403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Church 403(b) and ERISA

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

2. 403(b) Plan Loans

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

3. Deferrals from paycheck after retirement

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

4. 403(b) Distribution/Bankruptcy

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

5. 403(b) plans and non-elective employer contributions

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

6. 403(b) contributions by governmental employers

   By Guest CinANC, May 22, 2002
   • 12 replies
   • 3k views
   • 
   • QDROphile
   • September 23, 2002

7. 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

8. Delinquent Filer Voluntary Compliance Program

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

9. 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

10. dual 403b & 457 contributions

    By Guest Sahara, May 18, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 20, 2002

11. Vesting service and predecessor plan

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

12. Hours of Service

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

13. 403b Safe Harbor

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

14. loans

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

15. Certified Audit

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

16. 59 1/2 Rollover

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

17. 403(b)/457(b) Education Message Board

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

18. terminate 403(b) upon severance of employement

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

19. $30000 Max Rule in yr of termination

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

20. Survey of 403(b) Participation Rates

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

21. Discriminatory Employer Contributions

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

22. Plan differences

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

23. Rollover by a surviving spouse

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

24. Governmental Entity - Head Start Programs

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

25. 403(a) Funds

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

26. 403(b) Severance from employment

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

27. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 6.1k views
    • 
    • Belgarath
    • September 6, 2016

28. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky, April 10, 2002
    • 2 replies
    • 2.9k views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

29. 403(b) RFPs

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

30. 403b Plan - Incorrect vesting calculation - suggestions?

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

31. 403(b) plan with employer contributions

    By Guest Melissa Winslow, April 4, 2002
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 4, 2002

32. 403b defaulted loan...Please Help

    By Guest KathiSL, April 4, 2002
    • 27 replies
    • 15.5k views
    • 
    • mbozek
    • August 23, 2002

33. 403(b) TSA - When are they subject to ERISA and when are they not?

    By Guest mapiro, March 29, 2002
    • 3 replies
    • 3.6k views
    • 
    • Carol V. Calhoun
    • April 2, 2002

34. rollover 403b plan without leaving current employer

    By Guest tbellm, March 26, 2002
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • March 27, 2002

35. 403(b)(3) change

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

36. buyout

    By Guest lp13, March 25, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2002

37. Boggs and 403(b) accounts with Bypass Trust Planning

    By Guest chriss, March 22, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • March 26, 2002

38. overcontribution to 403B for yr. 2000

    By Guest kristengordon, March 19, 2002
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 28, 2002

39. Timing of Deferral Deposits - "Reasonableness" Standard for

    By Christine Roberts, March 12, 2002
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • April 7, 2002

40. Corrective legislation?

    By Guest STLGiant, March 8, 2002
    • 4 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • March 13, 2002

41. 403(b) Continuing Education

    By Guest mike webb, March 6, 2002
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 8, 2002

42. What Plan Documents are used to establish an annuity as a 403(b) annui

    By Guest Woodworker, March 6, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2002

43. Eligibility Issues: Equivalancies

    By Guest STLGiant, March 6, 2002
    • 7 replies
    • 2.5k views
    • 
    • mbozek
    • March 7, 2002

44. Contribution calculation

    By Guest amybu99, March 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 4, 2002

45. Employee deferrals contribution time limits

    By Guest bblack, February 27, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • March 1, 2002

46. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 4.3k views
    • 
    • PensionPro
    • February 17, 2012

47. Please Help Me !!!

    By Guest thestockman, February 26, 2002
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • February 27, 2002

48. 403b open enrollment

    By Guest denali52, February 23, 2002
    • 2 replies
    • 3.2k views
    • 
    • mbozek
    • February 23, 2002

49. ACP Testing

    By French, February 20, 2002
    • 2 replies
    • 2k views
    • 
    • French
    • February 21, 2002

50. GUST and 403(b) Plans Subject to ERISA

    By Guest lbach, February 15, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 16, 2002