403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Expatriots and 403(b) Plans

   By Guest Monika A. Jones, February 4, 2002
   • 1 reply
   • 1.7k views
   • 
   • IRC401
   • February 5, 2002

2. expenses paid from plan and FICA

   By Guest Iwonder, October 3, 2008
   • 14 replies
   • 2.4k views
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   • GBurns
   • October 7, 2008

3. FAB 2009-02

   By Guest M. Pederson, September 10, 2012
   • 0 replies
   • 1.2k views
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   • Guest
   • September 10, 2012

4. FAB 2009-02 and FAB 2010-01

   By Guest Pennysaver, July 16, 2011
   • 4 replies
   • 2.1k views
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   • Peter Gulia
   • July 20, 2011

5. FAB 2009-02 excluded participants in a plan term situation

   By AlbanyConsultant, September 10, 2019
   • 0 replies
   • 468 views
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   • AlbanyConsultant
   • September 10, 2019

6. Faculty, Hours and Summer Months

   By austin3515, August 8, 2011
   • 7 replies
   • 1.7k views
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   • QDROphile
   • August 10, 2011

7. Failed ACP. Can I cure with QMAC?

   By SPilger, December 6, 2021
   • 0 replies
   • 568 views
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   • SPilger
   • December 6, 2021

8. Failure of employer/custodian to timely enroll employee

   By Guest skiprx, December 16, 2004
   • 7 replies
   • 2.2k views
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   • E as in ERISA
   • December 17, 2004

9. Failure to File 8955 SSA

   By Patricia Neal Jensen, April 3, 2018   

   • 8955 ssa
   • 7 replies
   • 3.8k views
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   • ESOP Guy
   • April 5, 2018

10. Failure to Make Matching Contributions

    By oldman63, December 4, 2018
    • 2 replies
    • 715 views
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    • Luke Bailey
    • December 5, 2018

11. Fair Market Value Determination on Annutiy Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 2.5k views
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    • Guest
    • October 16, 2002

12. FBRIC determination

    By etg, June 26, 2018
    • 1 reply
    • 1.4k views
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    • Purplemandinga
    • June 27, 2018

13. Federal Tax Treatment of Investment Advisor Fees?

    By Guest rrocket61, May 18, 2001
    • 5 replies
    • 3.3k views
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    • Guest
    • August 22, 2001

14. Fee Disclosure

    By Nassau, December 3, 2012
    • 0 replies
    • 900 views
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    • Nassau
    • December 3, 2012

15. Fee disclosures in 403(b)'s

    By kwalified, July 16, 2012
    • 0 replies
    • 929 views
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    • kwalified
    • July 16, 2012

16. fica alternative plan

    By Guest rubaiyat, June 9, 2001
    • 3 replies
    • 3.1k views
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    • Carol V. Calhoun
    • June 10, 2001

17. FICA withholding

    By Guest jetfaninmn, September 24, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 29, 2005

18. Fiduciary Libility in ERISA Covered 403b

    By austin3515, November 20, 2012
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 21, 2012

19. Fifteen Year Catch Up

    By Guest Ann Marie Hegy, May 5, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 8, 2003

20. Filing requirements for non-ERISA 403(b) church plans with employer contributions.

    By Guest LJC, March 10, 2004
    • 1 reply
    • 1.8k views
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    • Lame Duck
    • March 11, 2004

21. filing schedule A?

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

22. Final 401(a)(9) Regs

    By Guest Madalyn Clark, November 20, 2003
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • November 21, 2003

23. Final 403(b) Regs - Redlined Version?

    By Christine Roberts, July 27, 2007
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • July 27, 2007

24. Final 403(b) Regs?

    By Guest jefe96, January 29, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 2007

25. Final 403(b) Regulations

    By Nassau, March 6, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 7, 2008

26. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 25, 2000

27. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 573 views
    • 
    • QP_Guy
    • March 23, 2020

28. Final question on Roth rollover

    By Guest Taj, June 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • June 16, 2000

29. Final Regulations

    By Randy Watson, May 1, 2007
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2007

30. Final return on a 403 (b)

    By Guest Colleen Schlosser, July 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2003

31. Financial Audit of Public School 403(b) Plan

    By JRG, April 25, 2017
    • 2 replies
    • 539 views
    • 
    • Carol V. Calhoun
    • April 26, 2017

32. Financial Harsdship allowed for "alternative care"?

    By Guest bmurphy, January 26, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 2004

33. Fiscal Year End / Employees Calendar Year

    By imchipbrown, July 11, 2000
    • 0 replies
    • 2.6k views
    • 
    • imchipbrown
    • July 11, 2000

34. Flat-dollar non-elective contribution?

    By Guest jayback, December 6, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 10, 2002

35. Flexible discretionary matches and new documents

    By Belgarath, June 12, 2023
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 13, 2023

36. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 15, 2000

37. For 2026, is $39,500 an available elective deferral?

    By Peter Gulia, October 28
    • 2 replies
    • 341 views
    • 
    • Peter Gulia
    • October 28

38. For Profit Sub of 501c3

    By austin3515, December 14, 2020
    • 5 replies
    • 904 views
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    • Patricia Neal Jensen
    • December 14, 2020

39. For-Profit Subsidiaries and 403(b) Plans

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 3.5k views
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    • 401 Chaos
    • August 7, 2015

40. force out small balances to inherited IRAs?

    By AlbanyConsultant, June 24, 2024
    • 7 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • June 26, 2024

41. forced to P/T from F/T

    By Guest tracyzimm, December 10, 2002
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • December 10, 2002

42. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
    • 0 replies
    • 2k views
    • 
    • Francis
    • July 16, 2011

43. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 16 replies
    • 3.6k views
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    • austin3515
    • March 25, 2013

44. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 4.5k views
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    • mbozek
    • November 18, 2004

45. Forfeitures in Plan

    By Guest Golden Girl, September 4, 2012
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • September 5, 2012

46. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com, June 13, 2024
    • 0 replies
    • 631 views
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    • gc@chimentowebb.com
    • June 13, 2024

47. Form 5330 for late refunds in 403(b) plan?

    By BG5150, June 21, 2023
    • 0 replies
    • 385 views
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    • BG5150
    • June 21, 2023

48. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • October 3, 2008

49. Form 5500

    By Guest ernieg, October 10, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • October 13, 2006

50. Form 5500

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