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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,064 topics in this forum

  1. ERISA 403(b) or not?

    By Guest DianeC,
    • 4 replies
    • 2.2k views

  2. Springing Cash Value Annuity

    By Guest Quinn,
    • 4 replies
    • 2.9k views

  3. Automatic enrollment feature is permissible in 403(b) plan/caution on

    By Dave Baker,
    • 3 replies
    • 3.3k views

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

    By pbarrett,
    • 1 reply
    • 2.4k views

  5. Beneficaries who are minors

    By Guest ngresham,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  6. Does a 403(b) require an annual 5500?

    By Guest msearle,
    • 3 replies
    • 2.2k views

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

    By Guest Pete Joachim,
    • 1 reply
    • 1.9k views

  8. Catch-Up Rules

    By Guest Jeff Kropp,
    • 7 replies
    • 2.3k views

  9. Fiscal Year End / Employees Calendar Year

    By imchipbrown,
    • 0 replies
    • 2.7k views

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

    By Guest mike webb,
    • 1 reply
    • 2.3k views

  11. 403(B)Exclusion Allowance

    By Guest Foster,
    • 1 reply
    • 3.2k views
    • Guest
    • Guest

  12. 403(b) church plan rollover

    By Guest mullis,
    • 1 reply
    • 1.8k views

  13. 403(b) plans and trustees

    By Guest pinsall,
    • 3 replies
    • 8.5k views
    • Guest
    • Guest

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

    By Guest GregSelf,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest LNM,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  16. Final question on Roth rollover

    By Guest Taj,
    • 1 reply
    • 1.7k views

  17. Follow up question

    By Guest Taj,
    • 1 reply
    • 1.7k views

  18. early withdrawl of annuity

    By Guest mayovern,
    • 1 reply
    • 1.9k views

  19. Eligibility for 403(b) plans?

    By Guest,
    • 3 replies
    • 2.4k views

  20. Paired 403(b) and SEP

    By Guest Jim Knight,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  21. "Black-out" periods for 403b transfers?

    By Guest Hardy Eubanks,
    • 3 replies
    • 3.4k views

  22. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan,
    • 1 reply
    • 1.7k views

  23. 501(c)-18?

    By eilano,
    • 4 replies
    • 2.4k views

  24. Death Distributions

    By Guest BDS,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  25. Service based Discretionary Contribution

    By Christine Roberts,
    • 1 reply
    • 2.1k views

  26. RFP posted for School District

    By Guest tuckerc,
    • 1 reply
    • 1.8k views

  27. Changing from ERISA to Non-ERISA 403(b) Plans

    By Guest BDS,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  28. Earnings distributed in Hardship Distribution

    By Guest BDS,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  29. Treatment of Excess 402(g) Elective Deferrals in IRS Audits

    By Guest Harvey Carruth,
    • 1 reply
    • 2.2k views

  30. MEA Calculations and IRC Sec. 415

    By Guest Benmark,
    • 7 replies
    • 3.6k views
    • Guest
    • Guest

  31. Fringe Benefit Payments and 403(b)contributions

    By Guest Rookie,
    • 5 replies
    • 2.7k views

  32. Multiple 403(b) accounts

    By Guest GPQuinn,
    • 3 replies
    • 2.1k views

  33. Title I to Non-Title I plans

    By Felicia,
    • 2 replies
    • 2.1k views

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

    By Guest cpmny,
    • 6 replies
    • 2.6k views

  35. 403(b) loans

    By Felicia,
    • 3 replies
    • 2.2k views

  36. Compliance with federal legislation.

    By Guest slt,
    • 1 reply
    • 1.6k views

  37. 403(b)Plan documents

    By Guest Kent Scrivener,
    • 8 replies
    • 2.7k views
    • Alf
    • Alf

  38. 403(b) loans/Article 9

    By Felicia,
    • 0 replies
    • 1.8k views

  39. What mutual fund companies or other investment services providers, if

    By Guest Kent Scrivener,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  40. Stocks in 403(b) plan

    By Guest Randy Ehle,
    • 2 replies
    • 1.9k views

  41. Exception to 10% early withdrawl penalty?

    By Guest Don M,
    • 4 replies
    • 2.3k views

  42. Non-ERISA Plan - Employer Liability

    By Christine Roberts,
    • 1 reply
    • 1.9k views

  43. Rollover of Funds

    By Ellie Lowder,
    • 2 replies
    • 1.8k views

  44. 403(b) plan compensation, ministers, and housing allowances

    By Carol V. Calhoun,
    • 1 reply
    • 3k views

  45. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

    By rocknrolls2,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  46. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions

    By Alf,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  47. MEA Calculations-Need help!

    By Guest Benmark,
    • 8 replies
    • 2.8k views
    • Guest
    • Guest

  48. Roth IRA vs 403B

    By Guest Kent H,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  49. Excess deferrals when an employee contributes to both a 403(b) and 457

    By Guest SandiY,
    • 5 replies
    • 2.5k views

  50. Roth IRA maximum contribution vs 403(b) max

    By Guest Shannon B,
    • 1 reply
    • 2.1k views
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