403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 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
   • 
   • mbozek
   • November 8, 2004

2. 403(b) distributions. What to do.

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

3. 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

4. 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

5. After-tax rollover to 403(b)

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

6. CREF and College Professors

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

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

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

8. information by 403b employer matching

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

9. Forfeitures in 403(b) Plans

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

10. ACP Test for 403(b) Match Plan

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

11. 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

12. 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

13. 403(b) rollover to avoid RMD

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

14. blown 403(b) limit

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

15. 403(b) with 401(k)

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

16. 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

17. Employee deferral remittance time limt

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

18. 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

19. 401(k) and 403(b) combination plans

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

20. Delegating Loan Processing Responsibility--Foolish?

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

21. ERISA applicability to post termination employer contribution

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

22. 403(b) Defined Benefit Plan

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

23. ERISA 403b Fiduciary Liability

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

24. 403(b)(7) and QJSA

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

25. Can 403(b) distributions be limited to health care premiums?

    By Guest Spudo769, September 17, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2007

26. Basic 403(b) Education Needed

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

27. 403(b) Regs

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

28. 403(b) matches and the ACP test

    By Lori Friedman, August 31, 2004
    • 0 replies
    • 1.6k views
    • 
    • Lori Friedman
    • August 31, 2004

29. Vesting in an ERISA 403(b)

    By Guest Elfman, August 26, 2004
    • 20 replies
    • 5.1k views
    • 
    • mbozek
    • August 30, 2004

30. annual fees

    By Felicia, August 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • GBurns
    • August 26, 2004

31. Annuities in IRA's....Tax Free benefits to heirs if Death Benefit is higher than account balance...Convert a small amount to roth and roll the rest to an ira.

    By Guest duckchow, August 20, 2004
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • August 29, 2004

32. 403(b) catch up order

    By Guest dietpepsi, August 18, 2004
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 18, 2004

33. 403(b) regs?

    By jevd, August 17, 2004
    • 2 replies
    • 2.6k views
    • 
    • g8r
    • August 18, 2004

34. Employer Termination of ERISA 403(b) Plan

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

35. Aggregating plans for universal availability

    By Guest dob, August 11, 2004
    • 4 replies
    • 2.2k views
    • 
    • joel
    • August 13, 2004

36. 6-month waiting period after hardship withdrawal

    By Guest bmurphy, August 11, 2004
    • 6 replies
    • 5.5k views
    • 
    • MGB
    • August 13, 2004

37. 5500 Filing Requirement?

    By chris, August 9, 2004
    • 4 replies
    • 2.9k views
    • 
    • chris
    • August 13, 2004

38. Employer contributions to a 403(b)

    By Guest sparkl80, August 6, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 28, 2007

39. Participation in 403(b) and 401(k)

    By Guest llaplount, August 2, 2004
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2004

40. adp/acp in 403b plan

    By Guest Laura Browne, July 30, 2004
    • 3 replies
    • 5.3k views
    • 
    • Lori Friedman
    • July 30, 2004

41. Hardships

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

42. 403(b), coverage question.

    By Guest dietpepsi, July 22, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 28, 2004

43. Individual 403(b) annuity contract converted to a group 403(b) annuity contract?

    By Guest calcu, July 21, 2004
    • 2 replies
    • 3.3k views
    • 
    • jquazza
    • July 30, 2004

44. NON-ERISA TO ERISA

    By Guest padmin, July 21, 2004
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • July 21, 2004

45. 415(c) limitation

    By Ken Davis, July 19, 2004
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 23, 2004

46. severance pay--contribution?

    By Felicia, July 16, 2004
    • 0 replies
    • 2k views
    • 
    • Felicia
    • July 16, 2004

47. Independent School District

    By Felicia, July 15, 2004
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • July 15, 2004

48. Where can I find 89-23?

    By wmyer, July 15, 2004
    • 3 replies
    • 7k views
    • 
    • Appleby
    • July 15, 2004

49. Guidance Regulations for 403(b)

    By Guest llaplount, July 12, 2004
    • 4 replies
    • 2.8k views
    • 
    • jevd
    • July 29, 2004

50. 403(b) Loan eligibility- former employees

    By jane123, July 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • July 12, 2004