403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) coverage

   By Guest dietpepsi, August 16, 2005
   • 0 replies
   • 1.6k views
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   • Guest
   • August 16, 2005

2. 403(b)/401(k) Coverage

   By Guest dietpepsi, August 16, 2005
   • 0 replies
   • 1.4k views
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   • Guest
   • August 16, 2005

3. 403b vs. 401k plans.....what's the difference? HELP

   By Guest judynyc61, August 11, 2005
   • 1 reply
   • 9.8k views
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   • david rigby
   • August 11, 2005

4. Terminating a Group Tax Sheltered Annuity Contract

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

5. vesting of employer contributions

   By Felicia, July 22, 2005
   • 7 replies
   • 5k views
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   • Guest
   • August 10, 2005

6. 403(b) Church Plan

   By MBCarey, August 1, 2005
   • 3 replies
   • 2.5k views
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   • MBCarey
   • August 2, 2005

7. Roth 403(b)

   By Guest RobO, July 28, 2005
   • 0 replies
   • 1.6k views
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   • Guest
   • July 28, 2005

8. 403b contributions not timely deposited

   By Guest Young1jone, July 27, 2005
   • 0 replies
   • 1.6k views
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   • Guest
   • July 27, 2005

9. accidentally subject to ERISA

   By PensionNewbee, July 1, 2005
   • 2 replies
   • 2.1k views
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   • Ellie Lowder
   • July 21, 2005

10. Employer match to 403(b) may include housing allowance in includible compensation

    By Guest Rick Sandlin, July 18, 2005
    • 0 replies
    • 2.4k views
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    • Guest
    • July 18, 2005

11. 403b/401a combined plan

    By Guest dgflautt, July 8, 2005
    • 4 replies
    • 4k views
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    • Lori Friedman
    • July 12, 2005

12. Availability of self correction for 403(b) plans/programs.

    By Guest Grumpy455, July 11, 2005
    • 3 replies
    • 2.1k views
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    • mbozek
    • July 11, 2005

13. 501(c)3 employer wants to obtain $42K max. TSA along with a SEP?

    By Lori H, June 9, 2005
    • 10 replies
    • 2.7k views
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    • Guest
    • July 5, 2005

14. New Vendor - Rollover

    By waid10, June 8, 2005
    • 5 replies
    • 2.3k views
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    • mbozek
    • June 10, 2005

15. A couple of easy (?) questions...

    By Bird, May 27, 2005
    • 4 replies
    • 2.1k views
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    • Bird
    • May 31, 2005

16. Moving 403(b) to Another Investment/Insurance Firm?

    By Guest 403(b), April 19, 2005
    • 22 replies
    • 17.6k views
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    • mbozek
    • May 31, 2005

17. 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

18. Post retirement contributions

    By Guest Kolderhere, May 24, 2005
    • 1 reply
    • 2k views
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    • Guest
    • May 26, 2005

19. Can Employee Defer 100% of Severance into 403(b) Plan

    By mal, May 24, 2005
    • 2 replies
    • 3.5k views
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    • E as in ERISA
    • May 26, 2005

20. New 403b regs

    By rlb64, May 23, 2005
    • 0 replies
    • 1.6k views
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    • rlb64
    • May 23, 2005

21. Distribution while still receiving contributions?

    By Guest AFRICA6796, May 22, 2005
    • 1 reply
    • 1.6k views
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    • wmyer
    • May 23, 2005

22. 403(b)(9) Accounts - Real or Urban Legend?

    By Guest Patrick Foley, May 16, 2005
    • 3 replies
    • 2.6k views
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    • mbozek
    • May 17, 2005

23. changing plan years, contribution limits for short plan year

    By Lori H, May 10, 2005
    • 1 reply
    • 2.1k views
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    • WDIK
    • May 10, 2005

24. A valuable resource for retirement and annuities

    By Guest frankc, April 28, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • April 28, 2005

25. after tax employee contributions to non-ERISA 403(b)

    By Guest lskin, April 20, 2005
    • 3 replies
    • 1.6k views
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    • Guest
    • April 21, 2005

26. is a 403(b) a 403(a)?

