403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Deferral of unused vacation pay at termination

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

2. 403(b) & 401(k) Co-Existence/Impact

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

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

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

4. Newbie question

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

5. DFVC Still Available?

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

6. 401(k) regs

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

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

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

8. New 403(b) regs

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

9. 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

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

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

11. $205,000 compensation limit apply to employer contribution to 403b?

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

12. Non-ERISA 403(b)

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

13. I need help on 403(b)

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

14. 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

15. ERISA 403(b)

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

16. 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

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

    By Guest mfchristopher, November 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • November 30, 2004

18. Different Q on new 403(b) regs

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

19. Contributions after severing employment

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

20. multiple 403b

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

21. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 4.5k views
    • 
    • mbozek
    • November 18, 2004

22. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • November 18, 2004

23. 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

24. Gateway Requirements required in 403(b) w/ non-elective contributions that don't satisfy disparity safe harbor?

    By Guest DeePA, November 7, 2004
    • 3 replies
    • 2.4k views
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    • mbozek
    • November 8, 2004

25. tax-treatment of 403(b)'s given to non-profit-organizations upon death

    By dh003i, November 2, 2004
    • 2 replies
    • 2.3k views
    • 
    • dh003i
    • November 2, 2004

26. penalties on failure to take disitributions of pre-1987 403(b) deferrals

    By Guest svogelwsm, October 28, 2004
    • 13 replies
    • 3.9k views
    • 
    • mbozek
    • November 1, 2004

27. CREF and College Professors

    By GBurns, October 26, 2004
    • 14 replies
    • 5.2k views
    • 
    • WDIK
    • October 29, 2004

28. After-tax rollover to 403(b)

    By jane123, October 28, 2004
    • 0 replies
    • 2k views
    • 
    • jane123
    • October 28, 2004

29. Job 'eliminated' just 60 days short of 20 years service. What to do?

    By Guest nancykev, October 10, 2004
    • 4 replies
    • 2.5k views
    • 
    • RCK
    • October 27, 2004

30. Close out a 403B plan and convert to another non taxable fund.

    By Guest weekends1, September 30, 2004
    • 27 replies
    • 10.8k views
    • 
    • GBurns
    • October 25, 2004

31. Distributions upon death of deceased 403(b) participant

    By MarZDoates, October 22, 2004
    • 11 replies
    • 6k views
    • 
    • joel
    • October 23, 2004

32. information by 403b employer matching

    By Guest dsanturay, October 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2004

33. ACP Test for 403(b) Match Plan

    By Guest richez, October 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2004

34. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • October 6, 2004

35. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • October 6, 2004

36. 401(k) and 403(b) combination plans

    By jaemmons, September 27, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • October 6, 2004

37. Audit requirement for 401(k) plan that has 403(b) matching contributions

    By Guest newto403b, October 4, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 4, 2004

38. blown 403(b) limit

    By waid10, October 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • October 4, 2004

39. Repace ERISA 403(b) with non-ERISA 403(b) and SEP

    By Guest junior11, September 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • October 4, 2004

40. Employee deferral remittance time limt

    By Guest cpamichael, September 29, 2004
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • October 4, 2004

41. 403(b) with 401(k)

    By Guest Peter Buck, October 2, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 2, 2004

42. Delegating Loan Processing Responsibility--Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • sloble@crowleyfleck.com
    • September 23, 2004

43. ERISA applicability to post termination employer contribution

    By Guest dob, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

44. ERISA 403b Fiduciary Liability

    By sloble@crowleyfleck.com, September 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • September 23, 2004

45. 403(b) Defined Benefit Plan

    By Guest cjk, September 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • September 23, 2004

46. Health Ins vs 403(b)

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

47. 403(b)(7) and QJSA

    By Just Me, September 17, 2004
    • 4 replies
    • 3.1k views
    • 
    • Lori Friedman
    • September 20, 2004

48. Basic 403(b) Education Needed

    By sloble@crowleyfleck.com, September 12, 2004
    • 6 replies
    • 1.6k views
    • 
    • GBurns
    • September 14, 2004

49. Employer Termination of ERISA 403(b) Plan

    By Lori Foresz, August 13, 2004
    • 15 replies
    • 6.1k views
    • 
    • Lori Friedman
    • September 3, 2004

50. 403(b) Regs

    By jevd, September 2, 2004
    • 0 replies
    • 1.4k views
    • 
    • jevd
    • September 2, 2004