403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Church Employees Special Election

   By Guest BrandonT, September 12, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 13, 2001

2. EGTTRA vs State Law

   By Felicia, January 17, 2002
   • 1 reply
   • 2.4k views
   • 
   • david rigby
   • January 17, 2002

3. Actively employed for RMD purposes

   By Fisher, December 18, 2008
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • March 15, 2012

4. 403(b)(1), 5500, and small plan

   By Guest Key Lime Pie, March 26, 2010
   • 1 reply
   • 1k views
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   • TLGeer
   • March 27, 2010

5. Non-ERISA Church Plan Auto Enroll

   By cprisco, June 17, 2016
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • June 17, 2016

6. I knew what parts of the "OLD year 1998" Form 5500 to comple

   By Moe Howard, September 22, 2000
   • 1 reply
   • 1.8k views
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   • Ellie Lowder
   • September 22, 2000

7. Hardship for debt

   By Guest Wheatie, June 12, 2006
   • 1 reply
   • 1.6k views
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   • JanetM
   • June 13, 2006

8. Conversion from MPP

   By Guest HD WILLIAMS, November 24, 1998
   • 1 reply
   • 2.3k views
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   • Guest
   • November 30, 1998

9. 403(b) MEA calculation for teacher who changes school systems between

   By Guest Liu Wei, September 23, 2000
   • 1 reply
   • 2.2k views
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   • Michael Devault
   • September 25, 2000

10. 403b direct rollover from TIAA

    By Guest thomthom49, August 12, 2009
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • August 13, 2009

11. Sham Termination and my 403b

    By Guest rosswolfe76, October 14, 2010
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • October 14, 2010

12. 403b and qualified transportation benefit

    By Guest derfbme, March 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 25, 2001

13. 401(k) - 403(b) coverage test

    By waid10, October 6, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 6, 2008

14. 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

15. employer contribution timing in a non-profit

    By Santo Gold, October 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 12, 2012

16. Terminating small, ERISA 403(b)

    By Lori H, May 6, 2013
    • 1 reply
    • 928 views
    • 
    • Carol V. Calhoun
    • May 7, 2013

17. Non-Compliant Plans

    By Guest victor, March 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 4, 2001

18. 403(b) Plans - ERISA to nonERISA status

    By Guest hnbc, February 25, 2004
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • February 26, 2004

19. 403(b)(7): What financial info goes in SAR, since no financial info is

    By Guest Pete Joachim, July 11, 2000
    • 1 reply
    • 1.9k views
    • 
    • imchipbrown
    • July 13, 2000

20. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

    • 403(b)
    • Lifetime Catch-up
    • 1 reply
    • 1.6k views
    • 
    • Oregon TPA
    • February 11, 2014

21. coverage testing - 403(b) plans

    By jw721, June 16, 2009
    • 1 reply
    • 2.5k views
    • 
    • Kevin C
    • June 19, 2009

22. Professors and Adjuncts - Hours of Service

    By Guest Lane, February 9, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 26, 2012

23. Prohibiting "Vendor Jumping" During Plan Year

    By Christine Roberts, December 7, 2001
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 13, 2001

24. Cost of Incidental Life Insurace

    By MARYMM, June 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Kirk Maldonado
    • June 14, 2006

25. 15 Year of Service Catch-up ?

    By Guest STLGiant, June 4, 2003
    • 1 reply
    • 2.4k views
    • 
    • Michael Devault
    • June 4, 2003

26. Age 59 1/2 employee rollover of 403(b) $$ into same employer's 401(k)?

    By ERISAatty, October 31, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • October 31, 2008

27. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 7, 2009

28. How do you figure out the distribution schedule for a 403(b)invested w

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • October 7, 2000

29. Filing requirements for non-ERISA 403(b) church plans with employer contributions.

    By Guest LJC, March 10, 2004
    • 1 reply
    • 1.8k views
    • 
    • Lame Duck
    • March 11, 2004

30. Non-ERISA Vesting

    By oldman, May 24, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2011

31. Pre 1/1/09 Contracts - Participants Excluded, but not assets

    By austin3515, February 8, 2015
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 9, 2015

32. 403(b) and Years of Service

    By Guest jgroves, January 28, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 2, 1999

33. Form 990 Reporting of 403(b) contributions

    By MBCarey, September 14, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 22, 2007

34. excluded compensation

    By Earl, October 24, 2018
    • 1 reply
    • 645 views
    • 
    • PensionPro
    • October 24, 2018

35. 403(b)(1) In-Service Distributions

    By oldman, March 30, 2010
    • 1 reply
    • 2k views
    • 
    • TLGeer
    • March 31, 2010

36. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 884 views
    • 
    • K2
    • February 8, 2017

37. Church Contribution Limits

    By Guest Amy Erlbacher Anderson, February 17, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 18, 1999

38. new tax law 403b transfer

    By Guest rubaiyat, June 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • June 24, 2001

39. after tax contributions

    By LIBERTYKID, August 13, 2008
    • 1 reply
    • 2k views
    • 
    • Laura Harrington
    • August 13, 2008

40. Title I and nonTitle I plans

    By Felicia, August 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • August 8, 2002

41. 403b Plan - Incorrect vesting calculation - suggestions?

    By Guest JMichael, April 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 28, 2002

42. 403(b) loans

    By Guest Learner, July 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • joel
    • July 21, 2006

43. Incorrectly limited elective deferrals

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

44. 8955 needed for 403(b)?

    By Tom, June 13, 2024
    • 1 reply
    • 650 views
    • 
    • Carol V. Calhoun
    • June 13, 2024

45. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • February 3, 2006

46. Invest in LLC

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

47. Forfeitures in Plan

    By Guest Golden Girl, September 4, 2012
    • 1 reply
    • 3.1k views
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    • ETA Consulting LLC
    • September 5, 2012

48. Beneficiary (spouse) dies before participant

    By Guest cosmo01, June 4, 2003
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • June 4, 2003

49. Loans from 401(k) to a 403(b)

    By jkharvey, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 6, 2001

50. TDA with Safe Harbor Contribution

    By MBCarey, November 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 3, 2008