403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 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

2. 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

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

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

4. Nonelective contributions--definition

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

5. 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
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   • Dave Baker
   • October 7, 2000

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

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

7. 403(b) MEA calculation for teacher who changes school systems between

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

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

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

9. 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

10. Spousal Consent

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

11. Loans & Hardships

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

12. 403B loan default

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

13. 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

14. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 2.9k views
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    • mbozek
    • November 5, 2002

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

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

16. early retirement penalties?

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

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

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

18. Ministers - MEA, Housing Allowance Compensation

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

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

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

20. 403(b) eligibility for employer contributions?

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

21. Match in Separate Plan Triggers ERISA?

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

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

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

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

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

24. 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

25. 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

26. 403(b)(7) Custodial Accounts - Who is the custodian?

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

27. 1,000 hour question

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

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

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

29. Balloon Payments

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

30. 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

31. Springing Cash Value Annuity

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

32. 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

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

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

34. "Condition of employment" contributions to 403(b)

    By JWK, July 24, 2000
    • 7 replies
    • 3.8k views
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    • Carol V. Calhoun
    • August 6, 2001

35. 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

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

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

37. 403(b)(7): What financial info goes in SAR, since no financial info is

    By Guest Pete Joachim, July 11, 2000
    • 1 reply
    • 1.9k views
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    • imchipbrown
    • July 13, 2000

38. Fiscal Year End / Employees Calendar Year

    By imchipbrown, July 11, 2000
    • 0 replies
    • 2.6k views
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    • imchipbrown
    • July 11, 2000

39. Timing of employer contributions of tax-exempts as "annual additi

    By Guest mike webb, June 30, 2000
    • 1 reply
    • 2.2k views
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    • Carol V. Calhoun
    • July 5, 2000

40. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3.1k views
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    • Guest
    • June 29, 2000

41. Beneficaries who are minors

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

42. 403(b) church plan rollover

    By Guest mullis, June 22, 2000
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • June 28, 2000

43. Participation rates in 403(b) plans - healthcare industry

    By Guest GregSelf, June 22, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • June 22, 2000

44. Penalty for hardship withdrawal from deferral source that included ear

    By Guest LNM, June 21, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • June 21, 2000

45. 403(b) plans and trustees

    By Guest pinsall, June 20, 2000
    • 3 replies
    • 8.2k views
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    • Guest
    • June 24, 2000

46. Final question on Roth rollover

    By Guest Taj, June 16, 2000
    • 1 reply
    • 1.7k views
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    • Michael Devault
    • June 16, 2000

47. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 15, 2000

48. 403b to Roth

    By Guest Taj, June 15, 2000
    • 3 replies
    • 2.2k views
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    • Michael Devault
    • May 29, 2001

49. Catch-Up Rules

    By Guest Jeff Kropp, June 13, 2000
    • 7 replies
    • 2.3k views
    • 
    • jlf
    • July 11, 2000

50. early withdrawl of annuity

    By Guest mayovern, June 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • June 13, 2000