403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Public School / Non-ERISA Plan

   By austin3515, May 24, 2019
   • 2 replies
   • 824 views
   • 
   • austin3515
   • May 24, 2019

2. Public School District: 401(k)?

   By Guest Thornton, February 18, 2003
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • February 18, 2003

3. Public School Early Retirement Incentive

   By KateSmithPA, April 16, 2003
   • 5 replies
   • 4.1k views
   • 
   • Guest
   • March 28, 2007

4. Public School plan - union employees

   By Belgarath, July 3, 2020
   • 3 replies
   • 824 views
   • 
   • Luke Bailey
   • July 6, 2020

5. Public Schools - Limiting Annuity Providers

   By Guest derek, November 9, 1998
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • November 12, 1998

6. Public Schools and Pre-approved 403(b) Plans

   By JRG, May 25, 2017
   • 0 replies
   • 558 views
   • 
   • JRG
   • May 25, 2017

7. Public University 403(b) plans

   By Guest Carolie, April 16, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • April 16, 1999

8. Publication 571

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

9. Purchase of Prior Service Credit From a PERS

   By Guest Joel Lee, March 29, 2004
   • 2 replies
   • 1.5k views
   • 
   • Ellie Lowder
   • March 30, 2004

10. Purchase of service credits from 403(b) transfer

    By Guest ERISA_kid, April 23, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 23, 2004

11. purged demographic information problems

    By AlbanyConsultant, June 21, 2018
    • 3 replies
    • 751 views
    • 
    • AlbanyConsultant
    • June 22, 2018

12. QDRO in a 403(b) Plan

    By Guest Ron, October 15, 1998
    • 2 replies
    • 4.9k views
    • 
    • QDROphile
    • October 22, 1998

13. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 1.7k views
    • 
    • Noisy Nora
    • April 19, 2017

14. QDRO vs Legal Separation agreement

    By Guest bmurphy61, September 13, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • September 14, 2006

15. QDROs, Anti-alienation and non-ERISA plans...

    By Guest STLGiant, January 29, 2002
    • 36 replies
    • 13.6k views
    • 
    • mbozek
    • February 19, 2002

16. QJSA Rules for 403(b) Plans

    By Purplemandinga, November 22, 2017
    • 3 replies
    • 1.2k views
    • 
    • Flyboyjohn
    • November 24, 2017

17. Qualified Organization Catch-Ups

    By austin3515, January 4, 2011
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2011

18. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

19. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 1.2k views
    • 
    • SteveS
    • March 12, 2020

20. Question on a Plan Provision

    By austin3515, March 7, 2011
    • 0 replies
    • 961 views
    • 
    • austin3515
    • March 7, 2011

21. Questions From a DBer

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

22. Questions on 403(b) Elective Deferral Limit

    By Guest Minette Ketchings, March 22, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 1, 2001

23. Questions RE 403(b) and 401(k) maximum contribution interactions and e

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • October 18, 2000

24. Rabbis and 403b distributions

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

25. RAP and old plan document

    By mcw, July 7, 2017
    • 1 reply
    • 922 views
    • 
    • Carol V. Calhoun
    • July 7, 2017

26. Rating 403b plans

    By Guest mfern, November 8, 2002
    • 4 replies
    • 2.9k views
    • 
    • IRC401
    • November 9, 2002

27. Reading up on 414(h) "Pick up Plans"

    By austin3515, April 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 4, 2014

28. Reality of IRS Audits of 403(b) Plans

    By Guest STLGiant, June 4, 2003
    • 3 replies
    • 2.1k views
    • 
    • GBurns
    • June 9, 2003

29. Recharacterization of ACP test failures to after-tax in a 403b plan?

    By ERISAGal, September 18, 2023   

    • 403b
    • aftertax contributions
    • (and 1 more)

      Tagged with:

      • 403b
      • aftertax contributions
      • acp test failure
    • 2 replies
    • 766 views
    • 
    • ERISAGal
    • September 26, 2023

30. recommendation for 403(b) TPA in San Francisco area

    By Lynn Campbell, August 9, 1999
    • 0 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • August 9, 1999

31. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 1.8k views
    • 
    • Felicia
    • April 2, 2003

32. Record Retention Requirements

    By Guest Benmark, July 15, 1999
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • July 23, 1999

33. Refund of Plan Loan Interest

    By waid10, July 11, 2022
    • 2 replies
    • 796 views
    • 
    • Bird
    • July 11, 2022

34. Refunds on 403(b) Annuities

    By Carol V. Calhoun, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 30, 2013

35. reimbursing fees for switching to new investments

    By AlbanyConsultant, September 12, 2016
    • 2 replies
    • 786 views
    • 
    • QDROphile
    • September 14, 2016

36. Reinsuring charitable gift annuities

    By Guest Quinn, May 13, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 1999

37. Relius question--coverage

    By BG5150, February 28, 2023
    • 0 replies
    • 391 views
    • 
    • BG5150
    • February 28, 2023

38. Remedial Amendment Period for 403(b) Plans?

    By katieinny, September 30, 2003
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • September 30, 2003

39. Removal Of Excess Deferral

    By Guest AFRICA6796, July 23, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 3, 2001

40. removal of QJ&SA

    By AlbanyConsultant, November 2, 2017
    • 1 reply
    • 694 views
    • 
    • ETA Consulting LLC
    • November 2, 2017

41. Repace ERISA 403(b) with non-ERISA 403(b) and SEP

    By Guest junior11, September 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • October 4, 2004

42. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 17, 2000

43. Replacing 403(b) with 401(k)

    By Flyboyjohn, February 15, 2016
    • 1 reply
    • 1.1k views
    • 
    • AMDG
    • February 15, 2016

44. reporting 5 year post-severance ER contributions?

    By maverick, April 23, 2008
    • 0 replies
    • 2.1k views
    • 
    • maverick
    • April 23, 2008

45. Required Level of Detail on pre and post-January 1, 1989 TSA accruals

    By Guest Carol Smith, December 16, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2002

46. Required Participation

    By Guest pmcgroine, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2002

47. 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

48. Required To File 5500?

    By goldtpa, November 4, 2003
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • November 5, 2003

49. Requirements for Non-ERISA 403(b)

    By Guest Joe Vasko, April 30, 2003
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 1, 2003

50. Requirements is 403(b) is "recordkept"

    By Guest bcichon, April 29, 2004
    • 4 replies
    • 3.9k views
    • 
    • ljr
    • June 4, 2004