403(b) Plans, Accounts or Annuities

2,064 topics in this forum

1. TAMRA provision that allows higher deferrals for HCEs

   By Guest Lonnie Tomlin, April 26, 2001
   • 2 replies
   • 6.3k views
   • 
   • Guest
   • May 19, 2001

2. 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

3. 403(b) Negative Election Results?

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

4. GUST Checklists for 403(b)s

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

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

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

6. Amending the hours method used to calculate vesting

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

7. Non-Compliant Plans

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

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

   By Guest andmik, April 11, 2001
   • 10 replies
   • 8.3k views
   • 
   • Guest
   • May 2, 2001

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

   By Guest Joy M, April 19, 2001
   • 1 reply
   • 2.2k views
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   • Michael Devault
   • April 20, 2001

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

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

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

    By Guest jngehring, April 3, 2001
    • 1 reply
    • 5.3k views
    • 
    • Michael Devault
    • April 3, 2001

12. Questions on 403(b) Elective Deferral Limit

    By Guest Minette Ketchings, March 22, 2001
    • 2 replies
    • 2.2k views
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    • Guest
    • April 1, 2001

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

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • jlf
    • March 9, 2001

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

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

15. Anyone believe that Congress intended to repeal rollover distribution

    By jlf, February 22, 2001
    • 1 reply
    • 1.9k views
    • 
    • jlf
    • March 3, 2001

16. Disclosure Statements for Custodial Accounts?

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

17. ACP testing under 403(b) plan with matching feature and after-tax cont

    By Guest Joanne Blythe, February 23, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 28, 2001

18. When someone exceeds the 402(g) limit, is it necessary to reduce the l

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • February 28, 2001

19. 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

20. Compensation definition for 403(b) plan??

    By Guest DebN, February 23, 2001
    • 4 replies
    • 3k views
    • 
    • Ellie Lowder
    • February 27, 2001

21. New MRD rules from the IRS

    By Guest bill mahoney, January 16, 2001
    • 2 replies
    • 2.3k views
    • 
    • jlf
    • February 27, 2001

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

    By Guest gaaberggillespie, February 26, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 26, 2001

23. 457 Plans-required deposit date by employer?

    By Cathy from Chicago, February 22, 2001
    • 1 reply
    • 2.4k views
    • 
    • Everett Moreland
    • February 24, 2001

24. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2001

25. Hardship Withdrawls from 403(b)7

    By Guest sommernyte, February 19, 2001
    • 3 replies
    • 3.7k views
    • 
    • jlf
    • February 21, 2001

26. Anyone heard of Limited Involvement Erisa Exemption?

    By Guest dannilamb, February 12, 2001
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • February 19, 2001

27. Employer contributions to non-Title I plan

    By Felicia, February 14, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 17, 2001

28. Are service accrual rates greater than one allowed?

    By Guest Harvey Carruth, February 13, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 2001

29. How to terminate or freeze a 403(b) plan being replaced by a 401(k) pl

    By Guest patom, January 15, 2001
    • 4 replies
    • 2.8k views
    • 
    • PMC
    • February 13, 2001

30. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3.2k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

31. Any list available of mutual funds that actually offer 403b's?

    By Guest sheard, February 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • February 8, 2001

32. Employer won't let me move my 403(b)7 money unless I quit or die. See

    By Guest Joseph Hoffman, January 16, 2001
    • 12 replies
    • 6k views
    • 
    • Guest
    • February 7, 2001

33. 403(b): Title I?

    By Felicia, February 5, 2001
    • 3 replies
    • 2.6k views
    • 
    • Felicia
    • February 7, 2001

34. New RMD rules for non-ERISA TSAs--what needs to happen?

    By Guest danmar, February 6, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 6, 2001

35. Late Deposits

    By Guest CGBS, February 6, 2001
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 6, 2001

36. Non profit agency merges, changes 403b vendors, can I transfer the old

    By Guest R. Kerst, January 15, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

37. Is Roth contribution possible over and above 403(b) limit of $10,500?

    By Guest Joy100, January 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • January 23, 2001

38. How long can an employer hold employee contributions before paying the

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.6k views
    • 
    • Everett Moreland
    • January 15, 2001

39. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • January 10, 2001

40. Oppenhemer vs Nationwide

    By Guest Rona Miller, January 9, 2001
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 10, 2001

41. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 9, 2001

42. Is it permissible for the custodian of a commingled Non-Tile I 403(b)(

    By Guest EWagner, December 1, 2000
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 6, 2001

43. Section 1035 Exchange - Policy Loans

    By Guest samcder, January 2, 2001
    • 2 replies
    • 3.8k views
    • 
    • GBurns
    • January 3, 2001

44. Determining Plan Document date for a non-ERISA 403(b)changing to an ER

    By Guest, December 27, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 28, 2000

45. How can money in an annuity be divided among 8 children when only two

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 3k views
    • 
    • Mary Kay Foss
    • December 27, 2000

46. A tale of two employers...

    By Guest jreddi, December 11, 2000
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • December 26, 2000

47. Can final leave payouts be deferred and how do they impact includible

    By Guest dvonmoll, December 22, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 22, 2000

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

    By Guest JBeck, November 15, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

49. Distinguishing investment plan differences.

    By Guest Kate Meyer, December 13, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

50. 415 limits

    By Guest egoldberg, December 20, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 20, 2000