403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. What happens when the sponsor of a 403(b) plan ceases to exist? What

   By John A, December 23, 1999
   • 7 replies
   • 3.3k views
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   • Carol V. Calhoun
   • January 3, 2000

2. Beneficiary Designation Requirements

   By Guest TRUST53, December 23, 1999
   • 2 replies
   • 2.1k views
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   • Guest
   • December 24, 1999

3. MEA Calculations-Need help!

   By Guest Benmark, December 22, 1999
   • 8 replies
   • 2.7k views
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   • Guest
   • March 26, 2000

4. Maximum time permitted from payroll deduction

   By Guest BL, December 20, 1999
   • 1 reply
   • 1.7k views
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   • Guest
   • December 23, 1999

5. Software to Calculate Limits

   By Guest Jeff Kropp, December 16, 1999
   • 1 reply
   • 1.8k views
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   • GBurns
   • December 22, 1999

6. Prior Year Contributions for MEA

   By Guest Jeff Kropp, December 14, 1999
   • 1 reply
   • 1.7k views
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   • Carol V. Calhoun
   • December 15, 1999

7. 402(g) limits for 1990 - 1998

   By Guest scm, December 10, 1999
   • 3 replies
   • 1.9k views
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   • Michael Devault
   • December 10, 1999

8. 403(b) Plan - Form 5500 Audit Requirement

   By Guest Robert Lees, December 7, 1999
   • 5 replies
   • 2.9k views
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   • MWeddell
   • August 10, 2000

9. 403(b) plan terminations?

   By Guest jppcpa, December 4, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • December 4, 1999

10. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 3.1k views
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    • Guest
    • December 10, 1999

11. Plan does not benefit HCEs

    By jkharvey, November 23, 1999
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • November 29, 1999

12. Definition of Compensation

    By Guest Bob Collins, November 19, 1999
    • 1 reply
    • 2.2k views
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    • Carol V. Calhoun
    • November 23, 1999

13. 415 Limit on catch up contributions

    By Hoard1, November 18, 1999
    • 5 replies
    • 2.8k views
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    • Guest
    • November 19, 1999

14. Rev. Procedure 99-44 issued 11-17-99

    By jlf, November 17, 1999
    • 5 replies
    • 2k views
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    • Guest
    • December 2, 1999

15. rolling after-tax contributions to annuity

    By Guest mam, November 17, 1999
    • 1 reply
    • 1.9k views
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    • Michael Devault
    • November 17, 1999

16. Vesting Amendment

    By Guest Rookie, November 16, 1999
    • 2 replies
    • 2.2k views
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    • JWK
    • November 17, 1999

17. An individual participant may not, under 403(b)(8), rollover 403(b) as

    By Guest SA Becker, November 15, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • November 16, 1999

18. Frozen 403(b) plans

    By pbarrett, November 10, 1999
    • 10 replies
    • 8k views
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    • ljr
    • May 27, 2004

19. Coverage under Title II

    By Guest Rookie, November 10, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • November 10, 1999

20. New 2000 Limits on special elections?

    By Guest AlanBEA, October 31, 1999
    • 2 replies
    • 1.8k views
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    • Carol V. Calhoun
    • November 9, 1999

21. Assuming a 403(b) plan accepts rollover contributions, may an alternat

    By Guest Bob Collins, October 29, 1999
    • 1 reply
    • 1.8k views
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    • Felicia
    • October 29, 1999

22. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.4k views
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    • Carol V. Calhoun
    • December 14, 1999

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

    By Carol V. Calhoun, October 21, 1999
    • 0 replies
    • 1.6k views
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    • Carol V. Calhoun
    • October 21, 1999

24. Maximum Contribution Limits

    By Felicia, October 15, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • October 19, 1999

25. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun, October 8, 1999
    • 9 replies
    • 2.5k views
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    • Carol V. Calhoun
    • December 4, 1999

26. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 4 replies
    • 1.7k views
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    • Carol V. Calhoun
    • October 21, 1999

27. TRA '99 and 402(g)(8)

    By Guest mike webb, September 27, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • September 28, 1999

28. 90-24 transfers and ERISA

    By Guest mike webb, September 27, 1999
    • 2 replies
    • 2.4k views
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    • Guest
    • October 2, 1999

29. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
    • 0 replies
    • 1.8k views
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    • Carol V. Calhoun
    • September 27, 1999

30. 403(b) Vendor Selection for non-ERISA plans

    By Guest smithgd, September 26, 1999
    • 5 replies
    • 2.6k views
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    • jlf
    • October 5, 1999

31. Are 403(b) plans subject to 401(a)(26)?

    By MWeddell, September 24, 1999
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • September 24, 1999

32. 5500 needed for 403(b)(7) program of church employer?

    By Dave Baker, September 23, 1999
    • 1 reply
    • 2.3k views
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    • Carol V. Calhoun
    • September 23, 1999

33. IPERS

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 3.4k views
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    • jlf
    • September 24, 1999

34. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 20k views
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    • Renier
    • April 3, 2019

35. 403(b) Plan Documents

    By Guest Lynn West, September 15, 1999
    • 1 reply
    • 2k views
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    • Guest
    • September 16, 1999

36. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • September 15, 1999

37. MEA CALC AND CASH BALANCE PLANS

    By Guest Lonnie Tomlin, September 10, 1999
    • 2 replies
    • 1.9k views
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    • Carol V. Calhoun
    • September 22, 1999

38. 403(b) Plan Documents & Churches

    By Guest Mackin, September 3, 1999
    • 3 replies
    • 2.2k views
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    • Carol V. Calhoun
    • September 7, 1999

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

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

40. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.8k views
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    • Guest
    • September 3, 1999

41. TPA Recommendation

    By Guest friedbrain, August 25, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • August 26, 2009

42. 415(c) rules for 403(b) annuities

    By Carol V. Calhoun, August 19, 1999
    • 1 reply
    • 2.2k views
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    • Carol V. Calhoun
    • August 24, 1999

43. 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

44. Employee benefits site has moved!

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

45. Years of Service - 403(b)(4)

    By Guest dean62, August 12, 1999
    • 4 replies
    • 1.9k views
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    • Guest
    • August 16, 1999

46. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 3k views
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    • jlf
    • February 11, 2000

47. Can 403b7 participant opt out of plan and take cash?

    By Guest Julie Young, August 10, 1999
    • 3 replies
    • 2.5k views
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    • Carol V. Calhoun
    • August 31, 1999

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

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

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

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

50. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

    By jlf, August 6, 1999
    • 3 replies
    • 2.5k views
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    • jlf
    • August 9, 1999