403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Hardship Withdrawls from 403(b)7

   By Guest sommernyte, February 19, 2001
   • 3 replies
   • 3.5k views
   • 
   • jlf
   • February 21, 2001

2. Hardships

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

3. Hardships

   By Felicia, July 28, 2004
   • 5 replies
   • 2.7k views
   • 
   • joel
   • July 31, 2004

4. Hardships allowed from rollovers?

   By AlbanyConsultant, January 28, 2016
   • 2 replies
   • 1.1k views
   • 
   • QDROphile
   • January 28, 2016

5. Hardships under 403b7

   By austin3515, July 6, 2010
   • 4 replies
   • 1.5k views
   • 
   • TLGeer
   • July 25, 2010

6. having 2 403b plans?

   By AlbanyConsultant, May 2, 2022
   • 6 replies
   • 2.1k views
   • 
   • Nate S
   • May 17, 2022

7. HCE in 403(b)

   By Lori H, December 21, 2006
   • 0 replies
   • 1.4k views
   • 
   • Lori H
   • December 21, 2006

8. HCEs and 403(b) Plans

   By perkinsran, August 27, 2003
   • 14 replies
   • 6.7k views
   • 
   • ljr
   • September 19, 2003

9. HCFSA

   By Christine Oliver, December 13, 2023
   • 1 reply
   • 517 views
   • 
   • david rigby
   • December 13, 2023

10. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • September 21, 2004

11. Help on new "portability" guidelines for rollovers into 403b

    By Guest newlifeca, October 16, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

12. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
    • 0 replies
    • 2k views
    • 
    • jkharvey
    • April 6, 2001

13. Help! Eliminating QJSA from ERISA 403(b)

    By Guest IRISH79, March 22, 2007
    • 3 replies
    • 2.6k views
    • 
    • Locust
    • March 23, 2007

14. Highly Compensated and post-severance compensation

    By Belgarath, February 13, 2018
    • 5 replies
    • 869 views
    • 
    • Belgarath
    • March 21, 2018

15. hold harmless agreement

    By Guest Ed Crosby, August 3, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 23, 2001

16. Hold Harmless Agreements

    By Guest Jim Brennan, September 22, 1998
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • October 28, 1998

17. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC, October 4, 2018
    • 0 replies
    • 962 views
    • 
    • IHC
    • October 4, 2018

18. Hours of Service

    By Guest kjk, May 17, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • July 15, 2002

19. Housing allowance as 403(b) Compensation?

    By Guest RITA HOLDER, October 2, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 2, 2001

20. How can I get money out of my 403(b) account set up through my employe

    By Guest davisdavis, January 10, 2003
    • 5 replies
    • 6.1k views
    • 
    • Guest
    • February 3, 2003

21. How can I protect my capital gains?

    By Guest mark1967, June 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2003

22. How can money in an annuity be divided among 8 children when only two

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

23. How Controlled Group rules apply to 403(b) plans

    By Guest GB07, May 4, 2011
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2011

24. How do I go about, withdrawing money from my 403(b) upon separating fr

    By Guest mmh, April 16, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2001

25. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick, January 31, 2021
    • 2 replies
    • 896 views
    • 
    • joel
    • March 12, 2021

26. How do you figure out the distribution schedule for a 403(b)invested w

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • October 7, 2000

27. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 1.7k views
    • 
    • John A
    • March 3, 2000

28. How does one shelter severence pay for retiring highly compensated emp

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.1k views
    • 
    • M R Bernardin
    • August 30, 2000

29. How long can an employer hold employee contributions before paying the

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.5k views
    • 
    • Everett Moreland
    • January 15, 2001

30. How long must plan administrator retain a participant's records after the plan has terminated?

    By Guest ooota, September 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 23, 2003

31. How many 403(a) plans are there?

    By AMDG, October 31, 2017   

    • 403(a)
    • group annuity
    • (and 1 more)

      Tagged with:

      • 403(a)
      • group annuity
      • qualified plan
    • 1 reply
    • 838 views
    • 
    • ETA Consulting LLC
    • October 31, 2017

32. How much must an employer contribute to get a QACA safe harbor?

    By Peter Gulia, March 15, 2023
    • 3 replies
    • 813 views
    • 
    • Patricia Neal Jensen
    • March 16, 2023

33. how much should maxed-out contribs be?

    By dh003i, March 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • dh003i
    • March 1, 2004

34. How to find out if spouse's 403(b) is ERISA or non?

    By Guest pamelajo, August 1, 2012
    • 4 replies
    • 9.5k views
    • 
    • mbozek
    • August 1, 2012

35. How to make links

    By Guest CVCalhoun, November 8, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 8, 1998

36. How to tax/pay returned employee contributions?

    By ERISAatty, February 3, 2009
    • 9 replies
    • 2k views
    • 
    • jpod
    • February 4, 2009

37. How to terminate or freeze a 403(b) plan being replaced by a 401(k) pl

    By Guest patom, January 15, 2001
    • 4 replies
    • 2.7k views
    • 
    • PMC
    • February 13, 2001

38. HR 3718

    By Guest Joel Lee, March 10, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2004

39. HR 3718

    By joel, January 30, 2004
    • 4 replies
    • 3.4k views
    • 
    • jevd
    • January 30, 2004

40. 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
    • 
    • Lori Friedman
    • December 6, 2004

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

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

42. I need help on 403(b)

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

43. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

    By Guest JBeck, December 1, 2003
    • 12 replies
    • 3.6k views
    • 
    • mbozek
    • December 4, 2003

44. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 3k views
    • 
    • jlf
    • February 11, 2000

45. If an employee separates after more than 15 years of service with a qu

    By Guest mruppert, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 6, 2000

46. If ER sponsors both 403b and 401k and participant also owns more than 50% of his own business..

    By Guest esi-jht, December 16, 2005
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 17, 2005

47. If Governments are subject to...

    By Guest STLGiant, February 6, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 7, 2002

48. If I die....

    By Guest newlifeca, February 28, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 28, 2003

49. If you have started RMD (above 70&1/2) and start working again for

    By Guest Laresh Jayasanker, February 27, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 27, 2001

50. Illegal? What should I do?

    By Guest adale04, March 19, 2004
    • 3 replies
    • 1.9k views
    • 
    • Demosthenes
    • March 22, 2004