403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 401(a) Match Plan and 403(b) Deferral Only

   By austin3515, January 15, 2013
   • 10 replies
   • 2.1k views
   • 
   • mbozek
   • January 16, 2013

2. 401(a) Plan & non-ERISA 403(b) Plan

   By 401(k)athryn, June 5, 2019
   • 4 replies
   • 1.8k views
   • 
   • Patricia Neal Jensen
   • June 11, 2019

3. 401(a) profit sharing and 403(b) annuity

   By thepensionmaven, June 24, 2019
   • 4 replies
   • 741 views
   • 
   • Belgarath
   • July 3, 2019

4. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

   By Guest mike webb, August 3, 1999
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • August 6, 1999

5. 401(a)(17) and elective deferrals

   By Guest friedbrain, January 14, 1999
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • January 14, 1999

6. 401(k) - 403(b) coverage test

   By waid10, October 6, 2008
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • October 6, 2008

7. 401(k) and 403(b) combination plans

   By jaemmons, September 27, 2004
   • 3 replies
   • 1.7k views
   • 
   • MWeddell
   • October 6, 2004

8. 401(k) for school employees?

   By Guest kivey, May 4, 2001
   • 10 replies
   • 8.9k views
   • 
   • Carol V. Calhoun
   • August 3, 2001

9. 401(k) into 403(b)?

   By betheeg, January 28, 2004
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • January 28, 2004

10. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • January 5, 2005

11. 401(k) to 403(b)

    By Guest skc, July 25, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 25, 2013

12. 401(k) vs 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.7k views
    • 
    • Dave Baker
    • March 6, 2000

13. 401(k) vs. 403(b) Plan

    By Guest Jennk, March 26, 2009
    • 3 replies
    • 1.8k views
    • 
    • Lori Friedman
    • March 27, 2009

14. 401(m) Coverage Failure

    By Catch22PGM, December 19, 2023
    • 4 replies
    • 528 views
    • 
    • Catch22PGM
    • December 21, 2023

15. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.2k views
    • 
    • MWeddell
    • February 9, 2000

16. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

17. 401k and 403b at same time

    By jkharvey, January 5, 2011
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • January 5, 2011

18. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 3.7k views
    • 
    • MWeddell
    • August 19, 2014

19. 401k and 403b contribution limit

    By Santo Gold, November 15, 2012
    • 3 replies
    • 928 views
    • 
    • Santo Gold
    • November 16, 2012

20. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 527 views
    • 
    • Belgarath
    • February 21, 2019

21. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 806 views
    • 
    • BG5150
    • February 16, 2018

22. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 709 views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

23. 401k/403b same employer

    By Guest JWhit, June 12, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • June 12, 2008

24. 402(g) excess--employee contributed to multiple plans

    By EPCRSGuru, December 11, 2023
    • 2 replies
    • 331 views
    • 
    • cathyw
    • December 13, 2023

25. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • December 5, 2013