403(b) Plans, Accounts or Annuities

2,067 topics in this forum

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

   By Guest JBeck, November 15, 2000
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • December 20, 2000

2. Distinguishing investment plan differences.

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

3. 415 limits

   By Guest egoldberg, December 20, 2000
   • 1 reply
   • 2k views
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   • Guest
   • December 20, 2000

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

   By Guest MAnglim, May 26, 1999
   • 5 replies
   • 2k views
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   • AndyH
   • December 11, 2000

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

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

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

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

7. Do you give employees Exclusion Allowance advice?

   By imchipbrown, December 1, 2000
   • 4 replies
   • 2.4k views
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   • imchipbrown
   • December 4, 2000

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

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

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

   By Guest TRUST53, November 28, 2000
   • 3 replies
   • 2.1k views
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   • Carol V. Calhoun
   • December 1, 2000

10. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3.1k views
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    • Guest
    • November 30, 2000

11. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.7k views
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    • Guest
    • November 30, 2000

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

    By Guest LoreleiJ, November 4, 2000
    • 3 replies
    • 7k views
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    • Carol V. Calhoun
    • November 24, 2000

13. DOL Audits Triggering IRS Audits

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

14. 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

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

    By John A, October 31, 2000
    • 1 reply
    • 3.6k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

16. 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

17. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 4.3k views
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    • QDROphile
    • October 31, 2000

18. 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

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

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.4k views
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    • Guest
    • October 20, 2000

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

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.4k views
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    • Dave Baker
    • October 18, 2000

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

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 5.1k views
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    • Guest
    • October 18, 2000

22. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.3k views
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    • Michael Devault
    • October 18, 2000

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

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 2.1k views
    • 
    • Dave Baker
    • October 18, 2000

24. 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

25. Nonelective contributions--definition

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

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

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 2k views
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    • Dave Baker
    • October 7, 2000

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

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.3k views
    • 
    • MWeddell
    • October 6, 2000

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

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 25, 2000

29. 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

30. Spousal Consent

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

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

    By Moe Howard, September 22, 2000
    • 1 reply
    • 1.8k views
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    • Ellie Lowder
    • September 22, 2000

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

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.4k views
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    • Carol V. Calhoun
    • September 21, 2000

33. Loans & Hardships

    By Felicia, September 14, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • September 20, 2000

34. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • September 20, 2000

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

    By Guest Harvey Carruth, August 6, 2000
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 13, 2000

36. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.6k views
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    • Carol V. Calhoun
    • September 1, 2000

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

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

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

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.2k views
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    • M R Bernardin
    • August 30, 2000

39. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 2k views
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    • Michael Devault
    • August 28, 2000

40. 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

41. 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

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

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.9k views
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    • Carol V. Calhoun
    • August 27, 2000

43. Match in Separate Plan Triggers ERISA?

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

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

    By Guest, August 25, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

45. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

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

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 21, 2000

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

    By Guest wex4, July 24, 2000
    • 4 replies
    • 5.5k views
    • 
    • Guest
    • August 17, 2000

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

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

49. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2.4k views
    • 
    • jlf
    • August 16, 2000

50. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 3.8k views
    • 
    • Michael Devault
    • August 14, 2000