403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b precludes IRA contributions?

   By Guest A-Team, August 21, 2003
   • 4 replies
   • 3.4k views
   • 
   • mbozek
   • August 26, 2003

2. Non-ERISA Plan Restated as ERISA Plan

   By Christine Roberts, August 21, 2003
   • 3 replies
   • 3.8k views
   • 
   • mbozek
   • September 15, 2003

3. participant fee/cashout

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

4. Termination of 403(b) ERISA Plan

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

5. 403b and employer plan 415 limit

   By MJ Hartman, August 18, 2003
   • 5 replies
   • 5.1k views
   • 
   • Guest
   • May 6, 2004

6. Multiple employer plan

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

7. CIP Rules

   By Guest Frankie, August 6, 2003
   • 4 replies
   • 4.1k views
   • 
   • mbozek
   • August 9, 2003

8. Elective Deferrals and Union Employees

   By smm, August 4, 2003
   • 0 replies
   • 1.9k views
   • 
   • smm
   • August 4, 2003

9. Severance pay contributed to 403b

   By Guest tws, August 4, 2003
   • 0 replies
   • 2k views
   • 
   • Guest
   • August 4, 2003

10. 403(b) Vendors Unbundled

    By Guest amm19, August 4, 2003
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 4, 2003

11. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • July 23, 2003

12. Changing 403(b) custodians

    By Guest medinael, July 17, 2003
    • 5 replies
    • 3.1k views
    • 
    • Locust
    • July 18, 2003

13. Compensation paid after separation of Service

    By Guest getaxa, July 10, 2003
    • 3 replies
    • 1.8k views
    • 
    • Harwood
    • July 10, 2003

14. 403(b) "GUST" Checklist

    By Guest Fourohonekay, July 8, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 2003

15. Termination of employer contributions

    By Guest mshaw, July 7, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 7, 2003

16. Final return on a 403 (b)

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

17. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • October 6, 2004

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

    By Guest clgray, July 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • GBurns
    • July 2, 2003

19. Non-ERISA to ERISA 403(b)

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

20. Plan Aggregation for ACP

    By Guest MarkN, June 24, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • June 24, 2003

21. group annuity & individual in 1 plan?

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

22. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • June 16, 2003

23. Sick Pay contributions

    By Guest jim williams, June 11, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 11, 2003

24. How can I protect my capital gains?

    By Guest mark1967, June 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 10, 2003

25. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 11, 2003

26. Return to 403(b)

    By bzorc, June 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • June 11, 2003

27. 403(b) Multiple Employer Plan

    By Guest LLandau, June 5, 2003
    • 4 replies
    • 3.3k views
    • 
    • Ellie Lowder
    • June 9, 2003

28. Beneficiary (spouse) dies before participant

    By Guest cosmo01, June 4, 2003
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • June 4, 2003

29. 15 Year of Service Catch-up ?

    By Guest STLGiant, June 4, 2003
    • 1 reply
    • 2.4k views
    • 
    • Michael Devault
    • June 4, 2003

30. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • June 4, 2003

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

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

32. Serial Loans

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • June 4, 2003

33. 403(b) Issues

    By Guest TitusracerX, May 29, 2003
    • 1 reply
    • 3.1k views
    • 
    • mbozek
    • June 1, 2003

34. Matching contribution in a 403(b) plan

    By Guest cosmo01, May 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 28, 2003

35. What if er allows loans & insurer doesn't

    By Guest amfam2, May 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • June 2, 2003

36. Vesting in 403(b) plan

    By Guest cjthornton, May 14, 2003
    • 8 replies
    • 4.1k views
    • 
    • QDROphile
    • May 20, 2003

37. 403(b) Internal Revenue Code Rules

    By Guest LenZ, May 9, 2003
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 12, 2003

38. 403(b) service provider issue

    By Guest TroyRiley, May 6, 2003
    • 6 replies
    • 3.1k views
    • 
    • joel
    • June 10, 2003

39. 403(b) Training Manual

    By Guest Ann Marie Hegy, May 6, 2003
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 9, 2003

40. Fifteen Year Catch Up

    By Guest Ann Marie Hegy, May 5, 2003
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • May 8, 2003

41. State defined-benefit plan & 403b

    By Guest krsdoo, April 30, 2003
    • 2 replies
    • 3.2k views
    • 
    • GBurns
    • April 30, 2003

42. Requirements for Non-ERISA 403(b)

    By Guest Joe Vasko, April 30, 2003
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 1, 2003

43. Mandatory participation

    By Guest bobmeyer58, April 21, 2003
    • 17 replies
    • 4.5k views
    • 
    • GBurns
    • April 29, 2003

44. Compensation-403(b)

    By Guest dietpepsi, April 16, 2003
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 1, 2003

45. Public School Early Retirement Incentive

    By KateSmithPA, April 16, 2003
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • March 28, 2007

46. 403(b) Reporting requireements

    By Guest asonneberg, April 15, 2003
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • May 7, 2003

47. 403(b) Employer Contribution

    By MBCarey, April 9, 2003
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • April 9, 2003

48. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • April 2, 2003

49. Mandatory disaggregation

    By Guest Mike Melnick, March 25, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 25, 2003

50. Using 403(b) Contract as Collateral for a participant Loan Under an ER

    By Guest Laura, March 21, 2003
    • 4 replies
    • 7.3k views
    • 
    • 403BWilder
    • September 28, 2017