403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

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

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

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

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

4. 403(b) Distributions

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

5. Compensation paid after separation of Service

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

6. PPA Safe Harbor

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

7. Successor Plan Rules

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

8. 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

9. 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

10. Church Employees Special Election

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

11. 403(b) Defined Benefit Plan

    By Guest cjk, September 23, 2004
    • 3 replies
    • 1.8k views
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    • mbozek
    • September 23, 2004

12. Universal Availability

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

13. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 1.8k views
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    • Noisy Nora
    • April 19, 2017

14. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 1.8k views
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    • Mikerbpm
    • November 20, 2020

15. Maximum Contribution Limits

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

16. Change to Employer contributions formula during year

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

17. amending for GUST

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

18. 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

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

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

20. 403(b) Plans

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

21. Discriminatory Employer Contributions

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

22. "Unfreeze" 403(b)

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

23. 403b plan consolidation

    By Guest GinaD, July 3, 2013   

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

24. 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

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

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

26. 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

27. 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

28. Mandatory disaggregation

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

29. Salary Reduction Agreement and timing of implementation

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

30. 5500 Schedule P for 403(b)

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

31. 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

32. 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

33. Missing Participants/Uncashed Checks

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

34. 2 year eligibility with a Safe Harbor 403(b)?

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

35. Annual reqmts.

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

36. Custodial Agreement Required?

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

37. Death Distributions

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

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

    By Guest R. Kerst, January 15, 2001
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • January 23, 2001

39. Schedule R, 403b Plans

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

40. 403(b) church plan rollover

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

41. 403b loans require stopping monthly contributions?

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

42. tsa mutual fund transfer to tsa mutual fund transfer

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

43. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1.8k views
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    • IRA
    • April 7, 2015

44. From 403b plan to a 457 plan

    By Guest Mike Moore, January 16, 2002
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • January 18, 2002

45. Terminating a Group Tax Sheltered Annuity Contract

    By Guest PB&J, August 10, 2005
    • 2 replies
    • 1.8k views
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    • Guest
    • August 11, 2005

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

    By Moe Howard, September 22, 2000
    • 1 reply
    • 1.8k views
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    • Ellie Lowder
    • September 22, 2000

47. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.8k views
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    • Guest
    • April 8, 2009

48. 403b

    By Guest l.skin, June 9, 2009
    • 0 replies
    • 1.8k views
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    • Guest
    • June 9, 2009

49. Limiting employer contributions

    By Guest JMN, November 11, 2011
    • 6 replies
    • 1.8k views
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    • Guest
    • January 24, 2012

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

    By Guest mike webb, September 27, 1999
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • September 28, 1999