403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b vs. 401k plans.....what's the difference? HELP

   By Guest judynyc61, August 11, 2005
   • 1 reply
   • 9.8k views
   • 
   • david rigby
   • August 11, 2005

2. 403(b) plan merged with 401(a) plan - how to correct

   By taxllm, April 11, 2016
   • 1 reply
   • 1k views
   • 
   • AMDG
   • May 1, 2016

3. Penalty for nonpayment into 403b fund

   By Guest cadmaslib, July 13, 2002
   • 1 reply
   • 1.9k views
   • 
   • BeckyMiller
   • July 13, 2002

4. 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

5. LRMs for 403(b)

   By Guest Penelope, April 14, 2009
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 17, 2009

6. Death benefit to Niece or Spouse?

   By Lori H, June 6, 2013
   • 1 reply
   • 1.7k views
   • 
   • Craig Garner
   • June 19, 2013

7. Grandfathered non-ERISA plans - How to terminate

   By RWPHoenix, August 24, 2018
   • 1 reply
   • 1.4k views
   • 
   • Ebplans
   • August 27, 2018

8. 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

9. 403b restatement effective date

   By Megandps, September 12, 2019
   • 1 reply
   • 1k views
   • 
   • Belgarath
   • September 12, 2019

10. IRS has issued a work plan for 2001 that includes guidance on 403(b) i

    By Guest JBeck, November 15, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

11. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • August 28, 2000

12. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • June 11, 2008

13. disability

    By Felicia, December 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • December 15, 2008

14. 403b contributions from severance pay?

    By Guest nahe3, August 20, 1998
    • 1 reply
    • 5.8k views
    • 
    • david shipp
    • August 20, 1998

15. Contribution calculation

    By Guest amybu99, March 4, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 4, 2002

16. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 7, 2010

17. Adding Student loan match mid-year

    By 30Rock, April 22, 2025
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • April 22, 2025

18. 403(b) Post Separation Contributions

    By Fisher, November 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Fisher
    • November 5, 2007

19. TIAA Cref Hardships

    By austin3515, November 3, 2010
    • 0 replies
    • 944 views
    • 
    • austin3515
    • November 3, 2010

20. Roth Account Transfer to a DB Plan to Purchase Service Credits

    By DTH, June 27, 2011
    • 0 replies
    • 1k views
    • 
    • DTH
    • June 27, 2011

21. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 618 views
    • 
    • kmhaab
    • August 28, 2018

22. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 10, 2007

23. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 1.1k views
    • 
    • mlp0816
    • October 24, 2013

24. Custodial Accounts After Plan Termination

    By Guest dogsbody, October 27, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 2003

25. Question on a Plan Provision

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

26. Employer match to 403(b) may include housing allowance in includible compensation

    By Guest Rick Sandlin, July 18, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 18, 2005

27. 2009 Form 5500

    By rcline46, April 15, 2008
    • 0 replies
    • 1.6k views
    • 
    • rcline46
    • April 15, 2008

28. 403(b) and SEP/IRA

    By Guest condor, September 25, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • September 25, 1998

29. 403b merge into 401k

    By Guest SJP, March 17, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

30. New 403b regs

    By rlb64, May 23, 2005
    • 0 replies
    • 1.6k views
    • 
    • rlb64
    • May 23, 2005

31. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.5k views
    • 
    • M Norton
    • June 13, 2016

32. Aggregating MRDs from 403(b) Plans

    By DTH, October 10, 2007
    • 0 replies
    • 1.9k views
    • 
    • DTH
    • October 10, 2007

33. NonERISA 403b to ERISA 403b or 401k

    By Guest sjpilger, June 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 22, 2004

34. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2010

35. School's contractual comp after plan year end

    By AlbanyConsultant, February 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 7, 2011

36. ERISA 403B Distribution and RMD

    By rfahey, October 25, 2013
    • 0 replies
    • 1.5k views
    • 
    • rfahey
    • October 25, 2013

37. TIAA-FAQ's - Terms with Balances

    By austin3515, January 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 6, 2011

38. 403(b) employer contributions

    By Guest ajjenkins, October 22, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 1998

39. Fee disclosures in 403(b)'s

    By kwalified, July 16, 2012
    • 0 replies
    • 935 views
    • 
    • kwalified
    • July 16, 2012

40. Independent School District

    By Felicia, July 15, 2004
    • 0 replies
    • 1.3k views
    • 
    • Felicia
    • July 15, 2004

41. 2009 ERISA 403(b) 5500

    By Lori H, August 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Lori H
    • August 11, 2009

42. Chart of Inflation-Indexed Limits Updated to Reflect 1999 Limits

    By Guest CVCalhoun, October 26, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 26, 1998

43. Found answer - don't know how to delete post

    By Earl, February 28, 2010
    • 0 replies
    • 952 views
    • 
    • Earl
    • February 28, 2010

44. ACP refunds

    By Guest tjt169, December 9, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

45. investments--brokers

    By Guest Christine, October 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 1998

46. Are 403(b) vendors allowing a participant to self-certify hardship?

    By Peter Gulia, December 13, 2023
    • 0 replies
    • 639 views
    • 
    • Peter Gulia
    • December 13, 2023

47. amending for GUST

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

48. Record Retention

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

49. Rollover of 403(b)

    By Guest Barbara, November 3, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • November 3, 1998

50. average contribution amounts

    By Guest rring, September 12, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 12, 2003