403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 20 hour exclusion

   By Belgarath, June 18, 2019
   • 9 replies
   • 1.8k views
   • 
   • Belgarath
   • June 27, 2019

2. 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

3. Non-ERISA 403(b)

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

4. 403(b) match

   By Lori H, September 7, 2011
   • 1 reply
   • 1.8k views
   • 
   • ETA Consulting LLC
   • September 8, 2011

5. Affiliated Service Group

   By Guest djw, January 23, 2009
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • January 25, 2009

6. early withdrawl of annuity

   By Guest mayovern, June 12, 2000
   • 1 reply
   • 1.8k views
   • 
   • Michael Devault
   • June 13, 2000

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

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

8. terminating a 403(b) Plan

   By Santo Gold, July 11, 2012
   • 3 replies
   • 1.8k views
   • 
   • ETA Consulting LLC
   • July 12, 2012

9. 403(b) TPA is pushing for company to switch to 401(k)

   By Lori H, November 24, 2008
   • 3 replies
   • 1.8k views
   • 
   • J Simmons
   • November 25, 2008

10. Can hardship withdrawals be made from employer contributions in a publ

    By Guest Slam, June 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • jlf
    • June 29, 1999

11. Contribution calculation

    By Guest amybu99, March 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 4, 2002

12. Eliminate Hardship

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

13. Non-ERISA 403(b) -- Reversion of Non-Vested Balances

    By Guest rocnrols2, February 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • February 27, 2003

14. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • April 2, 2003

15. 403(b) Loan Note Rollover

    By Guest Grumpy456, January 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

16. 403(b) Employer Contributions and VCP

    By Randy Watson, February 2, 2011
    • 4 replies
    • 1.8k views
    • 
    • Randy Watson
    • February 8, 2011

17. Correcting late deferrals in a terminated plan

    By Guest helix, September 16, 2011
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • October 2, 2012

18. 403b and qualified transportation benefit

    By Guest derfbme, March 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 25, 2001

19. Sham Termination? HELP!

    By Guest Madisonlink, May 26, 2011
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2011

20. 403(b) nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • October 30, 2002

21. GUST Restatement - Multiple Effective Dates

    By Christine Roberts, August 17, 2001
    • 0 replies
    • 1.8k views
    • 
    • Christine Roberts
    • August 17, 2001

22. Church Plan Documents

    By Guest Pension Girl, May 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 12, 2009

23. Does the Compensation Dollar Limit of $245,000 (2010) apply to a 403(b) Plan?

    By katieinny, April 30, 2010
    • 2 replies
    • 1.8k views
    • 
    • katieinny
    • April 30, 2010

24. Rollovers

    By Felicia, December 14, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2002

25. Software to Calculate Limits

    By Guest Jeff Kropp, December 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • December 22, 1999

26. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 1.8k views
    • 
    • QDROphile
    • August 16, 2016

27. Proposed 403(b) Regs

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

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

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

29. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 1.8k views
    • 
    • perkinsran
    • January 26, 2020

30. 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

31. transfer from one 403b plan of employer to another of same employer

    By Belgarath, May 29, 2013
    • 0 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29, 2013

32. Stocks in 403(b) plan

    By Guest Randy Ehle, March 31, 2000
    • 2 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • April 2, 2000

33. News on Negative Elections for 403(b)?

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 27, 2000

34. Nonresident Alien-please

    By jane123, March 12, 2003
    • 4 replies
    • 1.8k views
    • 
    • jane123
    • March 17, 2003

35. EGTRRA amendments for 403(b) plans

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

36. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2009

37. Rollover

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

38. Plan differences

    By Guest CChristy, May 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • May 20, 2002

39. 15 Years of Service Definition for Catch-Up

    By Guest Robin.Wolf, December 3, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 3, 2010

40. I am not totally up to speed on 403b plans, but am being forced to learn quickly..

    By Guest Why, November 30, 2004
    • 3 replies
    • 1.8k views
    • 
    • Lori Friedman
    • December 6, 2004

41. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • July 18, 2011

42. TIAA-CREF / Loan Program

    By austin3515, January 5, 2015
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • January 6, 2015

43. 403(b) plan terminations?

    By Guest jppcpa, December 4, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 4, 1999

44. Comparison among 401(k) plans, 403(b) plans, and 457 plans available o

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 21, 1999

45. New 2000 Limits on special elections?

    By Guest AlanBEA, October 31, 1999
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 9, 1999

46. Any list available of mutual funds that actually offer 403b's?

    By Guest sheard, February 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • February 8, 2001

47. Deferrals from paycheck after retirement

    By Guest getaxa, May 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 3, 2002

48. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • December 5, 2013

49. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • August 30, 2002

50. Plan does not benefit HCEs

    By jkharvey, November 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 29, 1999