403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Issues

   By Guest TitusracerX, May 29, 2003
   • 1 reply
   • 3.1k views
   • 
   • mbozek
   • June 1, 2003

2. Matching contribution in a 403(b) plan

   By Guest cosmo01, May 28, 2003
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 28, 2003

3. Vesting in 403(b) plan

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

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

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

5. 403(b) Internal Revenue Code Rules

   By Guest LenZ, May 9, 2003
   • 4 replies
   • 3.1k views
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   • Guest
   • May 12, 2003

6. 403(b) Training Manual

   By Guest Ann Marie Hegy, May 6, 2003
   • 4 replies
   • 3.8k views
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   • Guest
   • May 9, 2003

7. Fifteen Year Catch Up

   By Guest Ann Marie Hegy, May 5, 2003
   • 3 replies
   • 2.6k views
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   • Guest
   • May 8, 2003

8. 403(b) Reporting requireements

   By Guest asonneberg, April 15, 2003
   • 1 reply
   • 2k views
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   • Ellie Lowder
   • May 7, 2003

9. Requirements for Non-ERISA 403(b)

   By Guest Joe Vasko, April 30, 2003
   • 4 replies
   • 2.7k views
   • 
   • Mike Preston
   • May 1, 2003

10. Compensation-403(b)

    By Guest dietpepsi, April 16, 2003
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 1, 2003

11. State defined-benefit plan & 403b

    By Guest krsdoo, April 30, 2003
    • 2 replies
    • 3.2k views
    • 
    • GBurns
    • April 30, 2003

12. Mandatory participation

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

13. Non-ERISA Plan issues

    By Guest brp, February 18, 2003
    • 19 replies
    • 6k views
    • 
    • Guest
    • April 22, 2003

14. 403(b) Employer Contribution

    By MBCarey, April 9, 2003
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • April 9, 2003

15. Union members were mistakenly included in 403(b) plan. Can the plan be

    By Guest deedee, March 20, 2003
    • 7 replies
    • 3.9k views
    • 
    • GBurns
    • April 5, 2003

16. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • April 2, 2003

17. Other arrangements to use along with a 403(b)

    By Lori H, March 10, 2003
    • 10 replies
    • 3.4k views
    • 
    • FJR
    • March 26, 2003

18. Mandatory disaggregation

    By Guest Mike Melnick, March 25, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 25, 2003

19. 403(b) takeovers

    By FJR, March 18, 2003
    • 10 replies
    • 2.3k views
    • 
    • FJR
    • March 19, 2003

20. 403b merge into 401k

    By Guest SJP, March 17, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

21. Nonresident Alien-please

    By jane123, March 12, 2003
    • 4 replies
    • 1.8k views
    • 
    • jane123
    • March 17, 2003

22. If I die....

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

23. Non-ERISA 403(b) -- Reversion of Non-Vested Balances

    By Guest rocnrols2, February 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • February 27, 2003

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

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

25. 403(b)(7) Tax-Credit

    By Guest brp, February 25, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • February 25, 2003

26. rollover from 403(b) to 401(k)

    By Scuba 401, February 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • Scuba 401
    • February 24, 2003

27. Loan Contract

    By katieinny, February 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • katieinny
    • February 20, 2003

28. 403(b) plan sponsor

    By Guest Billy Permenter, February 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • February 18, 2003

29. Public School District: 401(k)?

    By Guest Thornton, February 18, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • February 18, 2003

30. OK to set up profit sharing plan for non-profit emlpoyer's discretiona

    By FJR, February 10, 2003
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • February 12, 2003

31. Discretionary ER contribution - subject to minimum gateway?

    By jaemmons, February 7, 2003
    • 2 replies
    • 2.3k views
    • 
    • jaemmons
    • February 7, 2003

32. Catch-up limit under s. 402(g)(7)

    By Guest MAnglim, January 9, 2003
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • February 7, 2003

33. Can existing 403(b) providers survive in the ERSA market?

    By Guest Yanikoski, February 5, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • February 6, 2003

34. 5 year 403(b) catch-up?

    By Guest Lee Burns, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 4, 2003

35. How can I get money out of my 403(b) account set up through my employe

    By Guest davisdavis, January 10, 2003
    • 5 replies
    • 6.1k views
    • 
    • Guest
    • February 3, 2003

36. 2 questions about forcing payouts from a 403(b)

    By MR, January 30, 2003
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • February 3, 2003

37. Use of TIAA-CREF As Sole Investment Provider

    By Christine Roberts, December 30, 2002
    • 8 replies
    • 2.9k views
    • 
    • QDROphile
    • January 28, 2003

38. 403(b) rollover under EGTRRA to an outside annuity

    By Guest bobgio, January 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • January 24, 2003

39. W-2 help!

    By Guest Traciw, January 6, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 20, 2003

40. Non-ERISA 403(b) and SPD/document issues

    By AndyH, January 6, 2003
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • January 6, 2003

41. beneficiaries/distributions

    By Felicia, December 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • mbozek
    • December 30, 2002

42. Side-by-Side ERISA and Non-ERISA 403(b) Plans

    By Christine Roberts, December 19, 2002
    • 2 replies
    • 1.8k views
    • 
    • Christine Roberts
    • December 30, 2002

43. elective deferral limit for 2003

    By joel, December 4, 2002
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • December 20, 2002

44. ERISA or non ERISA 403b?

    By Guest TrustMe401k, December 18, 2002
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • December 19, 2002

45. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 18, 2002

46. Eligibility in 403(b) plan

    By nancy, December 17, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • December 17, 2002

47. Required Level of Detail on pre and post-January 1, 1989 TSA accruals

    By Guest Carol Smith, December 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2002

48. Choosing survivor benefits after retirement

    By Guest herronisland, December 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 11, 2002

49. Flat-dollar non-elective contribution?

    By Guest jayback, December 6, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 10, 2002

50. forced to P/T from F/T

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