403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Final 403(b) Regs?

   By Guest jefe96, January 29, 2007
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 5, 2007

2. Applicability of 401(a)(14) to 403(b)

   By Guest PGH.ERISA, June 4, 2008
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • June 4, 2008

3. match 529 contribution into 403(b)?

   By Guest mike webb, August 31, 2001
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • August 31, 2001

4. Are there any companies (with reasonable fees) that I could do a 403b

   By Guest jg9, February 7, 2000
   • 2 replies
   • 1.7k views
   • 
   • jlf
   • February 8, 2000

5. Death benefit to Niece or Spouse?

   By Lori H, June 6, 2013
   • 1 reply
   • 1.7k views
   • 
   • Craig Garner
   • June 19, 2013

6. Faculty, Hours and Summer Months

   By austin3515, August 8, 2011
   • 7 replies
   • 1.7k views
   • 
   • QDROphile
   • August 10, 2011

7. termination of a 403(b) plan

   By Guest TV Brokerage Inc, August 19, 2010
   • 3 replies
   • 1.7k views
   • 
   • mbozek
   • August 21, 2010

8. Rollover of Funds

   By Ellie Lowder, March 31, 2000
   • 2 replies
   • 1.7k views
   • 
   • Michael Devault
   • March 31, 2000

9. Too Many Documents

   By sloble@crowleyfleck.com, July 14, 2008
   • 5 replies
   • 1.7k views
   • 
   • TLGeer
   • August 1, 2008

10. Updating 403(b) for Final 401(k)?

    By Guest KMP, November 6, 2006
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 6, 2006

11. 403(b)(7) Tax-Credit

    By Guest brp, February 25, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • February 25, 2003

12. Orphaned contracts

    By Guest Serena, July 6, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 6, 2010

13. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 1.7k views
    • 
    • Noisy Nora
    • April 19, 2017

14. Required Participation

    By Guest pmcgroine, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2002

15. Employer Discontinued Contributions

    By Guest vvaughns, January 18, 2005
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2005

16. An individual participant may not, under 403(b)(8), rollover 403(b) as

    By Guest SA Becker, November 15, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 16, 1999

17. Qualified Organization Catch-Ups

    By austin3515, January 4, 2011
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2011

18. 415 Limit? Novice need help

    By jane123, April 16, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 19, 2004

19. 403(b) Set-up

    By Guest RJF, August 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

20. Coverage under Title II

    By Guest Rookie, November 10, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

21. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

    By Carol V. Calhoun, February 5, 2002
    • 0 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 5, 2002

22. 5500 requirements

    By dmb, November 18, 2002
    • 2 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • November 22, 2002

23. Are Ambulance Companies Qualified Organizations?

    By Guest ScarletKnight, April 15, 2004
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • April 16, 2004

24. Final question on Roth rollover

    By Guest Taj, June 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • June 16, 2000

25. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

26. 403b and School District

    By Guest Pension Girl, March 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • fiduciary perspective
    • April 2, 2010

27. Earnings distributed in Hardship Distribution

    By Guest BDS, May 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2000

28. New Plan - Issue regarding Proration of 415 Limit

    By austin3515, November 3, 2013
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • November 5, 2013

29. Sick Payout Taxable

    By Guest JLF2009, January 20, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • January 21, 2009

30. Plan Document for ERISA 403(b) Plan

    By Guest rmwright, August 29, 2007
    • 1 reply
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2007

31. is a 403(b) a 403(a)?

    By Guest lskin, April 14, 2005
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • April 15, 2005

32. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2002

33. Tax liability for non-ERISA plans?

    By Guest toddl, March 30, 2004
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • March 31, 2004

34. Invest in LLC

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

35. Nonelecting Church plan offers a match--5500 required?

    By BG5150, May 28, 2021
    • 5 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • June 9, 2021

36. Is the MEA Repealed in California?

    By Guest scottyd, January 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

37. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1.7k views
    • 
    • jevd
    • July 16, 2013

38. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 18, 2002

39. Are service accrual rates greater than one allowed?

    By Guest Harvey Carruth, February 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 2001

40. ERISA 403(b) to non-ERISA 403(b)

    By Guest evenstar38, January 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2012

41. catch-up

    By LIBERTYKID, April 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • April 24, 2008

42. Subject to ERISA?

    By Chalk R. Palin, June 29, 2010
    • 4 replies
    • 1.6k views
    • 
    • movedon
    • June 29, 2010

43. 403(b) coverage

    By Guest dietpepsi, August 16, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 16, 2005

44. If an employee separates after more than 15 years of service with a qu

    By Guest mruppert, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 6, 2000

45. Basic 403(b) Education Needed

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

46. why would I be forced to a single vendor?

    By Effen, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

47. 415 Excesses

    By Guest pjb, August 6, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 6, 2002

48. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

    By katieinny, January 17, 2013
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 18, 2013

49. 403(b) not qualified

    By Bird, October 22, 2007
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

50. Church 403(b) and ERISA

    By Guest Cutter, May 31, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2002