403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 415 Excesses

   By Guest pjb, August 6, 2002
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   • Guest
   • August 6, 2002

2. Non-participant directed disclosure

   By Guest Melissa5374, July 17, 2012
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   • Guest
   • July 17, 2012

3. How to make links

   By Guest CVCalhoun, November 8, 1998
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   • Guest
   • November 8, 1998

4. [Note: This message was edited by CVCalhoun]

   By Guest CVCalhoun, November 10, 1998
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   • Guest
   • November 10, 1998

5. Roth 403(b)s

   By Felicia, October 10, 2006
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   • Felicia
   • October 10, 2006

6. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

   By Carol V. Calhoun, February 5, 2002
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   • Carol V. Calhoun
   • February 5, 2002

7. Severance pay contributed to 403b

   By Guest tws, August 4, 2003
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   • Guest
   • August 4, 2003

8. 403(b) matches and the ACP test

   By Lori Friedman, August 31, 2004
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   • Lori Friedman
   • August 31, 2004

9. 403(b)/401(k) Coverage

   By Guest dietpepsi, August 16, 2005
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   • Guest
   • August 16, 2005

10. EGTRRA amendments for 403(b) plans

    By katieinny, December 20, 2005
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    • katieinny
    • December 20, 2005

11. 403(b) Erisa Covered Plan with Excluded Classes

    By Guest Nabiyah1, June 21, 2001
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    • Guest
    • June 21, 2001

12. A valuable resource for retirement and annuities

    By Guest frankc, April 28, 2005
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    • Guest
    • April 28, 2005

13. universal eligibility

    By Guest rsmelson, November 10, 1998
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    • Guest
    • November 10, 1998

14. 403(b) coverage

    By Guest dietpepsi, August 16, 2005
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    • Guest
    • August 16, 2005

15. GUST Checklists for 403(b)s

    By Guest Patrick, May 8, 2001
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    • Guest
    • May 8, 2001

16. 403(b) Nongovernment plan document deadlines

    By MWeddell, November 18, 1998
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    • MWeddell
    • November 18, 1998

17. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
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    • Guest
    • July 17, 2002

18. Limit correction period to 3 years for late deferrals?

    By katieinny, December 9, 2010
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    • katieinny
    • December 9, 2010

19. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
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    • LIBERTYKID
    • October 30, 2013

20. 403 B Rollovers

    By Guest RSC, December 4, 1998
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    • Guest
    • December 4, 1998

21. Elective Deferrals and Union Employees

    By smm, August 4, 2003
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    • smm
    • August 4, 2003

22. 403(b) legislation

    By Guest greymann, December 4, 1998
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    • Guest
    • December 4, 1998

23. severance pay--contribution?

    By Felicia, July 16, 2004
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    • 2k views
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    • Felicia
    • July 16, 2004

24. 403b and ABT

    By 30Rock, October 31, 2013
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    • 30Rock
    • October 31, 2013

25. Lack of Investment Choices

    By joel, December 11, 1998
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    • joel
    • December 11, 1998

26. DOL Letter Re: ERISA Coverage For 403(b)s Using EPCRS

    By Guest JGodsoe, February 25, 2004
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    • Guest
    • February 25, 2004

27. 403(b) match increases with years of service....allowable?

    By Guest jc1457, August 15, 2007
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    • Guest
    • August 15, 2007

28. Tour of the employee benefits legal resource site now available

    By Guest CVCalhoun, December 13, 1998
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    • Guest
    • December 13, 1998

29. Fiscal Year End / Employees Calendar Year

    By imchipbrown, July 11, 2000
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    • imchipbrown
    • July 11, 2000

30. Combined 415 limits for business owners who also participate in a 403(

    By Guest danmar, January 8, 1999
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    • Guest
    • January 8, 1999

31. 403(b) to be reported with no participants?

    By Guest Michael Scott, September 17, 2010
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    • Guest
    • September 17, 2010

32. Correcting a 403(b) plan failure under the new EPCRS

    By holdco, March 26, 2013
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    • holdco
    • March 26, 2013

33. 401(a)(17) and elective deferrals

    By Guest friedbrain, January 14, 1999
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    • Guest
    • January 14, 1999

34. Serial Loans

    By Guest STLGiant, June 4, 2003
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    • Guest
    • June 4, 2003

35. Are service accrual rates greater than one allowed?

    By Guest Harvey Carruth, February 13, 2001
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    • Guest
    • February 13, 2001

36. HR 3718

    By Guest Joel Lee, March 10, 2004
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    • Guest
    • March 10, 2004

37. Correcting contribution errors in 403(b)(7) custodial accounts

    By Guest RMassa, January 15, 1999
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    • Guest
    • January 15, 1999

38. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
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    • Guest
    • June 4, 2003

39. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
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    • Guest
    • August 17, 2006

40. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
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    • AlbanyConsultant
    • February 27, 2020

41. ERISA and 403(b)

    By Guest JONB, January 21, 1999
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    • Guest
    • January 21, 1999

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

    By Dave Baker, January 21, 1999
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    • Dave Baker
    • January 21, 1999

43. Any updates on Non-ERISA Governmental 401K plans

    By JOH, February 24, 2021
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    • JOH
    • February 24, 2021

44. Safe Harbor design for non contributory 403b plan

    By Guest mwoods, February 19, 1999
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    • Guest
    • February 19, 1999

45. ERISA applicability to post termination employer contribution

    By Guest dob, September 23, 2004
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    • Guest
    • September 23, 2004

46. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com, June 13, 2024
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    • gc@chimentowebb.com
    • June 13, 2024

47. Spin off situation

    By Guest Pension Girl, January 7, 2010
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    • Guest
    • January 7, 2010

48. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
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    • Guest
    • March 10, 2011

49. Universal Availability

    By JRN, May 19, 2008
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    • JRN
    • May 19, 2008

50. Superintendent and other teacher contracts with 1-time irrevocable lin

    By Guest STLGiant, May 20, 2002
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    • Guest
    • May 20, 2002