403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 401(k) into 403(b)?

   By betheeg, January 28, 2004
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • January 28, 2004

2. Financial Harsdship allowed for "alternative care"?

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

3. Document requirements for church 403(b) plan

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

4. 403(b) to an IRA. Can it be done

   By Guest ButchElfers, January 16, 2004
   • 5 replies
   • 2.7k views
   • 
   • mbozek
   • February 25, 2004

5. 15 year rule and a "qualified employer."

   By katieinny, January 14, 2004
   • 6 replies
   • 3.8k views
   • 
   • gc@chimentowebb.com
   • October 30, 2007

6. ERISA TSA or not?

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

7. 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

8. DFVC Program

   By MBCarey, December 30, 2003
   • 0 replies
   • 1.2k views
   • 
   • MBCarey
   • December 30, 2003

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

   By Effen, December 29, 2003
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • January 5, 2004

10. 403(b) and Loss of 501(c)(3) Status

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

11. involuntary cashouts

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

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

    By joel, December 20, 2003
    • 0 replies
    • 1.3k views
    • 
    • joel
    • December 20, 2003

13. Church plan exemptions

    By Guest richez, December 18, 2003
    • 1 reply
    • 2.3k views
    • 
    • smm
    • December 18, 2003

14. 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
    • 2.6k views
    • 
    • rcline46
    • December 10, 2003

15. ..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

16. 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

17. 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

18. Final 401(a)(9) Regs

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

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

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

20. 403(b) pre-1987 grandfathered contributions

    By Guest MBeck, November 7, 2003
    • 1 reply
    • 3.6k views
    • 
    • Michael Devault
    • November 7, 2003

21. Required To File 5500?

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

22. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

23. Individual 403(b) plan anyone?

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

24. Are 403(b) assets considered when determining the top heavy status of a DC plan?

    By katieinny, October 29, 2003
    • 3 replies
    • 2.9k views
    • 
    • WDIK
    • April 6, 2005

25. Merger of DC Plan into 403(b)

    By Guest AEA, October 29, 2003
    • 5 replies
    • 3.2k views
    • 
    • mbozek
    • November 24, 2003

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

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

27. Custodial Accounts After Plan Termination

    By Guest dogsbody, October 27, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 2003

28. Tax Sheltered Annuity & Flex Plan

    By Guest Sara H, October 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 28, 2003

29. RMD from Multiple 403(b)s

    By Guest Donaldson, October 21, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 22, 2003

30. ineligible 403b rollover

    By Guest confused911, October 16, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2003

31. MPP/403(b) mix - is this possible?

    By Guest AEA, October 15, 2003
    • 3 replies
    • 2k views
    • 
    • Guest
    • October 22, 2003

32. Outstanding Loan Balance

    By jane123, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • jane123
    • October 15, 2003

33. Converting 403(b) to a 401(k)?

    By Guest RDS METRO, October 9, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 16, 2003

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

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

35. Remedial Amendment Period for 403(b) Plans?

    By katieinny, September 30, 2003
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • September 30, 2003

36. Need 403(b) elective deferral limits from 1973 to 1994

    By Guest Patricia Denny, September 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2003

37. Guidance on "distributable events"

    By Guest bmurphy, September 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 7, 2003

38. Tax Sheltered Annuities with both employer and employee contributions; what are the testing and filing requirements?

    By MBCarey, September 25, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • September 25, 2003

39. How long must plan administrator retain a participant's records after the plan has terminated?

    By Guest ooota, September 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 23, 2003

40. Annuity shopping for an individual reaching retirement age; how to do?

    By Guest herronisland, September 15, 2003
    • 4 replies
    • 2.6k views
    • 
    • ljr
    • September 24, 2003

41. average contribution amounts

    By Guest rring, September 12, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 12, 2003

42. FUTA Withholding

    By Guest none, September 8, 2003
    • 3 replies
    • 3.7k views
    • 
    • Appleby
    • September 9, 2003

43. School Districts' Liability-Plans

    By Guest barrystarr, September 8, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 8, 2003

44. 403(b) Protected Benefits?

    By Guest dietpepsi, September 5, 2003
    • 1 reply
    • 3.2k views
    • 
    • MWeddell
    • March 15, 2021

45. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 3k views
    • 
    • E as in ERISA
    • September 3, 2003

46. 403b rollover to 401(k) plan

    By PensionNewbee, August 28, 2003
    • 1 reply
    • 2.9k views
    • 
    • Belgarath
    • August 28, 2003

47. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Ellie Lowder
    • September 8, 2003

48. HCEs and 403(b) Plans

    By perkinsran, August 27, 2003
    • 14 replies
    • 6.7k views
    • 
    • ljr
    • September 19, 2003

49. minimum deferral requirement allowed?

    By Guest DeePA, August 27, 2003
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • August 27, 2003

50. 403(b)

    By Guest TLCPension, August 26, 2003
    • 9 replies
    • 5.8k views
    • 
    • mbozek
    • August 21, 2012