Plan

    By chris, June 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Kathy
    • June 29, 1999

20. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • November 5, 2002

21. pension plan

    By Guest puddle, April 16, 2006
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2006

22. 403(b) & 410(b) Coverage Tests

    By Good401(k), September 15, 2017   

    • 403(b)
    • 410(b)
    • 2 replies
    • 1.2k views
    • 
    • Good401(k)
    • September 15, 2017

23. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

24. Vacation Pay/Administrative Leave

    By Guest LMH, June 25, 1999
    • 2 replies
    • 2k views
    • 
    • Ellie Lowder
    • June 30, 1999

25. 403(b) Plan and disregarded entity

    By Belgarath, February 28, 2024
    • 2 replies
    • 547 views
    • 
    • Belgarath
    • February 29, 2024

26. ACP Testing

    By French, February 20, 2002
    • 2 replies
    • 2k views
    • 
    • French
    • February 21, 2002

27. 403(b) and 5500

    By Guest LWilson, July 22, 2002
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • July 22, 2002

28. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 541 views
    • 
    • Mr Bagwell
    • September 30, 2019

29. DOL Info letter re 5500 filing

    By Guest Judy Miller, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 1999

30. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 4.2k views
    • 
    • jpod
    • July 29, 2014

31. What is the correction for a missing document?

    By Peter Gulia, July 24, 2017   

    • 403(b); correction; vcp
    • 2 replies
    • 851 views
    • 
    • Carol V. Calhoun
    • July 25, 2017

32. 5500 for a 403b plan

    By austin3515, July 7, 2011
    • 2 replies
    • 998 views
    • 
    • austin3515
    • July 7, 2011

33. Purchase of Prior Service Credit From a PERS

    By Guest Joel Lee, March 29, 2004
    • 2 replies
    • 1.5k views
    • 
    • Ellie Lowder
    • March 30, 2004

34. Individual 403(b) annuity contract converted to a group 403(b) annuity contract?

    By Guest calcu, July 21, 2004
    • 2 replies
    • 3.3k views
    • 
    • jquazza
    • July 30, 2004

35. 403b employer match

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

36. 403(b)(7) Hardship - Possible Eviction

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

37. non-profit has a 401k, wants to start a 403b

    By Santo Gold, April 25, 2009
    • 2 replies
    • 1.8k views
    • 
    • jw721
    • June 16, 2009

38. Anybody familair with the "Zahoric Bill"

    By Guest sschullo, October 20, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 21, 2010

39. DFVC Still Available?

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

40. rollover 403b plan without leaving current employer

    By Guest tbellm, March 26, 2002
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • March 27, 2002

41. Any word on an extension?

    By smm, December 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 3, 2008

42. understanding a 403b

    By K-t-F, June 22, 2006
    • 2 replies
    • 2.1k views
    • 
    • K-t-F
    • June 22, 2006

43. Deferrals in excess of plan limit

    By Guest Serena, June 28, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2010

44. 403(b) large plan and 5500/TIAA reporting

    By kwalified, February 22, 2013
    • 2 replies
    • 1.4k views
    • 
    • Lori H
    • March 8, 2013

45. 403(b) plan loans and termination

    By Guest BruceC, May 4, 2010
    • 2 replies
    • 2k views
    • 
    • rcline46
    • May 6, 2010

46. Questions RE 403(b) and 401(k) maximum contribution interactions and e

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • October 18, 2000

47. State defined-benefit plan & 403b

    By Guest krsdoo, April 30, 2003
    • 2 replies
    • 3.2k views
    • 
    • GBurns
    • April 30, 2003

48. No conditions on deferrals

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

49. Correcting late deferrals in a terminated plan

    By Guest helix, September 16, 2011
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • October 2, 2012

50. 403(b) "Vendor" in California

    By Guest CSEPM, April 20, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 25, 2004