403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Contribution Limits for 403(b) and SEP IRA

   By Guest soccermom, December 16, 2014
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 16, 2014

2. 403(b) Testing failure

   By Guest KMB1978, May 19, 2009
   • 0 replies
   • 1.3k views
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   • Guest
   • May 19, 2009

3. force out small balances to inherited IRAs?

   By AlbanyConsultant, June 24, 2024
   • 7 replies
   • 1.3k views
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   • AlbanyConsultant
   • June 26, 2024

4. EPCRS

   By Nassau, April 3, 2008
   • 1 reply
   • 1.3k views
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   • PLAN MAN
   • April 3, 2008

5. Pre-approved 403b's are Here (at least in theory)

   By austin3515, April 1, 2013
   • 3 replies
   • 1.3k views
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   • PensionPro
   • April 2, 2013

6. Allocation of Forfeitures in a 403(b)

   By BTG, February 16, 2011
   • 0 replies
   • 1.3k views
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   • BTG
   • February 16, 2011

7. mandatory cash out woes

   By AlbanyConsultant, March 12, 2024
   • 5 replies
   • 1.3k views
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   • CuseFan
   • March 13, 2024

8. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, October 17, 2019
   • 1 reply
   • 1.3k views
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   • Luke Bailey
   • October 18, 2019

9. Participant Counts for 5500

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

10. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • November 19, 2009

11. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 1.3k views
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    • Bird
    • October 15, 2019

12. non-erisa 403(b) church plan - adopting employers

    By MQS0413, September 20, 2024
    • 4 replies
    • 1.3k views
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    • Patricia Neal Jensen
    • September 24, 2024

13. 401k/403b same employer

    By Guest JWhit, June 12, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • June 12, 2008

14. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com, February 28, 2022
    • 5 replies
    • 1.3k views
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    • austin3515
    • March 4, 2022

15. Church plan with employer contributions

    By Guest Margaret25, April 6, 2007
    • 1 reply
    • 1.3k views
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    • Guest
    • April 6, 2007

16. 403(b) with 401(k)

    By Guest Peter Buck, October 2, 2004
    • 0 replies
    • 1.3k views
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    • Guest
    • October 2, 2004

17. Incorrectly limited elective deferrals

    By Ken Davis, November 21, 2011
    • 1 reply
    • 1.3k views
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    • Lou S.
    • November 23, 2011

18. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

    By Guest Pennysaver, March 17, 2011
    • 0 replies
    • 1.3k views
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    • Guest
    • March 17, 2011

19. Any Discrimination Problems Here?

    By Guest jfreeborn, February 7, 2011
    • 2 replies
    • 1.3k views
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    • Guest
    • February 7, 2011

20. non-ERISA 403b - needs a final 5500?

    By AlbanyConsultant, January 15, 2016
    • 4 replies
    • 1.3k views
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    • AlbanyConsultant
    • January 15, 2016

21. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
    • 0 replies
    • 1.3k views
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    • austin3515
    • April 29, 2014

22. 403(b) Plan-to-Plan Transfer Rules

    By rocknrolls2, May 12, 2016
    • 0 replies
    • 1.3k views
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    • rocknrolls2
    • May 12, 2016

23. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 1.3k views
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    • TPApril
    • October 10, 2019

24. Prevailing Wage in a 403b

    By austin3515, February 13, 2018
    • 3 replies
    • 1.3k views
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    • Carol V. Calhoun
    • February 14, 2018

25. Plan Document

    By Randy Watson, August 14, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • August 15, 2008

26. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 17, 2020

27. No conditions on deferrals

    By katieinny, August 24, 2007
    • 2 replies
    • 1.2k views
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    • katieinny
    • August 24, 2007

28. EPCRS

    By lexi, January 24, 2007
    • 0 replies
    • 1.2k views
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    • lexi
    • January 24, 2007

29. 2008 form 5500 for 403(b)

    By Lori H, July 28, 2009
    • 0 replies
    • 1.2k views
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    • Lori H
    • July 28, 2009

30. 415 Limits - 403bs, who is responsible?

    By austin3515, August 24, 2010
    • 0 replies
    • 1.2k views
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    • austin3515
    • August 24, 2010

31. disability

    By Felicia, December 15, 2008
    • 1 reply
    • 1.2k views
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    • J Simmons
    • December 15, 2008

32. Non-ERISA Church Plans

    By Nassau, November 20, 2008
    • 0 replies
    • 1.2k views
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    • Nassau
    • November 20, 2008

33. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.2k views
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    • DTH
    • May 29, 2014

34. Questions From a DBer

    By Guest mingblue, December 29, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • December 29, 2006

35. TIAA Marketing Banking Services to Participants

    By austin3515, June 10, 2013
    • 2 replies
    • 1.2k views
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    • masteff
    • June 11, 2013

36. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 1.2k views
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    • Peter Gulia
    • October 24, 2019

37. blown 403(b) limit

    By waid10, October 4, 2004
    • 0 replies
    • 1.2k views
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    • waid10
    • October 4, 2004

38. Both a 403(b) and a Defined Contribution Plan

    By Guest John Sargistell, December 8, 2006
    • 0 replies
    • 1.2k views
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    • Guest
    • December 8, 2006

39. teachers' return to employment post-retirement

    By lexi, August 7, 2007
    • 2 replies
    • 1.2k views
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    • lexi
    • August 7, 2007

40. FAB 2009-02

    By Guest M. Pederson, September 10, 2012
    • 0 replies
    • 1.2k views
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    • Guest
    • September 10, 2012

41. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
    • 0 replies
    • 1.2k views
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    • Guest
    • March 3, 2008

42. DFVC Program

    By MBCarey, December 30, 2003
    • 0 replies
    • 1.2k views
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    • MBCarey
    • December 30, 2003

43. 403(b) wants to match retroactively

    By Lori H, April 1, 2010
    • 3 replies
    • 1.2k views
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    • TLGeer
    • April 17, 2010

44. TIAA Loan Reporting

    By austin3515, May 28, 2013
    • 2 replies
    • 1.2k views
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    • austin3515
    • May 29, 2013

45. 403b and catchup

    By Guest Pension Girl, March 4, 2010
    • 1 reply
    • 1.2k views
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    • fiduciary perspective
    • March 25, 2010

46. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral, March 9, 2024
    • 2 replies
    • 1.2k views
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    • Madeline Regueral
    • June 2, 2024

47. Advisor Services for a nonERISA 403(b)

    By Guest AbbyP, October 21, 2011
    • 3 replies
    • 1.2k views
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    • Guest
    • October 25, 2011

48. Anybody familair with the "Zahoric Bill"

    By Guest sschullo, October 20, 2010
    • 2 replies
    • 1.2k views
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    • Guest
    • October 21, 2010

49. Any word on an extension?

    By smm, December 3, 2008
    • 2 replies
    • 1.2k views
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    • Bird
    • December 3, 2008

50. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.2k views
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    • MWeddell
    • January 29, 2009