403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) plan mergers - distribution restrictions

   By Guest Louise76, April 15, 2010
   • 3 replies
   • 1.9k views
   • 
   • TLGeer
   • April 17, 2010

2. Excise tax applicable in relation to excess 403(b) deferral?

   By Guest Diane DuFresne, December 5, 2000
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 11, 2000

3. 5500/SAR question

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

4. Employee deferral remittance time limt

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

5. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions

   By Alf, March 18, 2000
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 26, 2000

6. Aggregating MRDs from 403(b) Plans

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

7. Plan Comparison

   By Jilliandiz, April 19, 2006
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • May 3, 2006

8. Prohibiting "Vendor Jumping" During Plan Year

   By Christine Roberts, December 7, 2001
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 13, 2001

9. 415 limits

   By Guest egoldberg, December 20, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • December 20, 2000

10. 403(b) Plan Termination

    By waid10, August 27, 2009
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • August 29, 2009

11. Ambiguity of Exceptions to Early Distribution

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

12. Single Vendor = ERISA Plan?

    By Guest cphcs, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 2, 2008

13. 402(g) limits for 1990 - 1998

    By Guest scm, December 10, 1999
    • 3 replies
    • 1.9k views
    • 
    • Michael Devault
    • December 10, 1999

14. 403(b) Plan (contributions frozen pre-2005)

    By Guest Laura Goalen-Anderson, October 16, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • October 16, 2008

15. 403(b) for religious school--church-controlled org?

    By Guest Penelope, June 27, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 27, 2006

16. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 1.9k views
    • 
    • Griswold
    • September 28, 2018

17. VCP Correction of 403b Operational Failures

    By Guest ERISAfied, March 14, 2012
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2012

18. 403(b) Document

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

19. Penalty for nonpayment into 403b fund

    By Guest cadmaslib, July 13, 2002
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • July 13, 2002

20. deferral limit

    By Guest esw, January 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 14, 2002

21. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1.9k views
    • 
    • movedon
    • July 21, 2009

22. Years of Service - 403(b)(4)

    By Guest dean62, August 12, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 1999

23. 403b plan to plan transfer

    By Guest Serena, June 14, 2010
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 17, 2010

24. Continuance of Deferrals?

    By WDIK, February 24, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 24, 2006

25. Is a Non Matching "Match" permissible in an ERISA 403(b)?

    By Guest W J Parks, August 30, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • August 31, 2000

26. Effect of repeal of s. 415(e)

    By Guest MAnglim, May 26, 1999
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • December 11, 2000

27. Limiting Loans to Contracts with Approved Vendors

    By Guest ebailey, April 22, 2009
    • 10 replies
    • 1.9k views
    • 
    • J Simmons
    • April 23, 2009

28. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 11, 2003

29. What Is the Unions' Responsibility

    By Guest Joel Lee, May 21, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 21, 2004

30. 403(b)(7): What financial info goes in SAR, since no financial info is

    By Guest Pete Joachim, July 11, 2000
    • 1 reply
    • 1.9k views
    • 
    • imchipbrown
    • July 13, 2000

31. 403b Plan - Incorrect vesting calculation - suggestions?

    By Guest JMichael, April 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 28, 2002

32. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 2008

33. 403(b) and 5500

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

34. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan

    By Guest JVH, March 1, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2004

35. Exemption from non-discrimination rules?

    By Guest newlifeca, June 12, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 12, 2001

36. Loan Contract

    By katieinny, February 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • katieinny
    • February 20, 2003

37. Erisa 403(b) to Non-Erisa 403(b)

    By Jilliandiz, May 4, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 5, 2006

38. Certified Audit

    By bzorc, May 14, 2002
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • May 16, 2002

39. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant, April 20, 2018
    • 16 replies
    • 1.9k views
    • 
    • MWeddell
    • June 15, 2018

40. Audit Requirement

    By Guest RGZ, July 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2006

41. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • July 22, 2014

42. Different Q on new 403(b) regs

    By Bird, November 29, 2004
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • November 30, 2004

43. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8, 2017   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 1.9k views
    • 
    • dustin
    • February 9, 2017

44. What agency can help us compel Lincoln Life to honor their contract?

    By Guest dougej, November 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • GBurns
    • November 14, 2001

45. need to restate before plan termination?

    By AlbanyConsultant, November 8, 2017
    • 6 replies
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • May 29, 2018

46. employer involvement

    By LIBERTYKID, December 17, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2001

47. recommendation for 403(b) TPA in San Francisco area

    By Lynn Campbell, August 9, 1999
    • 0 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • August 9, 1999

48. Catch up contributions

    By k man, November 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 29, 2001

49. 403(b) and SAR

    By Guest Jacksonj4, January 11, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 11, 2002

50. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 1.9k views
    • 
    • Luke Bailey
    • September 24, 2018