403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b)max

   By Guest marytrobot, October 24, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 24, 2002

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

   By Guest bakcrab, October 24, 2002
   • 4 replies
   • 2.7k views
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   • mbozek
   • October 25, 2002

3. 403(b) contributions - law changed?

   By Guest Mary Ann, October 23, 2002
   • 8 replies
   • 2k views
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   • Guest
   • October 25, 2002

4. Can a Christian Day care do 403b

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

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

   By Guest WyrickL, October 16, 2002
   • 5 replies
   • 4.3k views
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   • mbozek
   • December 2, 2002

6. Fair Market Value Determination on Annutiy Contracts

   By Guest Frankie, October 16, 2002
   • 0 replies
   • 2.5k views
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   • Guest
   • October 16, 2002

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

   By Guest newlifeca, October 9, 2002
   • 4 replies
   • 1.6k views
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   • Guest
   • October 22, 2002

8. Includible Compensation

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

9. Church Plan "Correction" - Improper Match

   By Guest AEA, October 1, 2002
   • 1 reply
   • 2.1k views
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   • mbozek
   • October 1, 2002

10. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 2.1k views
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    • mbozek
    • October 3, 2002

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

    By Guest STLGiant, September 30, 2002
    • 10 replies
    • 2.2k views
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    • Guest
    • October 1, 2002

12. Form 5500 Requirements

    By Guest Giovanni, September 26, 2002
    • 2 replies
    • 2.3k views
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    • Guest
    • September 27, 2002

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

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

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

    By billfgrady, September 12, 2002
    • 0 replies
    • 1.6k views
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    • billfgrady
    • September 12, 2002

15. 403 (b) deferrals after seperation

    By Guest Frankie, September 11, 2002
    • 15 replies
    • 4.6k views
    • 
    • Ken Davis
    • December 3, 2002

16. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.8k views
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    • billfgrady
    • September 16, 2002

17. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • September 6, 2002

18. 403b ability to transfer vested money

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

19. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • August 30, 2002

20. New Rollovers under EGTRRA

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

21. Church 403b transfer

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

22. 403(b) termination/freeze

    By Guest jnates, August 28, 2002
    • 5 replies
    • 2.6k views
    • 
    • mbozek
    • September 3, 2002

23. 403(b)

    By Guest dob, August 26, 2002
    • 2 replies
    • 1.7k views
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    • QDROphile
    • August 29, 2002

24. Required Participation

    By Guest pmcgroine, August 20, 2002
    • 2 replies
    • 1.7k views
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    • mbozek
    • August 21, 2002

25. Title I and nonTitle I plans

    By Felicia, August 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • August 8, 2002

26. eligibility in a 403(b)

    By Guest andmik, August 6, 2002
    • 4 replies
    • 2.1k views
    • 
    • jpod
    • August 20, 2002

27. 415 Excesses

    By Guest pjb, August 6, 2002
    • 0 replies
    • 1.6k views
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    • Guest
    • August 6, 2002

28. 403 (b) Contribution Limits

    By Guest ErikandDeena, July 29, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 5, 2002

29. Excluding Medical Residents from 403(b) Participation?

    By Christine Roberts, July 25, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 14, 2002

30. Anticutback Rules

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

31. Change in Recordkeeper & 90-24 Asset Transfer

    By Guest T-BONE, July 23, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 23, 2002

32. 403(b) and 5500

    By Guest LWilson, July 22, 2002
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • July 22, 2002

33. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 17, 2002

34. Compliance Responsibility

    By Guest lkazden, July 15, 2002
    • 9 replies
    • 2.6k views
    • 
    • mbozek
    • July 16, 2002

35. Penalty for nonpayment into 403b fund

    By Guest cadmaslib, July 13, 2002
    • 1 reply
    • 1.9k views
    • 
    • BeckyMiller
    • July 13, 2002

36. 403(B)7 TSA Custodial Account

    By Guest Elayne Showell, July 12, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • July 12, 2002

37. 403(b) and 401(a) plans. Is an audit required?

    By Guest Alison Williams, July 12, 2002
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • July 16, 2002

38. Updating 403(b) plan docs.

    By Guest Frankie, July 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • July 14, 2002

39. Custodial Accounts

    By Archimage, July 2, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • August 7, 2002

40. 403(b) sponsor establishes 401(k)

    By Guest PMiller, June 25, 2002
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • June 26, 2002

41. 403(b)

    By Guest Ralph Amadio, June 25, 2002
    • 8 replies
    • 2.5k views
    • 
    • mbozek
    • September 23, 2002

42. 403(b) or 401(k)?

    By Guest wingnut, June 21, 2002
    • 1 reply
    • 1.7k views
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    • jpod
    • June 21, 2002

43. 403(b) Loans - a.s.a.p. please

    By Guest STLGiant, June 19, 2002
    • 2 replies
    • 2k views
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    • Guest
    • June 19, 2002

44. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • June 18, 2002

45. Summary of Material Modifications

    By Guest lkazden, June 18, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 19, 2002

46. Invest in LLC

    By Guest Tara Curran, June 7, 2002
    • 1 reply
    • 1.7k views
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    • mbozek
    • June 7, 2002

47. A FICA Opt out Plan

    By Guest KJSpaeth, June 6, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 11, 2002

48. 403b video

    By Guest dougfsa, June 4, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • June 11, 2002

49. 403(b) private letter rulings

    By Guest eba, June 3, 2002
    • 1 reply
    • 2.2k views
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    • mbozek
    • June 4, 2002

50. 403b(7) Providers - Contact Info for Employees

    By Guest cfb, May 31, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 31, 2002