403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Start up 403(b) and 5500 reporting

   By Lori H, January 26, 2015
   • 4 replies
   • 1.6k views
   • 
   • Lori H
   • January 27, 2015

2. Administrative Responsibilities

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

3. 403b or Roth IRA?

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

4. Pension Protection Act 2006-Mandatory Contributions

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

5. 403(b) help needed

   By Guest ajames, February 23, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 23, 2006

6. Non-Profit Healthcare Agency Takeover Question

   By ubermax, December 14, 2011
   • 5 replies
   • 1.5k views
   • 
   • mbozek
   • December 21, 2011

7. Hardships under 403b7

   By austin3515, July 6, 2010
   • 4 replies
   • 1.5k views
   • 
   • TLGeer
   • July 25, 2010

8. forced to P/T from F/T

   By Guest tracyzimm, December 10, 2002
   • 2 replies
   • 1.5k views
   • 
   • jpod
   • December 10, 2002

9. 403(b) voluntary plans and RMD requirements

   By Guest kprhok, March 6, 2009
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 6, 2009

10. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 29, 2009

11. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1.5k views
    • 
    • AMDG
    • October 26, 2015

12. Amending 403b plan after plan year

    By dmb, February 18, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2009

13. PROPOSED REGULATIONS AND PLAN TERMINATION

    By Guest alan24, January 24, 2005
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • January 24, 2005

14. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • June 11, 2008

15. employer contribution timing in a non-profit

    By Santo Gold, October 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 12, 2012

16. Loan Repayments

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

17. 403(b) testing

    By doombuggy, May 31, 2013
    • 2 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • June 1, 2013

18. Compliance with federal legislation.

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

19. 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

20. 403(b) Plan and excluded compensation

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

21. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 8, 2014

22. Transaction

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

23. filing schedule A?

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

24. 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

25. Universal Availability - pseudo plan termination?

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

26. ACP refunds

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

27. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 29, 2015

28. Conceptual Issues in 403(b) Documentation

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

29. 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

30. If I die....

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

31. 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

32. Non-Erisa 403(b) Plan

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

33. 403(b) loans

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

34. 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

35. ERISA 403(b)

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

36. Hardship Withdrawal from Roth 401(k) Contributions

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

37. Eligible for TDA Plan?

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

38. Distribution Rollover - Error Correction

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

39. 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

40. 403b - Purpose of retirement age

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

41. 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

42. 403(B) with Employer Match

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

43. layoff with recall rights

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

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

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

45. 0 participant count for 5500

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

46. 403(b) Regs effective date postponed

    By jevd, August 29, 2006
    • 0 replies
    • 1.5k views
    • 
    • jevd
    • August 29, 2006

47. Vesting on non-ERISA 403(b) plan

    By Belgarath, September 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • September 23, 2013

48. Delegating Loan Processing Responsibility--Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • sloble@crowleyfleck.com
    • September 23, 2004

49. Loans to terminated participants

    By 30Rock, June 1, 2018
    • 6 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • June 5, 2018

50. Spin off situation

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2010