403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) and SAR

   By Guest Jacksonj4, January 11, 2002
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   • Guest
   • January 11, 2002

2. Matching contribution in a 403(b) plan

   By Guest cosmo01, May 28, 2003
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   • Guest
   • May 28, 2003

3. Can you rollover 403(b) loans to a 401(k)?

   By Lori H, March 19, 2010
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   • Lori H
   • March 19, 2010

4. Holding a 403b1 annuity contract in a 403b7 custodial account

   By IHC, October 4, 2018
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   • IHC
   • October 4, 2018

5. Penalty for hardship withdrawal from deferral source that included ear

   By Guest LNM, June 21, 2000
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   • Guest
   • June 21, 2000

6. Pension Protection Act

   By LIBERTYKID, September 8, 2006
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   • LIBERTYKID
   • September 8, 2006

7. Safe Harbor 403(b) and Successor Plan

   By PMC, June 5, 2007
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   • PMC
   • June 5, 2007

8. Participation rates in 403(b) plans - healthcare industry

   By Guest GregSelf, June 22, 2000
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   • Guest
   • June 22, 2000

9. Terminate 403(b) Start 401(k)

   By PMC, August 9, 2006
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   • PMC
   • August 9, 2006

10. Eligibility for retirement plans of two employers

    By waid10, May 22, 2012
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    • waid10
    • May 22, 2012

11. Minimum Participation Rules for Non-Electing church plans.

    By Guest gaaberggillespie, February 26, 2001
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    • Guest
    • February 26, 2001

12. NDT

    By Guest furiousfurrball, June 8, 2009
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    • Guest
    • June 8, 2009

13. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
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    • Guest
    • December 14, 2005

14. Limiting Loans and Hardships to Single Vendor

    By 30Rock, September 7, 2010
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    • 925 views
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    • 30Rock
    • September 7, 2010

15. Counting Pre-Break Service for Post-Break Vesting

    By BigERISA, January 23, 2017   

    • elective deferrals
    • 401(k)
    • (and 1 more)

      Tagged with:

      • elective deferrals
      • 401(k)
      • 403(b)
    • 0 replies
    • 526 views
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    • BigERISA
    • January 23, 2017

16. Relius question--coverage

    By BG5150, February 28, 2023
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    • BG5150
    • February 28, 2023

17. Exchanges

    By Guest Margaret25, October 30, 2007
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    • Guest
    • October 30, 2007

18. TIAA Schedule C

    By austin3515, September 8, 2010
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    • austin3515
    • September 8, 2010

19. Termination of 403(b) ERISA Plan

    By Guest rocnrols2, August 19, 2003
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    • Guest
    • August 19, 2003

20. 403b(7) Providers - Contact Info for Employees

    By Guest cfb, May 31, 2002
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    • Guest
    • May 31, 2002

21. Unintended deferrals

    By 30Rock, December 30, 2010
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    • 30Rock
    • December 30, 2010

22. 403(b) and Direct Deposit

    By Silver70, April 5, 2016
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    • 585 views
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    • Silver70
    • April 5, 2016

23. 15 Years of Service Definition for Catch-Up

    By Guest Robin.Wolf, December 3, 2010
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    • Guest
    • December 3, 2010

24. If you have started RMD (above 70&1/2) and start working again for

    By Guest Laresh Jayasanker, February 27, 2001
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    • Guest
    • February 27, 2001

25. participant fee/cashout

    By Earl, August 19, 2003
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    • Earl
    • August 19, 2003

26. 5500 IRS Opinion Letter number and date

    By Tom, July 30, 2024
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    • Tom
    • July 30, 2024

27. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
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    • Guest
    • November 24, 2009

28. RMD's from multiple 403 (b) plans

    By Guest philkatz, October 3, 2014
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    • Guest
    • October 3, 2014

29. Rollover Rules: (not a RR 90-24 transfer)

    By joel, December 25, 2001
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    • joel
    • December 25, 2001

30. 403b

    By Guest l.skin, June 9, 2009
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    • Guest
    • June 9, 2009

31. Non-ERISA Church Plans

    By Nassau, November 20, 2008
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    • Nassau
    • November 20, 2008

32. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
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    • AlbanyConsultant
    • September 10, 2019

33. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
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    • Ken Davis
    • May 24, 2012

34. 403(b) contribution - employer and employee

    By Guest mcube, April 8, 2007
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    • Guest
    • April 8, 2007

35. Contract Exchanges and Plan Transfers

    By Guest Inquiring Mind, April 10, 2008
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    • Guest
    • April 10, 2008

36. Solutions for all your tax needs

    By Guest Kristopher, October 31, 2006
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    • Guest
    • October 31, 2006

37. 403b plan - exclusion of portion of part-time employee population?

    By t.haley, March 29, 2024
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    • 536 views
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    • t.haley
    • March 29, 2024

38. ERISA vs Non Erisa Plan

    By rfahey, September 30, 2009
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    • rfahey
    • September 30, 2009

39. 403(b)/457(b) Education Message Board

    By Ellie Lowder, May 14, 2002
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    • Ellie Lowder
    • May 14, 2002

40. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
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    • Guest
    • April 11, 2008

41. Plan to Plan Transfers

    By 30Rock, February 3, 2011
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    • 30Rock
    • February 3, 2011

42. 403(B)7 TSA Custodial Account

    By Guest Elayne Showell, July 12, 2002
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    • Guest
    • July 12, 2002

43. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
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    • Guest
    • February 3, 2011

44. Briefly late deposit of deferrals for several years

    By Guest Penelope, August 9, 2010
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    • Guest
    • August 9, 2010

45. Disclosure Statements for Custodial Accounts?

    By Felicia, February 28, 2001
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    • Felicia
    • February 28, 2001

46. Inherited Annuitized 403b

    By Guest user99, June 10, 2008
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    • Guest
    • June 10, 2008

47. A Pay for Play Arrangement Disguised as a Union Sponsorhip

    By joel, December 20, 2003
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    • joel
    • December 20, 2003

48. EPCRS

    By lexi, January 24, 2007
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    • lexi
    • January 24, 2007

49. Ordering Rules on TSA Withdrawals?

    By Guest SharonV, March 4, 2011
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    • Guest
    • March 4, 2011

50. Housing allowance as 403(b) Compensation?

    By Guest RITA HOLDER, October 2, 2001
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    • Guest
    • October 2, 2001