403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Rollovers

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

2. 90-24 transfers

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

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

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

4. 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

5. employer involvement

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

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

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

7. 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

8. Prohibiting "Vendor Jumping" During Plan Year

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

9. 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

10. amending for GUST

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

11. Plan Closeout; Ongoing Form 5500 Filings

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

12. 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

13. 401K advantages over 403b?

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

14. Single Plan, Multiple TDAs?

    By Christine Roberts, November 28, 2001
    • 4 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 3, 2001

15. 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

16. Catch up contributions

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

17. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 3.2k views
    • 
    • Belgarath
    • November 28, 2001

18. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

19. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 27, 2001

20. Rolling over 401(k) to 403(b)

    By Guest Barney Byrd, November 18, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • November 18, 2001

21. Testing 401(k) and 403(b) plans/aggregation

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.2k views
    • 
    • MWeddell
    • November 14, 2001

22. What agency can help us compel Lincoln Life to honor their contract?

    By Guest dougej, November 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • GBurns
    • November 14, 2001

23. Transition to ERISA Plan Status - What is Initial Effective Date?

    By Christine Roberts, November 12, 2001
    • 2 replies
    • 2.7k views
    • 
    • Christine Roberts
    • November 12, 2001

24. Rollover

    By Guest Giovanni, November 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 12, 2001

25. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

26. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

27. Terminating 401(k) to start 403(b)

    By KateSmithPA, November 7, 2001
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • November 7, 2001

28. School districts and 403b self-audits: are teacher groups opposed?

    By Guest Sharron, November 3, 2001
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 2001

29. Rollover by non-spouse beneficiary?

    By joel, October 16, 2001
    • 4 replies
    • 2.8k views
    • 
    • joel
    • November 6, 2001

30. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • October 31, 2001

31. Parsonage Allowance - 107

    By Guest brstokes, October 29, 2001
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • October 30, 2001

32. Non-ERISA merging into ERISA §403(b)

    By Guest CJK, October 26, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 27, 2001

33. Egtrra

    By Guest JBeck, September 7, 2001
    • 5 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • October 25, 2001

34. Publication 571

    By Michael Devault, March 20, 2001
    • 5 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 24, 2001

35. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 22 replies
    • 5.6k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

36. Catchup provisions and contribution limits?

    By Guest Jeff Salisbury, September 3, 2001
    • 11 replies
    • 2.6k views
    • 
    • MGB
    • October 23, 2001

37. Loss of 501(c)(3) status

    By nancy, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

38. ERISA and 403(b) plans

    By Guest aem2, October 19, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 2001

39. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • October 17, 2001

40. Help on new "portability" guidelines for rollovers into 403b

    By Guest newlifeca, October 16, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

41. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

42. 403(b) Rollovers

    By jlf, September 25, 2001
    • 1 reply
    • 2.9k views
    • 
    • jlf
    • October 13, 2001

43. EGTRRA portability--are there some types of rollovers a Plan should NO

    By Guest Dan Gould, August 23, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 8, 2001

44. Delinquent 403(b) 5500s

    By Guest jim williams, September 12, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • October 8, 2001

45. Schools choice of plans?

    By John A, August 30, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 8, 2001

46. 403b salary reduction agreements for 2002

    By Guest Pat Rutledge, September 29, 2001
    • 2 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

47. 403(b) Eligibility

    By Guest amm19, October 1, 2001
    • 4 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

48. Housing allowance as 403(b) Compensation?

    By Guest RITA HOLDER, October 2, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 2, 2001

49. Safe Harbor 401(k) Plan-2002

    By Guest Michael Anderson, September 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • September 27, 2001

50. Catch UP Contributions for 457 plans

    By Guest Steve C., September 7, 2001
    • 3 replies
    • 1.8k views
    • 
    • davef
    • September 26, 2001