403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Employer Contribution as a Death Benefit?

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

2. 403(b) directly converted to Roth IRA - withholding issue

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

3. 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

4. 403(b) Plan Correction-Failure to Establish ERISA Protocols

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

5. Final return on a 403 (b)

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

6. Distribution of 401k

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

7. 403(b) salary reductions

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

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

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

9. Plan to Plan Transfers

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

10. HR 3718

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

11. two 403(b) plans and transferring between them

    By Pinefresh, May 12, 2016
    • 6 replies
    • 1.3k views
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    • QDROphile
    • May 24, 2016

12. 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

13. 403(b) Testing failure

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

14. 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

15. EPCRS

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

16. 403(b) Loans

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

17. Participant Counts for 5500

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

18. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 1.3k views
    • 
    • Nancy D
    • December 27, 2016

19. Year of Service Match

    By 30Rock, March 4, 2025
    • 10 replies
    • 1.3k views
    • 
    • 30Rock
    • March 7, 2025

20. Incorrectly limited elective deferrals

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

21. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 1.3k views
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    • Peter Gulia
    • October 24, 2019

22. 401k/403b same employer

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

23. 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

24. Church plan with employer contributions

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

25. 2008 form 5500 for 403(b)

    By Lori H, July 28, 2009
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • July 28, 2009

26. Prevailing Wage in a 403b

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

27. 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

28. 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

29. 403b and catchup

    By Guest Pension Girl, March 4, 2010
    • 1 reply
    • 1.3k views
    • 
    • fiduciary perspective
    • March 25, 2010

30. Form 5500

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

31. 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

32. Any Discrimination Problems Here?

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

33. TIAA Marketing Banking Services to Participants

    By austin3515, June 10, 2013
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • June 11, 2013

34. Plan Document

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

35. disability

    By Felicia, December 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • December 15, 2008

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

    By DTH, May 29, 2014
    • 0 replies
    • 1.3k views
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    • DTH
    • May 29, 2014

37. Questions From a DBer

    By Guest mingblue, December 29, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • December 29, 2006

38. 415 Limits - 403bs, who is responsible?

    By austin3515, August 24, 2010
    • 0 replies
    • 1.3k views
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    • austin3515
    • August 24, 2010

39. EPCRS

    By lexi, January 24, 2007
    • 0 replies
    • 1.3k views
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    • lexi
    • January 24, 2007

40. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • January 29, 2009

41. No conditions on deferrals

    By katieinny, August 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • katieinny
    • August 24, 2007

42. Non-ERISA Church Plans

    By Nassau, November 20, 2008
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • November 20, 2008

43. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26, 2022   

    • termination
    • 3 replies
    • 1.3k views
    • 
    • Nate S
    • June 1, 2022

44. TIAA Loan Reporting

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

45. Two 403(b) Plans

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

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

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

47. 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

48. FAB 2009-02

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

49. Advisor Services for a nonERISA 403(b)

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

50. blown 403(b) limit

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