403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Impermissible distributions under 403(b) plan

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

2. correction of mistake of fact by employer

   By Guest Davis McDonald, July 17, 2001
   • 1 reply
   • 3k views
   • 
   • Belgarath
   • July 25, 2001

3. Are Ambulance Companies Qualified Organizations?

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

4. Can 2 501(c)(3) charities share employee benefits plans?

   By Guest wwcpa, December 11, 2001
   • 1 reply
   • 2.1k views
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   • Carol V. Calhoun
   • December 11, 2001

5. Public University 403(b) plans

   By Guest Carolie, April 16, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • April 16, 1999

6. 403(b) to Profit Sharing?

   By Guest James CFP, April 13, 2006
   • 1 reply
   • 1.6k views
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   • MWeddell
   • April 14, 2006

7. Pre-1987 403(b) deferrals and MRD's

   By Guest BruceM, October 30, 2002
   • 1 reply
   • 2.4k views
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   • mbozek
   • October 30, 2002

8. 403b and catchup

   By Guest Pension Girl, March 4, 2010
   • 1 reply
   • 1.3k views
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   • fiduciary perspective
   • March 25, 2010

9. Rolling over 401(k) to 403(b)

   By Guest Barney Byrd, November 18, 2001
   • 1 reply
   • 1.8k views
   • 
   • QDROphile
   • November 18, 2001

10. Delinquent Filer Voluntary Compliance Program

    By Guest Tim Finn, May 20, 2002
    • 1 reply
    • 2k views
    • 
    • jpod
    • May 20, 2002

11. New Rollovers under EGTRRA

    By Guest ami, August 30, 2002
    • 1 reply
    • 1.6k views
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    • MGB
    • August 30, 2002

12. Contributions are sent to Counties before the vendor

    By Guest sschullo, June 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • joel
    • June 22, 2007

13. 501(c)(3) double 415 limits?

    By Flyboyjohn, February 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 17, 2014

14. Plan Document

    By Randy Watson, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • August 15, 2008

15. Loans

    By Guest Sieve, May 20, 2009
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 20, 2009

16. 5500 Schedule C and SSA for 403(b) Plans

    By Guest Robert Collins, April 29, 1999
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 1999

17. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • August 30, 2002

18. Two 403(b) plans - effective availability /anti conditioning rule

    By Guest Cher, November 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • November 4, 2008

19. Not accepting new 403(b) contributions

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • December 23, 2008

20. Excess Contributions and W2 Corrections

    By Rebecca Ennis, January 13, 2021
    • 1 reply
    • 864 views
    • 
    • BG5150
    • January 14, 2021

21. 403(b) Rollover In's - NON US Pension Assets

    By Nassau, June 19, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 19, 2008

22. Exclusion of Pre 1/1/09 Contracts Once In a Lifetime??

    By austin3515, April 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

23. Is this program covered by ERISA?

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

24. 403(b) transfers/rollover/exchange

    By Miannette, August 4, 2015
    • 1 reply
    • 1k views
    • 
    • Carol V. Calhoun
    • August 4, 2015

25. 403(b) Employer Contribution

    By Guest darrensoup, April 7, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 7, 2005

26. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 644 views
    • 
    • Belgarath
    • February 21, 2019

27. tsa mutual fund transfer to tsa mutual fund transfer

    By Guest smount_99, May 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 22, 1999

28. Control Group Discrimination Testing

    By Guest shadebeads, August 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • August 22, 2005

29. Govt. 403(b) plan with service based employer allocation

    By dmb, March 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 7, 2009

30. Do 403(b) Plans file 5330's for late refunds?

    By BG5150, June 15, 2023
    • 1 reply
    • 453 views
    • 
    • cathyw
    • June 16, 2023

31. 404(c) for 403(b) plans

    By Guest RIA, November 5, 2008
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 6, 2008

32. Top-heavy applicable to 403(b) plans?

    By John A, October 31, 2000
    • 1 reply
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

33. Employee contributions 5500 requirement

    By Just Tri, November 18, 2019
    • 1 reply
    • 601 views
    • 
    • baneja
    • November 19, 2019

34. 414(h)(2) and definition of compensation

    By Belgarath, February 14, 2018
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • February 14, 2018

35. Can a 403(b) and a 401(k) plan be set up in one trust?

    By Guest Rob Morgan, June 9, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 10, 1999

36. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant, June 29, 2021
    • 1 reply
    • 809 views
    • 
    • Madison71
    • June 30, 2021

37. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 605 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

38. NON-ERISA TO ERISA

    By Guest padmin, July 21, 2004
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • July 21, 2004

39. 403(b)(3) change

    By Guest dlo, March 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 2002

40. PPA Safe Harbor

    By Nassau, June 19, 2007
    • 1 reply
    • 1.8k views
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    • J Simmons
    • June 19, 2007

41. 403b ability to transfer vested money

    By Guest eric24, September 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • September 3, 2002

42. 415 Limit? Novice need help

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

43. 415(k)(4) limitation

    By lexi, June 19, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 19, 2006

44. Sick Payout Taxable

    By Guest JLF2009, January 20, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • January 21, 2009

45. Top Paid Group election

    By Lori H, February 19, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 19, 2013

46. Can hardship withdrawals be made from employer contributions in a publ

    By Guest Slam, June 24, 1999
    • 1 reply
    • 1.8k views
    • 
    • jlf
    • June 29, 1999

47. Compensation Definition for ACP

    By leighl, February 16, 2015
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 16, 2015

48. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • April 20, 2001

49. Can employer maintain both ERISA 403b and Non-ERISA 403b plans

    By Guest PIA, May 15, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2006

50. Eligibility and Entry Requirements on Elective Deferrals?

    By Guest AndyL, August 7, 2001
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • August 7, 2001