403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Vesting Amendment

   By Guest Rookie, November 16, 1999
   • 2 replies
   • 2.2k views
   • 
   • JWK
   • November 17, 1999

2. Form 5500

   By ag780, July 13, 2011
   • 2 replies
   • 1.3k views
   • 
   • TPApril
   • October 10, 2019

3. 403(b) catch up order

   By Guest dietpepsi, August 18, 2004
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • August 18, 2004

4. ERISA 403b to 401k

   By Spencer, November 1, 2012
   • 2 replies
   • 1.1k views
   • 
   • QDROphile
   • November 1, 2012

5. Rollover

   By Guest Giovanni, November 6, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • November 12, 2001

6. Can a charity get a letter ruling on its 403(b) plan?

   By Peter Gulia, March 6, 2014
   • 2 replies
   • 1k views
   • 
   • Peter Gulia
   • March 6, 2014

7. Adding last day

   By 30Rock, March 19, 2025
   • 2 replies
   • 702 views
   • 
   • Artie M
   • March 19, 2025

8. Amending 403b plan after plan year

   By dmb, February 18, 2009
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • February 21, 2009

9. Counting Hours for Summer Camp Employees

   By Guest Cookie10, September 21, 2011
   • 2 replies
   • 1.4k views
   • 
   • Kevin C
   • September 21, 2011

10. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral, March 9, 2024
    • 2 replies
    • 1.3k views
    • 
    • Madeline Regueral
    • June 2, 2024

11. 403b open enrollment

    By Guest denali52, February 23, 2002
    • 2 replies
    • 3.2k views
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    • mbozek
    • February 23, 2002

12. 2001 RMD proposed regs and 403(b) plans

    By John A, August 31, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 31, 2001

13. Restatements if you are using Relius document system

    By Belgarath, June 6, 2025
    • 2 replies
    • 627 views
    • 
    • Belgarath
    • June 9, 2025

14. Beneficiary Designation Requirements

    By Guest TRUST53, December 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 24, 1999

15. ERISA TSA or not?

    By Guest getaxa, January 8, 2004
    • 2 replies
    • 5.2k views
    • 
    • Carol V. Calhoun
    • January 22, 2004

16. How long can an employer hold employee contributions before paying the

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.5k views
    • 
    • Everett Moreland
    • January 15, 2001

17. Single Vendor = ERISA Plan?

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

18. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • April 29, 2015

19. 403(b)(7) Excess Deferral

    By Guest RPSS, January 20, 2000
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 21, 2000

20. Union employees

    By Guest Pension Girl, March 12, 2010
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • March 13, 2010

21. Are there any companies (with reasonable fees) that I could do a 403b

    By Guest jg9, February 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • jlf
    • February 8, 2000

22. Catch up contributions

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

23. 415 limits for 403(b) Plans

    By Guest PGH.ERISA, April 3, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 1, 2008

24. Annuity loan question

    By Guest mondi87, May 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2009

25. Foundation with employees in U.S. and Canada

    By Belgarath, March 1, 2018
    • 2 replies
    • 730 views
    • 
    • Belgarath
    • March 1, 2018

26. Purchase of service credits from 403(b) transfer

    By Guest ERISA_kid, April 23, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 23, 2004

27. Form 5500

    By Guest Sieve, December 22, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2010

28. Material on DROP Programs

    By Ellie Lowder, February 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • February 10, 2000

29. 403(B) with Employer Match

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

30. State Retirement System Sponsoring 403(b) Plan

    By Guest mozak@mindspring.com, September 27, 2007
    • 2 replies
    • 1.4k views
    • 
    • joel
    • October 2, 2007

31. TAMRA provision that allows higher deferrals for HCEs

    By Guest Lonnie Tomlin, April 26, 2001
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • May 19, 2001

32. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • June 13, 2014

33. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl, January 29, 2021
    • 2 replies
    • 847 views
    • 
    • Luke Bailey
    • February 1, 2021

34. Life Insurance for a participant in a 403(b) plan (REVISITED)

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • August 27, 2000

35. IRS compliance letters to Public Schools

    By Guest Fred Bee, February 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 14, 2007

36. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick, January 31, 2021
    • 2 replies
    • 974 views
    • 
    • joel
    • March 12, 2021

37. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 28, 2020

38. Employer contributions made to 403(b) plan, but document only allows s

    By Felicia, October 18, 2000
    • 2 replies
    • 2k views
    • 
    • IRC401
    • October 30, 2000

39. TIAA Loan Reporting

    By austin3515, May 28, 2013
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • May 29, 2013

40. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 15, 2012

41. Roth IRA vs 403B

    By Guest Kent H, March 24, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2000

42. Recharacterization of ACP test failures to after-tax in a 403b plan?

    By ERISAGal, September 18, 2023   

    • 403b
    • aftertax contributions
    • (and 1 more)

      Tagged with:

      • 403b
      • aftertax contributions
      • acp test failure
    • 2 replies
    • 802 views
    • 
    • ERISAGal
    • September 26, 2023

43. Any 403(b) Plan Administrators?

    By Dougsbpc, May 12, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2010

44. Hardship Distribution from frozen 401(k) plan..are 403(b) contributions suspended?

    By Guest mmaggs, November 8, 2012
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • November 8, 2012

45. Wants 401k. Has 403b plan now.

    By coleboy, November 14, 2017
    • 2 replies
    • 609 views
    • 
    • Flyboyjohn
    • November 15, 2017

46. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant, November 15, 2021
    • 2 replies
    • 910 views
    • 
    • Peter Gulia
    • November 16, 2021

47. 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

48. is a 403(b) a 403(a)?

    By Guest lskin, April 14, 2005
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • April 15, 2005

49. W-2 help!

    By Guest Traciw, January 6, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 20, 2003

50. Permissible Investments under Sec. 403(b)

    By joel, January 29, 2004
    • 2 replies
    • 3k views
    • 
    • MWeddell
    • January 30, 2004