403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) to 401(k)

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

2. 403(b) successor plan?

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

3. Prior year 403b Contribution

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

4. 403b Contributions qualify for Tax Credit too?

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

5. Disability exception to 10% penalty

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

6. If Governments are subject to...

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

7. 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

8. Expatriots and 403(b) Plans

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

9. Still Confused Over ACP Testing

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

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

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

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

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

12. 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

13. 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

14. 457 Plans filing requirements?

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

15. Governmental Plans Answer Book

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

16. 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

17. 403b

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

18. Taxation of losses on nonqualified variable annuity contracts

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

19. "terminating" a 403(b)

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

20. Notification onus

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

21. EGTTRA vs State Law

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

22. Is the MEA Repealed in California?

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

23. 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

24. Spousal rights and Lump Sums

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

25. Vacation Payouts

    By Guest Johnny, January 15, 2002
    • 6 replies
    • 6k views
    • 
    • Guest
    • March 28, 2007

26. deferral limit

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

27. 403(b) and SAR

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

28. 403b rights- LTD with annunity-same company

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

29. Salary Reduction Agreement and timing of implementation

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

30. 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

31. 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

32. 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

33. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • February 3, 2006

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

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

35. 90-24 transfers

    By Guest Lyric, December 28, 2001
    • 11 replies
    • 3.7k views
    • 
    • joel
    • January 1, 2002

36. 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

37. Rollover Rules: (not a RR 90-24 transfer)

    By joel, December 25, 2001
    • 0 replies
    • 2.1k views
    • 
    • joel
    • December 25, 2001

38. employer involvement

    By LIBERTYKID, December 17, 2001
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • December 28, 2001

39. Rollovers

    By Felicia, December 14, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2002

40. Why would I want to designate this plan as a profit sharing plan?

    By Guest lbach, December 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 14, 2001

41. 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

42. Can 2 501(c)(3) charities share employee benefits plans?

    By Guest wwcpa, December 11, 2001
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 11, 2001

43. Prohibiting "Vendor Jumping" During Plan Year

    By Christine Roberts, December 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 13, 2001

44. amending for GUST

    By k man, December 6, 2001
    • 0 replies
    • 1.8k views
    • 
    • k man
    • December 6, 2001

45. Plan Closeout; Ongoing Form 5500 Filings

    By Christine Roberts, December 6, 2001
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 6, 2001

46. 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

47. Required Pre-2002 403(b)/457(b) Amendments?

    By Guest CMStrength, December 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

48. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

49. Catch up contributions

    By k man, November 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 29, 2001

50. Change in sponsorship of 403(b) - ERISA to Non_ERISA

    By Guest Roxanne Walters, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • December 3, 2001