403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) reporting requirements

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

2. layoff time

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

3. 403 b

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

4. Top Heavy 403b's

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

5. 403b or Roth IRA?

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

6. controlled groups

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

7. rule 90-24 clarification

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

8. 403b

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

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

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

10. Continuance of Deferrals?

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

11. 403(b) help needed

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

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

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

13. Unused Leave and Separation from Service

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

14. 403b and a SEP

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

15. ACP Test Options

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

16. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • February 3, 2006

17. 403(b) combined with New Comp plan

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

18. Plan Take Over

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

19. what are the early withdrawl penalties

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

20. Church 403b7 & Employer Contributions

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

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

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

22. Electronic distribution of QPSA Notice

    By French, December 14, 2005
    • 2 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 4, 2006

23. 403b "converted"to 401(k) plan?

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

24. EGTRRA amendments for 403(b) plans

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

25. 403(b) Plans

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

26. 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

27. can a gov'l, 501(c)(3) non-education emer have a 403(b)?

    By EGB, December 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • Locust
    • December 15, 2005

28. Want to confirm that new regulations have not changed 415 limits

    By Guest esi-jht, December 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2005

29. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
    • 0 replies
    • 3k views
    • 
    • Guest
    • December 14, 2005

30. New 403(b) Regs

    By Guest Jason_V, December 1, 2005
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • December 1, 2005

31. "Unfreeze" 403(b)

    By Guest AlyssaC, November 29, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 29, 2005

32. 90-24 transfer rule

    By Guest yanfan, November 16, 2005
    • 4 replies
    • 4k views
    • 
    • Guest
    • November 24, 2005

33. separate accounting?

    By Guest britneyspears, November 15, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 15, 2005

34. Contributions after retirement.

    By jane123, October 31, 2005
    • 2 replies
    • 2k views
    • 
    • jane123
    • November 1, 2005

35. Employer contributions to 403(b)

    By Guest HappyBunny, October 26, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 26, 2005

36. 403(b) and Money Purchase Plan under a controlled group

    By Guest KAGrist, October 18, 2005
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • October 19, 2005

37. 403b RMDs and transfers

    By Guest Sten, October 11, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 12, 2005

38. Roth

    By FJR, October 7, 2005
    • 5 replies
    • 2.8k views
    • 
    • wmyer
    • October 11, 2005

39. SPD Question

    By Guest willow, August 31, 2005
    • 13 replies
    • 4.3k views
    • 
    • JanetM
    • October 10, 2005

40. Eligibility for adjunct professors

    By Guest QueenB, October 5, 2005
    • 3 replies
    • 3.7k views
    • 
    • mbozek
    • October 10, 2005

41. FICA withholding

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

42. Can you be a participant in 2 plans?

    By Jilliandiz, August 24, 2005
    • 6 replies
    • 2.9k views
    • 
    • stephen
    • September 21, 2005

43. 403(b) Plan After Acquisition

    By Guest sar-ihs, September 20, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 20, 2005

44. New Regs?

    By Guest Michael Anderson, September 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • joel
    • September 10, 2005

45. Insurance Contract Consent

    By Guest kothe19, September 1, 2005
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • September 9, 2005

46. Is it really going to happen on January 1, 2006?

    By Guest PB&J, August 30, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • September 2, 2005

47. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 25, 2005

48. contribution after distribution?

    By Guest jmlumpkin, August 19, 2005
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • August 23, 2005

49. Control Group Discrimination Testing

    By Guest shadebeads, August 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • August 22, 2005

50. 15 yr of service catch up in 403(b)

    By Guest lskin, August 19, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 19, 2005