403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Roth and pre tax contributions

   By Nancy D, February 7, 2013
   • 3 replies
   • 1k views
   • 
   • Nancy D
   • February 7, 2013

2. Roth contract exchanges

   By Felicia, September 1, 2010
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • September 3, 2010

3. Roth IRA maximum contribution vs 403(b) max

   By Guest Shannon B, March 11, 2000
   • 1 reply
   • 2k views
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   • Michael Devault
   • March 11, 2000

4. Roth IRA vs 403B

   By Guest Kent H, March 24, 2000
   • 2 replies
   • 2.6k views
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   • Guest
   • March 25, 2000

5. rule 90-24 clarification

   By Guest yanfan, February 20, 2006
   • 4 replies
   • 3.3k views
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   • joel
   • March 13, 2006

6. safe harbor

   By Guest G Mann, March 17, 2011
   • 0 replies
   • 954 views
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   • Guest
   • March 17, 2011

7. Safe Harbor 401(k) Plan-2002

   By Guest Michael Anderson, September 27, 2001
   • 1 reply
   • 1.6k views
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   • wmyer
   • September 27, 2001

8. Safe Harbor 403(b) and Successor Plan

   By PMC, June 5, 2007
   • 0 replies
   • 1.6k views
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   • PMC
   • June 5, 2007

9. Safe Harbor 403(b) Plan, but.....

   By bzorc, May 13, 2022
   • 12 replies
   • 2.7k views
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   • Nate S
   • May 17, 2022

10. Safe Harbor design for non contributory 403b plan

    By Guest mwoods, February 19, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • February 19, 1999

11. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
    • 0 replies
    • 1.8k views
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    • Guest
    • July 17, 2002

12. Safe harbor for not filing a 403(b) 5500

    By Bird, October 1, 2010
    • 5 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2010

13. Safe Harbor Match

    By rcline46, November 3, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • November 3, 2008

14. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.4k views
    • 
    • Doc Ument
    • February 13, 2019

15. Safe harbor match, employees excluded from match only

    By Belgarath, January 8, 2019
    • 5 replies
    • 882 views
    • 
    • Belgarath
    • January 11, 2019

16. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 25, 2015

17. Salary Deferral Errors Made By Employer

    By waid10, January 18, 2010
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • January 19, 2010

18. Salary Deferral Limits

    By MARYMM, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • MARYMM
    • June 9, 2006

19. Salary Reduction Agreement and timing of implementation

    By Guest kerryb, January 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • January 10, 2002

20. Salary reduction contribution

    By joel, May 4, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 4, 2012

21. Same ER 403(b) to 403(b) transfer

    By Guest Deflector, February 3, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2010

22. SAR for 403(b)'s

    By austin3515, January 13, 2011
    • 0 replies
    • 1.1k views
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    • austin3515
    • January 13, 2011

23. SBJPA Amendment Deadline

    By Christine Roberts, July 18, 1999
    • 8 replies
    • 2.1k views
    • 
    • Christine Roberts
    • July 30, 1999

24. Schedule H Question

    By Stash026, July 27, 2017
    • 2 replies
    • 725 views
    • 
    • ESOP Guy
    • July 27, 2017

25. Schedule R, 403b Plans

    By austin3515, August 31, 2013
    • 0 replies
    • 1.8k views
    • 
    • austin3515
    • August 31, 2013

26. School District 403(b)

    By Guest Astro, March 27, 2008
    • 6 replies
    • 3.8k views
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    • J Simmons
    • April 8, 2008

27. School districts and 403b self-audits: are teacher groups opposed?

    By Guest Sharron, November 3, 2001
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 6, 2001

28. School Districts' Liability-Plans

    By Guest barrystarr, September 8, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • September 8, 2003

29. School or school district mergers

    By Belgarath, March 20, 2017
    • 4 replies
    • 772 views
    • 
    • Belgarath
    • April 11, 2017

30. School's contractual comp after plan year end

    By AlbanyConsultant, February 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 7, 2011

31. Schools choice of plans?

    By John A, August 30, 2001
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • October 8, 2001

32. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
    • 0 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • December 11, 2006

33. Section 1035 Exchange - Policy Loans

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

34. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.8k views
    • 
    • billfgrady
    • September 16, 2002

35. Section 8.02 of Rev. Proc. 2007-71

    By Guest Moona, December 8, 2008
    • 1 reply
    • 1.9k views
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    • J Simmons
    • December 9, 2008

36. SECURE 2.0 mandatory Roth - special 15 year catch-up?

    By WCC, February 25
    • 1 reply
    • 1k views
    • 
    • Tom Veal
    • February 26

37. SECURE 2.0 Sec. 102 application to 403(b)?

    By Patricia Neal Jensen, March 2, 2023
    • 4 replies
    • 739 views
    • 
    • Peter Gulia
    • March 6, 2023

38. SECURE Act 2.0 Section 602

    By austin3515, June 25, 2023
    • 1 reply
    • 950 views
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    • austin3515
    • June 25, 2023

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

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

40. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun, October 8, 1999
    • 9 replies
    • 2.5k views
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    • Carol V. Calhoun
    • December 4, 1999

41. separate 415(c) limit if employer sponsors 401(a) and 403(b)

    By Guest kprhok, December 3, 2008
    • 4 replies
    • 2.6k views
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    • Guest
    • December 4, 2008

42. separate accounting?

    By Guest britneyspears, November 15, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • November 15, 2005

43. Serial Loans

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.7k views
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    • Guest
    • June 4, 2003

44. Service based Discretionary Contribution

    By Christine Roberts, May 4, 2000
    • 1 reply
    • 2k views
    • 
    • Dowist
    • May 5, 2000

45. Service Requirement for Employer Contributions

    By oldman, November 28, 2012
    • 1 reply
    • 923 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

46. Severance pay contributed to 403b

    By Guest tws, August 4, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 4, 2003

47. severance pay--contribution?

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

48. Sham Termination and my 403b

    By Guest rosswolfe76, October 14, 2010
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • October 14, 2010

49. Sham Termination? HELP!

    By Guest Madisonlink, May 26, 2011
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2011

50. Shopping for a Plan

    By Guest John Ellison, October 23, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • October 24, 1998