403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ETF's / Custodial Account

   By beartd, July 3, 2019
   • 2 replies
   • 1.9k views
   • 
   • Luke Bailey
   • January 26, 2021

2. 403(b) Plan Merger?

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

3. Substantially Equal Periodic Payments

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

4. Student Employees

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

5. 403b video

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

6. Testing Question

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

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

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

8. rolling after-tax contributions to annuity

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

9. Merge 403(b) plan into 401(k) plan?

   By David Peckham, July 3, 2018
   • 2 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • July 3, 2018

10. average contribution amounts

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

11. 403b

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

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

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

13. Special 403(b) Church Group Elections

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

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

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

15. Distinguishing investment plan differences.

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

16. Annual Service Requirement for Mandatory Employee Contributions?

    By ECSmith, October 31, 2024
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • October 31, 2024

17. 403(b) Distribution/Bankruptcy

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

18. 403(b)(7) Custodial Account - need some clarification

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

19. Once In Always In

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

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

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

21. Universal Availability Rule

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

22. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2002

23. Non-ERISA Plan - Employer Liability

    By Christine Roberts, March 31, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • March 31, 2000

24. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 15, 1999

25. Can distributions be forced in this case?

    By John A, December 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 29, 1999

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

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 1, 2000

27. Cost of Incidental Life Insurace

    By MARYMM, June 14, 2006
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • June 14, 2006

28. No Plan Adminstrator

    By Guest fca, May 14, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 15, 2006

29. 403b/401k design

    By austin3515, October 21, 2010
    • 6 replies
    • 1.8k views
    • 
    • Kevin C
    • November 8, 2010

30. beneficiaries/distributions

    By Felicia, December 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 30, 2002

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

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • October 7, 2000

32. 403b termination process & transition process into 457 plan. Also

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

33. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
    • 0 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • September 27, 1999

34. 403(b) rollover under EGTRRA to an outside annuity

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

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

    By Guest, August 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

36. distributions/rollovers

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

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

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

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

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

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

    By Guest Woodworker, March 6, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2002

40. 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

41. 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

42. Anyone believe that Congress intended to repeal rollover distribution

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

43. Required Pre-2002 403(b)/457(b) Amendments?

    By Guest CMStrength, December 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

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

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

45. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.8k views
    • 
    • G8Rs
    • March 16, 2018

46. Universal Availability - Effective Opportunity

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

47. 401(k) and 403(b) combination plans

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

48. Non-ERISA 403(b)

    By rlb64, December 6, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • December 7, 2004

49. Eliminate Hardship

    By Guest Tom:, June 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2011

50. Loss of 501(c)(3) status

    By nancy, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 23, 2001