403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) and 401k

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

2. Tax paid rollover

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

3. 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

4. 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

5. Return to 403(b)

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

6. 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

7. 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

8. Obama Regulations

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

9. Deposits to a 403(b) Plan

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

10. 403(b) "GUST" Checklist

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

11. Employer's Limited Involvement

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

12. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17, 2019
    • 3 replies
    • 1.4k views
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    • AJC
    • January 17, 2019

13. Termination of 403b - Can employees rollover to another 403b?

    By KaJay, August 1, 2023
    • 5 replies
    • 1.4k views
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    • Belgarath
    • August 3, 2023

14. VCP filing guides?

    By Sum_Guy, August 19, 2024
    • 6 replies
    • 1.4k views
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    • Sum_Guy
    • August 27, 2024

15. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24, 2018
    • 1 reply
    • 1.4k views
    • 
    • Ebplans
    • August 27, 2018

16. Charges Related to Tax-Free Exchange Between Contracts

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

17. TIAA-FAQ's - Terms with Balances

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

18. EE now working <20 hrs/wk... exclude going forward?

    By AlbanyConsultant, December 5, 2016
    • 5 replies
    • 1.4k views
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    • Belgarath
    • December 23, 2016

19. How can I protect my capital gains?

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

20. 403(b) Audit

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

21. Multiple 403(b) plans

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

22. 401(k) to 403(b)

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

23. Application of minimum service rule

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

24. New to 403(b)

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

25. Deadline for Updating Plan Doc for Regs

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

26. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice, January 24, 2021   

    • annuity
    • tsp plan
    • 6 replies
    • 1.4k views
    • 
    • joel
    • February 27, 2021

27. 403(b) plan termination

    By Beemer, January 16, 2024
    • 3 replies
    • 1.4k views
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    • Beemer
    • July 8, 2024

28. 403b hardship

    By Carike, October 17, 2019   

    • suspend
    • 5 replies
    • 1.4k views
    • 
    • LANDO
    • October 21, 2019

29. layoff time

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

30. What is the latest required restatement?

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

31. Frozen 403(b) and Rollover Contributions

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

32. loan repayments

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

33. W2 Compensation To Use For Testing

    By metsfan026, September 23, 2024
    • 8 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • September 24, 2024

34. 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

35. 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

36. Investment switch

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

37. 403(b) Regs

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

38. 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

39. 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

40. 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

41. FBRIC determination

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

42. 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

43. Can a 403(b) plan (deferrals only -- no Employer contributions) be offered in a discriminatory fashion to only certain groups of employees?

    By katieinny, March 30, 2004
    • 1 reply
    • 1.4k views
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    • QDROphile
    • March 30, 2004

44. 403b and Form 5500

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

45. 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

46. 403b Determination LEtter Program

    By austin3515, January 9, 2013
    • 0 replies
    • 1.4k views
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    • austin3515
    • January 9, 2013

47. New Pinnacle Consulting Group

    By Christine Roberts, October 27, 2010
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • October 27, 2010

48. controlled groups

    By Guest George Chimento, March 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2006

49. Compensation Definition for ACP

    By leighl, February 16, 2015
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 16, 2015

50. ERISA applicability to post termination employer contribution

    By Guest dob, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004