403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. MEA Calculations-Need help!

   By Guest Benmark, December 22, 1999
   • 8 replies
   • 2.7k views
   • 
   • Guest
   • March 26, 2000

2. MEA Repeal

   By david rigby, November 27, 2001
   • 9 replies
   • 3.2k views
   • 
   • Belgarath
   • November 28, 2001

3. MEP 403(b) Plan and SECURE

   By HCE, December 3, 2024
   • 2 replies
   • 827 views
   • 
   • G8Rs
   • December 4, 2024

4. Merge 401(a) into a 403(b) Plan

   By Mel_1999, May 15, 2017
   • 4 replies
   • 3k views
   • 
   • Patricia Neal Jensen
   • June 18, 2018

5. Merge 401(a) plan into a 403(b)?

   By jkharvey, February 27, 2014
   • 2 replies
   • 3.3k views
   • 
   • jkharvey
   • February 27, 2014

6. Merge 403(b) plan into 401(k) plan?

   By David Peckham, July 3, 2018
   • 2 replies
   • 1.9k views
   • 
   • John Feldt ERPA CPC QPA
   • July 3, 2018

7. Merge MPPP into 403(b)

   By jkharvey, June 24, 2008
   • 1 reply
   • 2k views
   • 
   • rcline46
   • June 24, 2008

8. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

   By traveler, June 22, 2001
   • 8 replies
   • 11.4k views
   • 
   • CassandraS
   • February 29, 2012

9. Merger of DC Plan into 403(b)

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

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

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

11. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2000

12. Merging assets into 403(b)

    By MarZDoates, September 6, 2018
    • 2 replies
    • 775 views
    • 
    • MarZDoates
    • September 6, 2018

13. Merging two 403(b) Plans of same employer

    By Trekker, April 8, 2013
    • 4 replies
    • 7.1k views
    • 
    • Trekker
    • May 22, 2013

14. Midyear vesting change adopted 12/31 and anti-cutback rules

    By kmhaab, December 28, 2018
    • 3 replies
    • 739 views
    • 
    • kmhaab
    • December 31, 2018

15. minimum deferral requirement allowed?

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

16. Minimum Funding Requirements-Are TSAs subject to them?

    By Guest Lonnie Tomlin, July 12, 1999
    • 1 reply
    • 2.9k views
    • 
    • Everett Moreland
    • July 12, 1999

17. Minimum Participation Rules for Non-Electing church plans.

    By Guest gaaberggillespie, February 26, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2001

18. Minimum Participation Standards

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • oldman
    • August 26, 2010

19. Minimum Required Distributions not Taken

    By MarZDoates, June 3, 2004
    • 4 replies
    • 2k views
    • 
    • Appleby
    • June 4, 2004

20. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

21. missing MetLife RetireServe basic plan document

    By traveler, September 19, 2017   

    • 403(b)
    • 0 replies
    • 634 views
    • 
    • traveler
    • September 19, 2017

22. Missing Participants/Uncashed Checks

    By Guest Markos, June 6, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

23. Missing Participating Employers

    By AMDG, October 10, 2017   

    • 403(b)
    • prototype
    • (and 5 more)

      Tagged with:

      • 403(b)
      • prototype
      • volume submitter
      • plan
      • partipation agreement
      • fis
      • sungard
    • 2 replies
    • 945 views
    • 
    • Larry Starr
    • October 11, 2017

24. Money Purchase Plan merging into new 403(b) Plan

    By Coleboy1, July 30
    • 9 replies
    • 900 views
    • 
    • david rigby
    • July 31

25. Moving 403(b) to Another Investment/Insurance Firm?

    By Guest 403(b), April 19, 2005
    • 22 replies
    • 17.6k views
    • 
    • mbozek
    • May 31, 2005

26. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 621 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

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

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

28. Multiple 403(b) accounts

    By Guest GPQuinn, April 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • April 21, 2000

29. Multiple 403(b) plans

    By Guest mbw, February 23, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 15, 2010

30. multiple 403b

    By wmyer, November 22, 2004
    • 4 replies
    • 2.4k views
    • 
    • wmyer
    • November 23, 2004

31. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • February 8, 2000

32. Multiple 403b plans

    By Guest Benny Guy, March 29, 2012
    • 16 replies
    • 8.2k views
    • 
    • mbozek
    • April 2, 2012

33. Multiple Employer and 403(b) plan

    By Guest Serena, August 9, 2010
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • August 10, 2010

34. Multiple employer plan

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

35. Municipality considering options to implement 403b/401k?

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3.4k views
    • 
    • david rigby
    • October 1, 2010

36. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria, February 21, 2018
    • 4 replies
    • 904 views
    • 
    • Kim DiMaria
    • February 26, 2018

37. My employer is violating ERISA

    By Guest emilybronte, October 15, 2006
    • 6 replies
    • 2.8k views
    • 
    • saabraa
    • October 18, 2006

38. My last year of service; OK to contribute more than $13,500 as a &quot

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 20, 2000

39. NDT

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2009

40. 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

41. Need 403b advice

    By Guest Richard V, February 11, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 1999

42. need to restate before plan termination?

    By AlbanyConsultant, November 8, 2017
    • 6 replies
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • May 29, 2018

43. New 2000 Limits on special elections?

    By Guest AlanBEA, October 31, 1999
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 9, 1999

44. New 403(b) Regs

    By Guest Jason_V, December 1, 2005
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • December 1, 2005

45. New 403(b) regs

    By Appleby, November 15, 2004
    • 25 replies
    • 10.9k views
    • 
    • joel
    • December 23, 2004

46. New 403b for Small NFP-How much time/expertise required?

    By Guest Nicholas, August 14, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 22, 2007

47. New 403b regs

    By rlb64, May 23, 2005
    • 0 replies
    • 1.6k views
    • 
    • rlb64
    • May 23, 2005

48. New 403b regs

    By joel, August 7, 2007
    • 1 reply
    • 1.9k views
    • 
    • Felicia
    • August 15, 2007

49. new document volume submitter approval

    By Tom Poje, May 12, 2017
    • 3 replies
    • 767 views
    • 
    • Carol V. Calhoun
    • August 21, 2017

50. New MRD rules from the IRS

    By Guest bill mahoney, January 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • jlf
    • February 27, 2001