403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Supplemental Retirement Account?

   By Dennis Povloski, May 12, 2010
   • 0 replies
   • 917 views
   • 
   • Dennis Povloski
   • May 12, 2010

2. Surrender Fees Considerations when Terminating Group Annuity Plan

   By dustin, February 8, 2017   

   • 403b
   • surrender fees
   • (and 2 more)

     Tagged with:

     • 403b
     • surrender fees
     • annuity
     • termination
   • 5 replies
   • 1.9k views
   • 
   • dustin
   • February 9, 2017

3. Survey of 403(b) Participation Rates

   By Guest kerryb, May 8, 2002
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • May 8, 2002

4. TAMRA Plans

   By austin3515, December 16, 2018
   • 2 replies
   • 2.2k views
   • 
   • lm64
   • January 3, 2019

5. TAMRA provision that allows higher deferrals for HCEs

   By Guest Lonnie Tomlin, April 26, 2001
   • 2 replies
   • 6.2k views
   • 
   • Guest
   • May 19, 2001

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

   By Guest TMary, August 6, 1999
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • August 6, 1999

7. Tax implications upon death

   By Guest Carl C, September 4, 2001
   • 1 reply
   • 2.3k views
   • 
   • Michael Devault
   • September 5, 2001

8. Tax liability for non-ERISA plans?

   By Guest toddl, March 30, 2004
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • March 31, 2004

9. Tax paid rollover

   By Guest Sherry Ellison, October 19, 2006
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 19, 2006

10. Tax Sheltered Annuities with both employer and employee contributions; what are the testing and filing requirements?

    By MBCarey, September 25, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • September 25, 2003

11. Tax Sheltered Annuity & Flex Plan

    By Guest Sara H, October 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 28, 2003

12. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver, June 21, 2011
    • 5 replies
    • 5.4k views
    • 
    • C-Mikes
    • July 15, 2024

13. tax-sheltered annuities

    By Nassau, July 9, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • July 10, 2008

14. tax-treatment of 403(b)'s given to non-profit-organizations upon death

    By dh003i, November 2, 2004
    • 2 replies
    • 2.3k views
    • 
    • dh003i
    • November 2, 2004

15. Taxation of 403(b) Distributions by New York State

    By joel, February 17, 2021
    • 25 replies
    • 16.7k views
    • 
    • joel
    • March 8, 2021

16. Taxation of losses on nonqualified variable annuity contracts

    By Guest Richard Plant, January 22, 2002
    • 2 replies
    • 5.4k views
    • 
    • Guest
    • January 23, 2002

17. TDA with Safe Harbor Contribution

    By MBCarey, November 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 3, 2008

18. Teacher sick day payout

    By Guest danfarley, June 7, 2005
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • March 28, 2007

19. teachers' return to employment post-retirement

    By lexi, August 7, 2007
    • 2 replies
    • 1.2k views
    • 
    • lexi
    • August 7, 2007

20. Terminate 403(b) Start 401(k)

    By PMC, August 9, 2006
    • 0 replies
    • 1.8k views
    • 
    • PMC
    • August 9, 2006

21. terminate 403(b) upon severance of employement

    By Guest caroline isherwood, May 13, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 20, 2002

22. Terminated Employees - Final Paycheck Decuctions?

    By Guest jachapma, September 9, 2010
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 9, 2010

23. Terminating 401(k) to start 403(b)

    By KateSmithPA, November 7, 2001
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • November 7, 2001

24. terminating 403(b) Plan

    By k man, March 25, 2004
    • 3 replies
    • 2k views
    • 
    • k man
    • April 8, 2004

25. Terminating a 403(b)

    By Lori H, November 20, 2014
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 21, 2014

26. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 11, 2008

27. Terminating a 403(b) Plan

    By Lori H, January 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • Lori H
    • January 25, 2010

28. terminating a 403(b) Plan

    By Santo Gold, July 11, 2012
    • 3 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • July 12, 2012

29. Terminating a 403(b) Plan and starting a 401(k) Plan

    By blue, October 9, 2007
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • October 26, 2007

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

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

31. Terminating a 403b plan

    By Santo Gold, November 7, 2008
    • 15 replies
    • 7.5k views
    • 
    • Guest
    • April 22, 2009

32. terminating a 403b plan when the employer is no longer in business

    By Santo Gold, March 13, 2009
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • March 14, 2009

33. Terminating a Group Tax Sheltered Annuity Contract

    By Guest PB&J, August 10, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2005

34. Terminating employment before vesting, options to keep 403(b) plan?

    By Guest xycid, December 6, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2004

35. Terminating small, ERISA 403(b)

    By Lori H, May 6, 2013
    • 1 reply
    • 923 views
    • 
    • Carol V. Calhoun
    • May 7, 2013

36. Termination

    By Randy Watson, December 13, 2007
    • 4 replies
    • 2.3k views
    • 
    • Bird
    • February 4, 2008

37. Termination of 403(B) Annuity or Early Withdrawal

    By Guest clgray, July 1, 2003
    • 4 replies
    • 2.2k views
    • 
    • GBurns
    • July 2, 2003

38. Termination of 403(b) ERISA Plan

    By Guest rocnrols2, August 19, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 19, 2003

39. Termination of 403(b) plan

    By Guest Lonnie Tomlin, December 7, 1998
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 15, 1999

40. Termination of 403(b) plans and 5500 reporting

    By Guest rmiller68, September 3, 1999
    • 3 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

41. Termination of 403b - Can employees rollover to another 403b?

    By KaJay, August 1, 2023
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 3, 2023

42. termination of a 403(b) plan

    By Guest TV Brokerage Inc, August 19, 2010
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2010

43. Termination of employer contributions

    By Guest mshaw, July 7, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 7, 2003

44. Termination procedures

    By Guest Mr. Kite, April 10, 2008
    • 5 replies
    • 3k views
    • 
    • TLGeer
    • April 10, 2008

45. Testing 401(k) and 403(b) plans/aggregation

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.2k views
    • 
    • MWeddell
    • November 14, 2001

46. testing 403b plan

    By Guest Betsy Oakey, January 14, 2011
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 14, 2011

47. Testing Question

    By wmyer, February 17, 2005
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • February 17, 2005

48. the latest on pre-approved documents

    By Tom Poje, January 25, 2017
    • 1 reply
    • 686 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

49. This looks ugly

    By Santo Gold, April 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • April 4, 2011

50. Thus Spake the 800 lb. Gorilla (a/k/a TIAA-CREF)

    By Guest erisafried, February 9, 2005
    • 5 replies
    • 2k views
    • 
    • mbozek
    • February 13, 2005