403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Limiting loans and non ERISA status

   By 30Rock, March 14, 2011
   • 0 replies
   • 1.2k views
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   • 30Rock
   • March 14, 2011

2. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

   By Carol V. Calhoun, December 11, 2006
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   • Carol V. Calhoun
   • December 11, 2006

3. Rollover provisions of the Financial Freedom Act of 1999

   By jlf, July 21, 1999
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   • jlf
   • July 21, 1999

4. Disability exception to 10% penalty

   By Guest gregoryp, February 7, 2002
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   • Guest
   • February 7, 2002

5. Comparison among 401(k) plans, 403(b) plans, and 457 plans available o

   By Guest CVCalhoun, July 21, 1999
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   • 1.8k views
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   • Guest
   • July 21, 1999

6. 403(b) capital gains

   By Guest mschrade, January 9, 2001
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   • 2k views
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   • Guest
   • January 9, 2001

7. Form 5330 for late refunds in 403(b) plan?

   By BG5150, June 21, 2023
   • 0 replies
   • 405 views
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   • BG5150
   • June 21, 2023

8. 403(b) help needed

   By Guest ajames, February 23, 2006
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   • 1.6k views
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   • Guest
   • February 23, 2006

9. PPA impact on 403(b) distributions

   By Guest trojaninvestor, September 20, 2006
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   • Guest
   • September 20, 2006

10. TIAA CREF - Again with Schedule A

    By austin3515, June 15, 2012
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    • 1.2k views
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    • austin3515
    • June 15, 2012

11. 403(b) plan terminations....who must be 100% vested?

    By Guest benefitsnewbie, October 23, 2012
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    • Guest
    • October 23, 2012

12. New to 403(b)

    By Guest JDK, September 20, 2006
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    • 1.4k views
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    • Guest
    • September 20, 2006

13. 403b or Roth IRA?

    By Guest calluke, March 22, 2006
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    • 1.6k views
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    • Guest
    • March 22, 2006

14. Employer Discontinued Contributions

    By Guest vvaughns, January 18, 2005
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    • Guest
    • January 18, 2005

15. Terminating a 403(b) with individual custodial accounts

    By katieinny, November 17, 2010
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    • 1.1k views
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    • katieinny
    • November 17, 2010

16. 2 year employer match

    By Lori H, February 17, 2011
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    • 1.1k views
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    • Lori H
    • February 17, 2011

17. missing MetLife RetireServe basic plan document

    By traveler, September 19, 2017   

    • 403(b)
    • 0 replies
    • 657 views
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    • traveler
    • September 19, 2017

18. Tax "Cost" of disclaiming 403-b & it passes to a credit

    By Guest TMary, August 6, 1999
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    • 1.8k views
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    • Guest
    • August 6, 1999

19. 501(c)(3) Entity acquires 501(c)(3) entity-coverage issues

    By Guest dietpepsi, January 6, 2004
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    • 1.4k views
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    • Guest
    • January 6, 2004

20. 403(b) Plan - Form 5500 Questions

    By rocknrolls2, April 5, 2013
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    • 1.2k views
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    • rocknrolls2
    • April 5, 2013

21. recommendation for 403(b) TPA in San Francisco area

    By Lynn Campbell, August 9, 1999
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    • 1.9k views
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    • Lynn Campbell
    • August 9, 1999

22. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
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    • 1.1k views
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    • austin3515
    • November 17, 2010

23. Employee benefits site has moved!

    By Carol V. Calhoun, August 12, 1999
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    • 1.6k views
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    • Carol V. Calhoun
    • August 12, 1999

24. DOL safe harbor for non-ERISA 403(b) plans

    By Guest Pennysaver, June 2, 2011
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    • 1.3k views
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    • Guest
    • June 2, 2011

25. Summary of tax bill available online

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

26. 415 Limits - 403bs, who is responsible?

    By austin3515, August 24, 2010
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    • 1.3k views
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    • austin3515
    • August 24, 2010

27. Mandatory Contributions - Def of Comp

    By austin3515, August 24, 2010
    • 0 replies
    • 2k views
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    • austin3515
    • August 24, 2010

28. 403b a5 year catch-up

    By perkinsran, September 24, 2010
    • 0 replies
    • 937 views
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    • perkinsran
    • September 24, 2010

29. Payroll Deduction Error

    By Guest Kathy2006, February 7, 2007
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    • Guest
    • February 7, 2007

30. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant, February 20, 2018
    • 0 replies
    • 551 views
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    • AlbanyConsultant
    • February 20, 2018

31. 403b contributions not timely deposited

    By Guest Young1jone, July 27, 2005
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    • 1.6k views
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    • Guest
    • July 27, 2005

32. Change in Recordkeeper & 90-24 Asset Transfer

    By Guest T-BONE, July 23, 2002
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    • 1.6k views
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    • Guest
    • July 23, 2002

33. transfer between plans of same employer

    By AlbanyConsultant, November 1, 2017
    • 0 replies
    • 486 views
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    • AlbanyConsultant
    • November 1, 2017

34. Residual dividends/earnings 403b & 401a

    By Guest kimvb, November 17, 2007
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    • Guest
    • November 17, 2007

35. 403(b) Plan correction - failure to make mandatory distribution/rollover

    By holdco, June 19, 2012
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    • 1.1k views
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    • holdco
    • June 19, 2012

36. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
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    • Guest
    • September 15, 1999

37. Roth 403(b)

    By Guest RobO, July 28, 2005
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    • 1.6k views
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    • Guest
    • July 28, 2005

38. Commingle qualified and nonqualified assets

    By Guest CJA, April 28, 2008
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    • 2.1k views
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    • Guest
    • April 28, 2008

39. Expatriate Roth 403(b)

    By Guest BED, January 12, 2007
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    • 1.1k views
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    • Guest
    • January 12, 2007

40. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
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    • 1.3k views
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    • Guest
    • March 10, 2010

41. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.4k views
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    • Guest
    • February 26, 2013

42. 403(b) pre-approved plan advisory letter

    By Belgarath, April 11, 2017
    • 0 replies
    • 574 views
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    • Belgarath
    • April 11, 2017

43. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
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    • Guest
    • March 3, 2008

44. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
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    • 1.9k views
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    • Carol V. Calhoun
    • September 27, 1999

45. Participants Not on File

    By Guest mporterst, October 22, 2007
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    • Guest
    • October 22, 2007

46. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
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    • 1.9k views
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    • Guest
    • November 27, 2001

47. Tax paid rollover

    By Guest Sherry Ellison, October 19, 2006
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    • Guest
    • October 19, 2006

48. ABPT Testing in 403(b) Plans

    By PensionPro, January 16, 2013
    • 0 replies
    • 909 views
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    • PensionPro
    • January 16, 2013

49. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 609 views
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    • KaJay
    • July 14, 2021

50. Premium Interst & Penalties

    By Guest SteffyMG, June 29, 2001
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    • 1.6k views
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    • Guest
    • June 29, 2001