403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Loan Note Rollover

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

2. TIAA-CREF / Loan Program

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

3. Church Employees Special Election

   By Guest BrandonT, September 12, 2001
   • 1 reply
   • 1.8k views
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   • Guest
   • September 13, 2001

4. Employer contributions to non-ERISA plans

   By Guest lskin, July 13, 2006
   • 4 replies
   • 1.8k views
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   • Guest
   • July 14, 2006

5. Successor Plan Rules

   By waid10, February 23, 2010
   • 1 reply
   • 1.8k views
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   • Guest
   • February 23, 2010

6. 401(k) vs 403(b)

   By Guest L, March 6, 2000
   • 1 reply
   • 1.8k views
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   • Dave Baker
   • March 6, 2000

7. Universal Availability

   By katieinny, August 24, 2007
   • 3 replies
   • 1.8k views
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   • jpod
   • August 29, 2007

8. 403b ability to transfer vested money

   By Guest eric24, September 3, 2002
   • 1 reply
   • 1.8k views
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   • QDROphile
   • September 3, 2002

9. 20 hour exclusion

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

10. amending for GUST

    By k man, December 6, 2001
    • 0 replies
    • 1.8k views
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    • k man
    • December 6, 2001

11. Maximum Contribution Limits

    By Felicia, October 15, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • October 19, 1999

12. EGTRRA amendments for 403(b) plans

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

13. Discriminatory Employer Contributions

    By Guest bwells, May 8, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • May 8, 2002

14. Change to Employer contributions formula during year

    By jaxon1225, October 8, 2013
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • October 8, 2013

15. 403(B)7 TSA Custodial Account

    By Guest Elayne Showell, July 12, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • July 12, 2002

16. 403(b) Plans

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

17. GUST Checklists for 403(b)s

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

18. 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

19. 403b plan consolidation

    By Guest GinaD, July 3, 2013   

    • 403b plan
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 3, 2013

20. Mandatory disaggregation

    By Guest Mike Melnick, March 25, 2003
    • 1 reply
    • 1.8k views
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    • mbozek
    • March 25, 2003

21. non-profit has a 401k, wants to start a 403b

    By Santo Gold, April 25, 2009
    • 2 replies
    • 1.8k views
    • 
    • jw721
    • June 16, 2009

22. Catch UP Contributions for 457 plans

    By Guest Steve C., September 7, 2001
    • 3 replies
    • 1.8k views
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    • davef
    • September 26, 2001

23. "Unfreeze" 403(b)

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

24. Assuming a 403(b) plan accepts rollover contributions, may an alternat

    By Guest Bob Collins, October 29, 1999
    • 1 reply
    • 1.8k views
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    • Felicia
    • October 29, 1999

25. Consequence of failing nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 2 replies
    • 1.8k views
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    • david rigby
    • November 16, 2002

26. Annual reqmts.

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
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    • Ellie Lowder
    • August 5, 1999

27. 403b loans require stopping monthly contributions?

    By Guest Mr. Joe, May 21, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • May 27, 2005

28. 2 year eligibility with a Safe Harbor 403(b)?

    By Lori H, February 20, 2013
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • February 21, 2013

29. Custodial Agreement Required?

    By BTG, October 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • GBurns
    • October 19, 2008

30. Death Distributions

    By Guest BDS, May 8, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 8, 2000

31. Missing Participants/Uncashed Checks

    By Guest Markos, June 6, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

32. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 1999

33. Schedule R, 403b Plans

    By austin3515, August 31, 2013
    • 0 replies
    • 1.8k views
    • 
    • austin3515
    • August 31, 2013

34. Salary Reduction Agreement and timing of implementation

    By Guest kerryb, January 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • January 10, 2002

35. 403(b) church plan rollover

    By Guest mullis, June 22, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • June 28, 2000

36. tsa mutual fund transfer to tsa mutual fund transfer

    By Guest smount_99, May 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

37. Non profit agency merges, changes 403b vendors, can I transfer the old

    By Guest R. Kerst, January 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

38. 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

39. Terminating a Group Tax Sheltered Annuity Contract

    By Guest PB&J, August 10, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2005

40. I knew what parts of the "OLD year 1998" Form 5500 to comple

    By Moe Howard, September 22, 2000
    • 1 reply
    • 1.7k views
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    • Ellie Lowder
    • September 22, 2000

41. TRA '99 and 402(g)(8)

    By Guest mike webb, September 27, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • September 28, 1999

42. Limiting employer contributions

    By Guest JMN, November 11, 2011
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2012

43. 403(b) Defined Benefit Plan

    By Guest cjk, September 23, 2004
    • 3 replies
    • 1.7k views
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    • mbozek
    • September 23, 2004

44. Tax "Cost" of disclaiming 403-b & it passes to a credit

    By Guest TMary, August 6, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • August 6, 1999

45. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1.7k views
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    • IRA
    • April 7, 2015

46. 403b

    By Guest l.skin, June 9, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 9, 2009

47. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 1.7k views
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    • perkinsran
    • January 26, 2020

48. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2009

49. Maximum time permitted from payroll deduction

    By Guest BL, December 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 23, 1999

50. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • October 21, 1999