403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. $5,000 Cash out in 403(b) plans?

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

2. ERISA bond and 403(b) custodial accounts

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

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

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

4. DOL Audits Triggering IRS Audits

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

5. 403(b)(7) or 403(b)(9) for a church?

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

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

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

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

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

8. 403(b) plan with irrevocable election; FICA issues

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

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

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

10. 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
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    • Guest
    • October 20, 2000

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

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

12. Questions RE 403(b) and 401(k) maximum contribution interactions and e

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • October 18, 2000

13. Transfers v. rollovers - differences & definitions

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

14. What items fall under the definition of compensation in a church-spons

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 2k views
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    • Dave Baker
    • October 18, 2000

15. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 17, 2000

16. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • October 13, 2000

17. How do you figure out the distribution schedule for a 403(b)invested w

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • October 7, 2000

18. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • October 6, 2000

19. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.5k views
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    • Guest
    • September 25, 2000

20. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Michael Devault
    • September 25, 2000

21. Spousal Consent

    By Felicia, September 14, 2000
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • September 23, 2000

22. I knew what parts of the "OLD year 1998" Form 5500 to comple

    By Moe Howard, September 22, 2000
    • 1 reply
    • 1.7k views
    • 
    • Ellie Lowder
    • September 22, 2000

23. Dual contributions from seperate school payroll points into one 403(b)

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.3k views
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    • Carol V. Calhoun
    • September 21, 2000

24. Loans & Hardships

    By Felicia, September 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 20, 2000

25. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 20, 2000

26. Correction of Excess Amounts Under TVC and Audit CAP Using the Retenti

    By Guest Harvey Carruth, August 6, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 13, 2000

27. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

28. Is a Non Matching "Match" permissible in an ERISA 403(b)?

    By Guest W J Parks, August 30, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • August 31, 2000

29. How does one shelter severence pay for retiring highly compensated emp

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.1k views
    • 
    • M R Bernardin
    • August 30, 2000

30. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • August 28, 2000

31. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 28, 2000

32. Life Insurance for a participant in a 403(b) plan (REVISITED)

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • August 27, 2000

33. News on Negative Elections for 403(b)?

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.8k views
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    • Carol V. Calhoun
    • August 27, 2000

34. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

35. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

36. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

37. Application of Gramm-Leach-Bliley to 403(b) Plans

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 21, 2000

38. Can life insurance be purchased inside a 403(b) program?

    By Guest wex4, July 24, 2000
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 17, 2000

39. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.5k views
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    • Carol V. Calhoun
    • August 16, 2000

40. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2.3k views
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    • jlf
    • August 16, 2000

41. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 3.4k views
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    • Michael Devault
    • August 14, 2000

42. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 2k views
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    • Carol V. Calhoun
    • August 14, 2000

43. To (b) or not to (b)?

    By SMB, August 10, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 10, 2000

44. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees, December 7, 1999
    • 5 replies
    • 2.9k views
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    • MWeddell
    • August 10, 2000

45. ERISA 403(b) or not?

    By Guest DianeC, August 8, 2000
    • 4 replies
    • 2.2k views
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    • Carol V. Calhoun
    • August 9, 2000

46. Springing Cash Value Annuity

    By Guest Quinn, August 8, 2000
    • 4 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • August 8, 2000

47. Automatic enrollment feature is permissible in 403(b) plan/caution on

    By Dave Baker, July 20, 2000
    • 3 replies
    • 3.2k views
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    • Kirk Maldonado
    • July 25, 2000

48. Annual disclosure statement required for 403(b)participants?

    By pbarrett, July 18, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • July 20, 2000

49. Beneficaries who are minors

    By Guest ngresham, June 23, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 2000

50. Does a 403(b) require an annual 5500?

    By Guest msearle, May 23, 2000
    • 3 replies
    • 2.1k views
    • 
    • imchipbrown
    • July 13, 2000