403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

   By Peter Gulia, June 26, 2020   

   • 403(b); hardship; vendor
   • 8 replies
   • 816 views
   • 
   • Peter Gulia
   • June 29, 2020

2. Should a plan sponsor continue, or get rid of, its automatic-contribution arrangement?

   By Peter Gulia, July 24, 2024
   • 3 replies
   • 727 views
   • 
   • Peter Gulia
   • July 24, 2024

3. Should I convert my 403b to a Roth?

   By Guest mjq, June 29, 2004
   • 17 replies
   • 3.8k views
   • 
   • Guest
   • July 21, 2004

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

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

5. Sick Pay contributions

   By Guest jim williams, June 11, 2003
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • June 11, 2003

6. Sick Payout Taxable

   By Guest JLF2009, January 20, 2009
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • January 21, 2009

7. Side-by-Side ERISA and Non-ERISA 403(b) Plans

   By Christine Roberts, December 19, 2002
   • 2 replies
   • 1.8k views
   • 
   • Christine Roberts
   • December 30, 2002

8. Single Plan, Multiple TDAs?

   By Christine Roberts, November 28, 2001
   • 4 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • December 3, 2001

9. Single Vendor = ERISA Plan?

   By Guest cphcs, May 1, 2008
   • 2 replies
   • 1.9k views
   • 
   • Peter Gulia
   • May 2, 2008

10. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2012

11. Six month waiting period to defer after hardship withdrawal.

    By katieinny, February 25, 2003
    • 7 replies
    • 4.7k views
    • 
    • QDROphile
    • May 16, 2003

12. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 24, 2019

13. small nfp -- 403b versus 401k

    By Guest spoon, November 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • November 14, 2008

14. Software for 403(b) plans and MEA calculator

    By Guest cpmny, July 7, 1999
    • 6 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

15. Software to Calculate Limits

    By Guest Jeff Kropp, December 16, 1999
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • December 22, 1999

16. Solutions for all your tax needs

    By Guest Kristopher, October 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2006

17. SPD Question

    By Guest willow, August 31, 2005
    • 13 replies
    • 4.3k views
    • 
    • JanetM
    • October 10, 2005

18. SPD says it is a 404(c) plan under ERISA. Does this make it an ERISA Plan?

    By Jim Chad, October 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 6, 2015

19. Special 403(b) Church Group Elections

    By Guest Frankie, July 31, 2001
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • August 3, 2001

20. Special Rule for 403b's?

    By austin3515, February 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 7, 2013

21. Spin off situation

    By Guest Pension Girl, January 7, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 7, 2010

22. Spin-Off Termination of Portions of 403(b) and 401(k) Covering Former Employees?

    By Übernerd, January 20, 2005
    • 1 reply
    • 2.9k views
    • 
    • Übernerd
    • January 21, 2005

23. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 3.3k views
    • 
    • Peter Gulia
    • March 29, 2018

24. Spousal Consent

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

25. Spousal Consent

    By Nassau, April 25, 2011
    • 2 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 26, 2011

26. Spousal consent

    By Guest JMN, May 25, 2012
    • 5 replies
    • 9.7k views
    • 
    • mbozek
    • May 31, 2012

27. Spousal rights and Lump Sums

    By Guest lbach, January 15, 2002
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • January 23, 2002

28. Springing Cash Value Annuity

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

29. SSA for 403b's

    By austin3515, July 14, 2011
    • 1 reply
    • 953 views
    • 
    • austin3515
    • July 14, 2011

30. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant, April 24, 2018
    • 6 replies
    • 940 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

31. Start up 403(b) and 5500 reporting

    By Lori H, January 26, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • January 27, 2015

32. starting a 403(b) plan in PA for a public school

    By Santo Gold, June 13, 2017
    • 0 replies
    • 559 views
    • 
    • Santo Gold
    • June 13, 2017

33. State defined-benefit plan & 403b

    By Guest krsdoo, April 30, 2003
    • 2 replies
    • 3.2k views
    • 
    • GBurns
    • April 30, 2003

34. state law--divorce

    By Felicia, March 24, 2010
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • March 27, 2010

35. State Retirement System Sponsoring 403(b) Plan

    By Guest mozak@mindspring.com, September 27, 2007
    • 2 replies
    • 1.4k views
    • 
    • joel
    • October 2, 2007

36. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.1k views
    • 
    • mbozek
    • January 26, 2010

37. Still Confused Over ACP Testing

    By Guest lbach, February 4, 2002
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • February 5, 2002

38. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 4.3k views
    • 
    • PensionPro
    • February 17, 2012

39. Stocks in 403(b) plan

    By Guest Randy Ehle, March 31, 2000
    • 2 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • April 2, 2000

40. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2001

41. stop RMDs when rolled into 403(b)?

    By Guest getaxa, May 12, 2004
    • 9 replies
    • 3.8k views
    • 
    • Belgarath
    • May 18, 2004

42. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 15, 2016

43. Student Employees

    By austin3515, April 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • April 22, 2014

44. Student-Teacher Exclusion

    By DTH, March 2, 2018
    • 0 replies
    • 585 views
    • 
    • DTH
    • March 2, 2018

45. Subject to ERISA?

    By Chalk R. Palin, June 29, 2010
    • 4 replies
    • 1.6k views
    • 
    • movedon
    • June 29, 2010

46. Substantially Equal Periodic Payments

    By Felicia, June 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • Felicia
    • June 28, 2006

47. Successor Plan Rules

    By waid10, February 23, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 23, 2010

48. Summary of Material Modifications

    By Guest lkazden, June 18, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 19, 2002

49. Summary of tax bill available online

    By Carol V. Calhoun, August 16, 1999
    • 0 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • August 16, 1999

50. Superintendent and other teacher contracts with 1-time irrevocable lin

    By Guest STLGiant, May 20, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 20, 2002