403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Affiliated Service Group

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

2. 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

3. 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

4. Contribution calculation

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

5. terminating a 403(b) Plan

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

6. Record Retention

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

7. 403(b) match

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

8. 403b and qualified transportation benefit

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

9. Correcting late deferrals in a terminated plan

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

10. 403(b) nondiscrimination

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

11. GUST Restatement - Multiple Effective Dates

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

12. Church Plan Documents

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

13. Software to Calculate Limits

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

14. 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

15. Proposed 403(b) Regs

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

16. Sham Termination? HELP!

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

17. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

18. Rollovers

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

19. early withdrawl of annuity

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

20. Nonresident Alien-please

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

21. 403(b) Employer Contributions and VCP

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

22. 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

23. 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

24. 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

25. IRS Announces Plan Limits for 2010

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

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

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

27. 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

28. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

29. Plan differences

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

30. Stocks in 403(b) plan

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

31. Rollover

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

32. 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

33. 15 Years of Service Definition for Catch-Up

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

34. 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

35. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • October 18, 2010

36. 403(b) plan terminations?

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

37. 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

38. Plan does not benefit HCEs

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

39. 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

40. Deferrals from paycheck after retirement

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

41. Compensation paid after separation of Service

    By Guest getaxa, July 10, 2003
    • 3 replies
    • 1.8k views
    • 
    • Harwood
    • July 10, 2003

42. New 2000 Limits on special elections?

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

43. Rolling over 401(k) to 403(b)

    By Guest Barney Byrd, November 18, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • November 18, 2001

44. Penalty for hardship withdrawal from deferral source that included ear

    By Guest LNM, June 21, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 21, 2000

45. 403(b) Distributions

    By Nassau, June 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 9, 2008

46. 403(b) Deferral Limits

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

47. Can final leave payouts be deferred and how do they impact includible

    By Guest dvonmoll, December 22, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 22, 2000

48. $3,000 Catch-up under 402(g)(7)

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

49. PPA Safe Harbor

    By Nassau, June 19, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 19, 2007

50. 403b Plan Investments

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