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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

1,997 topics in this forum

  1. Taxation of 403(b) Distributions by New York State 1 2

    By joel,
    • 25 replies
    • 6.3k views

  2. Universal availability

    By Belgarath,
    • 4 replies
    • 444 views

  3. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice,   
    • 6 replies
    • 569 views

  4. Any updates on Non-ERISA Governmental 401K plans

    By JOH,
    • 0 replies
    • 337 views

  5. LTD Makes Employer Contributions

    By khn,
    • 0 replies
    • 302 views

  6. Employer contribution made for two terminated employees by mistake.

    By KaJay,
    • 1 reply
    • 296 views

  7. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen,
    • 4 replies
    • 1.1k views

  8. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 373 views

  9. ETF's / Custodial Account

    By beartd,
    • 2 replies
    • 798 views

  10. Excess Contributions and W2 Corrections

    By Rebecca Ennis,
    • 1 reply
    • 459 views

  11. IRRs and TPA Approval

    By JOH,
    • 6 replies
    • 420 views

  12. For Profit Sub of 501c3

    By austin3515,
    • 5 replies
    • 416 views

  13. Transfer between 403B providers

    By ronincerritos,
    • 15 replies
    • 1.2k views

  14. 415 Plan Year as Limitation Year

    By austin3515,
    • 2 replies
    • 232 views

  15. Making ER contrib to new 401k plan?

    By AlbanyConsultant,
    • 9 replies
    • 434 views

  16. Convert 403(b) Plan to 401k

    By arthurkagan,
    • 4 replies
    • 1.1k views

  17. Where are annuity contracts’ interest rates?

    By Peter Gulia,   
    • 5 replies
    • 630 views

  18. ERISA 403(b) Plan - two participants

    By 401(k)athryn,
    • 3 replies
    • 354 views

  19. Exclusion of 1/1/09 Contracts

    By austin3515,
    • 10 replies
    • 717 views

  20. 403(b)

    By thepensionmaven,
    • 1 reply
    • 305 views

  21. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin,
    • 22 replies
    • 9.3k views

  22. 401k to Non ERISA 403b

    By pixmax,
    • 3 replies
    • 518 views

  23. Less than 20 hours a week excluded

    By austin3515,
    • 3 replies
    • 341 views

  24. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150,
    • 3 replies
    • 541 views

  25. Pros of a Church Plan electing to be covered by ERISA

    By BG5150,
    • 3 replies
    • 781 views
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