403(b) Plans, Accounts or Annuities

2,062 topics in this forum

1. terminating 403(b) Plan

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

2. Tax liability for non-ERISA plans?

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

3. 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

4. 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

5. 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

6. 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

7. Participant-directed employer contributions

   By Guest bsl120, March 19, 2004
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 22, 2004

8. Illegal? What should I do?

   By Guest adale04, March 19, 2004
   • 3 replies
   • 2k views
   • 
   • Demosthenes
   • March 22, 2004

9. ERISA vs Non-ERISA 403b plans

   By Guest william2, March 11, 2004
   • 3 replies
   • 31.8k views
   • 
   • Guest
   • March 15, 2004

10. 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

11. HR 3718

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

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

    By Guest Thornton, March 4, 2004
    • 1 reply
    • 14.3k views
    • 
    • mbozek
    • March 9, 2004

13. 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

14. how much should maxed-out contribs be?

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

15. 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

16. 403(b) Plans - ERISA to nonERISA status

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

17. 403(b) to an IRA. Can it be done

    By Guest ButchElfers, January 16, 2004
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • February 25, 2004

18. 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

19. 403(b) rollover options - triggerable event occurred 3 YEARS ago

    By Guest nyoung314, February 25, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • February 25, 2004

20. Ineligible Rollover Reversal; Penalties?!

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

21. Election not to participate

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

22. Impermissible distributions under 403(b) plan

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

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

    By Guest JROSSITTER, February 8, 2004
    • 6 replies
    • 4k views
    • 
    • Guest
    • February 11, 2004

24. 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

25. HR 3718

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

26. Permissible Investments under Sec. 403(b)

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

27. 401(k) into 403(b)?

    By betheeg, January 28, 2004
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • January 28, 2004

28. Financial Harsdship allowed for "alternative care"?

    By Guest bmurphy, January 26, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 2004

29. ERISA TSA or not?

    By Guest getaxa, January 8, 2004
    • 2 replies
    • 5.2k views
    • 
    • Carol V. Calhoun
    • January 22, 2004

30. Document requirements for church 403(b) plan

    By Guest LJC, January 16, 2004
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • January 19, 2004

31. 403(b) and Loss of 501(c)(3) Status

    By Guest PJW, December 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 2004

32. 501(c)(3) Entity acquires 501(c)(3) entity-coverage issues

    By Guest dietpepsi, January 6, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2004

33. Can a db benefit be contingent on 403(b) participation?

    By Effen, December 29, 2003
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • January 5, 2004

34. DFVC Program

    By MBCarey, December 30, 2003
    • 0 replies
    • 1.3k views
    • 
    • MBCarey
    • December 30, 2003

35. involuntary cashouts

    By Guest mom, December 21, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2003

36. A Pay for Play Arrangement Disguised as a Union Sponsorhip

    By joel, December 20, 2003
    • 0 replies
    • 1.4k views
    • 
    • joel
    • December 20, 2003

37. Church plan exemptions

    By Guest richez, December 18, 2003
    • 1 reply
    • 2.4k views
    • 
    • smm
    • December 18, 2003

38. Will a non-owner employee newly hired in the current year ever be a HCE for the current year?

    By Ken Davis, December 9, 2003
    • 4 replies
    • 2.7k views
    • 
    • rcline46
    • December 10, 2003

39. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

    By Guest JBeck, December 1, 2003
    • 12 replies
    • 3.6k views
    • 
    • mbozek
    • December 4, 2003

40. Reversion of unvested employer contributions in an ERISA 403(b) plan.

    By Guest JPotosky, December 1, 2003
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • December 3, 2003

41. ..blah, blah, blah...and they never filed a 5500. Delinquent filer program or try excuse letter first?

    By MR, December 2, 2003
    • 3 replies
    • 7.8k views
    • 
    • MR
    • December 3, 2003

42. Assistance on advising the Advisor...Protocol and procedure?

    By Guest WLP 1863, October 28, 2003
    • 5 replies
    • 3.1k views
    • 
    • IRC401
    • November 29, 2003

43. Merger of DC Plan into 403(b)

    By Guest AEA, October 29, 2003
    • 5 replies
    • 3.3k views
    • 
    • mbozek
    • November 24, 2003

44. Merger of Non-ERISA and ERISA 403(b) Plans

    By Christine Roberts, October 7, 2003
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • November 23, 2003

45. Final 401(a)(9) Regs

    By Guest Madalyn Clark, November 20, 2003
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • November 21, 2003

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

    By dh003i, November 11, 2003
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 11, 2003

47. 403(b) pre-1987 grandfathered contributions

    By Guest MBeck, November 7, 2003
    • 1 reply
    • 3.7k views
    • 
    • Michael Devault
    • November 7, 2003

48. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 5, 2003

49. Required To File 5500?

    By goldtpa, November 4, 2003
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • November 5, 2003

50. Individual 403(b) plan anyone?

    By Guest Mr. Relaxation, November 3, 2003
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2003