403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Form 5500

   By Guest JDK, September 26, 2007
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 26, 2007

2. Form 5500

   By Guest Sieve, December 22, 2010
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • December 22, 2010

3. Form 5500 reporting

   By LIBERTYKID, October 30, 2013   

   • 5500
   • 0 replies
   • 1.6k views
   • 
   • LIBERTYKID
   • October 30, 2013

4. Form 5500 requirements

   By Fred Payne, November 15, 2002
   • 4 replies
   • 2.1k views
   • 
   • jpod
   • November 15, 2002

5. Form 5500 Requirements

   By Guest Giovanni, September 26, 2002
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • September 27, 2002

6. Form 990 Reporting of 403(b) contributions

   By MBCarey, September 14, 2007
   • 1 reply
   • 2k views
   • 
   • Guest
   • September 22, 2007

7. Former Employees

   By Guest BED, June 10, 2010
   • 4 replies
   • 2.6k views
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   • Guest
   • June 14, 2010

8. Found answer - don't know how to delete post

   By Earl, February 28, 2010
   • 0 replies
   • 944 views
   • 
   • Earl
   • February 28, 2010

9. Foundation in Controlled Group with School District?

   By austin3515, September 11, 2024
   • 4 replies
   • 902 views
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   • Peter Gulia
   • September 12, 2024

10. Foundation with employees in U.S. and Canada

    By Belgarath, March 1, 2018
    • 2 replies
    • 695 views
    • 
    • Belgarath
    • March 1, 2018

11. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • June 11, 2019

12. FREEZE OF 403(b) PLAN

    By Guest JONB, January 14, 1999
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • January 15, 1999

13. Freezing 403(b) Plan/amend MP to 401(k)

    By Cathy from Chicago, October 3, 2007
    • 7 replies
    • 2.4k views
    • 
    • TLGeer
    • October 16, 2007

14. Freezing 403b plan starting 401k plan

    By Guest kbett, February 22, 2007
    • 4 replies
    • 2.3k views
    • 
    • TLGeer
    • February 23, 2007

15. Freezing a 403(b) Plan - Vesting Required?

    By Guest cphcs, May 24, 2010
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • May 27, 2010

16. Freezing a 403(b) vs plan termination

    By katieinny, July 9, 2008
    • 11 replies
    • 10.9k views
    • 
    • J Simmons
    • July 28, 2008

17. Fringe Benefit Payments and 403(b)contributions

    By Guest Rookie, April 24, 2000
    • 5 replies
    • 2.6k views
    • 
    • Ellie Lowder
    • April 25, 2000

18. From 403b plan to a 457 plan

    By Guest Mike Moore, January 16, 2002
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

19. Frozen 403(b) - is there a way to force the sole remaining participan

    By Guest Nadia, December 12, 2001
    • 8 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • January 8, 2002

20. Frozen 403(b) and Rollover Contributions

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

21. Frozen 403(b) plans

    By pbarrett, November 10, 1999
    • 10 replies
    • 8k views
    • 
    • ljr
    • May 27, 2004

22. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 3.3k views
    • 
    • Lisa
    • March 15, 2017

23. Funding Vehicles for 403(b) Plan

    By chris, June 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Kathy
    • June 29, 1999

24. FUTA Withholding

    By Guest none, September 8, 2003
    • 3 replies
    • 3.7k views
    • 
    • Appleby
    • September 9, 2003

25. Gateway Requirements required in 403(b) w/ non-elective contributions that don't satisfy disparity safe harbor?

    By Guest DeePA, November 7, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • November 8, 2004

26. Getting MEA Info from Employees

    By Scott, February 12, 1999
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • March 12, 1999

27. Going from ERISA 403(b) status to Non-ERISA 403(b) status

    By ldr, June 3, 2021   

    • 403(b)
    • 2 replies
    • 1.1k views
    • 
    • ldr
    • June 4, 2021

28. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • January 16, 2014

29. Gov't Non-Erisa 403(b) Match

    By Jennifer D., June 27, 2018
    • 2 replies
    • 652 views
    • 
    • QDROphile
    • June 28, 2018

30. Governmental 403(b)

    By Guest ResearchGirl, October 6, 2006
    • 2 replies
    • 2.1k views
    • 
    • Just Me
    • October 6, 2006

31. Governmental Entity - Head Start Programs

    By Guest questions, May 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • May 3, 2002

32. Governmental Plans Answer Book

    By Carol V. Calhoun, January 23, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2002

33. Govt. 403(b) plan with service based employer allocation

    By dmb, March 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 7, 2009

34. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • December 14, 1999

35. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 1k views
    • 
    • khn
    • January 19, 2017

36. Grandfathered HCE gets bigger ER contribution

    By katieinny, May 21, 2008
    • 6 replies
    • 2k views
    • 
    • katieinny
    • May 30, 2008

37. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24, 2018
    • 1 reply
    • 1.4k views
    • 
    • Ebplans
    • August 27, 2018

38. group annuity & individual in 1 plan?

    By Guest DLA, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2003

39. Guidance on "distributable events"

    By Guest bmurphy, September 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 7, 2003

40. Guidance Regulations for 403(b)

    By Guest llaplount, July 12, 2004
    • 4 replies
    • 2.8k views
    • 
    • jevd
    • July 29, 2004

41. GUST 403(b)

    By Guest sroenigk, July 11, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2001

42. GUST and 403(b) Plans Subject to ERISA

    By Guest lbach, February 15, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 16, 2002

43. GUST Checklists for 403(b)s

    By Guest Patrick, May 8, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 8, 2001

44. GUST Restatement - Multiple Effective Dates

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

45. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan

    By Guest JVH, March 1, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2004

46. Hardship Distribution from frozen 401(k) plan..are 403(b) contributions suspended?

    By Guest mmaggs, November 8, 2012
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • November 8, 2012

47. Hardship for debt

    By Guest Wheatie, June 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 13, 2006

48. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 591 views
    • 
    • KaJay
    • July 14, 2021

49. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 17, 2011

50. hardship withdrawals in 403(b)

    By AKconsult, June 4, 2009
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • June 6, 2009