403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Residual dividends/earnings 403b & 401a

   By Guest kimvb, November 17, 2007
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • November 17, 2007

2. Restate to Terminate 403(b)? 2018 activity

   By Patricia Neal Jensen, April 16, 2018   

   • ppa restatement 403(b)
   • 403(b) termination
   • 4 replies
   • 955 views
   • 
   • Patricia Neal Jensen
   • April 17, 2018

3. Restatements if you are using Relius document system

   By Belgarath, June 6
   • 2 replies
   • 597 views
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   • Belgarath
   • June 9

4. Restating for PPA for a terminated plan?

   By Lori H, September 15, 2014
   • 2 replies
   • 2.4k views
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   • Lori H
   • September 16, 2014

5. Retroactive amendment and VCP

   By 30Rock, July 26, 2012
   • 2 replies
   • 4.5k views
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   • Guest
   • July 26, 2012

6. Retroactive Increase Employer Contributions

   By AFJ, February 8, 2018
   • 5 replies
   • 1.3k views
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   • Luke Bailey
   • February 9, 2018

7. Return of Employer Contributions

   By chris, July 14, 1999
   • 2 replies
   • 2.4k views
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   • Carol V. Calhoun
   • August 31, 1999

8. Return to 403(b)

   By bzorc, June 10, 2003
   • 1 reply
   • 1.4k views
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   • mbozek
   • June 11, 2003

9. Rev Proc 99-13: new revenue procedure for correction of defects that a

   By Dave Baker, January 21, 1999
   • 0 replies
   • 2.4k views
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   • Dave Baker
   • January 21, 1999

10. Rev. Procedure 99-44 issued 11-17-99

    By jlf, November 17, 1999
    • 5 replies
    • 2k views
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    • Guest
    • December 2, 1999

11. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.8k views
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    • masteff
    • May 7, 2014

12. Reversion of unvested employer contributions in an ERISA 403(b) plan.

    By Guest JPotosky, December 1, 2003
    • 2 replies
    • 2.8k views
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    • Guest
    • December 3, 2003

13. RFP posted for School District

    By Guest tuckerc, April 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • May 3, 2000

14. RMD as installments/annuity when not permitted in document

    By AlbanyConsultant, July 31, 2023
    • 3 replies
    • 741 views
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    • Roycal
    • August 1, 2023

15. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 1 reply
    • 2.7k views
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    • Guest
    • November 5, 2003

16. RMD from 403b and IRA--can they be combined

    By Guest rkal66, October 29, 2010
    • 5 replies
    • 18.6k views
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    • mbozek
    • January 4, 2012

17. RMD from Multiple 403(b)s

    By Guest Donaldson, October 21, 2003
    • 2 replies
    • 2.1k views
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    • Guest
    • October 22, 2003

18. RMD's

    By austin3515, May 29, 2013
    • 13 replies
    • 2.4k views
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    • joel
    • June 7, 2013

19. RMD's from multiple 403 (b) plans

    By Guest philkatz, October 3, 2014
    • 0 replies
    • 1k views
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    • Guest
    • October 3, 2014

20. RMDs in 403(b) Plans

    By Madison71, February 9, 2010
    • 2 replies
    • 1.1k views
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    • Guest
    • February 13, 2010

21. RMDs in 403b Contracts

    By J Simmons, March 12, 2009
    • 3 replies
    • 2.3k views
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    • Guest
    • April 3, 2009

22. 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

23. rolling after-tax contributions to annuity

    By Guest mam, November 17, 1999
    • 1 reply
    • 1.9k views
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    • Michael Devault
    • November 17, 1999

24. Rolling IRA into 403(b) Account

    By 52626, February 6, 2015
    • 2 replies
    • 1.1k views
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    • jlea
    • September 25, 2018

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

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

26. Rollover

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

27. rollover 403b plan without leaving current employer

    By Guest tbellm, March 26, 2002
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • March 27, 2002

28. Rollover by a surviving spouse

    By Guest MAnglim, May 2, 2002
    • 1 reply
    • 2.5k views
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    • mbozek
    • May 3, 2002

29. Rollover by non-spouse beneficiary?

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

30. Rollover contributions by retirees

    By Guest Bosco108, July 13, 2011
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 14, 2011

31. rollover from 401(k) to 403(b)?

    By Guest dlm, August 19, 1998
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • August 24, 1998

32. rollover from 403(b) to 401(k)

    By Scuba 401, February 21, 2003
    • 2 replies
    • 1.6k views
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    • Scuba 401
    • February 24, 2003

33. Rollover of 403(b)

    By Guest Barbara, November 3, 1998
    • 0 replies
    • 2.1k views
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    • Guest
    • November 3, 1998

34. Rollover of 403(b) assets to a trad. IRA

    By Guest Lyric, July 23, 1999
    • 3 replies
    • 2.6k views
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    • Guest
    • July 26, 1999

35. Rollover of Funds

    By Ellie Lowder, March 31, 2000
    • 2 replies
    • 1.7k views
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    • Michael Devault
    • March 31, 2000

36. Rollover provisions of the Financial Freedom Act of 1999

    By jlf, July 21, 1999
    • 0 replies
    • 1.7k views
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    • jlf
    • July 21, 1999

37. Rollover Rules, not a Revenue Ruling 90-24 Transfer

    By joel, December 25, 2001
    • 9 replies
    • 3.1k views
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    • Carol V. Calhoun
    • January 26, 2002

38. Rollover Rules: (not a RR 90-24 transfer)

    By joel, December 25, 2001
    • 0 replies
    • 2.1k views
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    • joel
    • December 25, 2001

39. rollover transactions

    By Guest brookdaletsa, October 22, 1998
    • 8 replies
    • 3.4k views
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    • Guest
    • October 30, 1998

40. Rollovers

    By Felicia, December 14, 2001
    • 2 replies
    • 1.8k views
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    • Guest
    • January 4, 2002

41. Rollovers by a surviving spouse when the deceased was a beneficiary ra

    By Guest Rich Lemarie, January 25, 2002
    • 16 replies
    • 3.1k views
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    • mbozek
    • March 28, 2002

42. Roth

    By FJR, October 7, 2005
    • 5 replies
    • 2.8k views
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    • wmyer
    • October 11, 2005

43. Roth 401(k) / Roth 403(b)

    By Guest llaplount, January 4, 2006
    • 0 replies
    • 2.3k views
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    • Guest
    • January 4, 2006

44. Roth 403(b)

    By Guest RobO, July 28, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • July 28, 2005

45. ROTH 403(b)

    By Felicia, December 14, 2006
    • 0 replies
    • 1.2k views
    • 
    • Felicia
    • December 14, 2006

46. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 1.9k views
    • 
    • Luke Bailey
    • September 24, 2018

47. Roth 403(b)s

    By Felicia, October 10, 2006
    • 0 replies
    • 1.3k views
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    • Felicia
    • October 10, 2006

48. Roth 403b

    By Guest jefe96, March 27, 2007
    • 4 replies
    • 2.2k views
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    • Guest
    • April 27, 2007

49. Roth 403b deferrals and W2 from 457f plan

    By 30Rock, February 17, 2011
    • 6 replies
    • 2.4k views
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    • austin3515
    • February 25, 2011

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

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