403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ERISA-covered 403(b) Plan and 4975

   By John Feldt ERPA CPC QPA, August 19, 2015   

   • 4975
   • excise tax
   • (and 1 more)

     Tagged with:

     • 4975
     • excise tax
     • ERISA covered
   • 21 replies
   • 5k views
   • 
   • mbozek
   • August 20, 2015

2. Questions RE 403(b) and 401(k) maximum contribution interactions and e

   By Guest Rick N, October 13, 2000
   • 2 replies
   • 5k views
   • 
   • Guest
   • October 18, 2000

3. QDRO in a 403(b) Plan

   By Guest Ron, October 15, 1998
   • 2 replies
   • 4.9k views
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   • QDROphile
   • October 22, 1998

4. No Beneficiary Designation On File

   By waid10, July 12, 2012
   • 2 replies
   • 4.9k views
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   • mbozek
   • July 14, 2012

5. 403(b) & ERISA 414(l)

   By Guest Astro, August 13, 2007
   • 16 replies
   • 4.9k views
   • 
   • Guest
   • August 27, 2007

6. ERISA 403b for a public charter school

   By gregburst, October 30, 2013
   • 4 replies
   • 4.8k views
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   • mbozek
   • October 31, 2013

7. Six month waiting period to defer after hardship withdrawal.

   By katieinny, February 25, 2003
   • 7 replies
   • 4.7k views
   • 
   • QDROphile
   • May 16, 2003

8. 403(b) versus 401(k)

   By blue, August 1, 2007
   • 14 replies
   • 4.6k views
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   • MoShawn
   • September 18, 2008

9. 403 (b) deferrals after seperation

   By Guest Frankie, September 11, 2002
   • 15 replies
   • 4.6k views
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   • Ken Davis
   • December 3, 2002

10. 403(b) and Safe Harbor

    By PMC, November 17, 2008
    • 3 replies
    • 4.6k views
    • 
    • Guest
    • November 22, 2008

11. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 4.6k views
    • 
    • KJohnson
    • December 13, 2011

12. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.5k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

13. 403(b) Church plan and nondiscrimination testing

    By katieinny, June 11, 2008
    • 3 replies
    • 4.5k views
    • 
    • ERISAnut
    • August 28, 2008

14. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 4.5k views
    • 
    • mbozek
    • November 18, 2004

15. Combining 403b with Keogh/SEP for Self-employed

    By Guest Fishchick, September 25, 2001
    • 10 replies
    • 4.5k views
    • 
    • Guest
    • February 25, 2003

16. 403(b) Plan Termination

    By oldman, August 19, 2011
    • 7 replies
    • 4.5k views
    • 
    • oldman
    • August 29, 2011

17. Retroactive amendment and VCP

    By 30Rock, July 26, 2012
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • July 26, 2012

18. ERISA Coverage

    By joel, July 13, 2007
    • 14 replies
    • 4.5k views
    • 
    • Guest
    • July 23, 2007

19. Mandatory participation

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

20. Church 403b7 & Employer Contributions

    By Guest gregg_gg, December 28, 2005
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • January 5, 2006

21. rollover 403b plan without leaving current employer

    By Guest tbellm, March 26, 2002
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • March 27, 2002

22. No ADP Test for 403(b) Contributions?

    By ERISA1, January 18, 2012
    • 4 replies
    • 4.4k views
    • 
    • QNPG
    • January 19, 2012

23. 403(b) and SAR's

    By Guest planadmin98, November 16, 2004
    • 3 replies
    • 4.4k views
    • 
    • rlb64
    • January 21, 2005

24. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 4.4k views
    • 
    • MWeddell
    • December 8, 2009

25. 501c3 Application pending

    By austin3515, July 17, 2013
    • 14 replies
    • 4.4k views
    • 
    • IRA
    • April 7, 2014

26. Combined ACP testing for 403(b) and 401(k) plan

    By Guest Mike Melnick, April 8, 2005
    • 4 replies
    • 4.4k views
    • 
    • MWeddell
    • April 12, 2005

27. Old TIAA Individual Contacts - Any Fiduciaries?

    By austin3515, December 22, 2014
    • 26 replies
    • 4.4k views
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    • mbozek
    • January 10, 2015

28. QDRO vs Legal Separation agreement

    By Guest bmurphy61, September 13, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • September 14, 2006

29. SPD Question

    By Guest willow, August 31, 2005
    • 13 replies
    • 4.3k views
    • 
    • JanetM
    • October 10, 2005

30. 403b and 401k / Aggregation of ER Contribs for Testing

    By austin3515, November 3, 2013
    • 7 replies
    • 4.3k views
    • 
    • austin3515
    • December 9, 2015

31. Can a company offering a 403(b) also sponsor a 401(k)?

    By Guest WyrickL, October 16, 2002
    • 5 replies
    • 4.3k views
    • 
    • mbozek
    • December 2, 2002

32. Pre/Post 89 403b contributions/distributions

    By Guest Brad Larsen, May 4, 1999
    • 2 replies
    • 4.3k views
    • 
    • jlf
    • May 4, 1999

33. Information Sharing Agreement

    By Randy Watson, January 8, 2008
    • 7 replies
    • 4.3k views
    • 
    • J Simmons
    • October 22, 2008

34. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 4.3k views
    • 
    • PensionPro
    • February 17, 2012

35. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 4.2k views
    • 
    • ronincerritos
    • December 11, 2020

36. Establishment of a 403(b) Plan

    By joel, August 8, 2012
    • 24 replies
    • 4.2k views
    • 
    • joel
    • August 13, 2012

37. VACATION PAY, SICK PAY..............

    By Guest alan24, January 24, 2005
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • March 28, 2007

38. Less Than 20 Hours Per Week Employees

    By Scott, July 1, 1999
    • 6 replies
    • 4.2k views
    • 
    • Dowist
    • August 30, 1999

39. Limit on time to remit to Investor

    By Guest Liz Propp, October 23, 1998
    • 7 replies
    • 4.2k views
    • 
    • Guest
    • May 3, 1999

40. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 4.2k views
    • 
    • jpod
    • July 29, 2014

41. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 4.2k views
    • 
    • david rigby
    • April 21, 2017

42. Hold Harmless Agreements

    By Guest Jim Brennan, September 22, 1998
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • October 28, 1998

43. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.1k views
    • 
    • Belgarath
    • October 30, 2013

44. Employee Waiver for 403(b) no-load investments

    By Guest JimD-EBR, March 2, 2006
    • 13 replies
    • 4.1k views
    • 
    • joel
    • March 9, 2006

45. Late deferrals to ERISA 403(b) Plan

    By Craig Garner, June 18, 2013
    • 3 replies
    • 4.1k views
    • 
    • PensionPro
    • June 19, 2013

46. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 4.1k views
    • 
    • Kevin C
    • April 8, 2015

47. Public School Early Retirement Incentive

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

48. Vesting in 403(b) plan

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

49. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 4.1k views
    • 
    • Peter Gulia
    • April 11, 2012

50. CIP Rules

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