403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Over-age-50 catch-up

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

2. Church Employees Special Election

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

3. Annuitized 90-24 transfers

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

4. Tax implications upon death

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

5. 2001 RMD proposed regs and 403(b) plans

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

6. match 529 contribution into 403(b)?

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

7. 403(b) plan and bonding

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

8. IRC 402(f) notices

   By Belgarath, August 27, 2001
   • 2 replies
   • 2k views
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   • Guest
   • August 28, 2001

9. 415(c) Limit Question

   By Guest wwc870, April 3, 2001
   • 9 replies
   • 3.4k views
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   • Ellie Lowder
   • August 27, 2001

10. hold harmless agreement

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

11. Federal Tax Treatment of Investment Advisor Fees?

    By Guest rrocket61, May 18, 2001
    • 5 replies
    • 3.3k views
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    • Guest
    • August 22, 2001

12. EGTRRA change to 403(b)

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

13. GUST Restatement - Multiple Effective Dates

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

14. 403b and 457 offsets

    By Guest Brian Cox, June 27, 2001
    • 27 replies
    • 5.6k views
    • 
    • Guest
    • August 13, 2001

15. Eligibility and Entry Requirements on Elective Deferrals?

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

16. Roll from b to k of same employer?

    By John A, July 11, 2001
    • 8 replies
    • 2k views
    • 
    • PMC
    • August 7, 2001

17. "Condition of employment" contributions to 403(b)

    By JWK, July 24, 2000
    • 7 replies
    • 3.8k views
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    • Carol V. Calhoun
    • August 6, 2001

18. Special 403(b) Church Group Elections

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

19. Removal Of Excess Deferral

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

20. 401(k) for school employees?

    By Guest kivey, May 4, 2001
    • 10 replies
    • 10.1k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

21. self-employed ministers and 403(b) plans

    By Guest Frankie, July 31, 2001
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

22. 403(b) & SEP

    By Guest Bob Lees, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 26, 2001

23. 403b and qualified transportation benefit

    By Guest derfbme, March 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 25, 2001

24. correction of mistake of fact by employer

    By Guest Davis McDonald, July 17, 2001
    • 1 reply
    • 3k views
    • 
    • Belgarath
    • July 25, 2001

25. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 23, 2001

26. GUST 403(b)

    By Guest sroenigk, July 11, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2001

27. ERISA 403(b) administration

    By Guest JPotosky, July 2, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2001

28. Premium Interst & Penalties

    By Guest SteffyMG, June 29, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 2001

29. 403(b)(2)

    By Guest G. Thornton, June 25, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 26, 2001

30. new tax law 403b transfer

    By Guest rubaiyat, June 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • June 24, 2001

31. 403(b) Erisa Covered Plan with Excluded Classes

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 21, 2001

32. excess contributions

    By Guest Christine, April 14, 1999
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 21, 2001

33. Transferring accumulated savings to a 403(b)(7) custodial account

    By Guest mhdavies, June 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jlf
    • June 20, 2001

34. 403B Plan in Lieu of Social Security

    By Guest plemons, May 30, 2001
    • 4 replies
    • 2.8k views
    • 
    • Ellie Lowder
    • June 18, 2001

35. New portability provisions in tax law force TIAA/CREF roll-over?

    By Guest Jeff Salisbury, June 15, 2001
    • 1 reply
    • 2.3k views
    • 
    • rcline46
    • June 15, 2001

36. Commingle assets in 403(b) and Money Purchase

    By Guest vrp, June 13, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2001

37. Limiting funding vehicles

    By Guest AEA, June 4, 2001
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 12, 2001

38. Exemption from non-discrimination rules?

    By Guest newlifeca, June 12, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 12, 2001

39. fica alternative plan

    By Guest rubaiyat, June 9, 2001
    • 3 replies
    • 3.1k views
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    • Carol V. Calhoun
    • June 10, 2001

40. Variable Annuity within a by-pass trust

    By Guest gregoryp, June 7, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2001

41. Are elective/contributory LTD premiums considered a 403(b) Plan?

    By Guest lindy, June 5, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • June 6, 2001

42. 403(b) early distributions

    By Guest Vicki, June 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 6, 2001

43. 90-24 transfer from 403b to Ira with mutual funds

    By Guest rubaiyat, May 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • Michael Devault
    • June 4, 2001

44. 403b to Roth

    By Guest Taj, June 15, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • May 29, 2001

45. TAMRA provision that allows higher deferrals for HCEs

    By Guest Lonnie Tomlin, April 26, 2001
    • 2 replies
    • 6.2k views
    • 
    • Guest
    • May 19, 2001

46. Election not to participate in 403(b) plan and testing.

    By Guest, March 15, 2001
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

47. 403(b) Negative Election Results?

    By Ellie Lowder, April 25, 2001
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

48. GUST Checklists for 403(b)s

    By Guest Patrick, May 8, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 8, 2001

49. How do I go about, withdrawing money from my 403(b) upon separating fr

    By Guest mmh, April 16, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2001

50. Amending the hours method used to calculate vesting

    By Guest Kelly Igel, April 4, 2001
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 4, 2001