403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan

   By Guest JVH, March 1, 2004
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   • Guest
   • March 1, 2004

2. safe harbor

   By Guest G Mann, March 17, 2011
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   • Guest
   • March 17, 2011

3. Fair Market Value Determination on Annutiy Contracts

   By Guest Frankie, October 16, 2002
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   • Guest
   • October 16, 2002

4. information by 403b employer matching

   By Guest dsanturay, October 21, 2004
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   • Guest
   • October 21, 2004

5. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

   By Guest Pennysaver, March 17, 2011
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   • Guest
   • March 17, 2011

6. Correcting for Universal Availability

   By J Simmons, November 10, 2008
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   • J Simmons
   • November 10, 2008

7. 2008 form 5500 for 403(b)

   By Lori H, July 28, 2009
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   • Lori H
   • July 28, 2009

8. 403(b) Plan-to-Plan Transfer Rules

   By rocknrolls2, May 12, 2016
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   • rocknrolls2
   • May 12, 2016

9. Chart of 415, etc. limits for the year 2000 available

   By Carol V. Calhoun, October 21, 1999
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   • Carol V. Calhoun
   • October 21, 1999

10. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
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    • Nancy D
    • November 18, 2013

11. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
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    • austin3515
    • July 29, 2014

12. Roth 401(k) / Roth 403(b)

    By Guest llaplount, January 4, 2006
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    • Guest
    • January 4, 2006

13. deleted

    By AMDG, January 9, 2017
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    • AMDG
    • January 9, 2017

14. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
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    • R. Butler
    • May 24, 2002

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

    By Guest xycid, December 6, 2004
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    • Guest
    • December 6, 2004

16. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
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    • Guest
    • November 20, 2007

17. 403(b) Regs effective date postponed

    By jevd, August 29, 2006
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    • jevd
    • August 29, 2006

18. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
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    • Appleby
    • October 15, 2009

19. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
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    • Guest
    • July 23, 2001

20. ROTH 403(b)

    By Felicia, December 14, 2006
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    • Felicia
    • December 14, 2006

21. 403(b) Irrevocable Election

    By Guest WD2, February 1, 2008
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    • Guest
    • February 1, 2008

22. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
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    • Rolf Trautmann
    • December 7, 2011

23. Outstanding Loan Balance

    By jane123, October 15, 2003
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    • jane123
    • October 15, 2003

24. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
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    • Guest
    • August 25, 2005

25. Help on new "portability" guidelines for rollovers into 403b

    By Guest newlifeca, October 16, 2001
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    • Guest
    • October 16, 2001

26. 403(b) for religious school--church-controlled org?

    By Guest Penelope, June 27, 2006
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    • Guest
    • June 27, 2006

27. Final return on a 403 (b)

    By Guest Colleen Schlosser, July 2, 2003
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    • Guest
    • July 2, 2003

28. Final 403(b) Regs - Redlined Version?

    By Christine Roberts, July 27, 2007
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    • Christine Roberts
    • July 27, 2007

29. 403(b) Plans And SEP's Under New 403(b) Regs

    By Guest cyocum@lbg1.com, September 25, 2007
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    • Guest
    • September 25, 2007

30. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

    By katieinny, November 23, 2010
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    • katieinny
    • November 23, 2010

31. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
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    • Guest
    • February 25, 2012

32. match 529 contribution into 403(b)?

    By Guest mike webb, August 31, 2001
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    • Guest
    • August 31, 2001

33. non-electing church plans

    By Felicia, February 12, 2010
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    • Felicia
    • February 12, 2010

34. 403b filed 2010-2011 but not 2009

    By TPApril, July 9, 2013
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    • TPApril
    • July 9, 2013

35. 403(b) with 401(k)

    By Guest Peter Buck, October 2, 2004
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    • Guest
    • October 2, 2004

36. Change of vendors--effect on terminated participants

    By 7806akp, November 5, 2012
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    • 7806akp
    • November 5, 2012

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

    By Carol V. Calhoun, January 25, 2000
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    • Carol V. Calhoun
    • January 25, 2000

38. ineligible 403b rollover

    By Guest confused911, October 16, 2003
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    • Guest
    • October 16, 2003

39. Determining eligibility of participants in new 403(b) plan (terminating existing DB plan)

    By Guest nadiarott, November 17, 2004
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    • Guest
    • November 17, 2004

40. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
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    • Peter Gulia
    • November 10, 2014

41. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
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    • MWeddell
    • February 9, 2000

42. blown 403(b) limit

    By waid10, October 4, 2004
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    • waid10
    • October 4, 2004

43. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
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    • Guest
    • March 3, 2015

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

    By Santo Gold, June 13, 2017
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    • Santo Gold
    • June 13, 2017

45. Church plan mergers - 401a/k merging into 403b

    By 30Rock, November 11, 2024
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    • 30Rock
    • November 11, 2024

46. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
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    • Guest
    • February 26, 2000

47. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
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    • Guest
    • October 17, 2000

48. Orphaned contracts

    By Guest Serena, July 6, 2010
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    • Guest
    • July 6, 2010

49. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
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    • Francis
    • July 16, 2011

50. Audit requirement for 401(k) plan that has 403(b) matching contributions

    By Guest newto403b, October 4, 2004
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    • Guest
    • October 4, 2004