403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Church 403b transfer

   By Guest eric24, August 30, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 30, 2002

2. DFVC Program

   By MBCarey, December 30, 2003
   • 0 replies
   • 1.2k views
   • 
   • MBCarey
   • December 30, 2003

3. Is there anything "outstanding" with respect to Age 50 catch

   By Guest STLGiant, September 20, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 20, 2002

4. orphan contracts?

   By pixmax, November 10, 2010
   • 0 replies
   • 2.1k views
   • 
   • pixmax
   • November 10, 2010

5. Years of Service & Includible Compensation for Part-time/As-Needed

   By Guest kelliea, April 11, 1999
   • 0 replies
   • 2k views
   • 
   • Guest
   • April 11, 1999

6. 403(b) Testing failure

   By Guest KMB1978, May 19, 2009
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 19, 2009

7. Fee Disclosure

   By Nassau, December 3, 2012
   • 0 replies
   • 899 views
   • 
   • Nassau
   • December 3, 2012

8. Notification onus

   By Guest STLGiant, January 18, 2002
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • January 18, 2002

9. 403(b) Regs

   By jevd, September 2, 2004
   • 0 replies
   • 1.4k views
   • 
   • jevd
   • September 2, 2004

10. Delegating Loan Processing Responsibility--Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • sloble@crowleyfleck.com
    • September 23, 2004

11. "Unfreeze" 403(b)

    By Guest AlyssaC, November 29, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 29, 2005

12. "terminating" a 403(b)

    By MR, January 19, 2002
    • 0 replies
    • 2k views
    • 
    • MR
    • January 19, 2002

13. Contribution Limits for 403(b) and SEP IRA

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2014

14. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 544 views
    • 
    • cpc0506
    • November 15, 2019

15. controlled groups

    By Guest George Chimento, March 18, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 18, 2006

16. layoff with recall rights

    By Guest puddle, April 14, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 14, 2006

17. 403b excess deferral refund from Roth or traditional account

    By Guest kathar7, September 14, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2011

18. Vesting on non-ERISA 403(b) plan

    By Belgarath, September 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • September 23, 2013

19. Public Schools and Pre-approved 403(b) Plans

    By JRG, May 25, 2017
    • 0 replies
    • 558 views
    • 
    • JRG
    • May 25, 2017

20. 403(b) Special Pay Plan

    By Guest Taxaholic, July 18, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 18, 2007

21. Reinsuring charitable gift annuities

    By Guest Quinn, May 13, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 1999

22. Permissive aggregation for coverage/ACP testing

    By Belgarath, January 27, 2023
    • 0 replies
    • 616 views
    • 
    • Belgarath
    • January 27, 2023

23. Frozen 403(b) and Rollover Contributions

    By Guest AEA, April 14, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2006

24. SAR for 403(b)'s

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

25. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 583 views
    • 
    • AlbanyConsultant
    • December 22, 2021

26. Definition of Compensation for 89-23

    By wmyer, February 3, 2005
    • 0 replies
    • 1.6k views
    • 
    • wmyer
    • February 3, 2005

27. TSA to 401k

    By Guest tar0930, March 23, 2007
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 23, 2007

28. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 26, 2008

29. 403b Determination LEtter Program

    By austin3515, January 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 9, 2013

30. Late non-ERISA 403(b) creation, then termination?

    By Guest mcleod9, May 1, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 1, 2010

31. 403(b) Annuity - possible collateral for loan?

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 17, 2006

32. Both a 403(b) and a Defined Contribution Plan

    By Guest John Sargistell, December 8, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 8, 2006

33. ER contribs to ERISA 403b Plan

    By J Simmons, December 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • J Simmons
    • December 23, 2008

34. 403(b) voluntary plans and RMD requirements

    By Guest kprhok, March 6, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2009

35. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14, 2020
    • 0 replies
    • 399 views
    • 
    • Peter Gulia
    • April 14, 2020

36. buyout

    By Guest lp13, March 25, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 25, 2002

37. reporting 5 year post-severance ER contributions?

    By maverick, April 23, 2008
    • 0 replies
    • 2.1k views
    • 
    • maverick
    • April 23, 2008

38. Changing the Plan Year

    By Randy Watson, January 9, 2013
    • 0 replies
    • 973 views
    • 
    • Randy Watson
    • January 9, 2013

39. Employer Contribution - Discrimination?

    By waid10, May 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • waid10
    • May 15, 2006

40. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 1999

41. Loan Trust for 403(b) plans

    By Guest CG40, June 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 19, 2007

42. Period Certain Rollovers Past 70

    By ScottyD, April 4, 2017
    • 0 replies
    • 503 views
    • 
    • ScottyD
    • April 4, 2017

43. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • June 18, 1999

44. Allocation of Forfeitures in a 403(b)

    By BTG, February 16, 2011
    • 0 replies
    • 1.3k views
    • 
    • BTG
    • February 16, 2011

45. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • May 29, 2014

46. Contract Exchange

    By Guest Boilerburm1, August 22, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 22, 2007

47. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 9, 2009

48. Plan Doc and Collective Bargaining Agreement

    By Guest frosty, February 16, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 16, 2011

49. FAB 2009-02

    By Guest M. Pederson, September 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2012

50. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 1999