403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. pension plan

   By Guest puddle, April 16, 2006
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • April 16, 2006

2. 403(b) termination with annuity contracts

   By Flyboyjohn, March 6, 2014
   • 3 replies
   • 1.6k views
   • 
   • AMDG
   • October 26, 2015

3. 401(k) regs

   By Felicia, January 4, 2005
   • 1 reply
   • 1.6k views
   • 
   • GBurns
   • January 5, 2005

4. 403b's in Texas - Teachers REitrement System

   By austin3515, June 20, 2011
   • 4 replies
   • 1.6k views
   • 
   • mbozek
   • June 20, 2011

5. trying to terminate an old plan

   By K2retire, October 5, 2011
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • October 6, 2011

6. Transferring accumulated savings to a 403(b)(7) custodial account

   By Guest mhdavies, June 20, 2001
   • 1 reply
   • 1.6k views
   • 
   • jlf
   • June 20, 2001

7. Non-ERISA to ERISA 403(b)

   By Guest cease, June 26, 2003
   • 3 replies
   • 1.6k views
   • 
   • GBurns
   • June 27, 2003

8. Universal Availability - Part-Time Employees

   By Guest Tom:, February 5, 2010
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • February 9, 2010

9. Age 59 1/2 employee rollover of 403(b) $$ into same employer's 401(k)?

   By ERISAatty, October 31, 2008
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • October 31, 2008

10. Employer failed to apply Universal Availability

    By Guest sugar daddy, March 9, 2012
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 13, 2012

11. Definition of Compensation for 89-23

    By wmyer, February 3, 2005
    • 0 replies
    • 1.6k views
    • 
    • wmyer
    • February 3, 2005

12. Safe Harbor Match

    By rcline46, November 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 3, 2008

13. 403b rights- LTD with annunity-same company

    By Guest planamuck, January 11, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 11, 2002

14. Article on 403(b) Plan Audit Issues available online

    By Carol V. Calhoun, January 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 25, 2000

15. Annuity loan question

    By Guest mondi87, May 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 4, 2009

16. Mandatory & elective deferrals

    By SheilaD, March 29, 2012
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • March 29, 2012

17. 403 b

    By Guest emk459, March 30, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 2006

18. Want to confirm that new regulations have not changed 415 limits

    By Guest esi-jht, December 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2005

19. New Rollovers under EGTRRA

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

20. 403(b) 5500 and participant counts

    By Belgarath, September 25, 2013
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

21. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • April 15, 2014

22. Hardship Distribution from frozen 401(k) plan..are 403(b) contributions suspended?

    By Guest mmaggs, November 8, 2012
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • November 8, 2012

23. 415(k)(4) limitation

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

24. ER contribs to ERISA 403b Plan

    By J Simmons, December 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • J Simmons
    • December 23, 2008

25. how much should maxed-out contribs be?

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

26. 403(b) Employer Contribution

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

27. ACP testing

    By pmacduff, September 22, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • September 22, 2006

28. 403(b) to Profit Sharing?

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

29. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.6k views
    • 
    • JRN
    • April 1, 2020

30. New Type Of Plan -403p?

    By goldtpa, February 18, 2009
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • February 18, 2009

31. rollover from 403(b) to 401(k)

    By Scuba 401, February 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • Scuba 401
    • February 24, 2003

32. TSA plan with issues.

    By Lori H, September 29, 2009
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • October 1, 2009

33. Disclosure Statements for Custodial Accounts?

    By Felicia, February 28, 2001
    • 0 replies
    • 1.6k views
    • 
    • Felicia
    • February 28, 2001

34. 403(b) matches and the ACP test

    By Lori Friedman, August 31, 2004
    • 0 replies
    • 1.6k views
    • 
    • Lori Friedman
    • August 31, 2004

35. Hardship for debt

    By Guest Wheatie, June 12, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • June 13, 2006

36. Safe Harbor 403(b) and Successor Plan

    By PMC, June 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • PMC
    • June 5, 2007

37. ERISA 403(b) and custodial account

    By Guest philc, April 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • k man
    • April 8, 2004

38. Title I and nonTitle I plans

    By Felicia, August 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • August 8, 2002

39. AutoEnroll bringing 403(b) plans into ERISA?

    By Guest ames, August 1, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 1, 2008

40. group annuity & individual in 1 plan?

    By Guest DLA, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2003

41. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2014

42. 2009 Form 5500

    By rcline46, April 15, 2008
    • 0 replies
    • 1.6k views
    • 
    • rcline46
    • April 15, 2008

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

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

44. Premium Interst & Penalties

    By Guest SteffyMG, June 29, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 2001

45. 403(b) and DFVCP

    By Guest CRC02, November 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 5, 2002

46. Used to be FT, now PT. Still eligible?

    By Santo Gold, November 4, 2015
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • February 8, 2016

47. Entry date for salary reduction only 403(b)?

    By Lori H, March 10, 2015
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015

48. 403(b) regs

    By Felicia, August 15, 2007
    • 2 replies
    • 1.6k views
    • 
    • joel
    • August 22, 2007

49. Notification onus

    By Guest STLGiant, January 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2002

50. after tax employee contributions to non-ERISA 403(b)

    By Guest lskin, April 20, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 21, 2005