403(b) Plans, Accounts or Annuities

2,068 topics in this forum

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

   By Guest erisafried, February 9, 2005
   • 5 replies
   • 2.2k views
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   • mbozek
   • February 13, 2005

2. Definition of Compensation for 89-23

   By wmyer, February 3, 2005
   • 0 replies
   • 1.8k views
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   • wmyer
   • February 3, 2005

3. Death before RMD Taken

   By MarZDoates, January 31, 2005
   • 1 reply
   • 2.2k views
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   • mbozek
   • January 31, 2005

4. Choosing an Annuity and Annuity company?

   By Guest muckmail, January 26, 2005
   • 13 replies
   • 2.8k views
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   • Belgarath
   • January 31, 2005

5. 403(b) and 401(k) Plan?

   By Jilliandiz, January 24, 2005
   • 4 replies
   • 2.7k views
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   • Lori Friedman
   • January 24, 2005

6. PROPOSED REGULATIONS AND PLAN TERMINATION

   By Guest alan24, January 24, 2005
   • 1 reply
   • 1.7k views
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   • GBurns
   • January 24, 2005

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

   By Übernerd, January 20, 2005
   • 1 reply
   • 3.1k views
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   • Übernerd
   • January 21, 2005

8. 403(b) and SAR's

   By Guest planadmin98, November 16, 2004
   • 3 replies
   • 4.8k views
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   • rlb64
   • January 21, 2005

9. 403(b)(7)-Auditor wants certification for limited scope audit

   By Guest LVanSteeter, January 11, 2005
   • 5 replies
   • 2.8k views
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   • BeckyMiller
   • January 19, 2005

10. Employer Discontinued Contributions

    By Guest vvaughns, January 18, 2005
    • 0 replies
    • 1.8k views
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    • Guest
    • January 18, 2005

11. Deferral of unused vacation pay at termination

    By Guest JRL, January 12, 2005
    • 4 replies
    • 3.4k views
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    • mbozek
    • January 13, 2005

12. 403(b) & 401(k) Co-Existence/Impact

    By JAY21, January 11, 2005
    • 3 replies
    • 1.9k views
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    • WDIK
    • January 12, 2005

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

    By mariemonroe, January 10, 2005
    • 5 replies
    • 2.2k views
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    • joel
    • January 11, 2005

14. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.5k views
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    • Guest
    • January 6, 2005

15. DFVC Still Available?

    By Guest EBBeginner, December 3, 2004
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • January 6, 2005

16. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.7k views
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    • GBurns
    • January 5, 2005

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

    By Guest Empoweryourmind, December 17, 2004
    • 3 replies
    • 2.1k views
    • 
    • GBurns
    • January 4, 2005

18. New 403(b) regs

    By Appleby, November 15, 2004
    • 25 replies
    • 11.7k views
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    • joel
    • December 23, 2004

19. Failure of employer/custodian to timely enroll employee

    By Guest skiprx, December 16, 2004
    • 7 replies
    • 2.4k views
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    • E as in ERISA
    • December 17, 2004

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

    By GBurns, December 6, 2004
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • December 11, 2004

21. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • December 8, 2004

22. Non-ERISA 403(b)

    By rlb64, December 6, 2004
    • 3 replies
    • 2k views
    • 
    • MWeddell
    • December 7, 2004

23. I need help on 403(b)

    By Guest treewv, December 1, 2004
    • 5 replies
    • 2.4k views
    • 
    • joel
    • December 7, 2004

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

    By Guest xycid, December 6, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 6, 2004

25. ERISA 403(b)

    By rlb64, December 6, 2004
    • 2 replies
    • 1.7k views
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    • Lori Friedman
    • December 6, 2004

26. 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
    • 1.9k views
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    • Lori Friedman
    • December 6, 2004

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

    By Guest mfchristopher, November 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 30, 2004

28. Different Q on new 403(b) regs

    By Bird, November 29, 2004
    • 6 replies
    • 2.2k views
    • 
    • Bird
    • November 30, 2004

29. Contributions after severing employment

    By waid10, November 24, 2004
    • 5 replies
    • 2.7k views
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    • Alf
    • November 29, 2004

30. multiple 403b

    By wmyer, November 22, 2004
    • 4 replies
    • 2.6k views
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    • wmyer
    • November 23, 2004

31. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 5.1k views
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    • mbozek
    • November 18, 2004

32. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 4.6k views
    • 
    • Guest
    • November 18, 2004

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

    By Guest nadiarott, November 17, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 17, 2004

34. 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
    • 2.5k views
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    • mbozek
    • November 8, 2004

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

    By dh003i, November 2, 2004
    • 2 replies
    • 2.5k views
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    • dh003i
    • November 2, 2004

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

    By Guest svogelwsm, October 28, 2004
    • 13 replies
    • 4.3k views
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    • mbozek
    • November 1, 2004

37. CREF and College Professors

    By GBurns, October 26, 2004
    • 14 replies
    • 6k views
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    • WDIK
    • October 29, 2004

38. After-tax rollover to 403(b)

    By jane123, October 28, 2004
    • 0 replies
    • 2.2k views
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    • jane123
    • October 28, 2004

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

    By Guest nancykev, October 10, 2004
    • 4 replies
    • 2.6k views
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    • RCK
    • October 27, 2004

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

    By Guest weekends1, September 30, 2004
    • 27 replies
    • 13.2k views
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    • GBurns
    • October 25, 2004

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

    By MarZDoates, October 22, 2004
    • 11 replies
    • 7k views
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    • joel
    • October 23, 2004

42. information by 403b employer matching

    By Guest dsanturay, October 21, 2004
    • 0 replies
    • 1.5k views
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    • Guest
    • October 21, 2004

43. ACP Test for 403(b) Match Plan

    By Guest richez, October 12, 2004
    • 1 reply
    • 1.7k views
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    • MWeddell
    • October 13, 2004

44. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.8k views
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    • GBurns
    • October 6, 2004

45. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2.3k views
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    • mbozek
    • October 6, 2004

46. 401(k) and 403(b) combination plans

    By jaemmons, September 27, 2004
    • 3 replies
    • 2.1k views
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    • MWeddell
    • October 6, 2004

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

    By Guest newto403b, October 4, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2004

48. blown 403(b) limit

    By waid10, October 4, 2004
    • 0 replies
    • 1.4k views
    • 
    • waid10
    • October 4, 2004

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

    By Guest junior11, September 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • October 4, 2004

50. Employee deferral remittance time limt

    By Guest cpamichael, September 29, 2004
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • October 4, 2004