403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Chart of 415, etc. limits for the year 2000 available

   By Carol V. Calhoun, October 21, 1999
   • 0 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • October 21, 1999

2. 403(b)max

   By Guest marytrobot, October 24, 2002
   • 1 reply
   • 1.6k views
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   • Guest
   • October 24, 2002

3. Choosing survivor benefits after retirement

   By Guest herronisland, December 10, 2002
   • 1 reply
   • 1.6k views
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   • mbozek
   • December 11, 2002

4. Payroll Deduction Error

   By Guest Kathy2006, February 7, 2007
   • 0 replies
   • 1.6k views
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   • Guest
   • February 7, 2007

5. separate accounting?

   By Guest britneyspears, November 15, 2005
   • 0 replies
   • 1.6k views
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   • Guest
   • November 15, 2005

6. Matching contribution in a 403(b) plan

   By Guest cosmo01, May 28, 2003
   • 0 replies
   • 1.6k views
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   • Guest
   • May 28, 2003

7. Change in sponsorship of 403(b) - ERISA to Non_ERISA

   By Guest Roxanne Walters, November 28, 2001
   • 1 reply
   • 1.6k views
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   • Carol V. Calhoun
   • December 3, 2001

8. 2009 Fom 5500 - employee count in error

   By John Feldt ERPA CPC QPA, August 26, 2011
   • 2 replies
   • 1.6k views
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   • K2retire
   • January 23, 2013

9. bonus contribution for long-term participants

   By Santo Gold, March 26, 2012
   • 3 replies
   • 1.6k views
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   • mbozek
   • March 28, 2012

10. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.6k views
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    • Michael Devault
    • June 15, 2000

11. Non-ERISA Vesting

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

12. 415 Limitations

    By Guest Sieve, June 22, 2009
    • 5 replies
    • 1.6k views
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    • TLGeer
    • June 23, 2009

13. Change in Recordkeeper & 90-24 Asset Transfer

    By Guest T-BONE, July 23, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • July 23, 2002

14. 403(b) Post Separation Contributions

    By Fisher, November 5, 2007
    • 0 replies
    • 1.6k views
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    • Fisher
    • November 5, 2007

15. Discrimination

    By Guest BruceC, June 2, 2009
    • 5 replies
    • 1.6k views
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    • Guest
    • June 3, 2009

16. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

17. 403(b) - ERISA Plan or Not

    By HarleyBabe, April 3, 2012
    • 6 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2012

18. 403(b) Rollover?

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

19. Can I bunch together years in ministry to arrive at 15 years of servic

    By Guest newlifeca, October 9, 2002
    • 4 replies
    • 1.6k views
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    • Guest
    • October 22, 2002

20. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • February 23, 2001

21. 403b contributions not timely deposited

    By Guest Young1jone, July 27, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • July 27, 2005

22. Roth 403(b)

    By Guest RobO, July 28, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • July 28, 2005

23. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
    • 0 replies
    • 1.6k views
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    • Guest
    • November 20, 2007

24. LRMs for 403(b)

    By Guest Penelope, April 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 17, 2009

25. ACP Test for 403(b) Match Plan

    By Guest richez, October 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2004

26. Non-participant directed disclosure

    By Guest Melissa5374, July 17, 2012
    • 0 replies
    • 1.6k views
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    • Guest
    • July 17, 2012

27. Please update information.

    By Dave Baker, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

28. What mutual fund companies or other investment services providers, if

    By Guest Kent Scrivener, April 7, 2000
    • 1 reply
    • 1.6k views
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    • Guest
    • April 12, 2000

29. 401k and 403b at same time

    By jkharvey, January 5, 2011
    • 1 reply
    • 1.6k views
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    • Kevin C
    • January 5, 2011

30. 403b lost check deposit

    By Guest William, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

31. New 403b regs

    By rlb64, May 23, 2005
    • 0 replies
    • 1.6k views
    • 
    • rlb64
    • May 23, 2005

32. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • March 6, 2015

33. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2006

34. Employee benefits site has moved!

    By Carol V. Calhoun, August 12, 1999
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • August 12, 1999

35. Safe Harbor 401(k) Plan-2002

    By Guest Michael Anderson, September 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • September 27, 2001

36. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • March 13, 2020

37. Age Discrimination

    By Guest mif2000, February 9, 2010
    • 4 replies
    • 1.6k views
    • 
    • Viridiana Valdes
    • August 9, 2021

38. universal availability and the 20 hours/week rule

    By Guest Mr. Kite, July 12, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 14, 2007

39. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
    • 0 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • October 30, 2013

40. 403(b) Loan eligibility- former employees

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

41. "Ad Hoc" distributions - protected benefit?

    By Belgarath, September 28, 2022
    • 3 replies
    • 1.6k views
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    • TPABob
    • September 29, 2022

42. Two differnt match formulas in same plan

    By Nancy D, June 19, 2012
    • 2 replies
    • 1.6k views
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    • Nancy D
    • June 20, 2012

43. This looks ugly

    By Santo Gold, April 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • April 4, 2011

44. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • July 23, 2001

45. Distribution while still receiving contributions?

    By Guest AFRICA6796, May 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • May 23, 2005

46. ACP and 410(b) testing

    By AKconsult, May 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • May 11, 2011

47. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

48. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

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

49. Aggregation under Section 415(k)(4)

    By billfgrady, September 12, 2002
    • 0 replies
    • 1.6k views
    • 
    • billfgrady
    • September 12, 2002

50. Loan Policy

    By Guest Serena, June 15, 2010
    • 2 replies
    • 1.6k views
    • 
    • TLGeer
    • June 17, 2010