403(b) Plans, Accounts or Annuities

2,068 topics in this forum

1. Limit on time to remit to Investor

   By Guest Liz Propp, October 23, 1998
   • 7 replies
   • 5k views
   • 
   • Guest
   • May 3, 1999

2. Obtaining 403(b) plan documents

   By Guest Stacey L Miller, April 29, 1999
   • 2 replies
   • 2.6k views
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   • Guest
   • April 30, 1999

3. 5500 Schedule C and SSA for 403(b) Plans

   By Guest Robert Collins, April 29, 1999
   • 1 reply
   • 2.1k views
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   • Ellie Lowder
   • April 29, 1999

4. advantages/disadvantages of 403b(7) vs ira

   By Guest frkarena, April 24, 1999
   • 3 replies
   • 3.3k views
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   • Guest
   • April 27, 1999

5. 403(b) -- Ineligible employees

   By Guest Ray Goetz, April 20, 1999
   • 2 replies
   • 2.5k views
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   • Guest
   • April 26, 1999

6. Why are 403(b) plans trapped in the annuities loop?

   By Guest Lyric, April 7, 1999
   • 3 replies
   • 2.2k views
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   • Guest
   • April 19, 1999

7. changing vendor

   By Guest Hulap, March 31, 1999
   • 3 replies
   • 2.4k views
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   • jlf
   • April 19, 1999

8. Public University 403(b) plans

   By Guest Carolie, April 16, 1999
   • 1 reply
   • 2.2k views
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   • Guest
   • April 16, 1999

9. Years of Service & Includible Compensation for Part-time/As-Needed

   By Guest kelliea, April 11, 1999
   • 0 replies
   • 2.2k views
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   • Guest
   • April 11, 1999

10. Non-ERISA 403(b) Arrangement

    By Christine Roberts, March 11, 1999
    • 4 replies
    • 2.7k views
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    • Guest
    • March 31, 1999

11. Annuity Emergency

    By Guest SPerson, March 25, 1999
    • 2 replies
    • 2.5k views
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    • Guest
    • March 31, 1999

12. Getting MEA Info from Employees

    By Scott, February 12, 1999
    • 8 replies
    • 2.9k views
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    • Guest
    • March 12, 1999

13. evaluating the pension (defined benefit) component of a job offer.

    By Guest Ginny1, March 8, 1999
    • 3 replies
    • 2.5k views
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    • Guest
    • March 11, 1999

14. two years of eligibility in a 403(b) plan

    By Guest JONB, February 10, 1999
    • 2 replies
    • 2.9k views
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    • Everett Moreland
    • February 19, 1999

15. Safe Harbor design for non contributory 403b plan

    By Guest mwoods, February 19, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • February 19, 1999

16. Church Contribution Limits

    By Guest Amy Erlbacher Anderson, February 17, 1999
    • 1 reply
    • 2.3k views
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    • Guest
    • February 18, 1999

17. Need 403b advice

    By Guest Richard V, February 11, 1999
    • 2 replies
    • 2.4k views
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    • Guest
    • February 12, 1999

18. 403(b) amendments

    By Guest Kathleen Meagher, February 7, 1999
    • 2 replies
    • 3.2k views
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    • Guest
    • February 8, 1999

19. Correction of Excess Contributions

    By Guest Steven7, February 3, 1999
    • 4 replies
    • 3.1k views
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    • Guest
    • February 8, 1999

20. 403(b) and Years of Service

    By Guest jgroves, January 28, 1999
    • 1 reply
    • 2.3k views
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    • Guest
    • February 2, 1999

21. Rev Proc 99-13: new revenue procedure for correction of defects that a

    By Dave Baker, January 21, 1999
    • 0 replies
    • 2.5k views
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    • Dave Baker
    • January 21, 1999

22. ERISA and 403(b)

    By Guest JONB, January 21, 1999
    • 0 replies
    • 2.4k views
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    • Guest
    • January 21, 1999

23. 403(b) Plans Under More IRS Fire

    By Guest CVCalhoun, October 27, 1998
    • 3 replies
    • 2.5k views
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    • Guest
    • January 21, 1999

