403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 403(b) & SEP

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

3. EGTRRA affect on forward averaging

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

4. Removal Of Excess Deferral

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

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

   By k man, July 18, 2001
   • 22 replies
   • 5.6k views
   • 
   • Carol V. Calhoun
   • October 23, 2001

6. correction of mistake of fact by employer

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

7. Roll from b to k of same employer?

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

8. GUST 403(b)

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

9. ERISA 403(b) administration

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

10. Premium Interst & Penalties

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

11. 403b and 457 offsets

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

12. 403(b)(2)

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

13. new tax law 403b transfer

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

14. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

    By traveler, June 22, 2001
    • 8 replies
    • 11.4k views
    • 
    • CassandraS
    • February 29, 2012

15. 403(b) Erisa Covered Plan with Excluded Classes

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

16. 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

17. 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

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

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

19. Exemption from non-discrimination rules?

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

20. fica alternative plan

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

21. Variable Annuity within a by-pass trust

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

22. 403(b) early distributions

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

23. 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

24. Limiting funding vehicles

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

25. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 13.7k views
    • 
    • joel
    • July 24, 2003

26. 403B Plan in Lieu of Social Security

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

27. 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

28. Federal Tax Treatment of Investment Advisor Fees?

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

29. GUST Checklists for 403(b)s

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

30. 401(k) for school employees?

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

31. TAMRA provision that allows higher deferrals for HCEs

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

32. 403(b) Negative Election Results?

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

33. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • April 20, 2001

34. 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

35. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • May 2, 2001

36. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
    • 0 replies
    • 2k views
    • 
    • jkharvey
    • April 6, 2001

37. Amending the hours method used to calculate vesting

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

38. 415(c) Limit Question

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

39. Are TSA, IRA, and 403B the same?

    By Guest jngehring, April 3, 2001
    • 1 reply
    • 5.1k views
    • 
    • Michael Devault
    • April 3, 2001

40. Non-Compliant Plans

    By Guest victor, March 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 4, 2001

41. Questions on 403(b) Elective Deferral Limit

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

42. Publication 571

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

43. Entry dates/Salary Deferrals/403b

    By Guest DebN, March 16, 2001
    • 13 replies
    • 6.6k views
    • 
    • Kevin C
    • September 13, 2010

44. 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

45. What are some of the general advantages and disadvantages of the 401k

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 2.1k views
    • 
    • jlf
    • March 9, 2001

46. Loans from 401(k) to a 403(b)

    By jkharvey, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 6, 2001

47. 403b and qualified transportation benefit

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

48. Disclosure Statements for Custodial Accounts?

    By Felicia, February 28, 2001
    • 0 replies
    • 1.6k views
    • 
    • Felicia
    • February 28, 2001

49. If you have started RMD (above 70&1/2) and start working again for

    By Guest Laresh Jayasanker, February 27, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 27, 2001

50. Minimum Participation Rules for Non-Electing church plans.

    By Guest gaaberggillespie, February 26, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2001