403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Anticutback Rules

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

2. Change in Recordkeeper & 90-24 Asset Transfer

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

3. 403(b) and 5500

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

4. Safe Harbor Eligibility

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

5. Compliance Responsibility

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

6. 403(b) and 401(a) plans. Is an audit required?

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

7. Hours of Service

   By Guest kjk, May 17, 2002
   • 5 replies
   • 2.8k views
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   • mbozek
   • July 15, 2002

8. Updating 403(b) plan docs.

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

9. Penalty for nonpayment into 403b fund

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

10. 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

11. 59 1/2 Rollover

    By Guest scottyd, May 14, 2002
    • 6 replies
    • 2.1k views
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    • joel
    • June 27, 2002

12. 403(b) sponsor establishes 401(k)

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

13. 403(b) or 401(k)?

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

14. 403 (b) Gust Updates

    By Guest Frankie, October 6, 2001
    • 3 replies
    • 2.2k views
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    • mbozek
    • June 20, 2002

15. Summary of Material Modifications

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

16. 403(b) Loans - a.s.a.p. please

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

17. 402(g) regulations

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

18. 403(b) plans and non-elective employer contributions

    By Guest rlamoureux, May 23, 2002
    • 4 replies
    • 6.2k views
    • 
    • mbozek
    • June 13, 2002

19. Anyone familiar with faculty early retirement plans and effect on 403(

    By Guest Albert Lin, February 26, 1999
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • June 12, 2002

20. 403(b)(3) change

    By Guest dlo, March 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 2002

21. A FICA Opt out Plan

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

22. 403b video

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

23. Invest in LLC

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

24. 403(b) RFPs

    By Guest tracyzimmer, April 8, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 5, 2002

25. 403(b) private letter rulings

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

26. Deferrals from paycheck after retirement

    By Guest getaxa, May 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 3, 2002

27. 403b(7) Providers - Contact Info for Employees

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

28. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 3k views
    • 
    • mbozek
    • May 31, 2002

29. Church 403(b) and ERISA

    By Guest Cutter, May 31, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2002

30. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
    • 0 replies
    • 1.9k views
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    • R. Butler
    • May 24, 2002

31. Vesting service and predecessor plan

    By Guest Mike Melnick, May 17, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2002

32. non-ERISA 403(b) failure to remit EE deferrals for months

    By Guest dani_o, May 21, 2002
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • May 22, 2002

33. Delinquent Filer Voluntary Compliance Program

    By Guest Tim Finn, May 20, 2002
    • 1 reply
    • 2k views
    • 
    • jpod
    • May 20, 2002

34. loans

    By jpod, May 15, 2002
    • 5 replies
    • 2.1k views
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    • mbozek
    • May 20, 2002

35. terminate 403(b) upon severance of employement

    By Guest caroline isherwood, May 13, 2002
    • 2 replies
    • 2.4k views
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    • Guest
    • May 20, 2002

36. Superintendent and other teacher contracts with 1-time irrevocable lin

    By Guest STLGiant, May 20, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 20, 2002

37. Plan differences

    By Guest CChristy, May 3, 2002
    • 2 replies
    • 1.8k views
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    • mbozek
    • May 20, 2002

38. 403b Safe Harbor

    By Guest D Ledden, May 16, 2002
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • May 17, 2002

39. 403(b) to 401(k)

    By Guest RAA, February 14, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 16, 2002

40. Certified Audit

    By bzorc, May 14, 2002
    • 4 replies
    • 1.9k views
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    • MWeddell
    • May 16, 2002

41. 403(b)/457(b) Education Message Board

    By Ellie Lowder, May 14, 2002
    • 0 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • May 14, 2002

42. $30000 Max Rule in yr of termination

    By Guest pherr, May 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 13, 2002

43. Survey of 403(b) Participation Rates

    By Guest kerryb, May 8, 2002
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • May 8, 2002

44. Discriminatory Employer Contributions

    By Guest bwells, May 8, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 8, 2002

45. 403(b) catch-ups/EGTRRA

    By Guest gmann, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • May 7, 2002

46. Governmental Entity - Head Start Programs

    By Guest questions, May 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • May 3, 2002

47. Rollover by a surviving spouse

    By Guest MAnglim, May 2, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 3, 2002

48. 403(a) Funds

    By Guest JMKirschbaum, May 1, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • May 1, 2002

49. 403b Plan - Incorrect vesting calculation - suggestions?

    By Guest JMichael, April 8, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • April 28, 2002

50. 403(b) Severance from employment

    By Guest Frankie, April 26, 2002
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • April 26, 2002