403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. TIAA and Full SS#'s?

   By austin3515, September 28, 2010
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • September 28, 2010

2. TIAA Class Action Settlement?

   By EPCRSGuru, October 11, 2014   

   • Bauer-Ramazani
   • 1 reply
   • 2.4k views
   • 
   • traveler
   • October 23, 2014

3. TIAA CREF - Again with Schedule A

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

4. TIAA Cref Hardships

   By austin3515, November 3, 2010
   • 0 replies
   • 934 views
   • 
   • austin3515
   • November 3, 2010

5. TIAA Loan Reporting

   By austin3515, May 28, 2013
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • May 29, 2013

6. TIAA Marketing Banking Services to Participants

   By austin3515, June 10, 2013
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • June 11, 2013

7. TIAA Schedule C

   By austin3515, September 8, 2010
   • 0 replies
   • 1.3k views
   • 
   • austin3515
   • September 8, 2010

8. TIAA Traditional and Gains

   By austin3515, September 29, 2010
   • 1 reply
   • 1.5k views
   • 
   • austin3515
   • September 30, 2010

9. TIAA-CREF / Loan Program

   By austin3515, January 5, 2015
   • 1 reply
   • 1.8k views
   • 
   • mbozek
   • January 6, 2015

10. TIAA-CREF and TErminated Participants

    By austin3515, September 7, 2010
    • 17 replies
    • 6.6k views
    • 
    • Guest
    • December 5, 2012

11. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 4.6k views
    • 
    • KJohnson
    • December 13, 2011

12. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 938 views
    • 
    • Peter Gulia
    • July 22, 2016

13. TIAA-CREF Loans

    By austin3515, November 10, 2010
    • 16 replies
    • 7.2k views
    • 
    • EPCRSGuru
    • March 3, 2013

14. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 3.8k views
    • 
    • Patricia Neal Jensen
    • February 21, 2018

15. TIAA-CREF Schedule A

    By austin3515, June 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 8, 2012

16. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • April 29, 2014

17. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 8, 2014

18. TIAA-FAQ's - Terms with Balances

    By austin3515, January 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 6, 2011

19. Timing of Deferral Deposits - "Reasonableness" Standard for

    By Christine Roberts, March 12, 2002
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • April 7, 2002

20. Timing of employer contributions of tax-exempts as "annual additi

    By Guest mike webb, June 30, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • July 5, 2000

21. Timing of Matching Contribution Deposits

    By Guest Grumpy455, August 2, 2005
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • July 5, 2007

22. Title I and nonTitle I plans

    By Felicia, August 7, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • August 8, 2002

23. Title I to Non-Title I plans

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

24. To (b) or not to (b)?

    By SMB, August 10, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • August 10, 2000

25. Too Many Documents

    By sloble@crowleyfleck.com, July 14, 2008
    • 5 replies
    • 1.7k views
    • 
    • TLGeer
    • August 1, 2008

26. Top Heavy 403b's

    By Guest ronny890, March 22, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • March 22, 2006

27. Top Paid Group election

    By Lori H, February 19, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 19, 2013

28. Top-heavy applicable to 403(b) plans?

    By John A, October 31, 2000
    • 1 reply
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

29. Tour of the employee benefits legal resource site now available

    By Guest CVCalhoun, December 13, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 13, 1998

30. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 10, 2018

31. TPA Recommendation

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

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

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

33. TRA 86 -- 403(b) converted to 403(a)

    By Guest mfchristopher, March 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • March 10, 2005

34. Transaction

    By Guest JMN, October 7, 2011
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2011

35. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 4.2k views
    • 
    • ronincerritos
    • December 11, 2020

36. transfer between plans of same employer

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

37. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

38. Transfer from one 403(b) vendor to another

    By waid10, September 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • rcline46
    • September 17, 2012

39. transfer from one 403b plan of employer to another of same employer

    By Belgarath, May 29, 2013
    • 0 replies
    • 1.8k views
    • 
    • Belgarath
    • May 29, 2013

40. TRANSFER FROM TSA ACCOUNTS TO 403b (7)

    By Guest LARRY, August 25, 1998
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • August 29, 1998

41. Transfer of Missing Particpants' Accounts into 401(k)

    By Guest Lauren0507, May 2, 2008
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • May 2, 2008

42. Transferring a Keogh into a 403(b)?

    By Guest cyber, March 23, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2005

43. Transferring accumulated savings to a 403(b)(7) custodial account

    By Guest mhdavies, June 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • jlf
    • June 20, 2001

44. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • April 4, 2015

45. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • October 18, 2000

46. Transition to ERISA Plan Status - What is Initial Effective Date?

    By Christine Roberts, November 12, 2001
    • 2 replies
    • 2.7k views
    • 
    • Christine Roberts
    • November 12, 2001

47. 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

48. Tricky Non-ERISA 403(b) Contribution Question

    By Guest James CFP, April 12, 2006
    • 3 replies
    • 2k views
    • 
    • joel
    • June 22, 2006

49. trying to terminate an old plan

    By K2retire, October 5, 2011
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • October 6, 2011

50. tsa mutual fund transfer to tsa mutual fund transfer

    By Guest smount_99, May 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • May 22, 1999