403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Elective deferrals to 403b plans

   By Guest jyork, January 19, 2007
   • 2 replies
   • 2.4k views
   • 
   • joel
   • January 19, 2007

2. 403(B) with Employer Match

   By Guest NYJETS, January 17, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 18, 2007

3. 403(b) investment vendors

   By Guest PMiller, January 16, 2007
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • February 8, 2007

4. 403(b)

   By Guest R V Parish, January 15, 2007
   • 1 reply
   • 1.5k views
   • 
   • Everett Moreland
   • January 15, 2007

5. 403(b) Loan Note Rollover

   By Guest Grumpy456, January 12, 2007
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • January 12, 2007

6. Expatriate Roth 403(b)

   By Guest BED, January 12, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 12, 2007

7. ER forgot to submit deferral contributions for eligible EE

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

8. Questions From a DBer

   By Guest mingblue, December 29, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • December 29, 2006

9. Irrevocable elections

   By JJD, December 22, 2006
   • 1 reply
   • 1.7k views
   • 
   • JJD
   • December 22, 2006

10. HCE in 403(b)

    By Lori H, December 21, 2006
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • December 21, 2006

11. ROTH 403(b)

    By Felicia, December 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • December 14, 2006

12. 403b lost check deposit

    By Guest William, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

13. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
    • 0 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • December 11, 2006

14. Both a 403(b) and a Defined Contribution Plan

    By Guest John Sargistell, December 8, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2006

15. Updating 403(b) for Final 401(k)?

    By Guest KMP, November 6, 2006
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 6, 2006

16. New to 403b plans...

    By Guest PCS Inc, November 2, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

17. Solutions for all your tax needs

    By Guest Kristopher, October 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2006

18. Tax paid rollover

    By Guest Sherry Ellison, October 19, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2006

19. 403(b) Annuity - possible collateral for loan?

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 17, 2006

20. My employer is violating ERISA

    By Guest emilybronte, October 15, 2006
    • 6 replies
    • 2.8k views
    • 
    • saabraa
    • October 18, 2006

21. Roth 403(b)s

    By Felicia, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • October 10, 2006

22. Form 5500

    By Guest ernieg, October 10, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 13, 2006

23. Governmental 403(b)

    By Guest ResearchGirl, October 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Just Me
    • October 6, 2006

24. universal availability

    By Guest lskin, October 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 5, 2006

25. Can a plan sponsor initiate a 90-24 transfer?

    By Übernerd, September 26, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2006

26. 403B vs Roth IRA for older employee

    By Guest goatgurl2, September 24, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • September 25, 2006

27. ACP testing

    By pmacduff, September 22, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 22, 2006

28. New to 403(b)

    By Guest JDK, September 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 20, 2006

29. PPA impact on 403(b) distributions

    By Guest trojaninvestor, September 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 20, 2006

30. 403(b) Employer Contribution Eligibility

    By Guest PAINPA, September 19, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2006

31. QDRO vs Legal Separation agreement

    By Guest bmurphy61, September 13, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • September 14, 2006

32. Pension Protection Act

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

33. 403(b) Plan Merger?

    By BTG, September 5, 2006
    • 0 replies
    • 1.9k views
    • 
    • BTG
    • September 5, 2006

34. 403(b) Regs effective date postponed

    By jevd, August 29, 2006
    • 0 replies
    • 1.5k views
    • 
    • jevd
    • August 29, 2006

35. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2006

36. 403(b) Set-up

    By Guest RJF, August 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

37. Terminate 403(b) Start 401(k)

    By PMC, August 9, 2006
    • 0 replies
    • 1.8k views
    • 
    • PMC
    • August 9, 2006

38. Pension Protection Act 2006-Mandatory Contributions

    By Guest pware, August 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 2006

39. Benefit, rights and features in 403(b)

    By Guest dietpepsi, August 5, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 5, 2006

40. opt out provision

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

41. 403(b) Plans

    By Nassau, July 27, 2006
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • August 4, 2006

42. 403(b) loans

    By Guest Learner, July 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • joel
    • July 21, 2006

43. Employer contributions to non-ERISA plans

    By Guest lskin, July 13, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • July 14, 2006

44. Audit Requirement

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

45. conversion of DB to DC

    By lexi, July 11, 2006
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 21, 2006

46. Church plans

    By Guest Brian0925, July 11, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2006

47. 403(b) for religious school--church-controlled org?

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

48. Proposed 403(b) Regs

    By Archimage, June 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Ellie Lowder
    • June 27, 2006

49. understanding a 403b

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

50. Substantially Equal Periodic Payments

    By Felicia, June 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • Felicia
    • June 28, 2006