    By Guest lskin, April 14, 2005
    • 2 replies
    • 1.7k views
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    • Alf
    • April 15, 2005

27. 403(b) and payroll deductions

    By Guest danderson_cifs, April 14, 2005
    • 3 replies
    • 1.7k views
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    • Guest
    • April 14, 2005

28. Combined ACP testing for 403(b) and 401(k) plan

    By Guest Mike Melnick, April 8, 2005
    • 4 replies
    • 4.4k views
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    • MWeddell
    • April 12, 2005

29. 403(b) Employer Contribution

    By Guest darrensoup, April 7, 2005
    • 1 reply
    • 1.6k views
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    • Guest
    • April 7, 2005

30. Are 403(b) assets considered when determining the top heavy status of a DC plan?

    By katieinny, October 29, 2003
    • 3 replies
    • 2.9k views
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    • WDIK
    • April 6, 2005

31. 403(b) Contribution for previous years service- affect 415 Limit?

    By jane123, March 31, 2005
    • 6 replies
    • 2.1k views
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    • Guest
    • April 5, 2005

32. Transferring a Keogh into a 403(b)?

    By Guest cyber, March 23, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2005

33. ERISA Covered 403(b) Plan - Prudent Selection and Monitoring of Investments

    By Guest JVH, March 22, 2005
    • 7 replies
    • 2.6k views
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    • GBurns
    • March 28, 2005

34. 403b restate into a 401k

    By Guest jessicahartle, March 22, 2005
    • 4 replies
    • 2.4k views
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    • mbozek
    • March 23, 2005

35. 403b + 401a + SE 401k contribution limits

    By Guest evphd, February 23, 2005
    • 7 replies
    • 11.8k views
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    • mbozek
    • March 15, 2005

36. TRA 86 -- 403(b) converted to 403(a)

    By Guest mfchristopher, March 10, 2005
    • 1 reply
    • 1.7k views
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    • mbozek
    • March 10, 2005

37. ERISA or non-ERISA?

    By Guest flyfisher, February 23, 2005
    • 2 replies
    • 2.1k views
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    • E as in ERISA
    • February 23, 2005

38. Hardships

    By rlb64, February 16, 2005
    • 7 replies
    • 3.3k views
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    • joel
    • February 22, 2005

39. Testing Question

    By wmyer, February 17, 2005
    • 4 replies
    • 1.9k views
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    • mbozek
    • February 17, 2005

40. Proposed Reg hearing comments

    By Guest Kolderhere, February 16, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • February 16, 2005

41. Thus Spake the 800 lb. Gorilla (a/k/a TIAA-CREF)

    By Guest erisafried, February 9, 2005
    • 5 replies
    • 2k views
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    • mbozek
    • February 13, 2005

42. Definition of Compensation for 89-23

    By wmyer, February 3, 2005
    • 0 replies
    • 1.6k views
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    • wmyer
    • February 3, 2005

43. Death before RMD Taken

    By MarZDoates, January 31, 2005
    • 1 reply
    • 2k views
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    • mbozek
    • January 31, 2005

44. Choosing an Annuity and Annuity company?

    By Guest muckmail, January 26, 2005
    • 13 replies
    • 2.5k views
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    • Belgarath
    • January 31, 2005

45. 403(b) and 401(k) Plan?

    By Jilliandiz, January 24, 2005
    • 4 replies
    • 2.4k views
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    • Lori Friedman
    • January 24, 2005

46. PROPOSED REGULATIONS AND PLAN TERMINATION

    By Guest alan24, January 24, 2005
    • 1 reply
    • 1.5k views
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    • GBurns
    • January 24, 2005

47. Spin-Off Termination of Portions of 403(b) and 401(k) Covering Former Employees?

    By Übernerd, January 20, 2005
    • 1 reply
    • 2.9k views
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    • Übernerd
    • January 21, 2005

48. 403(b) and SAR's

    By Guest planadmin98, November 16, 2004
    • 3 replies
    • 4.4k views
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    • rlb64
    • January 21, 2005

49. 403(b)(7)-Auditor wants certification for limited scope audit

    By Guest LVanSteeter, January 11, 2005
    • 5 replies
    • 2.5k views
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    • BeckyMiller
    • January 19, 2005

50. Employer Discontinued Contributions

    By Guest vvaughns, January 18, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2005