403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. News on Negative Elections for 403(b)?

   By Guest LFrankel, June 9, 2000
   • 4 replies
   • 1.8k views
   • 
   • Carol V. Calhoun
   • August 27, 2000

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

   By Guest msearle, May 23, 2000
   • 3 replies
   • 2.1k views
   • 
   • imchipbrown
   • July 13, 2000

3. Eligibility for 403(b) plans?

   By Guest, May 16, 2000
   • 3 replies
   • 2.3k views
   • 
   • Carol V. Calhoun
   • May 31, 2000

4. Paired 403(b) and SEP

   By Guest Jim Knight, May 16, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • May 16, 2000

5. Death Distributions

   By Guest BDS, May 8, 2000
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 8, 2000

6. 403(b) plan with employer contributions and one to two employees

   By Guest peter Sheehan, May 8, 2000
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • May 11, 2000

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

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 3.2k views
   • 
   • pjkoehler
   • May 13, 2000

8. Service based Discretionary Contribution

   By Christine Roberts, May 4, 2000
   • 1 reply
   • 2k views
   • 
   • Dowist
   • May 5, 2000

9. 501(c)-18?

   By eilano, May 3, 2000
   • 4 replies
   • 2.3k views
   • 
   • eilano
   • May 9, 2000

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

    By Guest BDS, May 1, 2000
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • May 2, 2000

11. Earnings distributed in Hardship Distribution

    By Guest BDS, May 1, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2000

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

    By Guest Harvey Carruth, April 28, 2000
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 2000

13. RFP posted for School District

    By Guest tuckerc, April 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • May 3, 2000

14. Fringe Benefit Payments and 403(b)contributions

    By Guest Rookie, April 24, 2000
    • 5 replies
    • 2.6k views
    • 
    • Ellie Lowder
    • April 25, 2000

15. Multiple 403(b) accounts

    By Guest GPQuinn, April 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • April 21, 2000

16. MEA Calculations and IRC Sec. 415

    By Guest Benmark, April 18, 2000
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • April 26, 2000

17. 403(b) loans/Article 9

    By Felicia, April 14, 2000
    • 0 replies
    • 1.7k views
    • 
    • Felicia
    • April 14, 2000

18. 403(b) loans

    By Felicia, April 7, 2000
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • April 18, 2000

19. Title I to Non-Title I plans

    By Felicia, April 7, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • April 19, 2000

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

    By Guest Kent Scrivener, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

21. Stocks in 403(b) plan

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

22. Rollover of Funds

    By Ellie Lowder, March 31, 2000
    • 2 replies
    • 1.7k views
    • 
    • Michael Devault
    • March 31, 2000

23. Non-ERISA Plan - Employer Liability

    By Christine Roberts, March 31, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • March 31, 2000

24. 403(b) plan compensation, ministers, and housing allowances

    By Carol V. Calhoun, March 28, 2000
    • 1 reply
    • 2.9k views
    • 
    • Dowist
    • March 28, 2000

25. Offering choice between employer-paid health insurance or a contributi

    By Guest geekster, March 27, 2000
    • 26 replies
    • 15.9k views
    • 
    • gc@chimentowebb.com
    • October 13, 2023

26. Compliance with federal legislation.

    By Guest slt, March 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

27. Roth IRA vs 403B

    By Guest Kent H, March 24, 2000
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2000

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

    By rocknrolls2, March 21, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 26, 2000

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

    By Alf, March 18, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 2000

30. Exception to 10% early withdrawl penalty?

    By Guest Don M, March 17, 2000
    • 4 replies
    • 2.3k views
    • 
    • pjkoehler
    • April 1, 2000

31. 403(b)Plan documents

    By Guest Kent Scrivener, March 13, 2000
    • 8 replies
    • 2.6k views
    • 
    • Alf
    • April 18, 2000

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

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • March 11, 2000

33. Can I safely conclude that 403(b) plans have no effect on top-heavy st

    By John A, March 8, 2000
    • 0 replies
    • 2.1k views
    • 
    • John A
    • March 8, 2000

34. 401(k) vs 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • March 6, 2000

35. If an employee separates after more than 15 years of service with a qu

    By Guest mruppert, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • March 6, 2000

36. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 1.7k views
    • 
    • John A
    • March 3, 2000

37. Please update information.

    By Dave Baker, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

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

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • March 14, 2000

39. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2000

40. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 1, 2000

41. Material on DROP Programs

    By Ellie Lowder, February 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • February 10, 2000

42. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.2k views
    • 
    • MWeddell
    • February 9, 2000

43. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • February 8, 2000

44. Are there any companies (with reasonable fees) that I could do a 403b

    By Guest jg9, February 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • jlf
    • February 8, 2000

45. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 9, 2000

46. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • February 14, 2000

47. Article on 403(b) Plan Audit Issues available online

    By Carol V. Calhoun, January 25, 2000
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 25, 2000

48. 403(b)(7) Excess Deferral

    By Guest RPSS, January 20, 2000
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 21, 2000

49. 403(b) Eligibility

    By Guest William Reimers, January 13, 2000
    • 1 reply
    • 2.1k views
    • 
    • IRC401
    • January 20, 2000

50. Can distributions be forced in this case?

    By John A, December 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 29, 1999