403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Operational Failure Correction Process

   By ejohnke, August 24, 2023
   • 4 replies
   • 1.1k views
   • 
   • ejohnke
   • August 29, 2023

2. Oppenhemer vs Nationwide

   By Guest Rona Miller, January 9, 2001
   • 3 replies
   • 2.3k views
   • 
   • david rigby
   • January 10, 2001

3. opt out provision

   By lexi, August 4, 2006
   • 0 replies
   • 1.9k views
   • 
   • lexi
   • August 4, 2006

4. Options for a surviving spouse with respect to the decedent's 403(b)

   By Guest stenny, May 14, 1999
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • May 15, 1999

5. Ordering Rules on TSA Withdrawals?

   By Guest SharonV, March 4, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 4, 2011

6. Organizational responsibility 403b, 403b7, 401k

   By Guest Lily R, December 30, 2001
   • 1 reply
   • 2.9k views
   • 
   • Carol V. Calhoun
   • December 31, 2001

7. orphan contracts?

   By pixmax, November 10, 2010
   • 0 replies
   • 2.1k views
   • 
   • pixmax
   • November 10, 2010

8. Orphaned contracts

   By Guest Serena, July 6, 2010
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • July 6, 2010

9. Other arrangements to use along with a 403(b)

   By Lori H, March 10, 2003
   • 10 replies
   • 3.4k views
   • 
   • FJR
   • March 26, 2003

10. Outstanding Loan Balance

    By jane123, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • jane123
    • October 15, 2003

11. Over-age-50 catch-up

    By Guest MAnglim, September 17, 2001
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • September 20, 2001

12. overcontribution to 403B for yr. 2000

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

13. Paired 401k/403b and Top-Heavy

    By austin3515, September 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 26, 2012

14. Paired 403(b) and SEP

    By Guest Jim Knight, May 16, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 16, 2000

15. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 1, 2000

16. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 5.1k views
    • 
    • Guest
    • January 10, 2001

17. Parsonage Allowance

    By Guest Form5500, November 13, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • November 13, 2009

18. Parsonage Allowance - 107

    By Guest brstokes, October 29, 2001
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • October 30, 2001

19. Parsonage Payment Distributions from 403(b)s / Tax Reporting

    By Guest paulg, August 4, 2008
    • 2 replies
    • 3.4k views
    • 
    • masteff
    • August 4, 2008

20. Part-time exclusion from elective deferrals under ERISA 403(b) Plan

    By Guest Pennysaver, August 19, 2011
    • 2 replies
    • 3.2k views
    • 
    • Kevin C
    • August 24, 2011

21. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 7, 2016

22. Partial Plan Termination Vesting

    By Belgarath, August 4, 2020
    • 3 replies
    • 906 views
    • 
    • Patricia Neal Jensen
    • August 5, 2020

23. Participant Count

    By Guest M. Pederson, September 10, 2014
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 10, 2014

24. Participant Counts for 5500

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2009

25. participant fee/cashout

    By Earl, August 19, 2003
    • 0 replies
    • 2.4k views
    • 
    • Earl
    • August 19, 2003

26. Participant-directed employer contributions

    By Guest bsl120, March 19, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 22, 2004

27. Participant's contributions improperly stopped in August. Any way to

    By Guest lbach, January 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 7, 2002

28. Participants Not on File

    By Guest mporterst, October 22, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 22, 2007

29. Participation in 403(b) and 401(k)

    By Guest llaplount, August 2, 2004
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2004

30. Participation rates in 403(b) plans - healthcare industry

    By Guest GregSelf, June 22, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2000

31. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2006
32. Past 5500 filings

    Topic was moved to forum Form 5500

33. Payroll Deduction Error

    By Guest Kathy2006, February 7, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 7, 2007

34. penalties on failure to take disitributions of pre-1987 403(b) deferrals

    By Guest svogelwsm, October 28, 2004
    • 13 replies
    • 3.9k views
    • 
    • mbozek
    • November 1, 2004

35. Penalty for hardship withdrawal from deferral source that included ear

    By Guest LNM, June 21, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 21, 2000

36. Penalty for nonpayment into 403b fund

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

37. pension plan

    By Guest puddle, April 16, 2006
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • April 16, 2006

38. Pension Protection Act

    By LIBERTYKID, September 8, 2006
    • 0 replies
    • 1.9k views
    • 
    • LIBERTYKID
    • September 8, 2006

39. Pension Protection Act 2006-Mandatory Contributions

    By Guest pware, August 8, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 2006

40. PEO and 403(b)

    By EMB, May 22, 2024
    • 1 reply
    • 744 views
    • 
    • Gina Alsdorf
    • September 9, 2024

41. Period Certain Rollovers Past 70

    By ScottyD, April 4, 2017
    • 0 replies
    • 503 views
    • 
    • ScottyD
    • April 4, 2017

42. Permissible Investments under Sec. 403(b)

    By joel, January 29, 2004
    • 2 replies
    • 3k views
    • 
    • MWeddell
    • January 30, 2004

43. Permissive Aggregation for ACP Test

    By Guest jefe96, March 12, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2007

44. Permissive aggregation for coverage/ACP testing

    By Belgarath, January 27, 2023
    • 0 replies
    • 616 views
    • 
    • Belgarath
    • January 27, 2023

45. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • November 17, 2010

46. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • January 19, 2016

47. Plan Administrator's Manual

    By LIBERTYKID, September 24, 2008
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • September 24, 2008

48. Plan Advisory Committees and Investment Policies Needed for 403(b) Pro

    By Guest kerryb, December 5, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 29, 2001

49. Plan Aggregation for ACP

    By Guest MarkN, June 24, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • June 24, 2003

50. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 540 views
    • 
    • david rigby
    • July 8, 2019