403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) matches and the ACP test

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

2. Vesting in an ERISA 403(b)

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

3. 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
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   • Guest
   • August 29, 2004

4. annual fees

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

5. 415(c) limitation

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

6. 403(b) catch up order

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

7. 403(b) regs?

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

8. 6-month waiting period after hardship withdrawal

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

9. 5500 Filing Requirement?

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

10. Aggregating plans for universal availability

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

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

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

12. Hardships

    By Felicia, July 28, 2004
    • 5 replies
    • 2.7k views
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    • joel
    • July 31, 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
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    • jquazza
    • July 30, 2004

14. adp/acp in 403b plan

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

15. Guidance Regulations for 403(b)

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

16. 403(b), coverage question.

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

17. NON-ERISA TO ERISA

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

18. Should I convert my 403b to a Roth?

    By Guest mjq, June 29, 2004
    • 17 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2004

19. severance pay--contribution?

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

20. Where can I find 89-23?

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

21. Independent School District

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

22. 403(b) Loan eligibility- former employees

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

23. Controlled Group 403(b) coverage

    By Effen, July 2, 2004
    • 11 replies
    • 3.1k views
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    • mbozek
    • July 2, 2004

24. Plan document for governmental plan

    By Guest JBeck, May 18, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • June 26, 2004

25. 403(a) vs. 403(b) plans....?

    By Guest JJB12, June 23, 2004
    • 2 replies
    • 17.3k views
    • 
    • david rigby
    • June 23, 2004

26. NonERISA 403b to ERISA 403b or 401k

    By Guest sjpilger, June 22, 2004
    • 0 replies
    • 1.7k views
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    • Guest
    • June 22, 2004

27. Can a 403(b) plan still be ERISA exempt if the employer makes contributions under a 401(a) plan to match the 403(b) deferrals?

    By Guest RSG, June 17, 2004
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 21, 2004

28. Minimum Required Distributions not Taken

    By MarZDoates, June 3, 2004
    • 4 replies
    • 2k views
    • 
    • Appleby
    • June 4, 2004

29. Requirements is 403(b) is "recordkept"

    By Guest bcichon, April 29, 2004
    • 4 replies
    • 3.9k views
    • 
    • ljr
    • June 4, 2004

30. 403(b) Rookie

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

31. Employer Contributions After Retirement - Just for School Districts?

    By Christine Roberts, May 26, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 27, 2004

32. Frozen 403(b) plans

    By pbarrett, November 10, 1999
    • 10 replies
    • 8k views
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    • ljr
    • May 27, 2004

33. What Is the Unions' Responsibility

    By Guest Joel Lee, May 21, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 21, 2004

34. stop RMDs when rolled into 403(b)?

    By Guest getaxa, May 12, 2004
    • 9 replies
    • 3.8k views
    • 
    • Belgarath
    • May 18, 2004

35. 403b and employer plan 415 limit

    By MJ Hartman, August 18, 2003
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • May 6, 2004

36. can you exclude employees who work less than 30 hours a week?

    By Lori H, April 26, 2004
    • 2 replies
    • 2.4k views
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    • QDROphile
    • April 28, 2004

37. Custodial Choice re: Allowing purchase of past service credits

    By Guest rightsaidfred, April 27, 2004
    • 2 replies
    • 2k views
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    • mbozek
    • April 28, 2004

38. 403(b) "Vendor" in California

    By Guest CSEPM, April 20, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 25, 2004

39. Allocation of Plan Admin Expenses in 403(b) Plan

    By Christine Roberts, April 23, 2004
    • 0 replies
    • 2k views
    • 
    • Christine Roberts
    • April 23, 2004

40. Purchase of service credits from 403(b) transfer

    By Guest ERISA_kid, April 23, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 23, 2004

41. 403(b) custodial accounts

    By Lori Foresz, April 20, 2004
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • April 21, 2004

42. Exchange Traded Funds in a 403(b)7 - is it doable?

    By Guest scottyd, April 2, 2004
    • 8 replies
    • 5.6k views
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    • mbozek
    • April 20, 2004

43. 415 Limit? Novice need help

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

44. Are Ambulance Companies Qualified Organizations?

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

45. 403(b) or 457, which is best generally?

    By Guest A-Team, March 24, 2004
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2004

46. ERISA 403(b) and custodial account

    By Guest philc, April 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • k man
    • April 8, 2004

47. terminating 403(b) Plan

    By k man, March 25, 2004
    • 3 replies
    • 2k views
    • 
    • k man
    • April 8, 2004

48. Tax liability for non-ERISA plans?

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

49. Can a 403(b) plan (deferrals only -- no Employer contributions) be offered in a discriminatory fashion to only certain groups of employees?

    By katieinny, March 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 30, 2004

50. Purchase of Prior Service Credit From a PERS

    By Guest Joel Lee, March 29, 2004
    • 2 replies
    • 1.5k views
    • 
    • Ellie Lowder
    • March 30, 2004