403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Code Section 415(k)(4) and 403(b)'s

   By traveler, January 23, 2002
   • 8 replies
   • 3.2k views
   • 
   • Carol V. Calhoun
   • April 19, 2002

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

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

3. 403(b) plan with employer contributions

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

4. 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

5. Rollovers by a surviving spouse when the deceased was a beneficiary ra

   By Guest Rich Lemarie, January 25, 2002
   • 16 replies
   • 3.1k views
   • 
   • mbozek
   • March 28, 2002

6. overcontribution to 403B for yr. 2000

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

7. rollover 403b plan without leaving current employer

   By Guest tbellm, March 26, 2002
   • 2 replies
   • 4.5k views
   • 
   • Guest
   • March 27, 2002

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

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

9. buyout

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

10. Corrective legislation?

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

11. 403(b) Continuing Education

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

12. Eligibility Issues: Equivalancies

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

13. 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

14. Cross Testing in 403(b)?

    By Christine Roberts, August 5, 2001
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2002

15. Contribution calculation

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

16. Employee deferrals contribution time limits

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

17. Please Help Me !!!

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

18. 403b open enrollment

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

19. ACP Testing

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

20. QDROs, Anti-alienation and non-ERISA plans...

    By Guest STLGiant, January 29, 2002
    • 36 replies
    • 13.6k views
    • 
    • mbozek
    • February 19, 2002

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

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

22. 403(b) successor plan?

    By Guest mike webb, February 14, 2002
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 14, 2002

23. Prior year 403b Contribution

    By Guest hickeybob, February 11, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • February 13, 2002

24. 403b Contributions qualify for Tax Credit too?

    By Guest Steph, February 8, 2002
    • 4 replies
    • 2.4k views
    • 
    • MGB
    • February 11, 2002

25. Disability exception to 10% penalty

    By Guest gregoryp, February 7, 2002
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 7, 2002

26. If Governments are subject to...

    By Guest STLGiant, February 6, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 7, 2002

27. Still Confused Over ACP Testing

    By Guest lbach, February 4, 2002
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • February 5, 2002

28. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

    By Carol V. Calhoun, February 5, 2002
    • 0 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 5, 2002

29. Expatriots and 403(b) Plans

    By Guest Monika A. Jones, February 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • IRC401
    • February 5, 2002

30. Withdrawals, transfers, distributions, rollovers ... Please help with

    By Guest Lyric, January 29, 2002
    • 4 replies
    • 2.4k views
    • 
    • joel
    • January 31, 2002

31. Cutback When Moving From Group Annuity to Custodial Accounts?

    By Christine Roberts, January 28, 2002
    • 0 replies
    • 1.7k views
    • 
    • Christine Roberts
    • January 28, 2002

32. Rollover Rules, not a Revenue Ruling 90-24 Transfer

    By joel, December 25, 2001
    • 9 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • January 26, 2002

33. 457 Plans filing requirements?

    By Spencer, January 24, 2002
    • 3 replies
    • 2.5k views
    • 
    • Spencer
    • January 24, 2002

34. Governmental Plans Answer Book

    By Carol V. Calhoun, January 23, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2002

35. Spousal rights and Lump Sums

    By Guest lbach, January 15, 2002
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • January 23, 2002

36. Taxation of losses on nonqualified variable annuity contracts

    By Guest Richard Plant, January 22, 2002
    • 2 replies
    • 5.4k views
    • 
    • Guest
    • January 23, 2002

37. 403b

    By Guest Sally Gordon, January 22, 2002
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • January 22, 2002

38. "terminating" a 403(b)

    By MR, January 19, 2002
    • 0 replies
    • 2k views
    • 
    • MR
    • January 19, 2002

39. Is the MEA Repealed in California?

    By Guest scottyd, January 17, 2002
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

40. From 403b plan to a 457 plan

    By Guest Mike Moore, January 16, 2002
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 18, 2002

41. Notification onus

    By Guest STLGiant, January 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2002

42. EGTTRA vs State Law

    By Felicia, January 17, 2002
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • January 17, 2002

43. deferral limit

    By Guest esw, January 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 14, 2002

44. 403(b) and SAR

    By Guest Jacksonj4, January 11, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 11, 2002

45. 403b rights- LTD with annunity-same company

    By Guest planamuck, January 11, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 11, 2002

46. 403b termination process & transition process into 457 plan. Also

    By Guest Mike Moore, January 10, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 10, 2002

47. Salary Reduction Agreement and timing of implementation

    By Guest kerryb, January 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • January 10, 2002

48. 403b plans - moving from a 403b to an appropriate plan.

    By Guest Mike Moore, January 9, 2002
    • 3 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • January 10, 2002

49. Frozen 403(b) - is there a way to force the sole remaining participan

    By Guest Nadia, December 12, 2001
    • 8 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • January 8, 2002

50. 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