403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 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

2. IRS Revenue Ruling 90-24 "asset transfer"

   By dh003i, November 11, 2003
   • 2 replies
   • 3.9k views
   • 
   • Guest
   • November 11, 2003

3. IRS tax levies on 403(b) annuities

   By Ian, August 24, 2020
   • 5 replies
   • 2.7k views
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   • Peter Gulia
   • August 26, 2020

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

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

5. Is a 403(b) plan a "qualified Plan"?

   By Jim Chad, May 17, 2016
   • 1 reply
   • 3.8k views
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   • jpod
   • May 17, 2016

6. Is a Non Matching "Match" permissible in an ERISA 403(b)?

   By Guest W J Parks, August 30, 2000
   • 1 reply
   • 1.9k views
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   • MWeddell
   • August 31, 2000

7. Is it a Roth?

   By joel, February 5, 2018
   • 14 replies
   • 1.5k views
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   • Mike Preston
   • March 10, 2018

8. Is it permissible for the custodian of a commingled Non-Tile I 403(b)(

   By Guest EWagner, December 1, 2000
   • 4 replies
   • 2.3k views
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   • Guest
   • January 6, 2001

9. Is it really going to happen on January 1, 2006?

   By Guest PB&J, August 30, 2005
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • September 2, 2005

10. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 4.1k views
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    • Peter Gulia
    • April 11, 2012

11. Is my 501C3 a qualified organization for the 402g 3k catch-up?

    By Guest bakcrab, October 24, 2002
    • 4 replies
    • 2.7k views
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    • mbozek
    • October 25, 2002

12. Is Roth contribution possible over and above 403(b) limit of $10,500?

    By Guest Joy100, January 23, 2001
    • 1 reply
    • 1.7k views
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    • Michael Devault
    • January 23, 2001

13. Is the ER limited to 25% of comp when making a 403(b) contribution?

    By katieinny, August 30, 2012
    • 2 replies
    • 921 views
    • 
    • katieinny
    • August 30, 2012

14. Is the MEA Repealed in California?

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

15. Is the unitization of a target-date fund in a 403(b) permissible?

    By Guest BenefitsGal5, April 29, 2010
    • 3 replies
    • 2k views
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    • TLGeer
    • April 29, 2010

16. Is there anything "outstanding" with respect to Age 50 catch

    By Guest STLGiant, September 20, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • September 20, 2002

17. Is this "coloring outside the lines" too much?

    By Belgarath, May 16, 2025
    • 5 replies
    • 995 views
    • 
    • austin3515
    • May 20, 2025

18. Is this 403b plan really terminated?

    By Santo Gold, October 4, 2024
    • 2 replies
    • 895 views
    • 
    • Peter Gulia
    • October 4, 2024

19. Is this a Match or a PS Contribution?

    By austin3515, June 12, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 20, 2007

20. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • October 3, 2002

21. Is this program covered by ERISA?

    By Guest Do, May 5, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 13, 1999

22. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Rolf Trautmann
    • December 7, 2011

23. J&S required under 403(b) plan?

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 7, 2011

24. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 3k views
    • 
    • Guest
    • October 1, 1998

25. Job 'eliminated' just 60 days short of 20 years service. What to do?

    By Guest nancykev, October 10, 2004
    • 4 replies
    • 2.5k views
    • 
    • RCK
    • October 27, 2004

26. Lack of Investment Choices

    By joel, December 11, 1998
    • 0 replies
    • 2.4k views
    • 
    • joel
    • December 11, 1998

27. Large Plan or Small Plan - 80-120 Rule

    By KateSmithPA, March 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 14, 2011

28. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 2011

29. Late deferrals to ERISA 403(b) Plan

    By Craig Garner, June 18, 2013
    • 3 replies
    • 4.2k views
    • 
    • PensionPro
    • June 19, 2013

30. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 7, 2010

31. Late Deposits

    By Guest CGBS, February 6, 2001
    • 0 replies
    • 2.1k views
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    • Guest
    • February 6, 2001

32. Late Document

    By Guest Catherine M. Peery, January 4, 2010
    • 9 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2010

33. Late non-ERISA 403(b) creation, then termination?

    By Guest mcleod9, May 1, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 1, 2010

34. layoff time

    By Guest puddle, April 10, 2006
    • 1 reply
    • 1.4k views
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    • Guest
    • April 10, 2006

35. layoff with recall rights

    By Guest puddle, April 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 14, 2006

36. Leased employees

    By 30Rock, May 28, 2010
    • 2 replies
    • 2.8k views
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    • 30Rock
    • June 3, 2010

37. leased employees - don't count the time?

    By AlbanyConsultant, August 20, 2021
    • 2 replies
    • 843 views
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    • AlbanyConsultant
    • August 20, 2021

38. Less than 20 hours a week excluded

    By austin3515, September 16, 2020
    • 3 replies
    • 707 views
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    • Flyboyjohn
    • September 17, 2020

39. Less Than 20 Hours Per Week Employees

    By Scott, July 1, 1999
    • 6 replies
    • 4.2k views
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    • Dowist
    • August 30, 1999

40. less than 20/hr 410(b) test

    By ATM, August 15, 2019
    • 3 replies
    • 950 views
    • 
    • Luke Bailey
    • August 20, 2019

41. Lete deposit of deferrals - file under VFC or not?

    By Belgarath, October 27, 2017
    • 1 reply
    • 744 views
    • 
    • Flyboyjohn
    • October 27, 2017

42. Life Insurance for a participant in a 403(b) plan (REVISITED)

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • August 27, 2000

43. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 3, 2015

44. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

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

45. Limit correction period to 3 years for late deferrals?

    By katieinny, December 9, 2010
    • 0 replies
    • 1k views
    • 
    • katieinny
    • December 9, 2010

46. Limit on time to remit to Investor

    By Guest Liz Propp, October 23, 1998
    • 7 replies
    • 4.3k views
    • 
    • Guest
    • May 3, 1999

47. Limiting employer contributions

    By Guest JMN, November 11, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 24, 2012

48. Limiting funding vehicles

    By Guest AEA, June 4, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

49. Limiting Loans and Hardships to Single Vendor

    By 30Rock, September 7, 2010
    • 0 replies
    • 938 views
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    • 30Rock
    • September 7, 2010

50. Limiting loans and non ERISA status

    By 30Rock, March 14, 2011
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • March 14, 2011