403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 403(b) takeovers

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

3. 403b merge into 401k

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

4. Nonresident Alien-please

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

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

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

6. If I die....

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

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

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

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

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

9. 403(b)(7) Tax-Credit

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

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

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

11. Loan Contract

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

12. Public School District: 401(k)?

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

13. Non-ERISA Plan issues

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

14. 403(b) plan sponsor

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

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

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

16. Discretionary ER contribution - subject to minimum gateway?

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

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

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

18. 5 year 403(b) catch-up?

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

19. 2 questions about forcing payouts from a 403(b)

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

20. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.6k views
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    • Guest
    • September 21, 2004

21. 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
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    • Guest
    • February 3, 2003

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

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

23. W-2 help!

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

24. 403(b) rollover under EGTRRA to an outside annuity

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

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

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

26. Use of TIAA-CREF As Sole Investment Provider

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

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

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

28. beneficiaries/distributions

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

29. 100% deferral???

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

30. ERISA or non ERISA 403b?

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

31. Eligibility in 403(b) plan

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

32. 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
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    • Guest
    • December 16, 2002

33. Choosing survivor benefits after retirement

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

34. forced to P/T from F/T

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

35. Flat-dollar non-elective contribution?

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

36. VCT for Universal Availability Failure

    By Guest Brennan, December 4, 2002
    • 2 replies
    • 1.7k views
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    • Guest
    • December 5, 2002

37. elective deferral limit for 2003

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

38. Max 403b employer contribution...

    By Guest kjpsig, November 29, 2002
    • 5 replies
    • 2.8k views
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    • mbozek
    • December 2, 2002

39. 403(b) and "deemed" 125 compensation

    By Guest mike webb, November 25, 2002
    • 1 reply
    • 3.1k views
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    • Guest
    • November 26, 2002

40. 5500 requirements

    By dmb, November 18, 2002
    • 2 replies
    • 1.7k views
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    • Ellie Lowder
    • November 22, 2002

41. Form 5500 requirements

    By Fred Payne, November 15, 2002
    • 4 replies
    • 2.1k views
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    • jpod
    • November 15, 2002

42. Employer contributions

    By Guest JBeck, November 12, 2002
    • 2 replies
    • 1.5k views
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    • mbozek
    • November 14, 2002

43. Rating 403b plans

    By Guest mfern, November 8, 2002
    • 4 replies
    • 2.9k views
    • 
    • IRC401
    • November 9, 2002

44. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2002

45. 403(b) and DFVCP

    By Guest CRC02, November 4, 2002
    • 1 reply
    • 1.6k views
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    • mbozek
    • November 5, 2002

46. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.3k views
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    • MWeddell
    • November 2, 2002

47. Consequence of failing nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 2 replies
    • 1.8k views
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    • david rigby
    • November 16, 2002

48. 403(b) nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 3 replies
    • 1.8k views
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    • mbozek
    • October 30, 2002

49. Pre-1987 403(b) deferrals and MRD's

    By Guest BruceM, October 30, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • October 30, 2002

50. Vesting on 403(b) match when made to Church Retirement Plan

    By Guest tonjer, October 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • October 29, 2002