403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

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

   By Guest Joanne Blythe, February 23, 2001
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • February 28, 2001

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

   By Guest AFRICA6796, February 23, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 23, 2001

4. 457 Plans-required deposit date by employer?

   By Cathy from Chicago, February 22, 2001
   • 1 reply
   • 2.3k views
   • 
   • Everett Moreland
   • February 24, 2001

5. Anyone believe that Congress intended to repeal rollover distribution

   By jlf, February 22, 2001
   • 1 reply
   • 1.8k views
   • 
   • jlf
   • March 3, 2001

6. Hardship Withdrawls from 403(b)7

   By Guest sommernyte, February 19, 2001
   • 3 replies
   • 3.5k views
   • 
   • jlf
   • February 21, 2001

7. Employer contributions to non-Title I plan

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

8. Are service accrual rates greater than one allowed?

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

9. Anyone heard of Limited Involvement Erisa Exemption?

   By Guest dannilamb, February 12, 2001
   • 1 reply
   • 2k views
   • 
   • BeckyMiller
   • February 19, 2001

10. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3.1k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

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

    By Guest danmar, February 6, 2001
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • February 6, 2001

12. Late Deposits

    By Guest CGBS, February 6, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 6, 2001

13. 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

14. 403(b): Title I?

    By Felicia, February 5, 2001
    • 3 replies
    • 2.5k views
    • 
    • Felicia
    • February 7, 2001

15. 403B$$ move to a 401K

    By Guest blb, February 2, 2001
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • August 5, 2002

16. 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

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

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 28, 2001

18. New MRD rules from the IRS

    By Guest bill mahoney, January 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • jlf
    • February 27, 2001

19. 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
    • 5.6k views
    • 
    • Guest
    • February 7, 2001

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

    By Guest R. Kerst, January 15, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 23, 2001

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

    By Guest patom, January 15, 2001
    • 4 replies
    • 2.7k views
    • 
    • PMC
    • February 13, 2001

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

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.5k views
    • 
    • Everett Moreland
    • January 15, 2001

23. Oppenhemer vs Nationwide

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

24. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001

25. Section 1035 Exchange - Policy Loans

    By Guest samcder, January 2, 2001
    • 2 replies
    • 3.7k views
    • 
    • GBurns
    • January 3, 2001

26. 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

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

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

28. 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

29. 415 limits

    By Guest egoldberg, December 20, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 20, 2000

30. Distinguishing investment plan differences.

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

31. A tale of two employers...

    By Guest jreddi, December 11, 2000
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • December 26, 2000

32. Excise tax applicable in relation to excess 403(b) deferral?

    By Guest Diane DuFresne, December 5, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 11, 2000

33. Addition of salary deferral only 403(b) program

    By smm, December 4, 2000
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • December 5, 2000

34. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

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

    By Guest EWagner, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2001

36. Do you give employees Exclusion Allowance advice?

    By imchipbrown, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • imchipbrown
    • December 4, 2000

37. Plan Document requirement for multiple 403(b) programs in non-electing

    By Guest TRUST53, November 28, 2000
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

38. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 30, 2000

39. DOL Audits Triggering IRS Audits

    By Guest Biko, November 15, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 15, 2000

40. 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
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    • Carol V. Calhoun
    • December 20, 2000

41. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Ellie Lowder
    • November 11, 2000

42. Should I roll over my 403(b) into a Roth IRA?

    By Guest LoreleiJ, November 4, 2000
    • 3 replies
    • 6.7k views
    • 
    • Carol V. Calhoun
    • November 24, 2000

43. Top-heavy applicable to 403(b) plans?

    By John A, October 31, 2000
    • 1 reply
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

44. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 3.8k views
    • 
    • QDROphile
    • October 31, 2000

45. Anybody know of IRS 403(b) audits of school districts now taking place

    By Guest geekster, October 26, 2000
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 31, 2000

46. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 30, 2000

47. My last year of service; OK to contribute more than $13,500 as a &quot

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 20, 2000

48. Contributing to a Roth IRA vs. making non-matched 403(b) contributions

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • October 18, 2000

49. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • October 18, 2000

50. Employer contributions made to 403(b) plan, but document only allows s

    By Felicia, October 18, 2000
    • 2 replies
    • 2k views
    • 
    • IRC401
    • October 30, 2000