403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 404(c) Protection

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

2. 403(b Non-ERISA and Investment Changes

   By DTH, July 20, 2016
   • 5 replies
   • 1.4k views
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   • Belgarath
   • July 21, 2016

3. HCE in 403(b)

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

4. What is the latest required restatement?

   By Tom, August 2, 2024
   • 6 replies
   • 1.4k views
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   • Liz Hallam
   • August 6, 2024

5. Employer acquiring company

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

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

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

7. 403(b) Rollover In's - NON US Pension Assets

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

8. 403b NonAmender Program

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

9. Codes on Form 8955-SSA for 403(b) Plan

   By PensionPro, July 18, 2012
   • 2 replies
   • 1.4k views
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   • PensionPro
   • July 20, 2012

10. 403b excess deferral refund from Roth or traditional account

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

11. 403(b) and 401k

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

12. information by 403b employer matching

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

13. 403(b) plan sponsor

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

14. exclude from 403b if eligible for other salary def plan (401k)

    By Earl, June 28, 2013
    • 1 reply
    • 1.4k views
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    • PensionPro
    • June 28, 2013

15. Tax paid rollover

    By Guest Sherry Ellison, October 19, 2006
    • 0 replies
    • 1.4k views
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    • Guest
    • October 19, 2006

16. FBRIC determination

    By etg, June 26, 2018
    • 1 reply
    • 1.4k views
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    • Purplemandinga
    • June 27, 2018

17. TIAA-CREF Schedule A

    By austin3515, June 8, 2012
    • 2 replies
    • 1.4k views
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    • austin3515
    • June 8, 2012

18. Return to 403(b)

    By bzorc, June 10, 2003
    • 1 reply
    • 1.4k views
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    • mbozek
    • June 11, 2003

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

    By MQS0413, September 20, 2024
    • 4 replies
    • 1.4k views
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    • Patricia Neal Jensen
    • September 24, 2024

20. 403(b) "GUST" Checklist

    By Guest Fourohonekay, July 8, 2003
    • 0 replies
    • 1.4k views
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    • Guest
    • July 8, 2003

21. Obama Regulations

    By ACox, March 9, 2009
    • 4 replies
    • 1.4k views
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    • joel
    • March 11, 2009

22. 5 year 403(b) catch-up?

    By Guest Lee Burns, February 4, 2003
    • 1 reply
    • 1.4k views
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    • Michael Devault
    • February 4, 2003

23. Charter School 403(b)

    By oldman63, February 20, 2020
    • 2 replies
    • 1.4k views
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    • oldman63
    • February 21, 2020

24. Deposits to a 403(b) Plan

    By 52626, April 25, 2007
    • 2 replies
    • 1.4k views
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    • TLGeer
    • June 2, 2007

25. Deadline for Updating Plan Doc for Regs

    By Guest ScarletKnight, June 6, 2008
    • 1 reply
    • 1.4k views
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    • Kevin C
    • June 6, 2008

26. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.4k views
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    • Kevin C
    • June 13, 2014

27. Charges Related to Tax-Free Exchange Between Contracts

    By Guest PGH.ERISA, January 29, 2008
    • 1 reply
    • 1.4k views
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    • Guest
    • February 4, 2008

28. Application of minimum service rule

    By 7806akp, December 13, 2011
    • 0 replies
    • 1.4k views
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    • 7806akp
    • December 13, 2011

29. Employer's Limited Involvement

    By austin3515, November 21, 2012
    • 4 replies
    • 1.4k views
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    • QDROphile
    • November 24, 2012

30. TIAA-FAQ's - Terms with Balances

    By austin3515, January 6, 2011
    • 0 replies
    • 1.4k views
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    • austin3515
    • January 6, 2011

31. New to 403(b)

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

32. 401(k) to 403(b)

    By Guest skc, July 25, 2013
    • 1 reply
    • 1.4k views
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    • ETA Consulting LLC
    • July 25, 2013

33. How can I protect my capital gains?

    By Guest mark1967, June 10, 2003
    • 3 replies
    • 1.4k views
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    • Guest
    • June 10, 2003

34. Counting Hours for Summer Camp Employees

    By Guest Cookie10, September 21, 2011
    • 2 replies
    • 1.4k views
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    • Kevin C
    • September 21, 2011

35. Multiple 403(b) plans

    By Guest mbw, February 23, 2009
    • 3 replies
    • 1.4k views
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    • Guest
    • April 15, 2010

36. layoff time

    By Guest puddle, April 10, 2006
    • 1 reply
    • 1.4k views
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    • Guest
    • April 10, 2006

37. loan repayments

    By Felicia, May 18, 2006
    • 2 replies
    • 1.4k views
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    • E as in ERISA
    • May 18, 2006

38. Frozen 403(b) and Rollover Contributions

    By Guest AEA, April 14, 2006
    • 0 replies
    • 1.4k views
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    • Guest
    • April 14, 2006

39. Investment switch

    By Santo Gold, December 12, 2008
    • 3 replies
    • 1.4k views
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    • J Simmons
    • December 13, 2008

40. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 1.4k views
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    • Luke Bailey
    • February 9, 2018

41. ERISA Plan Defect Prior to 01/01/09

    By Guest Tom:, January 29, 2010
    • 2 replies
    • 1.4k views
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    • Guest
    • March 4, 2010

42. 403(b) Regs

    By jevd, September 2, 2004
    • 0 replies
    • 1.4k views
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    • jevd
    • September 2, 2004

43. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 1.4k views
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    • KJohnson
    • March 9, 2017

44. 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
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    • Guest
    • December 16, 2002

45. Information Sharing Agreements needed for one-man plan?

    By katieinny, December 17, 2008
    • 2 replies
    • 1.4k views
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    • GBurns
    • December 17, 2008

46. State Retirement System Sponsoring 403(b) Plan

    By Guest mozak@mindspring.com, September 27, 2007
    • 2 replies
    • 1.4k views
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    • joel
    • October 2, 2007

47. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 1.4k views
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    • Sellarsian
    • September 14, 2020

48. 403b and Form 5500

    By cpc0506, March 20, 2010
    • 1 reply
    • 1.4k views
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    • J Simmons
    • March 20, 2010

49. PPA impact on 403(b) distributions

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

50. 501(c)(3) Entity acquires 501(c)(3) entity-coverage issues

    By Guest dietpepsi, January 6, 2004
    • 0 replies
    • 1.4k views
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    • Guest
    • January 6, 2004