403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Plan Hours of Service

   By Guest matt2800, October 26, 2010
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   • Guest
   • October 26, 2010

2. Discriminatory Employer Contributions

   By Guest bwells, May 8, 2002
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   • Guest
   • May 8, 2002

3. 403(b) and 401(k) testing

   By MetsFan86, November 15, 2021
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   • MetsFan86
   • November 15, 2021

4. Application of Gramm-Leach-Bliley to 403(b) Plans

   By Guest David Kolhoff, August 21, 2000
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   • Guest
   • August 21, 2000

5. Supplemental Retirement Account?

   By Dennis Povloski, May 12, 2010
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   • Dennis Povloski
   • May 12, 2010

6. Can I safely conclude that 403(b) plans have no effect on top-heavy st

   By John A, March 8, 2000
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   • John A
   • March 8, 2000

7. Allocation of Plan Admin Expenses in 403(b) Plan

   By Christine Roberts, April 23, 2004
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   • Christine Roberts
   • April 23, 2004

8. Automatic enrollment exemption if plans merge?

   By AlbanyConsultant, November 12, 2024
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   • AlbanyConsultant
   • November 12, 2024

9. opt out provision

   By lexi, August 4, 2006
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   • lexi
   • August 4, 2006

10. Survey of 403(b) Participation Rates

    By Guest kerryb, May 8, 2002
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    • Guest
    • May 8, 2002

11. New Pinnacle Consulting Group

    By Christine Roberts, October 27, 2010
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    • Christine Roberts
    • October 27, 2010

12. Student-Teacher Exclusion

    By DTH, March 2, 2018
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    • DTH
    • March 2, 2018

13. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
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    • QP_Guy
    • March 23, 2020

14. Benefit, rights and features in 403(b)

    By Guest dietpepsi, August 5, 2006
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    • Guest
    • August 5, 2006

15. Termination of employer contributions

    By Guest mshaw, July 7, 2003
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    • Guest
    • July 7, 2003

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

    By Belgarath, May 29, 2013
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    • Belgarath
    • May 29, 2013

17. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
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    • John Feldt ERPA CPC QPA
    • January 12, 2018

18. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
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    • Guest
    • June 18, 2002

19. Can final leave payouts be deferred and how do they impact includible

    By Guest dvonmoll, December 22, 2000
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    • Guest
    • December 22, 2000

20. 5500 and TE 403b plans

    By Guest Serena, July 7, 2010
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    • Guest
    • July 7, 2010

21. 403(b) loans/Article 9

    By Felicia, April 14, 2000
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    • Felicia
    • April 14, 2000

22. In-service withdrawals

    By Guest Not yet catch-up eligible, May 13, 2010
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    • Guest
    • May 13, 2010

23. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
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    • austin3515
    • April 29, 2014

24. 403(b) Plan Merger?

    By BTG, September 5, 2006
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    • BTG
    • September 5, 2006

25. Employee making contributions to 403(b) custodial account

    By Guest Statler, August 28, 2009
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    • Guest
    • August 28, 2009

26. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
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    • Guest
    • February 23, 2001

27. Late Deposits

    By Guest CGBS, February 6, 2001
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    • Guest
    • February 6, 2001

28. ACP Test Options

    By Guest kmvr, February 8, 2006
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    • Guest
    • February 8, 2006

29. Application of minimum service rule

    By 7806akp, December 13, 2011
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    • 7806akp
    • December 13, 2011

30. 0 participant count for 5500

    By SheilaD, November 19, 2009
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    • SheilaD
    • November 19, 2009

31. Cutback When Moving From Group Annuity to Custodial Accounts?

    By Christine Roberts, January 28, 2002
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    • Christine Roberts
    • January 28, 2002

32. Earnings distributed in Hardship Distribution

    By Guest BDS, May 1, 2000
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    • Guest
    • May 1, 2000

33. Pension Protection Act 2006-Mandatory Contributions

    By Guest pware, August 8, 2006
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    • Guest
    • August 8, 2006

34. Grandfathered Annuities

    By khn, January 19, 2017
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    • khn
    • January 19, 2017

35. Death Distributions

    By Guest BDS, May 8, 2000
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    • Guest
    • May 8, 2000

36. 403(b) Loans

    By Guest dms9999, November 19, 2009
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    • Guest
    • November 19, 2009

37. Schedule R, 403b Plans

    By austin3515, August 31, 2013
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    • austin3515
    • August 31, 2013

38. GUST Restatement - Multiple Effective Dates

    By Christine Roberts, August 17, 2001
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    • Christine Roberts
    • August 17, 2001

39. 403(b) "GUST" Checklist

    By Guest Fourohonekay, July 8, 2003
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    • Guest
    • July 8, 2003

40. separate accounting?

    By Guest britneyspears, November 15, 2005
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    • Guest
    • November 15, 2005

41. School Districts' Liability-Plans

    By Guest barrystarr, September 8, 2003
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    • Guest
    • September 8, 2003

42. After-tax rollover to 403(b)

    By jane123, October 28, 2004
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    • jane123
    • October 28, 2004

43. 403(b) plan document question

    By Guest jc1457, August 4, 2009
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    • Guest
    • August 4, 2009

44. Paired 403(b) and SEP

    By Guest Jim Knight, May 16, 2000
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    • Guest
    • May 16, 2000

45. 403b rights- LTD with annunity-same company

    By Guest planamuck, January 11, 2002
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    • Guest
    • January 11, 2002

46. Aggregation under Section 415(k)(4)

    By billfgrady, September 12, 2002
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    • billfgrady
    • September 12, 2002

47. Required Level of Detail on pre and post-January 1, 1989 TSA accruals

    By Guest Carol Smith, December 16, 2002
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    • Guest
    • December 16, 2002

48. HCE in 403(b)

    By Lori H, December 21, 2006
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    • Lori H
    • December 21, 2006

49. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
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    • jkharvey
    • April 6, 2001

50. What Is the Unions' Responsibility

    By Guest Joel Lee, May 21, 2004
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    • Guest
    • May 21, 2004