403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 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

2. 401k and 403b at same time

   By jkharvey, January 5, 2011
   • 1 reply
   • 1.6k views
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   • Kevin C
   • January 5, 2011

3. TRANSFER FROM TSA ACCOUNTS TO 403b (7)

   By Guest LARRY, August 25, 1998
   • 1 reply
   • 3.8k views
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   • Guest
   • August 29, 1998

4. Document requirements for church 403(b) plan

   By Guest LJC, January 16, 2004
   • 1 reply
   • 2.5k views
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   • mbozek
   • January 19, 2004

5. 403b

   By Guest lskin, March 10, 2006
   • 1 reply
   • 2k views
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   • Guest
   • March 10, 2006

6. 403(b)max

   By Guest marytrobot, October 24, 2002
   • 1 reply
   • 1.6k views
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   • Guest
   • October 24, 2002

7. 403(b) Plan Document Issues

   By Guest John Nelson, September 9, 1998
   • 1 reply
   • 3.3k views
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   • Guest
   • September 10, 1998

8. 401(k) to 403(b)

   By Guest skc, July 25, 2013
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • July 25, 2013

9. 403b doc restatement - next cycle

   By jmartin, September 11, 2020
   • 1 reply
   • 892 views
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   • Patricia Neal Jensen
   • May 31, 2022

10. Distribution while still receiving contributions?

    By Guest AFRICA6796, May 22, 2005
    • 1 reply
    • 1.6k views
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    • wmyer
    • May 23, 2005

11. 403(b) Plans for Governmental Units

    By Guest John Compton, September 23, 1998
    • 1 reply
    • 2.6k views
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    • Guest
    • September 23, 1998

12. 403(b) Schedule A

    By Guest Garry, September 17, 1998
    • 1 reply
    • 2.6k views
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    • Guest
    • September 24, 1998

13. Plan combination

    By Guest M. Pederson, July 13, 2012
    • 1 reply
    • 1k views
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    • ETA Consulting LLC
    • July 13, 2012

14. 403(b) Maximum Exclusion Allowance

    By Guest StanJacobson, September 28, 1998
    • 1 reply
    • 3.5k views
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    • Guest
    • September 29, 1998

15. 403(b) Plans

    By Lori H, December 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 19, 2005

16. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 2.9k views
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    • Guest
    • October 1, 1998

17. Death before RMD Taken

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

18. RAP and old plan document

    By mcw, July 7, 2017
    • 1 reply
    • 923 views
    • 
    • Carol V. Calhoun
    • July 7, 2017

19. 403(b) match

    By Lori H, September 7, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 8, 2011

20. Plan Closeout; Ongoing Form 5500 Filings

    By Christine Roberts, December 6, 2001
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

21. Employer Contribution Deposit Deadline for Tax Exempt Employers

    By Guest WPJoeC, October 7, 2011
    • 1 reply
    • 2.9k views
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    • Kevin C
    • October 10, 2011

22. 403(b)

    By Guest CVCalhoun, October 21, 1998
    • 1 reply
    • 2.5k views
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    • Guest
    • October 21, 1998

23. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 615 views
    • 
    • Kevin C
    • October 17, 2018

24. universal availability and the 20 hours/week rule

    By Guest Mr. Kite, July 12, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 14, 2007

25. Maximum Annual Exclusion Allowance

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

26. TIAA Class Action Settlement?

    By EPCRSGuru, October 11, 2014   

    • Bauer-Ramazani
    • 1 reply
    • 2.4k views
    • 
    • traveler
    • October 23, 2014

27. Universal Availability Rule

    By katdmin, April 12, 2021
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • April 12, 2021

28. Shopping for a Plan

    By Guest John Ellison, October 23, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 24, 1998

29. From 403b plan to a 457 plan

    By Guest Mike Moore, January 16, 2002
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

30. 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

31. Expatriots and 403(b) Plans

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

32. 401k/403b same employer

    By Guest JWhit, June 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • June 12, 2008

33. ACP Test for 403(b) Match Plan

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

34. Post retirement contributions

    By Guest Kolderhere, May 24, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 26, 2005

35. 403b NonAmender Program

    By austin3515, October 29, 2013
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 30, 2013

36. HCFSA

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

37. Amendments for GUST

    By Guest DMurphy, November 3, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • November 4, 1998

38. Loans from a 403(b)(7) Arrangement

    By Guest Maria, November 4, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 4, 1998

39. Anyone heard of Limited Involvement Erisa Exemption?

    By Guest dannilamb, February 12, 2001
    • 1 reply
    • 2k views
    • 
    • BeckyMiller
    • February 19, 2001

40. 403b Safe Harbor

    By Guest D Ledden, May 16, 2002
    • 1 reply
    • 2.2k views
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    • MWeddell
    • May 17, 2002

41. 403(b) Vendors Unbundled

    By Guest amm19, August 4, 2003
    • 1 reply
    • 2.4k views
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    • Guest
    • September 4, 2003

42. 403(b) Rookie

    By Guest Jerry, June 1, 2004
    • 1 reply
    • 2.3k views
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    • ljr
    • June 1, 2004

43. SECURE 2.0 mandatory Roth - special 15 year catch-up?

    By WCC, February 25
    • 1 reply
    • 1k views
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    • Tom Veal
    • February 26

44. Organizational responsibility 403b, 403b7, 401k

    By Guest Lily R, December 30, 2001
    • 1 reply
    • 2.9k views
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    • Carol V. Calhoun
    • December 31, 2001

45. 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

46. Service Requirement for Employer Contributions

    By oldman, November 28, 2012
    • 1 reply
    • 923 views
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    • ETA Consulting LLC
    • November 28, 2012

47. Is a Non Matching "Match" permissible in an ERISA 403(b)?

    By Guest W J Parks, August 30, 2000
    • 1 reply
    • 1.9k views
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    • MWeddell
    • August 31, 2000

48. 403(b) Severance from employment

    By Guest Frankie, April 26, 2002
    • 1 reply
    • 2.3k views
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    • mbozek
    • April 26, 2002

49. Non-ERISA merging into ERISA §403(b)

    By Guest CJK, October 26, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 27, 2001

50. layoff time

    By Guest puddle, April 10, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 10, 2006