403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. TIAA-CREF / Loan Program

   By austin3515, January 5, 2015
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • January 6, 2015

2. Definition of Compensation

   By Guest Bob Collins, November 19, 1999
   • 1 reply
   • 2.2k views
   • 
   • Carol V. Calhoun
   • November 23, 1999

3. Plan does not benefit HCEs

   By jkharvey, November 23, 1999
   • 1 reply
   • 1.8k views
   • 
   • Carol V. Calhoun
   • November 29, 1999

4. Anticutback Rules

   By Archimage, July 25, 2002
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • July 25, 2002

5. ACP testing

   By pmacduff, September 22, 2006
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • September 22, 2006

6. 403(b) plan terminations?

   By Guest jppcpa, December 4, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • December 4, 1999

7. We have both 401K & 403B

   By Guest AHECofaguy, January 26, 2009
   • 1 reply
   • 1.2k views
   • 
   • MWeddell
   • January 29, 2009

8. What items fall under the definition of compensation in a church-spons

   By Guest Chuck Herbik, October 17, 2000
   • 1 reply
   • 2k views
   • 
   • Dave Baker
   • October 18, 2000

9. 403B vs Roth IRA for older employee

   By Guest goatgurl2, September 24, 2006
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • September 25, 2006

10. SSA for 403b's

    By austin3515, July 14, 2011
    • 1 reply
    • 954 views
    • 
    • austin3515
    • July 14, 2011

11. Ineligible Rollover Reversal; Penalties?!

    By Guest confused911, February 13, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 21, 2004

12. Can commuted value of annuity be eligible for rollover?

    By Guest kprhok, April 3, 2009
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • April 3, 2009

13. 403b plan beginning of year count

    By Guest Jennyb473, July 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

14. Prior Year Contributions for MEA

    By Guest Jeff Kropp, December 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 15, 1999

15. Maximum time permitted from payroll deduction

    By Guest BL, December 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 23, 1999

16. 403(b) Plan (contributions frozen pre-2005)

    By Guest Laura Goalen-Anderson, October 16, 2008
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • October 16, 2008

17. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 10, 2011

18. Software to Calculate Limits

    By Guest Jeff Kropp, December 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • December 22, 1999

19. 403(b) ineligible employer - no 5500's

    By WCC, November 12, 2018
    • 1 reply
    • 619 views
    • 
    • Carol V. Calhoun
    • November 13, 2018

20. 415 limits

    By Guest egoldberg, December 20, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 20, 2000

21. Determining number of participants for audit purposes

    By Lori H, January 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 21, 2013

22. Can distributions be forced in this case?

    By John A, December 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 29, 1999

23. Are TSA, IRA, and 403B the same?

    By Guest jngehring, April 3, 2001
    • 1 reply
    • 5.1k views
    • 
    • Michael Devault
    • April 3, 2001

24. terminating a 403b plan when the employer is no longer in business

    By Santo Gold, March 13, 2009
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • March 14, 2009

25. Non ERISA 403(b) and employer SEP

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

26. ACP and 410(b) testing

    By AKconsult, May 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • May 11, 2011

27. 403(b) and SEP

    By Jim Chad, May 17, 2016
    • 1 reply
    • 685 views
    • 
    • Belgarath
    • May 17, 2016

28. 401(k) into 403(b)?

    By betheeg, January 28, 2004
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • January 28, 2004

29. 403(b) Eligibility

    By Guest William Reimers, January 13, 2000
    • 1 reply
    • 2.1k views
    • 
    • IRC401
    • January 20, 2000

30. Is a 403(b) plan a "qualified Plan"?

    By Jim Chad, May 17, 2016
    • 1 reply
    • 3.7k views
    • 
    • jpod
    • May 17, 2016

31. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 1.9k views
    • 
    • Luke Bailey
    • September 24, 2018

32. Change in sponsorship of 403(b) - ERISA to Non_ERISA

    By Guest Roxanne Walters, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • December 3, 2001

33. What if er allows loans & insurer doesn't

    By Guest amfam2, May 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • June 2, 2003

34. Plan Document for ERISA 403(b) Plan

    By Guest rmwright, August 29, 2007
    • 1 reply
    • 1.7k views
    • 
    • Peter Gulia
    • August 29, 2007

35. 403b Plan Loses Church Status

    By justatester, April 19, 2017   

    • how to run the abt test
    • 1 reply
    • 646 views
    • 
    • CuseFan
    • April 19, 2017

36. Transfer of Missing Particpants' Accounts into 401(k)

    By Guest Lauren0507, May 2, 2008
    • 1 reply
    • 1.9k views
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    • QDROphile
    • May 2, 2008

37. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • February 8, 2000

38. Section 8.02 of Rev. Proc. 2007-71

    By Guest Moona, December 8, 2008
    • 1 reply
    • 1.9k views
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    • J Simmons
    • December 9, 2008

39. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 25, 2015

40. Anyone believe that Congress intended to repeal rollover distribution

    By jlf, February 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • jlf
    • March 3, 2001

41. Exemption from non-discrimination rules?

    By Guest newlifeca, June 12, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 12, 2001

42. 457 Plans-required deposit date by employer?

    By Cathy from Chicago, February 22, 2001
    • 1 reply
    • 2.3k views
    • 
    • Everett Moreland
    • February 24, 2001

43. EPCRS

    By Nassau, April 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • PLAN MAN
    • April 3, 2008

44. 403(b) & SEP

    By Guest Bob Lees, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 26, 2001

45. 403(b) Rollovers

    By jlf, September 25, 2001
    • 1 reply
    • 2.9k views
    • 
    • jlf
    • October 13, 2001

46. Terminating 401(k) to start 403(b)

    By KateSmithPA, November 7, 2001
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • November 7, 2001

47. Change to Employer contributions formula during year

    By jaxon1225, October 8, 2013
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • October 8, 2013

48. Sick Pay contributions

    By Guest jim williams, June 11, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 11, 2003

49. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • October 6, 2004

50. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 1, 2000