403(b) Plans, Accounts or Annuities

2,069 topics in this forum

1. A tale of two employers...

   By Guest jreddi, December 11, 2000
   • 12 replies
   • 2.7k views
   • 
   • Guest
   • December 26, 2000

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

   By Guest dvonmoll, December 22, 2000
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • December 22, 2000

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

   By Guest JBeck, November 15, 2000
   • 1 reply
   • 2.2k views
   • 
   • Carol V. Calhoun
   • December 20, 2000

4. Distinguishing investment plan differences.

   By Guest Kate Meyer, December 13, 2000
   • 1 reply
   • 2.1k views
   • 
   • Carol V. Calhoun
   • December 20, 2000

5. 415 limits

   By Guest egoldberg, December 20, 2000
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • December 20, 2000

6. Effect of repeal of s. 415(e)

   By Guest MAnglim, May 26, 1999
   • 5 replies
   • 2.1k views
   • 
   • AndyH
   • December 11, 2000

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

   By Guest Diane DuFresne, December 5, 2000
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • December 11, 2000

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

   By smm, December 4, 2000
   • 1 reply
   • 2.2k views
   • 
   • MWeddell
   • December 5, 2000

9. Do you give employees Exclusion Allowance advice?

   By imchipbrown, December 1, 2000
   • 4 replies
   • 2.6k views
   • 
   • imchipbrown
   • December 4, 2000

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

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

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

    By Guest TRUST53, November 28, 2000
    • 3 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

12. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • November 30, 2000

13. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • November 30, 2000

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

    By Guest LoreleiJ, November 4, 2000
    • 3 replies
    • 7.2k views
    • 
    • Carol V. Calhoun
    • November 24, 2000

15. DOL Audits Triggering IRS Audits

    By Guest Biko, November 15, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • November 15, 2000

16. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 1 reply
    • 2.2k views
    • 
    • Ellie Lowder
    • November 11, 2000

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

    By John A, October 31, 2000
    • 1 reply
    • 3.9k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

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

    By Guest geekster, October 26, 2000
    • 5 replies
    • 3k views
    • 
    • Guest
    • October 31, 2000

19. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 4.5k views
    • 
    • QDROphile
    • October 31, 2000

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

    By Felicia, October 18, 2000
    • 2 replies
    • 2.2k views
    • 
    • IRC401
    • October 30, 2000

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

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 20, 2000

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

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.6k views
    • 
    • Dave Baker
    • October 18, 2000

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

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 18, 2000

24. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.5k views
    • 
    • Michael Devault
    • October 18, 2000

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

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 2.3k views
    • 
    • Dave Baker
    • October 18, 2000

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

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 17, 2000

27. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 4.3k views
    • 
    • Guest
    • October 13, 2000

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

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 2.1k views
    • 
    • Dave Baker
    • October 7, 2000

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

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.5k views
    • 
    • MWeddell
    • October 6, 2000

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

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 25, 2000

31. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2.3k views
    • 
    • Michael Devault
    • September 25, 2000

32. Spousal Consent

    By Felicia, September 14, 2000
    • 1 reply
    • 2.8k views
    • 
    • Carol V. Calhoun
    • September 23, 2000

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

    By Moe Howard, September 22, 2000
    • 1 reply
    • 2.1k views
    • 
    • Ellie Lowder
    • September 22, 2000

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

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • September 21, 2000

35. Loans & Hardships

    By Felicia, September 14, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 20, 2000

36. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 20, 2000

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

    By Guest Harvey Carruth, August 6, 2000
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 13, 2000

38. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

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

    By Guest W J Parks, August 30, 2000
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • August 31, 2000

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

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.3k views
    • 
    • M R Bernardin
    • August 30, 2000

41. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • August 28, 2000

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

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • August 28, 2000

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

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • August 27, 2000

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

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • August 27, 2000

45. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

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

    By Guest, August 25, 2000
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

47. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

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

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • August 21, 2000

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

    By Guest wex4, July 24, 2000
    • 4 replies
    • 5.6k views
    • 
    • Guest
    • August 17, 2000

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

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • August 16, 2000