403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Impermissible distributions taken from ERISA 403(b) plan

   By Belgarath, March 7, 2014
   • 10 replies
   • 2.6k views
   • 
   • Peter Gulia
   • March 10, 2014

2. Impermissible distributions under 403(b) plan

   By Guest Lawyerguy, February 9, 2004
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • February 13, 2004

3. In service distributions from 403(b)'s : yes or no?

   By Lori H, December 1, 2009
   • 6 replies
   • 10.6k views
   • 
   • J Simmons
   • December 3, 2009

4. in-service difference between annuity and custodial accounts

   By Belgarath, June 3, 2013
   • 1 reply
   • 2.1k views
   • 
   • Josh62
   • June 7, 2013

5. In-Service Distribution

   By Randy Watson, June 30, 2009
   • 8 replies
   • 3.2k views
   • 
   • Lori H
   • November 17, 2009

6. In-service withdrawals

   By Guest Not yet catch-up eligible, May 13, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 13, 2010

7. inactive 403(b) plan

   By Santo Gold, June 3, 2020
   • 1 reply
   • 1.2k views
   • 
   • Peter Gulia
   • June 3, 2020

8. incentive for a distribution?

   By AlbanyConsultant, November 14, 2024
   • 5 replies
   • 984 views
   • 
   • AlbanyConsultant
   • November 19, 2024

9. Includible Compensation

   By Guest dietpepsi, October 9, 2002
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • October 9, 2002

10. Incorrectly limited elective deferrals

    By Ken Davis, November 21, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • November 23, 2011

11. Independent Audit Requirements 2009 form 5500

    By Guest MonicaS, July 30, 2009
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 29, 2010

12. Independent School District

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

13. 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

14. Individual 403(b) plan anyone?

    By Guest Mr. Relaxation, November 3, 2003
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2003

15. Individual Contract and investment election

    By Guest Serena, July 12, 2010
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • July 13, 2010

16. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 583 views
    • 
    • AlbanyConsultant
    • December 22, 2021

17. Ineligible 403(b)

    By Guest Jim Brennan, September 2, 1998
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • September 23, 1998

18. ineligible 403b rollover

    By Guest confused911, October 16, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2003

19. Ineligible EE allowed to make deferrals: correction?

    By BG5150, June 13, 2023
    • 2 replies
    • 552 views
    • 
    • Paul I
    • June 15, 2023

20. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 1.9k views
    • 
    • Griswold
    • September 28, 2018

21. Ineligible Rollover Reversal; Penalties?!

    By Guest confused911, February 13, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 21, 2004

22. information by 403b employer matching

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

23. Information Sharing Agreement

    By Randy Watson, January 8, 2008
    • 7 replies
    • 4.3k views
    • 
    • J Simmons
    • October 22, 2008

24. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • November 14, 2008

25. Information Sharing Agreements

    By austin3515, July 8, 2011
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • July 9, 2011

26. Information Sharing Agreements needed for one-man plan?

    By katieinny, December 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • December 17, 2008

27. Information Sharing Agreements--Church Plan

    By Guest aciepluch, April 7, 2008
    • 5 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2008

28. Inherited Annuitized 403b

    By Guest user99, June 10, 2008
    • 0 replies
    • 2k views
    • 
    • Guest
    • June 10, 2008

29. Insurance Companies

    By Jilliandiz, June 1, 2006
    • 6 replies
    • 2k views
    • 
    • E as in ERISA
    • June 8, 2006

30. Insurance Contract Consent

    By Guest kothe19, September 1, 2005
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • September 9, 2005

31. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • June 7, 2002

32. Investment firms holding 403(b) assets say they are not custodians

    By katieinny, December 17, 2010
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • December 21, 2010

33. Investment Providers

    By austin3515, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 1, 2011

34. Investment switch

    By Santo Gold, December 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • December 13, 2008

35. Investments

    By Randy Watson, October 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 2, 2008

36. investments--brokers

    By Guest Christine, October 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998

37. involuntary cashouts

    By Guest mom, December 21, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

38. Involuntary IRC Section 403(b) Contributions

    By bzorc, April 5, 2012
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • April 5, 2012

39. IPERS

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 3.4k views
    • 
    • jlf
    • September 24, 1999

40. IRA to 403(b) rollover--Penalty Tax

    By Guest JROSSITTER, February 8, 2004
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • February 11, 2004

41. IRC 402(f) notices

    By Belgarath, August 27, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 2001

42. IRC Section 501(c)(18)(D) Plans

    By Guest Thornton, March 4, 2004
    • 1 reply
    • 14.1k views
    • 
    • mbozek
    • March 9, 2004

43. Irrevocable elections

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

44. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 17, 2020

45. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2009

46. IRS Audit of Public University 403(b) Plan

    By Guest gaham, August 9, 2013
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • August 9, 2013

47. IRS compliance letters to Public Schools

    By Guest Fred Bee, February 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 14, 2007

48. IRS has issued a work plan for 2001 that includes guidance on 403(b) i

    By Guest JBeck, November 15, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

49. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 1999

50. IRS Phone Conference on 403b Plans, 12/4/2008

    By J Simmons, December 4, 2008
    • 18 replies
    • 3.9k views
    • 
    • J Simmons
    • December 6, 2008