403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 403(b) regs

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

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

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

4. Administrative Responsibilities

   By Guest Kevin1, August 28, 2008
   • 3 replies
   • 1.6k views
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   • ERISAnut
   • August 28, 2008

5. Notification onus

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

6. 403b or Roth IRA?

   By Guest calluke, March 22, 2006
   • 0 replies
   • 1.6k views
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   • Guest
   • March 22, 2006

7. PROPOSED REGULATIONS AND PLAN TERMINATION

   By Guest alan24, January 24, 2005
   • 1 reply
   • 1.6k views
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   • GBurns
   • January 24, 2005

8. Non-Profit Healthcare Agency Takeover Question

   By ubermax, December 14, 2011
   • 5 replies
   • 1.6k views
   • 
   • mbozek
   • December 21, 2011

9. 403(b) help needed

   By Guest ajames, February 23, 2006
   • 0 replies
   • 1.6k views
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   • Guest
   • February 23, 2006

10. Hardships under 403b7

    By austin3515, July 6, 2010
    • 4 replies
    • 1.6k views
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    • TLGeer
    • July 25, 2010

11. 403(b) voluntary plans and RMD requirements

    By Guest kprhok, March 6, 2009
    • 0 replies
    • 1.6k views
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    • Guest
    • March 6, 2009

12. Amending 403b plan after plan year

    By dmb, February 18, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 21, 2009

13. Pension Protection Act 2006-Mandatory Contributions

    By Guest pware, August 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 2006

14. forced to P/T from F/T

    By Guest tracyzimm, December 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • December 10, 2002

15. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 11, 2008

16. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • December 29, 2009

17. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • July 8, 2014

18. employer contribution timing in a non-profit

    By Santo Gold, October 11, 2012
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • October 12, 2012

19. 403(b) testing

    By doombuggy, May 31, 2013
    • 2 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • June 1, 2013

20. Loan Repayments

    By Guest Serena, July 20, 2010
    • 3 replies
    • 1.5k views
    • 
    • TLGeer
    • July 25, 2010

21. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen, February 5, 2021
    • 4 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • February 8, 2021

22. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
    • 0 replies
    • 1.5k views
    • 
    • Nancy D
    • November 18, 2013

23. Compliance with federal legislation.

    By Guest slt, March 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

24. Participant's contributions improperly stopped in August. Any way to

    By Guest lbach, January 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 7, 2002

25. Terminating employment before vesting, options to keep 403(b) plan?

    By Guest xycid, December 6, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2004

26. Is it a Roth?

    By joel, February 5, 2018
    • 14 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 10, 2018

27. filing schedule A?

    By Lori H, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ellie Lowder
    • April 24, 2006

28. Transaction

    By Guest JMN, October 7, 2011
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2011

29. Universal Availability - pseudo plan termination?

    By Guest wiltony, May 21, 2013
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2013

30. Church plan/non-erisa/ok to have 2 plans?

    By Guest Peggy806, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 26, 2011

31. ACP refunds

    By Guest tjt169, December 9, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

32. 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

33. Non-Erisa 403(b) Plan

    By Guest jc1457, May 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 2, 2009

34. Eligible for TDA Plan?

    By austin3515, May 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2014

35. Conceptual Issues in 403(b) Documentation

    By TLGeer, March 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2007

36. Determining eligibility of participants in new 403(b) plan (terminating existing DB plan)

    By Guest nadiarott, November 17, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 2004

37. 403(b) loans

    By Guest Learner, July 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • joel
    • July 21, 2006

38. If I die....

    By Guest newlifeca, February 28, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • February 28, 2003

39. 403b - Purpose of retirement age

    By Benefits 101, June 27, 2013
    • 2 replies
    • 1.5k views
    • 
    • Benefits 101
    • June 28, 2013

40. ERISA 403(b)

    By rlb64, December 6, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • December 6, 2004

41. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 17, 2011

42. Distribution Rollover - Error Correction

    By Guest cag10, November 12, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 2008

43. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.5k views
    • 
    • M Norton
    • June 13, 2016

44. 403(b) has not been filing 5500s

    By RayJJohnsonJr, October 18, 2012
    • 6 replies
    • 1.5k views
    • 
    • RayJJohnsonJr
    • October 23, 2012

45. Contribution Allocation

    By Stash026, May 21, 2021
    • 6 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • May 24, 2021

46. 403(b) plan termination

    By Beemer, January 16, 2024
    • 3 replies
    • 1.5k views
    • 
    • Beemer
    • July 8, 2024

47. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1.5k views
    • 
    • SheilaD
    • November 19, 2009

48. 403(B) with Employer Match

    By Guest NYJETS, January 17, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2007

49. Refunds on 403(b) Annuities

    By Carol V. Calhoun, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 30, 2013

50. layoff with recall rights

    By Guest puddle, April 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 14, 2006