403(b) Plans, Accounts or Annuities

2,067 topics in this forum

1. Plan Comparison

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

2. 403b Force-outs

   By Guest PIA, April 27, 2006
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • April 28, 2006

3. Who owns title to assets under an ERISA 403(b) church plan?

   By Guest rightsaidfred, April 26, 2006
   • 5 replies
   • 2.9k views
   • 
   • Locust
   • April 26, 2006

4. filing schedule A?

   By Lori H, April 18, 2006
   • 1 reply
   • 1.6k views
   • 
   • Ellie Lowder
   • April 24, 2006

5. pension plan

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

6. 403(b) Document Requirement Update?

   By Guest ajames, February 23, 2006
   • 5 replies
   • 2.9k views
   • 
   • GBurns
   • April 15, 2006

7. Frozen 403(b) and Rollover Contributions

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

8. layoff with recall rights

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

9. 403(b) to Profit Sharing?

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

10. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • April 11, 2006

11. layoff time

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

12. 403 b

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

13. Top Heavy 403b's

    By Guest ronny890, March 22, 2006
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • March 22, 2006

14. 403b or Roth IRA?

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

15. controlled groups

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

16. rule 90-24 clarification

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

17. 403b

    By Guest lskin, March 10, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 10, 2006

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

    By Guest JimD-EBR, March 2, 2006
    • 13 replies
    • 4.2k views
    • 
    • joel
    • March 9, 2006

19. Continuance of Deferrals?

    By WDIK, February 24, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 24, 2006

20. 403(b) help needed

    By Guest ajames, February 23, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2006

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

    By namealreadyinuse, February 13, 2006
    • 3 replies
    • 2.5k views
    • 
    • MWeddell
    • February 16, 2006

22. Unused Leave and Separation from Service

    By Appleby, February 6, 2006
    • 3 replies
    • 2.6k views
    • 
    • Appleby
    • February 10, 2006

23. 403b and a SEP

    By Guest LSULLIVAN, February 7, 2006
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • February 8, 2006

24. ACP Test Options

    By Guest kmvr, February 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 8, 2006

25. Correction Methods for ACP Failure

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

26. 403(b) combined with New Comp plan

    By dmb, February 1, 2006
    • 1 reply
    • 2.2k views
    • 
    • AndyH
    • February 1, 2006

27. Plan Take Over

    By Guest tthurston, January 19, 2006
    • 4 replies
    • 2.5k views
    • 
    • E as in ERISA
    • January 23, 2006

28. what are the early withdrawl penalties

    By Guest skully109, January 5, 2006
    • 3 replies
    • 3.1k views
    • 
    • Michael Devault
    • January 6, 2006

29. Church 403b7 & Employer Contributions

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

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

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

31. Electronic distribution of QPSA Notice

    By French, December 14, 2005
    • 2 replies
    • 2.6k views
    • 
    • E as in ERISA
    • January 4, 2006

32. 403b "converted"to 401(k) plan?

    By Guest stashu, January 2, 2006
    • 5 replies
    • 7.1k views
    • 
    • Guest
    • January 3, 2006

33. EGTRRA amendments for 403(b) plans

    By katieinny, December 20, 2005
    • 0 replies
    • 1.9k views
    • 
    • katieinny
    • December 20, 2005

34. 403(b) Plans

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

35. 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

36. 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

37. 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

38. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • December 14, 2005

39. New 403(b) Regs

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

40. "Unfreeze" 403(b)

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

41. 90-24 transfer rule

    By Guest yanfan, November 16, 2005
    • 4 replies
    • 4.6k views
    • 
    • Guest
    • November 24, 2005

42. separate accounting?

    By Guest britneyspears, November 15, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 15, 2005

43. Contributions after retirement.

    By jane123, October 31, 2005
    • 2 replies
    • 2.1k views
    • 
    • jane123
    • November 1, 2005

44. Employer contributions to 403(b)

    By Guest HappyBunny, October 26, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 26, 2005

45. 403(b) and Money Purchase Plan under a controlled group

    By Guest KAGrist, October 18, 2005
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • October 19, 2005

46. 403b RMDs and transfers

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

47. Roth

    By FJR, October 7, 2005
    • 5 replies
    • 2.9k views
    • 
    • wmyer
    • October 11, 2005

48. SPD Question

    By Guest willow, August 31, 2005
    • 13 replies
    • 4.5k views
    • 
    • JanetM
    • October 10, 2005

49. Eligibility for adjunct professors

    By Guest QueenB, October 5, 2005
    • 3 replies
    • 4.2k views
    • 
    • mbozek
    • October 10, 2005

50. FICA withholding

    By Guest jetfaninmn, September 24, 2005
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • September 29, 2005