403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Mandatory Ee Contributions

   By austin3515, September 7, 2010
   • 5 replies
   • 4k views
   • 
   • Guest
   • September 7, 2010

2. 403b/401a combined plan

   By Guest dgflautt, July 8, 2005
   • 4 replies
   • 4k views
   • 
   • Lori Friedman
   • July 12, 2005

3. 5500 for church 403(b)

   By Guest SarahB, May 12, 2008
   • 2 replies
   • 4k views
   • 
   • Guest
   • May 14, 2008

4. 401k and 403b at the same time?

   By cpc0506, August 15, 2014
   • 9 replies
   • 4k views
   • 
   • MWeddell
   • August 19, 2014

5. 415 limit for 403b and 401k plans

   By dmb, November 30, 2016
   • 15 replies
   • 4k views
   • 
   • lm64
   • January 3, 2019

6. 90-24 transfer rule

   By Guest yanfan, November 16, 2005
   • 4 replies
   • 4k views
   • 
   • Guest
   • November 24, 2005

7. What % of schools allow rollovers

   By Guest joelooper, October 4, 2013   

   • rollover
   • 403b
   • (and 2 more)

     Tagged with:

     • rollover
     • 403b
     • school
     • no-profit
   • 22 replies
   • 4k views
   • 
   • Guest
   • October 11, 2013

8. IRS Phone Conference on 403b Plans, 12/4/2008

   By J Simmons, December 4, 2008
   • 18 replies
   • 3.9k views
   • 
   • J Simmons
   • December 6, 2008

9. Annuities in IRA's....Tax Free benefits to heirs if Death Benefit is higher than account balance...Convert a small amount to roth and roll the rest to an ira.

   By Guest duckchow, August 20, 2004
   • 5 replies
   • 3.9k views
   • 
   • Guest
   • August 29, 2004

10. Union members were mistakenly included in 403(b) plan. Can the plan be

    By Guest deedee, March 20, 2003
    • 7 replies
    • 3.9k views
    • 
    • GBurns
    • April 5, 2003

11. 403(b) and 401(a) plans. Is an audit required?

    By Guest Alison Williams, July 12, 2002
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • July 16, 2002

12. penalties on failure to take disitributions of pre-1987 403(b) deferrals

    By Guest svogelwsm, October 28, 2004
    • 13 replies
    • 3.9k views
    • 
    • mbozek
    • November 1, 2004

13. IRS Revenue Ruling 90-24 "asset transfer"

    By dh003i, November 11, 2003
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 11, 2003

14. Spousal Consent

    By Nassau, April 25, 2011
    • 2 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 26, 2011

15. Requirements is 403(b) is "recordkept"

    By Guest bcichon, April 29, 2004
    • 4 replies
    • 3.9k views
    • 
    • ljr
    • June 4, 2004

16. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • October 13, 2000

17. 15 year rule and a "qualified employer."

    By katieinny, January 14, 2004
    • 6 replies
    • 3.8k views
    • 
    • gc@chimentowebb.com
    • October 30, 2007

18. "Condition of employment" contributions to 403(b)

    By JWK, July 24, 2000
    • 7 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • August 6, 2001

19. School District 403(b)

    By Guest Astro, March 27, 2008
    • 6 replies
    • 3.8k views
    • 
    • J Simmons
    • April 8, 2008

20. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 3.8k views
    • 
    • QDROphile
    • October 31, 2000

21. IRA to 403(b) rollover--Penalty Tax

    By Guest JROSSITTER, February 8, 2004
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • February 11, 2004

22. stop RMDs when rolled into 403(b)?

    By Guest getaxa, May 12, 2004
    • 9 replies
    • 3.8k views
    • 
    • Belgarath
    • May 18, 2004

23. 403(b) Training Manual

    By Guest Ann Marie Hegy, May 6, 2003
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 9, 2003

24. NON-ERISA 403(B) Plans

    By Nassau, August 7, 2008
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • September 13, 2008

25. TIAA-CREF Restatements with Ascensus

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

26. Non-ERISA Plan Restated as ERISA Plan

    By Christine Roberts, August 21, 2003
    • 3 replies
    • 3.8k views
    • 
    • mbozek
    • September 15, 2003

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

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

28. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3, 2018   

    • 8955 ssa
    • 7 replies
    • 3.8k views
    • 
    • ESOP Guy
    • April 5, 2018

29. Should I convert my 403b to a Roth?

    By Guest mjq, June 29, 2004
    • 17 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2004

30. Can a TSA section 403(b) be part of a section 125 cafeteria plan?

    By Guest Bruce Rich, July 4, 1999
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • July 12, 1999

31. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • November 14, 2008

32. 90-24 transfers

    By Guest Lyric, December 28, 2001
    • 11 replies
    • 3.7k views
    • 
    • joel
    • January 1, 2002

33. Ineligible 403(b)

    By Guest Jim Brennan, September 2, 1998
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • September 23, 1998

34. Is a 403(b) plan a "qualified Plan"?

    By Jim Chad, May 17, 2016
    • 1 reply
    • 3.7k views
    • 
    • jpod
    • May 17, 2016

35. 403b to IRA-any benefit

    By Guest nahe3, August 26, 1998
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • August 29, 1998

36. FUTA Withholding

    By Guest none, September 8, 2003
    • 3 replies
    • 3.7k views
    • 
    • Appleby
    • September 9, 2003

37. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 3.7k views
    • 
    • Kevin C
    • September 3, 2015

38. Eligibility for adjunct professors

    By Guest QueenB, October 5, 2005
    • 3 replies
    • 3.7k views
    • 
    • mbozek
    • October 10, 2005

39. Section 1035 Exchange - Policy Loans

    By Guest samcder, January 2, 2001
    • 2 replies
    • 3.7k views
    • 
    • GBurns
    • January 3, 2001

40. 403(b) failing ACP test

    By Santo Gold, August 22, 2011
    • 4 replies
    • 3.7k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

41. 403b plan loan problems

    By doombuggy, July 29, 2014
    • 4 replies
    • 3.7k views
    • 
    • 403BWilder
    • September 28, 2017

42. Loan provisions in 403(b)'s...?

    By Guest Garry, August 20, 1998
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 1998

43. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 16 replies
    • 3.6k views
    • 
    • austin3515
    • March 25, 2013

44. 403(b)/457 Defined Benefit Plan?

    By Guest dam1869, July 31, 2008
    • 7 replies
    • 3.6k views
    • 
    • TLGeer
    • August 1, 2008

45. 403(b) TSA - When are they subject to ERISA and when are they not?

    By Guest mapiro, March 29, 2002
    • 3 replies
    • 3.6k views
    • 
    • Carol V. Calhoun
    • April 2, 2002

46. Can break-in-service rules be used without violating Universal Availability?

    By Guest Grumpy456, July 25, 2008
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 17, 2008

47. 403(b) pre-1987 grandfathered contributions

    By Guest MBeck, November 7, 2003
    • 1 reply
    • 3.6k views
    • 
    • Michael Devault
    • November 7, 2003

48. Annuitized 90-24 transfers

    By Guest Zahorik, September 7, 2001
    • 13 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 2001

49. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

    By Guest JBeck, December 1, 2003
    • 12 replies
    • 3.6k views
    • 
    • mbozek
    • December 4, 2003

50. Merger of Non-ERISA and ERISA 403(b) Plans

    By Christine Roberts, October 7, 2003
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • November 23, 2003