403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Vacation Pay/Administrative Leave

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

2. Vacation Payouts

   By Guest Johnny, January 15, 2002
   • 6 replies
   • 6k views
   • 
   • Guest
   • March 28, 2007

3. Vanguard 5500 Statements, Vanguard 5500 Statements Not User-Friendly

   By Guest JKE, February 23, 2009
   • 1 reply
   • 1.4k views
   • 
   • Below Ground
   • February 24, 2009

4. Variable Annuity within a by-pass trust

   By Guest gregoryp, June 7, 2001
   • 2 replies
   • 2.5k views
   • 
   • Guest
   • June 8, 2001

5. VCP Correction of 403b Operational Failures

   By Guest ERISAfied, March 14, 2012
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 15, 2012

6. VCP filing guides?

   By Sum_Guy, August 19, 2024
   • 6 replies
   • 1.4k views
   • 
   • Sum_Guy
   • August 27, 2024

7. VCT for Universal Availability Failure

   By Guest Brennan, December 4, 2002
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • December 5, 2002

8. Vesting Amendment

   By Guest Rookie, November 16, 1999
   • 2 replies
   • 2.2k views
   • 
   • JWK
   • November 17, 1999

9. Vesting in 403(b) plan

   By Guest cjthornton, May 14, 2003
   • 8 replies
   • 4.1k views
   • 
   • QDROphile
   • May 20, 2003

10. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral, March 9, 2024
    • 2 replies
    • 1.2k views
    • 
    • Madeline Regueral
    • June 2, 2024

11. Vesting in an ERISA 403(b)

    By Guest Elfman, August 26, 2004
    • 20 replies
    • 5.1k views
    • 
    • mbozek
    • August 30, 2004

12. vesting of employer contributions

    By Felicia, July 22, 2005
    • 7 replies
    • 5k views
    • 
    • Guest
    • August 10, 2005

13. Vesting of employoer contributions under 403(b)

    By Guest PGH.ERISA, January 30, 2008
    • 1 reply
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 30, 2008

14. Vesting on 403(b) match when made to Church Retirement Plan

    By Guest tonjer, October 29, 2002
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • October 29, 2002

15. Vesting on non-ERISA 403(b) plan

    By Belgarath, September 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • September 23, 2013

16. Vesting requirements 403(b)

    By Guest yorkPA814, May 28, 2009
    • 5 replies
    • 3.2k views
    • 
    • jpod
    • May 28, 2009

17. Vesting service and predecessor plan

    By Guest Mike Melnick, May 17, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2002

18. W-2 help!

    By Guest Traciw, January 6, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 20, 2003

19. W2 Compensation To Use For Testing

    By metsfan026, September 23, 2024
    • 8 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • September 24, 2024

20. Want to confirm that new regulations have not changed 415 limits

    By Guest esi-jht, December 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2005

21. Wants 401k. Has 403b plan now.

    By coleboy, November 14, 2017
    • 2 replies
    • 587 views
    • 
    • Flyboyjohn
    • November 15, 2017

22. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • January 29, 2009

23. 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

24. What about Top-Heavy testing?

    By Guest fender5150, January 24, 2008
    • 9 replies
    • 10.8k views
    • 
    • Guest
    • February 11, 2008

25. What agency can help us compel Lincoln Life to honor their contract?

    By Guest dougej, November 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • GBurns
    • November 14, 2001

26. What are some of the general advantages and disadvantages of the 401k

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 2.1k views
    • 
    • jlf
    • March 9, 2001

27. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 22 replies
    • 10.5k views
    • 
    • thepensionmaven
    • September 26, 2020

28. what are the early withdrawl penalties

    By Guest skully109, January 5, 2006
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 6, 2006

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

    By Guest Sean, May 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 15, 1999

30. What does '20 hours a week' mean?

    By rcline46, December 3, 2012
    • 3 replies
    • 5.2k views
    • 
    • Tom Poje
    • December 3, 2012

31. What happens when the sponsor of a 403(b) plan ceases to exist? What

    By John A, December 23, 1999
    • 7 replies
    • 3.3k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

32. What if er allows loans & insurer doesn't

    By Guest amfam2, May 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • June 2, 2003

33. What is the correction for a missing document?

    By Peter Gulia, July 24, 2017   

    • 403(b); correction; vcp
    • 2 replies
    • 851 views
    • 
    • Carol V. Calhoun
    • July 25, 2017

34. What is the Deadline for Remitting Employer Contributions to a 403(b)?

    By Guest rocnrols2, February 13, 2004
    • 1 reply
    • 3.3k views
    • 
    • mbozek
    • February 27, 2004

35. What is the latest required restatement?

    By Tom, August 2, 2024
    • 6 replies
    • 1.4k views
    • 
    • Liz Hallam
    • August 6, 2024

36. What Is the Unions' Responsibility

    By Guest Joel Lee, May 21, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 21, 2004

37. What items fall under the definition of compensation in a church-spons

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 2k views
    • 
    • Dave Baker
    • October 18, 2000

38. What mutual fund companies or other investment services providers, if

    By Guest Kent Scrivener, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

39. What Plan Documents are used to establish an annuity as a 403(b) annui

    By Guest Woodworker, March 6, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2002

40. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • April 20, 2001

41. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

42. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 28, 2000

43. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen, May 3, 2018   

    • 403(b)
    • plan document
    • 2 replies
    • 645 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

44. When someone exceeds the 402(g) limit, is it necessary to reduce the l

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 28, 2001

45. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • March 6, 2015

46. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 1.1k views
    • 
    • BobbyV
    • October 9, 2020

47. Where can I find 89-23?

    By wmyer, July 15, 2004
    • 3 replies
    • 7k views
    • 
    • Appleby
    • July 15, 2004

48. Which are the best Mutual Funds for 403(b)?

    By GBurns, December 6, 2004
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 11, 2004

49. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
    • 0 replies
    • 995 views
    • 
    • Peter Gulia
    • November 10, 2014

50. Who owns title to assets under an ERISA 403(b) church plan?

    By Guest rightsaidfred, April 26, 2006
    • 5 replies
    • 2.8k views
    • 
    • Locust
    • April 26, 2006