403(b) Plans, Accounts or Annuities

2,067 topics in this forum

1. IPERS

   By Guest Phil L, September 23, 1999
   • 2 replies
   • 3.6k views
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   • jlf
   • September 24, 1999

2. 5500 needed for 403(b)(7) program of church employer?

   By Dave Baker, September 23, 1999
   • 1 reply
   • 2.4k views
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   • Carol V. Calhoun
   • September 23, 1999

3. MEA CALC AND CASH BALANCE PLANS

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

4. 403(b) Plan Documents

   By Guest Lynn West, September 15, 1999
   • 1 reply
   • 2.1k views
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   • Guest
   • September 16, 1999

5. Bankruptcy

   By Guest Jim Brennan, September 15, 1999
   • 0 replies
   • 1.9k views
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   • Guest
   • September 15, 1999

6. 403(b) Plan Documents & Churches

   By Guest Mackin, September 3, 1999
   • 3 replies
   • 2.3k views
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   • Carol V. Calhoun
   • September 7, 1999

7. 403(b) direct tranfer

   By Guest bgholtz, August 31, 1999
   • 9 replies
   • 3.2k views
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   • Guest
   • September 3, 1999

8. 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

9. Return of Employer Contributions

   By chris, July 14, 1999
   • 2 replies
   • 2.5k views
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   • Carol V. Calhoun
   • August 31, 1999

10. Less Than 20 Hours Per Week Employees

    By Scott, July 1, 1999
    • 6 replies
    • 4.4k views
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    • Dowist
    • August 30, 1999

11. 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

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

    By Guest dean62, August 12, 1999
    • 4 replies
    • 2k views
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    • Guest
    • August 16, 1999

13. Summary of tax bill available online

    By Carol V. Calhoun, August 16, 1999
    • 0 replies
    • 1.8k views
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    • Carol V. Calhoun
    • August 16, 1999

14. Employee benefits site has moved!

    By Carol V. Calhoun, August 12, 1999
    • 0 replies
    • 1.7k views
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    • Carol V. Calhoun
    • August 12, 1999

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

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

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

    By jlf, August 6, 1999
    • 3 replies
    • 2.6k views
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    • jlf
    • August 9, 1999

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

    By Guest TMary, August 6, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • August 6, 1999

18. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.4k views
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    • Guest
    • August 6, 1999

19. Annual reqmts.

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
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    • Ellie Lowder
    • August 5, 1999

20. Employee Plan Examination Guidelines and IRC 402(g)(8)

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.7k views
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    • Ellie Lowder
    • August 4, 1999

21. 403(b) vs. GROUP 403 (b)

    By Guest bwerlla, June 28, 1999
    • 4 replies
    • 2.2k views
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    • Guest
    • July 31, 1999

22. SBJPA Amendment Deadline

    By Christine Roberts, July 18, 1999
    • 8 replies
    • 2.2k views
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    • Christine Roberts
    • July 30, 1999

23. Rollover of 403(b) assets to a trad. IRA

    By Guest Lyric, July 23, 1999
    • 3 replies
    • 3k views
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    • Guest
    • July 26, 1999

24. Can a 501(c)(3) have a 403(b) plan and a 457 plan?

    By Guest Rick Vessell, July 24, 1999
    • 1 reply
    • 2.5k views
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    • Everett Moreland
    • July 26, 1999

25. Record Retention Requirements

    By Guest Benmark, July 15, 1999
    • 3 replies
    • 3.6k views
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    • Guest
    • July 23, 1999

26. Comparison among 401(k) plans, 403(b) plans, and 457 plans available o

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • July 21, 1999

27. Rollover provisions of the Financial Freedom Act of 1999

    By jlf, July 21, 1999
    • 0 replies
    • 1.8k views
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    • jlf
    • July 21, 1999

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

    By Guest Bruce Rich, July 4, 1999
    • 1 reply
    • 3.9k views
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    • Guest
    • July 12, 1999

29. Minimum Funding Requirements-Are TSAs subject to them?

    By Guest Lonnie Tomlin, July 12, 1999
    • 1 reply
    • 2.9k views
    • 
    • Everett Moreland
    • July 12, 1999

30. 403(b) plans and separately managed accounts

    By Guest dkasprzak, July 8, 1999
    • 4 replies
    • 2.8k views
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    • jlf
    • July 10, 1999

31. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • July 7, 1999

32. DOL Info letter re 5500 filing

    By Guest Judy Miller, June 30, 1999
    • 2 replies
    • 2.2k views
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    • Guest
    • June 30, 1999

33. Vacation Pay/Administrative Leave

    By Guest LMH, June 25, 1999
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • June 30, 1999

34. 403(b) Audit/Requiring Employees to Use Catch Up election

    By Guest Jeff Kropp, June 28, 1999
    • 3 replies
    • 2.3k views
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    • Dowist
    • June 30, 1999

35. Can hardship withdrawals be made from employer contributions in a publ

    By Guest Slam, June 24, 1999
    • 1 reply
    • 1.9k views
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    • jlf
    • June 29, 1999

36. Funding Vehicles for 403(b) Plan

    By chris, June 28, 1999
    • 2 replies
    • 2.9k views
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    • Kathy
    • June 29, 1999

37. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.3k views
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    • Guest
    • June 18, 1999

38. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 2.2k views
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    • Guest
    • June 15, 1999

39. What are the time requirements on the employer to make plan contributi

    By Guest Sean, May 19, 1999
    • 3 replies
    • 2.1k views
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    • Guest
    • June 15, 1999

40. Can a 403(b) and a 401(k) plan be set up in one trust?

    By Guest Rob Morgan, June 9, 1999
    • 1 reply
    • 2k views
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    • Guest
    • June 10, 1999

41. 403(b) vs 401(k)

    By kocak, December 5, 1998
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • June 8, 1999

42. TSA to TSA transfer refused by Fund Sponsor

    By Guest ripet503, June 3, 1999
    • 2 replies
    • 2.1k views
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    • jlf
    • June 3, 1999

43. tsa mutual fund transfer to tsa mutual fund transfer

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

44. A reasonable number of investmest options.

    By jlf, May 15, 1999
    • 7 replies
    • 2.1k views
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    • Guest
    • May 21, 1999

45. Options for a surviving spouse with respect to the decedent's 403(b)

    By Guest stenny, May 14, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 15, 1999

46. Is this program covered by ERISA?

    By Guest Do, May 5, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 13, 1999

47. Reinsuring charitable gift annuities

    By Guest Quinn, May 13, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 1999

48. Pre/Post 89 403b contributions/distributions

    By Guest Brad Larsen, May 4, 1999
    • 2 replies
    • 4.4k views
    • 
    • jlf
    • May 4, 1999

49. CUSTODIAL ACCOUNTS 403(B)(7)

    By Guest djaszi, February 8, 1999
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • May 3, 1999

50. Limit on time to remit to Investor

    By Guest Liz Propp, October 23, 1998
    • 7 replies
    • 4.8k views
    • 
    • Guest
    • May 3, 1999