403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) and 401a PS Plan

   By austin3515, March 2, 2018
   • 8 replies
   • 1.4k views
   • 
   • austin3515
   • March 21, 2018

2. Proposed Reg hearing comments

   By Guest Kolderhere, February 16, 2005
   • 0 replies
   • 1.4k views
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   • Guest
   • February 16, 2005

3. Church 403b transfer

   By Guest eric24, August 30, 2002
   • 0 replies
   • 1.4k views
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   • Guest
   • August 30, 2002

4. Pre-Tax purchase of retirement benefits. Part of 402(g)?

   By Guest fiddler, March 23, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 29, 2004

5. Can non-profit employer base contributions on grants received from other sources?

   By Guest mfchristopher, November 29, 2004
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • November 30, 2004

6. coverage problem

   By Earl, July 14, 2016   

   • document is no help
   • 6 replies
   • 1.3k views
   • 
   • rcline46
   • July 18, 2016

7. Audit requirement for 401(k) plan that has 403(b) matching contributions

   By Guest newto403b, October 4, 2004
   • 0 replies
   • 1.3k views
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   • Guest
   • October 4, 2004

8. Safe Harbor with multiple divisions

   By Craig Garner, June 23, 2015
   • 1 reply
   • 1.3k views
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   • Kevin C
   • June 25, 2015

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

   By BG5150, September 11, 2020
   • 3 replies
   • 1.3k views
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   • Sellarsian
   • September 14, 2020

10. Not accepting new 403(b) contributions

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • December 23, 2008

11. DOL safe harbor for non-ERISA 403(b) plans

    By Guest Pennysaver, June 2, 2011
    • 0 replies
    • 1.3k views
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    • Guest
    • June 2, 2011

12. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
    • 0 replies
    • 1.3k views
    • 
    • Ken Davis
    • May 24, 2012

13. A Pay for Play Arrangement Disguised as a Union Sponsorhip

    By joel, December 20, 2003
    • 0 replies
    • 1.3k views
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    • joel
    • December 20, 2003

14. ABT and 403b deferrals

    By 30Rock, March 24, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • March 24, 2011

15. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 15, 2010

16. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2010

17. Plan Administrator's Manual

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

18. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 10, 2011

19. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • KJohnson
    • March 9, 2017

20. Loans

    By Guest Sieve, May 20, 2009
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 20, 2009

21. Roth 403(b)s

    By Felicia, October 10, 2006
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • October 10, 2006

22. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 21, 2009

23. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • January 22, 2014

24. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 9, 2018

25. tax-sheltered annuities

    By Nassau, July 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • July 10, 2008

26. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 1.3k views
    • 
    • Belgarath
    • September 29, 2020

27. Any 403(b) Plan Administrators?

    By Dougsbpc, May 12, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2010

28. NDT

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 8, 2009

29. Written Plan document relief

    By Guest Sieve, December 11, 2008
    • 4 replies
    • 1.3k views
    • 
    • IRA
    • December 15, 2008

30. Solutions for all your tax needs

    By Guest Kristopher, October 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2006

31. Correcting for Universal Availability

    By J Simmons, November 10, 2008
    • 0 replies
    • 1.3k views
    • 
    • J Simmons
    • November 10, 2008

32. Independent School District

    By Felicia, July 15, 2004
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • July 15, 2004

33. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 26, 2008

34. Deferrals in excess of plan limit

    By Guest Serena, June 28, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2010

35. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 7, 2010

36. Termination of employer contributions

    By Guest mshaw, July 7, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 7, 2003

37. Charter School 403(b)

    By oldman63, February 20, 2020
    • 2 replies
    • 1.3k views
    • 
    • oldman63
    • February 21, 2020

38. Plans for 1 employee

    By Guest Jan Reynolds, May 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • May 19, 2009

39. Max Deductible Limit?

    By austin3515, February 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • February 19, 2015

40. TIAA Schedule C

    By austin3515, September 8, 2010
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • September 8, 2010

41. TDA with Safe Harbor Contribution

    By MBCarey, November 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 3, 2008

42. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2010

43. 403(b) Plan Hours of Service

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 26, 2010

44. 403(b) Plan Correction-Failure to Establish ERISA Protocols

    By oldman, August 20, 2012
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • August 24, 2012

45. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 3, 2010

46. Final return on a 403 (b)

    By Guest Colleen Schlosser, July 2, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 2, 2003

47. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

48. Plan to Plan Transfers

    By 30Rock, February 3, 2011
    • 0 replies
    • 1.3k views
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    • 30Rock
    • February 3, 2011

49. HR 3718

    By Guest Joel Lee, March 10, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2004

50. Different Plan Provisions for Multiple Vendors

    By khn, July 24, 2017
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • July 25, 2017