403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Single Plan, Multiple TDAs?

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

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

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

3. MEA Repeal

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

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

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

5. 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

6. 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

7. 403b nonelective contributions

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

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

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

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

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

10. Rollover

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

11. Deferred compensation limits at state level

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

12. 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

13. Parsonage Allowance - 107

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

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

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

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

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

16. ERISA and 403(b) plans

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

17. 403(b)/401(k) Conversion

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

18. Rabbis and 403b distributions

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

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

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

20. Rollover by non-spouse beneficiary?

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

21. 403(b) ACP test

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

22. 403 (b) Gust Updates

    By Guest Frankie, October 6, 2001
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • June 20, 2002

23. Housing allowance as 403(b) Compensation?

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

24. 403(b) Eligibility

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

25. 403b salary reduction agreements for 2002

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

26. combining 403(b) catch ups

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

27. Safe Harbor 401(k) Plan-2002

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

28. Combining 403b with Keogh/SEP for Self-employed

    By Guest Fishchick, September 25, 2001
    • 10 replies
    • 4.5k views
    • 
    • Guest
    • February 25, 2003

29. 403(b) Rollovers

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

30. Over-age-50 catch-up

    By Guest MAnglim, September 17, 2001
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • September 20, 2001

31. Church Employees Special Election

    By Guest BrandonT, September 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 13, 2001

32. Delinquent 403(b) 5500s

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

33. Annuitized 90-24 transfers

    By Guest Zahorik, September 7, 2001
    • 13 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 2001

34. Egtrra

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

35. Catch UP Contributions for 457 plans

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

36. Tax implications upon death

    By Guest Carl C, September 4, 2001
    • 1 reply
    • 2.3k views
    • 
    • Michael Devault
    • September 5, 2001

37. Catchup provisions and contribution limits?

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

38. match 529 contribution into 403(b)?

    By Guest mike webb, August 31, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2001

39. 2001 RMD proposed regs and 403(b) plans

    By John A, August 31, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 31, 2001

40. Schools choice of plans?

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

41. 403(b) plan and bonding

    By Guest jim williams, August 30, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2001

42. IRC 402(f) notices

    By Belgarath, August 27, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 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. 403(b) catch-ups/EGTRRA

    By Guest gmann, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • May 7, 2002

45. GUST Restatement - Multiple Effective Dates

    By Christine Roberts, August 17, 2001
    • 0 replies
    • 1.8k views
    • 
    • Christine Roberts
    • August 17, 2001

46. EGTRRA change to 403(b)

    By Medusa, August 16, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 20, 2001

47. Eligibility and Entry Requirements on Elective Deferrals?

    By Guest AndyL, August 7, 2001
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • August 7, 2001

48. Cross Testing in 403(b)?

    By Christine Roberts, August 5, 2001
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2002

49. hold harmless agreement

    By Guest Ed Crosby, August 3, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 23, 2001

50. Special 403(b) Church Group Elections

    By Guest Frankie, July 31, 2001
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • August 3, 2001