403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b)/457(b) Education Message Board

   By Ellie Lowder, May 14, 2002
   • 0 replies
   • 1.7k views
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   • Ellie Lowder
   • May 14, 2002

2. NonERISA 403b to ERISA 403b or 401k

   By Guest sjpilger, June 22, 2004
   • 0 replies
   • 1.7k views
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   • Guest
   • June 22, 2004

3. Material on DROP Programs

   By Ellie Lowder, February 10, 2000
   • 2 replies
   • 1.7k views
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   • Ellie Lowder
   • February 10, 2000

4. $30000 Max Rule in yr of termination

   By Guest pherr, May 13, 2002
   • 1 reply
   • 1.7k views
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   • Guest
   • May 13, 2002

5. 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

6. Rollover provisions of the Financial Freedom Act of 1999

   By jlf, July 21, 1999
   • 0 replies
   • 1.7k views
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   • jlf
   • July 21, 1999

7. 403(b) early distributions

   By Guest Vicki, June 5, 2001
   • 1 reply
   • 1.7k views
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   • Guest
   • June 6, 2001

8. 15 yr of service catch up in 403(b)

   By Guest lskin, August 19, 2005
   • 2 replies
   • 1.7k views
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   • Guest
   • August 19, 2005

9. buyout

   By Guest lp13, March 25, 2002
   • 0 replies
   • 1.7k views
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   • Guest
   • March 25, 2002

10. Exclusion of Eligible Participants

    By oldman, October 3, 2012
    • 4 replies
    • 1.7k views
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    • oldman
    • October 3, 2012

11. coverage rules 403b

    By Guest Peggy806, March 31, 2011
    • 2 replies
    • 1.7k views
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    • Kevin C
    • April 1, 2011

12. Minimum Participation Rules for Non-Electing church plans.

    By Guest gaaberggillespie, February 26, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • February 26, 2001

13. Employer dissolving as a result of asset transfer

    By britoski, October 5, 2012
    • 2 replies
    • 1.7k views
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    • mbozek
    • October 10, 2012

14. RFP posted for School District

    By Guest tuckerc, April 27, 2000
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • May 3, 2000

15. 403(b) loans/Article 9

    By Felicia, April 14, 2000
    • 0 replies
    • 1.7k views
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    • Felicia
    • April 14, 2000

16. ACP Test Options

    By Guest kmvr, February 8, 2006
    • 0 replies
    • 1.7k views
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    • Guest
    • February 8, 2006

17. Irrevocable elections

    By JJD, December 22, 2006
    • 1 reply
    • 1.7k views
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    • JJD
    • December 22, 2006

18. Maximum Annual Exclusion Allowance

    By Guest Boilerburm1, January 17, 2008
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 17, 2008

19. NON-ERISA Plans and Beneficiary Designation

    By JOH, July 19, 2022
    • 4 replies
    • 1.7k views
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    • Patricia Neal Jensen
    • July 20, 2022

20. Eligibility in 403(b) plan

    By nancy, December 17, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • December 17, 2002

21. Why would I want to designate this plan as a profit sharing plan?

    By Guest lbach, December 14, 2001
    • 2 replies
    • 1.7k views
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    • Carol V. Calhoun
    • December 14, 2001

22. 403(b) or 401(k)?

    By Guest wingnut, June 21, 2002
    • 1 reply
    • 1.7k views
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    • jpod
    • June 21, 2002

23. Summary of tax bill available online

    By Carol V. Calhoun, August 16, 1999
    • 0 replies
    • 1.7k views
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    • Carol V. Calhoun
    • August 16, 1999

24. Expatriots and 403(b) Plans

    By Guest Monika A. Jones, February 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • February 5, 2002

25. Prior Year Contributions for MEA

    By Guest Jeff Kropp, December 14, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • December 15, 1999

26. 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

27. Need 403(b) elective deferral limits from 1973 to 1994

    By Guest Patricia Denny, September 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2003

28. VCT for Universal Availability Failure

    By Guest Brennan, December 4, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 5, 2002

29. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.7k views
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    • Carol V. Calhoun
    • March 7, 2016

30. Sick Pay contributions

    By Guest jim williams, June 11, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 11, 2003

31. Cutback When Moving From Group Annuity to Custodial Accounts?

    By Christine Roberts, January 28, 2002
    • 0 replies
    • 1.7k views
    • 
    • Christine Roberts
    • January 28, 2002

32. 403(b)

    By Guest dob, August 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • August 29, 2002

33. 403(b) IRS filing requirements

    By Guest Betsy Oakey, February 28, 2008
    • 1 reply
    • 1.7k views
    • 
    • Lori Friedman
    • February 28, 2008

34. 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
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    • John A
    • March 3, 2000

35. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • November 10, 2001

36. 403(b) and Roths

    By Nancy D, December 10, 2012
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2012

37. Is Roth contribution possible over and above 403(b) limit of $10,500?

    By Guest Joy100, January 23, 2001
    • 1 reply
    • 1.7k views
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    • Michael Devault
    • January 23, 2001

38. Superintendent and other teacher contracts with 1-time irrevocable lin

    By Guest STLGiant, May 20, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • May 20, 2002

39. Universal Availability

    By Guest rcole, November 3, 2009
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • November 16, 2009

40. Plan Aggregation for ACP

    By Guest MarkN, June 24, 2003
    • 3 replies
    • 1.7k views
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    • mbozek
    • June 24, 2003

41. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 1.7k views
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    • Mikerbpm
    • November 20, 2020

42. Residual dividends/earnings 403b & 401a

    By Guest kimvb, November 17, 2007
    • 0 replies
    • 1.7k views
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    • Guest
    • November 17, 2007

43. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

    By Guest SEFinnegan, October 21, 2014
    • 3 replies
    • 1.7k views
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    • Guest
    • October 22, 2014

44. Updating 403(b) plan docs.

    By Guest Frankie, July 12, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • July 14, 2002

45. 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

46. W-2 help!

    By Guest Traciw, January 6, 2003
    • 2 replies
    • 1.7k views
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    • Guest
    • January 20, 2003

47. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan, May 8, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • May 11, 2000

48. Church 403(b) Late Deposits

    By oldman, July 12, 2011
    • 1 reply
    • 1.7k views
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    • movedon
    • July 12, 2011

49. Paired 403(b) and SEP

    By Guest Jim Knight, May 16, 2000
    • 0 replies
    • 1.7k views
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    • Guest
    • May 16, 2000

50. Applicability of 401(a)(14) to 403(b)

    By Guest PGH.ERISA, June 4, 2008
    • 2 replies
    • 1.7k views
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    • Guest
    • June 4, 2008