403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 403(b) Employer Contribution

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

9. 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

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

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

11. 403b restate into a 401k

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

12. 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

13. 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

14. 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

15. 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

16. Testing Question

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

17. Hardships

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

18. Proposed Reg hearing comments

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

19. 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

20. Definition of Compensation for 89-23

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

21. Death before RMD Taken

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

22. 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

23. 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

24. VACATION PAY, SICK PAY..............

    By Guest alan24, January 24, 2005
    • 6 replies
    • 4.2k views
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    • Guest
    • March 28, 2007

25. PROPOSED REGULATIONS AND PLAN TERMINATION

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

26. 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

27. Employer Discontinued Contributions

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

28. Deferral of unused vacation pay at termination

    By Guest JRL, January 12, 2005
    • 4 replies
    • 3.1k views
    • 
    • mbozek
    • January 13, 2005

29. 403(b) & 401(k) Co-Existence/Impact

    By JAY21, January 11, 2005
    • 3 replies
    • 1.7k views
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    • WDIK
    • January 12, 2005

30. 403(b)(7)-Auditor wants certification for limited scope audit

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

31. Anything preventing an Employer from offerring two 403(b) plans?

    By mariemonroe, January 10, 2005
    • 5 replies
    • 2k views
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    • joel
    • January 11, 2005

32. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • January 5, 2005

33. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2005

34. Catch-up Contributions - EE not yet age 50

    By Guest Empoweryourmind, December 17, 2004
    • 3 replies
    • 2k views
    • 
    • GBurns
    • January 4, 2005

35. Failure of employer/custodian to timely enroll employee

    By Guest skiprx, December 16, 2004
    • 7 replies
    • 2.2k views
    • 
    • E as in ERISA
    • December 17, 2004

36. Terminating employment before vesting, options to keep 403(b) plan?

    By Guest xycid, December 6, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2004

37. Which are the best Mutual Funds for 403(b)?

    By GBurns, December 6, 2004
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 11, 2004

38. ERISA 403(b)

    By rlb64, December 6, 2004
    • 2 replies
    • 1.5k views
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    • Lori Friedman
    • December 6, 2004

39. Non-ERISA 403(b)

    By rlb64, December 6, 2004
    • 3 replies
    • 1.8k views
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    • MWeddell
    • December 7, 2004

40. DFVC Still Available?

    By Guest EBBeginner, December 3, 2004
    • 2 replies
    • 1.9k views
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    • mbozek
    • January 6, 2005

41. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 2.1k views
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    • MWeddell
    • December 8, 2004

42. I need help on 403(b)

    By Guest treewv, December 1, 2004
    • 5 replies
    • 2.2k views
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    • joel
    • December 7, 2004

43. I am not totally up to speed on 403b plans, but am being forced to learn quickly..

    By Guest Why, November 30, 2004
    • 3 replies
    • 1.8k views
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    • Lori Friedman
    • December 6, 2004

44. Can non-profit employer base contributions on grants received from other sources?

    By Guest mfchristopher, November 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • November 30, 2004

45. Different Q on new 403(b) regs

    By Bird, November 29, 2004
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • November 30, 2004

46. Contributions after severing employment

    By waid10, November 24, 2004
    • 5 replies
    • 2.5k views
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    • Alf
    • November 29, 2004

47. multiple 403b

    By wmyer, November 22, 2004
    • 4 replies
    • 2.4k views
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    • wmyer
    • November 23, 2004

48. Determining eligibility of participants in new 403(b) plan (terminating existing DB plan)

    By Guest nadiarott, November 17, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 2004

49. 403(b) and SAR's

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

50. New 403(b) regs

    By Appleby, November 15, 2004
    • 25 replies
    • 10.9k views
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    • joel
    • December 23, 2004