24. Termination of 403(b) plan

    By Guest Lonnie Tomlin, December 7, 1998
    • 5 replies
    • 3.4k views
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    • Guest
    • January 15, 1999

25. FREEZE OF 403(b) PLAN

    By Guest JONB, January 14, 1999
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • January 15, 1999

26. Correcting contribution errors in 403(b)(7) custodial accounts

    By Guest RMassa, January 15, 1999
    • 0 replies
    • 2.8k views
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    • Guest
    • January 15, 1999

27. 401(a)(17) and elective deferrals

    By Guest friedbrain, January 14, 1999
    • 0 replies
    • 2.6k views
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    • Guest
    • January 14, 1999

28. Combined 415 limits for business owners who also participate in a 403(

    By Guest danmar, January 8, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • January 8, 1999

29. excluding less than 20 hr/week employees

    By Guest penfirn, December 24, 1998
    • 4 replies
    • 3k views
    • 
    • MWeddell
    • January 6, 1999

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

    By Guest CVCalhoun, December 13, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 13, 1998

31. Lack of Investment Choices

    By joel, December 11, 1998
    • 0 replies
    • 2.6k views
    • 
    • joel
    • December 11, 1998

32. 403 B Rollovers

    By Guest RSC, December 4, 1998
    • 0 replies
    • 2.6k views
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    • Guest
    • December 4, 1998

33. erisa vs. non-erisa

    By Guest shaun, December 2, 1998
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • December 4, 1998

34. 403(b) legislation

    By Guest greymann, December 4, 1998
    • 0 replies
    • 2.4k views
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    • Guest
    • December 4, 1998

35. Conversion from MPP

    By Guest HD WILLIAMS, November 24, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • November 30, 1998

36. 403(b) Nongovernment plan document deadlines

    By MWeddell, November 18, 1998
    • 0 replies
    • 2.5k views
    • 
    • MWeddell
    • November 18, 1998

37. Public Schools - Limiting Annuity Providers

    By Guest derek, November 9, 1998
    • 2 replies
    • 2.5k views
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    • Guest
    • November 12, 1998

38. Employer liability for non-ERISA 403(b)

    By MWeddell, November 3, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • November 12, 1998

39. universal eligibility

    By Guest rsmelson, November 10, 1998
    • 0 replies
    • 2.9k views
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    • Guest
    • November 10, 1998

40. [Note: This message was edited by CVCalhoun]

    By Guest CVCalhoun, November 10, 1998
    • 0 replies
    • 2.3k views
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    • Guest
    • November 10, 1998

41. How to make links

    By Guest CVCalhoun, November 8, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 8, 1998

42. Loans from a 403(b)(7) Arrangement

    By Guest Maria, November 4, 1998
    • 1 reply
    • 2.5k views
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    • Guest
    • November 4, 1998

43. Amendments for GUST

    By Guest DMurphy, November 3, 1998
    • 1 reply
    • 2.7k views
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    • Guest
    • November 4, 1998

44. Rollover of 403(b)

    By Guest Barbara, November 3, 1998
    • 0 replies
    • 2.2k views
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    • Guest
    • November 3, 1998

45. rollover transactions

    By Guest brookdaletsa, October 22, 1998
    • 8 replies
    • 3.6k views
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    • Guest
    • October 30, 1998

46. investments--brokers

    By Guest Christine, October 29, 1998
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 29, 1998

47. Hold Harmless Agreements

    By Guest Jim Brennan, September 22, 1998
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • October 28, 1998

48. Chart of Inflation-Indexed Limits Updated to Reflect 1999 Limits

    By Guest CVCalhoun, October 26, 1998
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 26, 1998

49. Shopping for a Plan

    By Guest John Ellison, October 23, 1998
    • 1 reply
    • 2.6k views
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    • Guest
    • October 24, 1998

50. QDRO in a 403(b) Plan

    By Guest Ron, October 15, 1998
    • 2 replies
    • 5.2k views
    • 
    • QDROphile
    • October 22, 1998