403(b) Plans, Accounts or Annuities

2,067 topics in this forum

1. EGTTRA vs State Law

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

2. deferral limit

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

3. 403(b) and SAR

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

4. 403b rights- LTD with annunity-same company

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

5. 403b termination process & transition process into 457 plan. Also

   By Guest Mike Moore, January 10, 2002
   • 2 replies
   • 1.9k views
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   • Guest
   • January 10, 2002

6. Salary Reduction Agreement and timing of implementation

   By Guest kerryb, January 10, 2002
   • 1 reply
   • 1.9k views
   • 
   • KJohnson
   • January 10, 2002

7. 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

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

   By Guest Nadia, December 12, 2001
   • 8 replies
   • 2.8k views
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   • Carol V. Calhoun
   • January 8, 2002

9. Participant's contributions improperly stopped in August. Any way to

   By Guest lbach, January 7, 2002
   • 1 reply
   • 1.6k views
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   • david rigby
   • January 7, 2002

10. Rollovers

    By Felicia, December 14, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2002

11. 90-24 transfers

    By Guest Lyric, December 28, 2001
    • 11 replies
    • 4.7k views
    • 
    • joel
    • January 1, 2002

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

    By Guest Lily R, December 30, 2001
    • 1 reply
    • 3k views
    • 
    • Carol V. Calhoun
    • December 31, 2001

13. 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

14. employer involvement

    By LIBERTYKID, December 17, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • December 28, 2001

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

    By joel, December 25, 2001
    • 0 replies
    • 2.2k views
    • 
    • joel
    • December 25, 2001

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

    By Guest lbach, December 14, 2001
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 14, 2001

17. Prohibiting "Vendor Jumping" During Plan Year

    By Christine Roberts, December 7, 2001
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 13, 2001

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

    By Guest wwcpa, December 11, 2001
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 11, 2001

19. amending for GUST

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

20. Plan Closeout; Ongoing Form 5500 Filings

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

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

    By Guest CMStrength, December 4, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

22. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

23. Single Plan, Multiple TDAs?

    By Christine Roberts, November 28, 2001
    • 4 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 3, 2001

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

    By Guest Roxanne Walters, November 28, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 3, 2001

25. Catch up contributions

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

26. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 3.4k views
    • 
    • Belgarath
    • November 28, 2001

27. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.7k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

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

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

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

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

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

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.3k views
    • 
    • MWeddell
    • November 14, 2001

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

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

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

    By Christine Roberts, November 12, 2001
    • 2 replies
    • 2.8k views
    • 
    • Christine Roberts
    • November 12, 2001

33. Rollover

    By Guest Giovanni, November 6, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • November 12, 2001

34. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.7k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

35. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

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

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

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

    By Guest Sharron, November 3, 2001
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 6, 2001

38. Rollover by non-spouse beneficiary?

    By joel, October 16, 2001
    • 4 replies
    • 2.9k views
    • 
    • joel
    • November 6, 2001

39. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • October 31, 2001

40. Parsonage Allowance - 107

    By Guest brstokes, October 29, 2001
    • 2 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • October 30, 2001

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

    By Guest CJK, October 26, 2001
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • October 27, 2001

42. Egtrra

    By Guest JBeck, September 7, 2001
    • 5 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • October 25, 2001

43. Publication 571

    By Michael Devault, March 20, 2001
    • 5 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • October 24, 2001

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

    By k man, July 18, 2001
    • 22 replies
    • 5.9k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

45. Catchup provisions and contribution limits?

    By Guest Jeff Salisbury, September 3, 2001
    • 11 replies
    • 2.7k views
    • 
    • MGB
    • October 23, 2001

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

    By nancy, October 23, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

47. ERISA and 403(b) plans

    By Guest aem2, October 19, 2001
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2001

48. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • October 17, 2001

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

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

50. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 16, 2001