403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. New Pinnacle Consulting Group

   By Christine Roberts, October 27, 2010
   • 0 replies
   • 1.4k views
   • 
   • Christine Roberts
   • October 27, 2010

2. New Plan - Issue regarding Proration of 415 Limit

   By austin3515, November 3, 2013
   • 4 replies
   • 1.7k views
   • 
   • Kevin C
   • November 5, 2013

3. New portability provisions in tax law force TIAA/CREF roll-over?

   By Guest Jeff Salisbury, June 15, 2001
   • 1 reply
   • 2.3k views
   • 
   • rcline46
   • June 15, 2001

4. New Regs?

   By Guest Michael Anderson, September 1, 2005
   • 1 reply
   • 2.2k views
   • 
   • joel
   • September 10, 2005

5. New RMD rules for non-ERISA TSAs--what needs to happen?

   By Guest danmar, February 6, 2001
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • February 6, 2001

6. New Rollovers under EGTRRA

   By Guest ami, August 30, 2002
   • 1 reply
   • 1.6k views
   • 
   • MGB
   • August 30, 2002

7. new tax law 403b transfer

   By Guest rubaiyat, June 23, 2001
   • 1 reply
   • 2.1k views
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   • Appleby
   • June 24, 2001

8. New to 403(b)

   By Guest JDK, September 20, 2006
   • 0 replies
   • 1.4k views
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   • Guest
   • September 20, 2006

9. New to 403b plans...

   By Guest PCS Inc, November 2, 2006
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 3, 2006

10. New to the 403b world - a question: Should income be taxable?

    By tuni88, September 30, 2008
    • 3 replies
    • 1.2k views
    • 
    • J Simmons
    • September 30, 2008

11. New Type Of Plan -403p?

    By goldtpa, February 18, 2009
    • 2 replies
    • 1.6k views
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    • jpod
    • February 18, 2009

12. New Vendor - Rollover

    By waid10, June 8, 2005
    • 5 replies
    • 2.3k views
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    • mbozek
    • June 10, 2005

13. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2005

14. News on Negative Elections for 403(b)?

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 27, 2000

15. NFP need an extension to deposit ER ctb after 5/15?

    By AlbanyConsultant, February 2, 2024
    • 1 reply
    • 616 views
    • 
    • CuseFan
    • February 2, 2024

16. No 403(b) Match to 401(a) Plan

    By Guest AEA, May 31, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • March 25, 2007

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

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

18. No Beneficiary Designation On File

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

19. No conditions on deferrals

    By katieinny, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • katieinny
    • August 24, 2007

20. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2, March 16, 2017
    • 7 replies
    • 1k views
    • 
    • QDROphile
    • April 1, 2017

21. No Plan Adminstrator

    By Guest fca, May 14, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 15, 2006

22. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 10, 2011

23. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 21, 2009

24. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • March 13, 2020

25. Non Erisa 403B TPA Needed ?

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

26. Non profit agency merges, changes 403b vendors, can I transfer the old

    By Guest R. Kerst, January 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

27. Non QJSA 403(b) spousal waiver for beneficiary

    By Jim Chad, December 13, 2016
    • 2 replies
    • 1.4k views
    • 
    • Carol V. Calhoun
    • December 13, 2016

28. Non-Amender

    By oldman, April 19, 2012
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2012

29. Non-Compliant Plans

    By Guest victor, March 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 4, 2001

30. Non-Discrimination Testing for 403(b) Plan

    By metsfan026, June 20, 2024
    • 7 replies
    • 1k views
    • 
    • BG5150
    • June 20, 2024

31. Non-Electing Church 403(b) Plan

    By oldman, April 29, 2013
    • 5 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • April 30, 2013

32. non-electing church plans

    By Felicia, February 12, 2010
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • February 12, 2010

33. Non-ERISA (public school) eligibility

    By Belgarath, May 5, 2017
    • 1 reply
    • 627 views
    • 
    • ETA Consulting LLC
    • May 5, 2017

34. Non-ERISA 403(b)

    By rlb64, December 6, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • December 7, 2004

35. 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

36. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21, 2018
    • 22 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

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

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

38. Non-ERISA 403(b) Arrangement

    By Christine Roberts, March 11, 1999
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 31, 1999

39. non-erisa 403(b) church plan - adopting employers

    By MQS0413, September 20, 2024
    • 4 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • September 24, 2024

40. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17, 2019
    • 3 replies
    • 1.4k views
    • 
    • AJC
    • January 17, 2019

41. non-ERISA 403(b) failure to remit EE deferrals for months

    By Guest dani_o, May 21, 2002
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • May 22, 2002

42. Non-ERISA 403(b) for non-governmental 501(c)(3) tax-exempt

    By Belgarath, December 23, 2024
    • 8 replies
    • 947 views
    • 
    • Belgarath
    • December 26, 2024

43. 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

44. Non-Erisa 403(b) Plan

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

45. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS, May 24, 2017
    • 3 replies
    • 925 views
    • 
    • Belgarath
    • May 25, 2017

46. NON-ERISA 403(B) Plans

    By Nassau, August 7, 2008
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2008

47. Non-ERISA 403(b) Plans

    By Belgarath, August 21, 2024
    • 2 replies
    • 895 views
    • 
    • Peter Gulia
    • August 21, 2024

48. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 7, 2008

49. Non-ERISA 403(b) question

    By Guest Statler, October 16, 2008
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • October 21, 2008

50. non-ERISA 403(b) safe harbor plan

    By R. Butler, November 19, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • November 20, 2014