403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Universal Availability

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

2. Contract Exchange

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

3. 5% Owner for MRD purposes

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

4. 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

5. 5500/SAR question

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

6. 403(b) regs

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

7. 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

8. 403(b) & ERISA 414(l)

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

9. 403(b)

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

10. New 403b regs

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

11. teachers' return to employment post-retirement

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

12. 403(b) versus 401(k)

    By blue, August 1, 2007
    • 14 replies
    • 4.6k views
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    • MoShawn
    • September 18, 2008

13. 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

14. 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

15. 403(b) Special Pay Plan

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

16. ERISA Coverage

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

17. 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

18. PPA Safe Harbor

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

19. 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

20. 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

21. distributions/rollovers

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

22. 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

23. 403(b) Non-ERISA Plan

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

24. 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

25. Combine existing 403(b) and 401(a)?

    By PMC, June 4, 2007
    • 10 replies
    • 9.8k views
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    • Guest
    • February 28, 2009

26. 403(b) salary reductions

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

27. Employer acquiring company

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

28. 403(b) plan mergers

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

29. 403b employer match

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

30. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 2k views
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    • Guest
    • May 17, 2007

31. 403B to 401K

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

32. Final Regulations

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

33. 403(b) Document

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

34. 403b Compliance

    By Guest AdamR, April 27, 2007
    • 7 replies
    • 2.6k views
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    • Guest
    • May 2, 2007

35. Deposits to a 403(b) Plan

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

36. 403(b) contribution - employer and employee

    By Guest mcube, April 8, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • April 8, 2007

37. Church plan with employer contributions

    By Guest Margaret25, April 6, 2007
    • 1 reply
    • 1.3k views
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    • Guest
    • April 6, 2007

38. 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

39. Roth 403b

    By Guest jefe96, March 27, 2007
    • 4 replies
    • 2.2k views
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    • Guest
    • April 27, 2007

40. TSA to 401k

    By Guest tar0930, March 23, 2007
    • 0 replies
    • 2.4k views
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    • Guest
    • March 23, 2007

41. Help! Eliminating QJSA from ERISA 403(b)

    By Guest IRISH79, March 22, 2007
    • 3 replies
    • 2.6k views
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    • Locust
    • March 23, 2007

42. Conceptual Issues in 403(b) Documentation

    By TLGeer, March 20, 2007
    • 2 replies
    • 1.5k views
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    • Guest
    • March 22, 2007

43. Employer contribution deadline for non-profit

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

44. Permissive Aggregation for ACP Test

    By Guest jefe96, March 12, 2007
    • 2 replies
    • 2.1k views
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    • Guest
    • March 13, 2007

45. After freezing 403b can employees move assets to 401k?

    By Guest kbett, March 1, 2007
    • 3 replies
    • 2.1k views
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    • Guest
    • March 13, 2007

46. Freezing 403b plan starting 401k plan

    By Guest kbett, February 22, 2007
    • 4 replies
    • 2.3k views
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    • TLGeer
    • February 23, 2007

47. IRS compliance letters to Public Schools

    By Guest Fred Bee, February 12, 2007
    • 2 replies
    • 2.4k views
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    • Guest
    • February 14, 2007

48. Payroll Deduction Error

    By Guest Kathy2006, February 7, 2007
    • 0 replies
    • 1.6k views
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    • Guest
    • February 7, 2007

49. Final 403(b) Regs?

    By Guest jefe96, January 29, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2007

50. EPCRS

    By lexi, January 24, 2007
    • 0 replies
    • 1.2k views
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    • lexi
    • January 24, 2007