403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Automatic enrollment for public school employees

   By Guest DIY, December 15, 2008
   • 1 reply
   • 1.5k views
   • 
   • Peter Gulia
   • December 15, 2008

2. Can you rollover 403(b) loans to a 401(k)?

   By Lori H, March 19, 2010
   • 0 replies
   • 1.5k views
   • 
   • Lori H
   • March 19, 2010

3. Purchase of Prior Service Credit From a PERS

   By Guest Joel Lee, March 29, 2004
   • 2 replies
   • 1.5k views
   • 
   • Ellie Lowder
   • March 30, 2004

4. Contribution Allocation

   By Stash026, May 21, 2021
   • 6 replies
   • 1.5k views
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   • Patricia Neal Jensen
   • May 24, 2021

5. PLOP

   By Guest Serena, June 16, 2010
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 16, 2010

6. 403(b) match increases with years of service....allowable?

   By Guest jc1457, August 15, 2007
   • 0 replies
   • 1.5k views
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   • Guest
   • August 15, 2007

7. Paired 401k/403b and Top-Heavy

   By austin3515, September 26, 2012
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • September 26, 2012

8. 403(b)

   By Guest R V Parish, January 15, 2007
   • 1 reply
   • 1.5k views
   • 
   • Everett Moreland
   • January 15, 2007

9. Is it a Roth?

   By joel, February 5, 2018
   • 14 replies
   • 1.5k views
   • 
   • Mike Preston
   • March 10, 2018

10. Refunds on 403(b) Annuities

    By Carol V. Calhoun, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 30, 2013

11. Repace ERISA 403(b) with non-ERISA 403(b) and SEP

    By Guest junior11, September 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • October 4, 2004

12. Applying the 80-120 rule to 403(b)

    By Lori H, January 22, 2013
    • 3 replies
    • 1.5k views
    • 
    • Lori H
    • January 22, 2013

13. TIAA Traditional and Gains

    By austin3515, September 29, 2010
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • September 30, 2010

14. annual fees

    By Felicia, August 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • GBurns
    • August 26, 2004

15. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 17, 2019

16. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 10, 2014

17. Employer Contribution - Discrimination?

    By waid10, May 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • May 15, 2006

18. ERISA 403B Distribution and RMD

    By rfahey, October 25, 2013
    • 0 replies
    • 1.5k views
    • 
    • rfahey
    • October 25, 2013

19. Can a Christian Day care do 403b

    By Guest NoName, October 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2002

20. Employer contributions

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

21. 403(b) exchange/transfer

    By Nassau, October 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2008

22. Vanguard 5500 Statements, Vanguard 5500 Statements Not User-Friendly

    By Guest JKE, February 23, 2009
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • February 24, 2009

23. 403(b)/401(k) Coverage

    By Guest dietpepsi, August 16, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005

24. Tax Sheltered Annuities with both employer and employee contributions; what are the testing and filing requirements?

    By MBCarey, September 25, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • September 25, 2003

25. Nonvested Employer Contributions

    By erisa29, April 16, 2015
    • 3 replies
    • 1.4k views
    • 
    • AMDG
    • October 26, 2015

26. Loans

    By oldman, June 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 3, 2013

27. small nfp -- 403b versus 401k

    By Guest spoon, November 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • November 14, 2008

28. universal availability

    By Guest lskin, October 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 5, 2006

29. A valuable resource for retirement and annuities

    By Guest frankc, April 28, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 28, 2005

30. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 1.4k views
    • 
    • BTG
    • June 3, 2019

31. Contributions are sent to Counties before the vendor

    By Guest sschullo, June 18, 2007
    • 1 reply
    • 1.4k views
    • 
    • joel
    • June 22, 2007

32. Same ER 403(b) to 403(b) transfer

    By Guest Deflector, February 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2010

33. 403(b) large plan and 5500/TIAA reporting

    By kwalified, February 22, 2013
    • 2 replies
    • 1.4k views
    • 
    • Lori H
    • March 8, 2013

34. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 1.4k views
    • 
    • Lou S.
    • October 10, 2019

35. Outstanding Loan Balance

    By jane123, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • jane123
    • October 15, 2003

36. 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

37. Employer acquiring company

    By waid10, May 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • June 4, 2007

38. 404(c) Protection

    By Nassau, June 11, 2008
    • 0 replies
    • 1.4k views
    • 
    • Nassau
    • June 11, 2008

39. Can a db benefit be contingent on 403(b) participation?

    By Effen, December 29, 2003
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 5, 2004

40. 403(b) Rollover In's - NON US Pension Assets

    By Nassau, June 19, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 19, 2008

41. 403(b) Plan for a Church Association

    By Archimage, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 12, 2006

42. testing 403b plan

    By Guest Betsy Oakey, January 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 14, 2011

43. 403b NonAmender Program

    By austin3515, October 29, 2013
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 30, 2013

44. Exclude Ee's working less than 20 hours per week

    By austin3515, May 26, 2015
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • May 27, 2015

45. J&S required under 403(b) plan?

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 7, 2011

46. 403b excess deferral refund from Roth or traditional account

    By Guest kathar7, September 14, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2011

47. 403(b) plan sponsor

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

48. HCE in 403(b)

    By Lori H, December 21, 2006
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • December 21, 2006

49. information by 403b employer matching

    By Guest dsanturay, October 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2004

50. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • July 23, 2003