403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. No Plan Adminstrator

   By Guest fca, May 14, 2006
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • May 15, 2006

2. Different Q on new 403(b) regs

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

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

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

4. Catch up contributions

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

5. To (b) or not to (b)?

   By SMB, August 10, 2000
   • 1 reply
   • 1.9k views
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   • Carol V. Calhoun
   • August 10, 2000

6. employer involvement

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

7. Once In Always In

   By austin3515, October 5, 2017
   • 9 replies
   • 1.9k views
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   • Peter Gulia
   • October 6, 2017

8. 403(b) and SAR

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

9. Student Employees

   By austin3515, April 22, 2014
   • 5 replies
   • 1.9k views
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   • austin3515
   • April 22, 2014

10. 403(b) Plan Merger?

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

11. Testing Question

    By wmyer, February 17, 2005
    • 4 replies
    • 1.9k views
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    • mbozek
    • February 17, 2005

12. 403b video

    By Guest dougfsa, June 4, 2002
    • 2 replies
    • 1.9k views
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    • Appleby
    • June 11, 2002

13. average contribution amounts

    By Guest rring, September 12, 2003
    • 0 replies
    • 1.9k views
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    • Guest
    • September 12, 2003

14. How do you figure out the distribution schedule for a 403(b)invested w

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • October 7, 2000

15. 403b

    By Guest Sally Gordon, January 22, 2002
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • January 22, 2002

16. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • November 27, 2001

17. rolling after-tax contributions to annuity

    By Guest mam, November 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • November 17, 1999

18. Transfer of Missing Particpants' Accounts into 401(k)

    By Guest Lauren0507, May 2, 2008
    • 1 reply
    • 1.9k views
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    • QDROphile
    • May 2, 2008

19. Loans from 401(k) to a 403(b)

    By jkharvey, March 6, 2001
    • 1 reply
    • 1.9k views
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    • QDROphile
    • March 6, 2001

20. Special 403(b) Church Group Elections

    By Guest Frankie, July 31, 2001
    • 2 replies
    • 1.9k views
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    • Ellie Lowder
    • August 3, 2001

21. Distinguishing investment plan differences.

    By Guest Kate Meyer, December 13, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 20, 2000

22. 403(b)(7) Custodial Account - need some clarification

    By HarleyBabe, July 23, 2013
    • 2 replies
    • 1.9k views
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    • Carol V. Calhoun
    • July 23, 2013

23. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
    • 0 replies
    • 1.9k views
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    • R. Butler
    • May 24, 2002

24. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

25. Universal Availability Rule

    By Ken Davis, October 1, 2012
    • 2 replies
    • 1.9k views
    • 
    • Ken Davis
    • October 2, 2012

26. Can distributions be forced in this case?

    By John A, December 23, 1999
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 29, 1999

27. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

28. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • September 15, 1999

29. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
    • 0 replies
    • 1.9k views
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    • Guest
    • July 17, 2002

30. Cost of Incidental Life Insurace

    By MARYMM, June 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 14, 2006

31. 403b/401k design

    By austin3515, October 21, 2010
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • November 8, 2010

32. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • March 1, 2000

33. Non-ERISA Plan - Employer Liability

    By Christine Roberts, March 31, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • March 31, 2000

34. beneficiaries/distributions

    By Felicia, December 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • December 30, 2002

35. What Plan Documents are used to establish an annuity as a 403(b) annui

    By Guest Woodworker, March 6, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 7, 2002

36. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
    • 0 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • September 27, 1999

37. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • August 26, 2000

38. 403(b) rollover under EGTRRA to an outside annuity

    By Guest bobgio, January 6, 2003
    • 4 replies
    • 1.8k views
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    • Ellie Lowder
    • January 24, 2003

39. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

    By rocknrolls2, March 21, 2000
    • 1 reply
    • 1.8k views
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    • Guest
    • March 26, 2000

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

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

41. 403b termination process & transition process into 457 plan. Also

    By Guest Mike Moore, January 10, 2002
    • 2 replies
    • 1.8k views
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    • Guest
    • January 10, 2002

42. distributions/rollovers

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

43. NON-ERISA Plans and Beneficiary Designation

    By JOH, July 19, 2022
    • 4 replies
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • July 20, 2022

44. terminating a 403b plan when the employer is no longer in business

    By Santo Gold, March 13, 2009
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • March 14, 2009

45. Universal Availability - Effective Opportunity

    By jpod, May 9, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

46. Anyone believe that Congress intended to repeal rollover distribution

    By jlf, February 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • jlf
    • March 3, 2001

47. Side-by-Side ERISA and Non-ERISA 403(b) Plans

    By Christine Roberts, December 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Christine Roberts
    • December 30, 2002

48. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.8k views
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    • masteff
    • October 18, 2010

49. Participation rates in 403(b) plans - healthcare industry

    By Guest GregSelf, June 22, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2000

50. 401(k) and 403(b) combination plans

    By jaemmons, September 27, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • October 6, 2004