403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ACP testing

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

2. 403(b) Employer Contribution Eligibility

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

3. New to 403(b)

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

4. PPA impact on 403(b) distributions

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

5. QDRO vs Legal Separation agreement

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

6. Pension Protection Act

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

7. 403(b) Plan Merger?

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

8. 403(b) Regs effective date postponed

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

9. Passing ACP test

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

10. 403(b) Set-up

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

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

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

12. Pension Protection Act 2006-Mandatory Contributions

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

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

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

14. opt out provision

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

15. 403(b) Plans

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

16. Employer Responsibility for Remitting Contributions

    By Guest NPalazzolo, February 13, 2006
    • 7 replies
    • 3.1k views
    • 
    • BeckyMiller
    • July 31, 2006

17. conversion of DB to DC

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

18. 403(b) loans

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

19. Employer contributions to non-ERISA plans

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

20. Audit Requirement

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

21. Church plans

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

22. Substantially Equal Periodic Payments

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

23. 403(b) for religious school--church-controlled org?

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

24. Proposed 403(b) Regs

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

25. Eliot Spitzer Decides Union Violated the Law

    By joel, June 19, 2006
    • 3 replies
    • 2.1k views
    • 
    • joel
    • June 24, 2006

26. understanding a 403b

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

27. Tricky Non-ERISA 403(b) Contribution Question

    By Guest James CFP, April 12, 2006
    • 3 replies
    • 2k views
    • 
    • joel
    • June 22, 2006

28. 415(k)(4) limitation

    By lexi, June 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 19, 2006

29. 403(b) for Schools

    By wsp, May 23, 2006
    • 33 replies
    • 10.7k views
    • 
    • Guest
    • June 14, 2006

30. Cost of Incidental Life Insurace

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

31. Annual benefit statements (ERISA 105(a))

    By lexi, June 13, 2006
    • 2 replies
    • 2.5k views
    • 
    • lexi
    • June 14, 2006

32. Hardship for debt

    By Guest Wheatie, June 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 13, 2006

33. 403(b) Plan for a Church Association

    By Archimage, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 12, 2006

34. Salary Deferral Limits

    By MARYMM, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • MARYMM
    • June 9, 2006

35. Insurance Companies

    By Jilliandiz, June 1, 2006
    • 6 replies
    • 2k views
    • 
    • E as in ERISA
    • June 8, 2006

36. 95% rule and for-profit entities in a controlled group

    By Guest George Chimento, May 5, 2006
    • 2 replies
    • 2.2k views
    • 
    • gc@chimentowebb.com
    • May 19, 2006

37. loan repayments

    By Felicia, May 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • May 18, 2006

38. Can employer maintain both ERISA 403b and Non-ERISA 403b plans

    By Guest PIA, May 15, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2006

39. No Plan Adminstrator

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

40. Employer Contribution - Discrimination?

    By waid10, May 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • May 15, 2006

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

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

42. Plan Comparison

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

43. 403b Force-outs

    By Guest PIA, April 27, 2006
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 28, 2006

44. Who owns title to assets under an ERISA 403(b) church plan?

    By Guest rightsaidfred, April 26, 2006
    • 5 replies
    • 2.8k views
    • 
    • Locust
    • April 26, 2006

45. filing schedule A?

    By Lori H, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ellie Lowder
    • April 24, 2006

46. pension plan

    By Guest puddle, April 16, 2006
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2006

47. 403(b) Document Requirement Update?

    By Guest ajames, February 23, 2006
    • 5 replies
    • 2.8k views
    • 
    • GBurns
    • April 15, 2006

48. Frozen 403(b) and Rollover Contributions

    By Guest AEA, April 14, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2006

49. layoff with recall rights

    By Guest puddle, April 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 14, 2006

50. 403(b) to Profit Sharing?

    By Guest James CFP, April 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • April 14, 2006