403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Controlled Group 403(b) coverage

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

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

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

3. 403(a) vs. 403(b) plans....?

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

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

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

5. 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

6. Minimum Required Distributions not Taken

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

7. 403(b) Rookie

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

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

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

9. What Is the Unions' Responsibility

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

10. Plan document for governmental plan

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

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

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

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

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

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

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

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

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

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

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

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

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

17. 403(b) custodial accounts

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

18. 403(b) "Vendor" in California

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

19. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • September 2, 2009

20. 415 Limit? Novice need help

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

21. Are Ambulance Companies Qualified Organizations?

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

22. ERISA 403(b) and custodial account

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

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

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

24. 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

25. Tax liability for non-ERISA plans?

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

26. 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

27. terminating 403(b) Plan

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

28. 403(b) or 457, which is best generally?

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

29. Pre-Tax purchase of retirement benefits. Part of 402(g)?

    By Guest fiddler, March 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2004

30. 403(b) plans subject to 15% excise tax on late deposits?

    By Guest CherylV, March 22, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 23, 2004

31. Participant-directed employer contributions

    By Guest bsl120, March 19, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 22, 2004

32. Illegal? What should I do?

    By Guest adale04, March 19, 2004
    • 3 replies
    • 1.9k views
    • 
    • Demosthenes
    • March 22, 2004

33. ERISA vs Non-ERISA 403b plans

    By Guest william2, March 11, 2004
    • 3 replies
    • 31.7k views
    • 
    • Guest
    • March 15, 2004

34. 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

35. HR 3718

    By Guest Joel Lee, March 10, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2004

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

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

37. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan

    By Guest JVH, March 1, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2004

38. how much should maxed-out contribs be?

    By dh003i, March 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • dh003i
    • March 1, 2004

39. 403(b) Plans - ERISA to nonERISA status

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

40. DOL Letter Re: ERISA Coverage For 403(b)s Using EPCRS

    By Guest JGodsoe, February 25, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

41. 403(b) rollover options - triggerable event occurred 3 YEARS ago

    By Guest nyoung314, February 25, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 25, 2004

42. bond insurance requirement for 403(b)

    By Guest kaycee, February 23, 2004
    • 5 replies
    • 6.8k views
    • 
    • Peter Gulia
    • June 5, 2007

43. Ineligible Rollover Reversal; Penalties?!

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

44. What is the Deadline for Remitting Employer Contributions to a 403(b)?

    By Guest rocnrols2, February 13, 2004
    • 1 reply
    • 3.3k views
    • 
    • mbozek
    • February 27, 2004

45. Impermissible distributions under 403(b) plan

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

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

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

47. Election not to participate

    By Guest medinael, February 6, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • February 17, 2004

48. Post-Term Rollover from 401(a) to 403(b) Plan?

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 3, 2004

49. HR 3718

    By joel, January 30, 2004
    • 4 replies
    • 3.4k views
    • 
    • jevd
    • January 30, 2004

50. Permissible Investments under Sec. 403(b)

    By joel, January 29, 2004
    • 2 replies
    • 3k views
    • 
    • MWeddell
    • January 30, 2004