403(b) Plans, Accounts or Annuities

2,064 topics in this forum

1. Required To File 5500?

   By goldtpa, November 4, 2003
   • 3 replies
   • 2.8k views
   • 
   • mbozek
   • November 5, 2003

2. Individual 403(b) plan anyone?

   By Guest Mr. Relaxation, November 3, 2003
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • November 4, 2003

3. Tax Sheltered Annuity & Flex Plan

   By Guest Sara H, October 24, 2003
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • October 28, 2003

4. Custodial Accounts After Plan Termination

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

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

   By Guest AEA, October 15, 2003
   • 3 replies
   • 2.1k views
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   • Guest
   • October 22, 2003

6. RMD from Multiple 403(b)s

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

7. ineligible 403b rollover

   By Guest confused911, October 16, 2003
   • 0 replies
   • 2.4k views
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   • Guest
   • October 16, 2003

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

   By Guest RDS METRO, October 9, 2003
   • 4 replies
   • 3.7k views
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   • Guest
   • October 16, 2003

9. Outstanding Loan Balance

   By jane123, October 15, 2003
   • 0 replies
   • 1.5k views
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   • jane123
   • October 15, 2003

10. Guidance on "distributable events"

    By Guest bmurphy, September 25, 2003
    • 3 replies
    • 2.4k views
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    • mbozek
    • October 7, 2003

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

    By katieinny, September 30, 2003
    • 1 reply
    • 2.9k views
    • 
    • mbozek
    • September 30, 2003

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

    By Guest Patricia Denny, September 25, 2003
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 26, 2003

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

    By MBCarey, September 25, 2003
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • September 25, 2003

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

    By Guest herronisland, September 15, 2003
    • 4 replies
    • 2.7k views
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    • ljr
    • September 24, 2003

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

    By Guest ooota, September 23, 2003
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • September 23, 2003

16. HCEs and 403(b) Plans

    By perkinsran, August 27, 2003
    • 14 replies
    • 6.9k views
    • 
    • ljr
    • September 19, 2003

17. Non-ERISA Plan Restated as ERISA Plan

    By Christine Roberts, August 21, 2003
    • 3 replies
    • 3.9k views
    • 
    • mbozek
    • September 15, 2003

18. average contribution amounts

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

19. FUTA Withholding

    By Guest none, September 8, 2003
    • 3 replies
    • 3.8k views
    • 
    • Appleby
    • September 9, 2003

20. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.9k views
    • 
    • Ellie Lowder
    • September 8, 2003

21. School Districts' Liability-Plans

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

22. 403(b) Vendors Unbundled

    By Guest amm19, August 4, 2003
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 4, 2003

23. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 3, 2003

24. 403b rollover to 401(k) plan

    By PensionNewbee, August 28, 2003
    • 1 reply
    • 3k views
    • 
    • Belgarath
    • August 28, 2003

25. minimum deferral requirement allowed?

    By Guest DeePA, August 27, 2003
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • August 27, 2003

26. 403b precludes IRA contributions?

    By Guest A-Team, August 21, 2003
    • 4 replies
    • 3.5k views
    • 
    • mbozek
    • August 26, 2003

27. participant fee/cashout

    By Earl, August 19, 2003
    • 0 replies
    • 2.4k views
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    • Earl
    • August 19, 2003

28. Termination of 403(b) ERISA Plan

    By Guest rocnrols2, August 19, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 19, 2003

29. Multiple employer plan

    By Guest mshaw, August 15, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • August 15, 2003

30. CIP Rules

    By Guest Frankie, August 6, 2003
    • 4 replies
    • 4.2k views
    • 
    • mbozek
    • August 9, 2003

31. Elective Deferrals and Union Employees

    By smm, August 4, 2003
    • 0 replies
    • 2k views
    • 
    • smm
    • August 4, 2003

32. Severance pay contributed to 403b

    By Guest tws, August 4, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 4, 2003

33. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 14.3k views
    • 
    • joel
    • July 24, 2003

34. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.5k views
    • 
    • WDIK
    • July 23, 2003

35. Changing 403(b) custodians

    By Guest medinael, July 17, 2003
    • 5 replies
    • 3.4k views
    • 
    • Locust
    • July 18, 2003

36. Compensation paid after separation of Service

    By Guest getaxa, July 10, 2003
    • 3 replies
    • 1.9k views
    • 
    • Harwood
    • July 10, 2003

37. 403(b) "GUST" Checklist

    By Guest Fourohonekay, July 8, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 8, 2003

38. Termination of employer contributions

    By Guest mshaw, July 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 7, 2003

39. Final return on a 403 (b)

    By Guest Colleen Schlosser, July 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2003

40. Termination of 403(B) Annuity or Early Withdrawal

    By Guest clgray, July 1, 2003
    • 4 replies
    • 2.3k views
    • 
    • GBurns
    • July 2, 2003

41. Non-ERISA to ERISA 403(b)

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

42. Plan Aggregation for ACP

    By Guest MarkN, June 24, 2003
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • June 24, 2003

43. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 2.1k views
    • 
    • R. Butler
    • June 16, 2003

44. group annuity & individual in 1 plan?

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

45. Sick Pay contributions

    By Guest jim williams, June 11, 2003
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 11, 2003

46. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • June 11, 2003

47. Return to 403(b)

    By bzorc, June 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • June 11, 2003

48. How can I protect my capital gains?

    By Guest mark1967, June 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 10, 2003

49. 403(b) service provider issue

    By Guest TroyRiley, May 6, 2003
    • 6 replies
    • 3.3k views
    • 
    • joel
    • June 10, 2003

50. Reality of IRS Audits of 403(b) Plans

    By Guest STLGiant, June 4, 2003
    • 3 replies
    • 2.1k views
    • 
    • GBurns
    • June 9, 2003