403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 415(k)(4) limitation

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

2. Eliot Spitzer Decides Union Violated the Law

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

3. Cost of Incidental Life Insurace

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

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

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

5. Hardship for debt

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

6. 403(b) Plan for a Church Association

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

7. Salary Deferral Limits

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

8. Insurance Companies

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

9. 403(b) for Schools

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

10. loan repayments

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

11. 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

12. Employer Contribution - Discrimination?

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

13. No Plan Adminstrator

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

14. 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

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

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

16. 403b Force-outs

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

17. 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

18. Plan Comparison

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

19. filing schedule A?

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

20. pension plan

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

21. Frozen 403(b) and Rollover Contributions

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

22. layoff with recall rights

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

23. 403(b) to Profit Sharing?

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

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

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

25. layoff time

    By Guest puddle, April 10, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 10, 2006

26. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • April 11, 2006

27. 403 b

    By Guest emk459, March 30, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 2006

28. 403b or Roth IRA?

    By Guest calluke, March 22, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2006

29. Top Heavy 403b's

    By Guest ronny890, March 22, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • March 22, 2006

30. controlled groups

    By Guest George Chimento, March 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2006

31. 403b

    By Guest lskin, March 10, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 10, 2006

32. Employee Waiver for 403(b) no-load investments

    By Guest JimD-EBR, March 2, 2006
    • 13 replies
    • 4.1k views
    • 
    • joel
    • March 9, 2006

33. Continuance of Deferrals?

    By WDIK, February 24, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 24, 2006

34. 403(b) Document Requirement Update?

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

35. 403(b) help needed

    By Guest ajames, February 23, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2006

36. rule 90-24 clarification

    By Guest yanfan, February 20, 2006
    • 4 replies
    • 3.3k views
    • 
    • joel
    • March 13, 2006

37. Employer Responsibility for Remitting Contributions

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

38. Can ERISA 403(b)'s Qualify for 404(c)?

    By namealreadyinuse, February 13, 2006
    • 3 replies
    • 2.4k views
    • 
    • MWeddell
    • February 16, 2006

39. ACP Test Options

    By Guest kmvr, February 8, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2006

40. 403b and a SEP

    By Guest LSULLIVAN, February 7, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 8, 2006

41. Unused Leave and Separation from Service

    By Appleby, February 6, 2006
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • February 10, 2006

42. 403(b) combined with New Comp plan

    By dmb, February 1, 2006
    • 1 reply
    • 2.1k views
    • 
    • AndyH
    • February 1, 2006

43. Plan Take Over

    By Guest tthurston, January 19, 2006
    • 4 replies
    • 2.4k views
    • 
    • E as in ERISA
    • January 23, 2006

44. what are the early withdrawl penalties

    By Guest skully109, January 5, 2006
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 6, 2006

45. Roth 401(k) / Roth 403(b)

    By Guest llaplount, January 4, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • January 4, 2006

46. 403b "converted"to 401(k) plan?

    By Guest stashu, January 2, 2006
    • 5 replies
    • 6.8k views
    • 
    • Guest
    • January 3, 2006

47. Church 403b7 & Employer Contributions

    By Guest gregg_gg, December 28, 2005
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • January 5, 2006

48. EGTRRA amendments for 403(b) plans

    By katieinny, December 20, 2005
    • 0 replies
    • 1.8k views
    • 
    • katieinny
    • December 20, 2005

49. 403(b) Plans

    By Lori H, December 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 19, 2005

50. If ER sponsors both 403b and 401k and participant also owns more than 50% of his own business..

    By Guest esi-jht, December 16, 2005
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 17, 2005