403(b) Plans, Accounts or Annuities

2,067 topics in this forum

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

   By Christine Roberts, December 19, 2002
   • 2 replies
   • 1.9k views
   • 
   • Christine Roberts
   • December 30, 2002

2. elective deferral limit for 2003

   By joel, December 4, 2002
   • 11 replies
   • 2.7k views
   • 
   • mbozek
   • December 20, 2002

3. ERISA or non ERISA 403b?

   By Guest TrustMe401k, December 18, 2002
   • 2 replies
   • 2.7k views
   • 
   • MWeddell
   • December 19, 2002

4. 100% deferral???

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

5. Eligibility in 403(b) plan

   By nancy, December 17, 2002
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • December 17, 2002

6. 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

7. Choosing survivor benefits after retirement

   By Guest herronisland, December 10, 2002
   • 1 reply
   • 1.7k views
   • 
   • mbozek
   • December 11, 2002

8. Flat-dollar non-elective contribution?

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

9. forced to P/T from F/T

   By Guest tracyzimm, December 10, 2002
   • 2 replies
   • 1.6k views
   • 
   • jpod
   • December 10, 2002

10. VCT for Universal Availability Failure

    By Guest Brennan, December 4, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • December 5, 2002

11. 403 (b) deferrals after seperation

    By Guest Frankie, September 11, 2002
    • 15 replies
    • 5.3k views
    • 
    • Ken Davis
    • December 3, 2002

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

    By Guest WyrickL, October 16, 2002
    • 5 replies
    • 4.7k views
    • 
    • mbozek
    • December 2, 2002

13. Max 403b employer contribution...

    By Guest kjpsig, November 29, 2002
    • 5 replies
    • 3k views
    • 
    • mbozek
    • December 2, 2002

14. 403(b) and "deemed" 125 compensation

    By Guest mike webb, November 25, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 26, 2002

15. 5500 requirements

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

16. Consequence of failing nondiscrimination

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

17. Form 5500 requirements

    By Fred Payne, November 15, 2002
    • 4 replies
    • 2.2k views
    • 
    • jpod
    • November 15, 2002

18. Employer contributions

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

19. Rating 403b plans

    By Guest mfern, November 8, 2002
    • 4 replies
    • 3.1k views
    • 
    • IRC401
    • November 9, 2002

20. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • November 5, 2002

21. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 3k views
    • 
    • mbozek
    • November 5, 2002

22. 403(b) and DFVCP

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

23. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.5k views
    • 
    • MWeddell
    • November 2, 2002

24. 403(b) nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • October 30, 2002

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

    By Guest BruceM, October 30, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • October 30, 2002

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

    By Guest tonjer, October 29, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • October 29, 2002

27. 403(b) contributions - law changed?

    By Guest Mary Ann, October 23, 2002
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • October 25, 2002

28. Is my 501C3 a qualified organization for the 402g 3k catch-up?

    By Guest bakcrab, October 24, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • October 25, 2002

29. 403(b)max

    By Guest marytrobot, October 24, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 24, 2002

30. Can a Christian Day care do 403b

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

31. Can I bunch together years in ministry to arrive at 15 years of servic

    By Guest newlifeca, October 9, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2002

32. Fair Market Value Determination on Annutiy Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 16, 2002

33. Includible Compensation

    By Guest dietpepsi, October 9, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 9, 2002

34. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • October 3, 2002

35. Church Plan "Correction" - Improper Match

    By Guest AEA, October 1, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • October 1, 2002

36. Ellie? Carol? Define YOS for catch-up purposes...

    By Guest STLGiant, September 30, 2002
    • 10 replies
    • 2.3k views
    • 
    • Guest
    • October 1, 2002

37. Form 5500 Requirements

    By Guest Giovanni, September 26, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 27, 2002

38. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 3.2k views
    • 
    • QDROphile
    • September 23, 2002

39. 403(b)

    By Guest Ralph Amadio, June 25, 2002
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • September 23, 2002

40. dual 403b & 457 contributions

    By Guest Sahara, May 18, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 20, 2002

41. Is there anything "outstanding" with respect to Age 50 catch

    By Guest STLGiant, September 20, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 20, 2002

42. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.9k views
    • 
    • billfgrady
    • September 16, 2002

43. Aggregation under Section 415(k)(4)

    By billfgrady, September 12, 2002
    • 0 replies
    • 1.7k views
    • 
    • billfgrady
    • September 12, 2002

44. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2.4k views
    • 
    • david rigby
    • September 6, 2002

45. 403b ability to transfer vested money

    By Guest eric24, September 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • September 3, 2002

46. 403(b) termination/freeze

    By Guest jnates, August 28, 2002
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • September 3, 2002

47. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • August 30, 2002

48. New Rollovers under EGTRRA

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

49. Church 403b transfer

    By Guest eric24, August 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2002

50. 403(b)

    By Guest dob, August 26, 2002
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • August 29, 2002