403(b) Plans, Accounts or Annuities

2,026 topics in this forum

1. 403(b) and Separate 401(a) Plan

   By Cassopy, April 16, 2021
   • 12 replies
   • 1.1k views
   • 
   • MWeddell
   • May 5, 2021

2. Annuity

   By PS, April 30, 2021
   • 4 replies
   • 638 views
   • 
   • Luke Bailey
   • May 3, 2021

3. Universal Availability Rule

   By katdmin, April 12, 2021
   • 1 reply
   • 835 views
   • 
   • Belgarath
   • April 12, 2021

4. 403(b) Protected Benefits?

   By Guest dietpepsi, September 5, 2003
   • 1 reply
   • 3k views
   • 
   • MWeddell
   • March 15, 2021

5. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

   By Dick, January 31, 2021
   • 2 replies
   • 472 views
   • 
   • joel
   • March 12, 2021

6. Taxation of 403(b) Distributions by New York State 1 2

   By joel, February 17, 2021
   • 25 replies
   • 9.5k views
   • 
   • joel
   • March 8, 2021

7. Universal availability

   By Belgarath, February 11, 2021
   • 4 replies
   • 566 views
   • 
   • Belgarath
   • March 1, 2021

8. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

   By Maryalice, January 24, 2021   

   • annuity
   • tsp plan
   • 6 replies
   • 789 views
   • 
   • joel
   • February 27, 2021

9. Any updates on Non-ERISA Governmental 401K plans

   By JOH, February 24, 2021
   • 0 replies
   • 393 views
   • 
   • JOH
   • February 24, 2021

10. LTD Makes Employer Contributions

    By khn, February 12, 2021
    • 0 replies
    • 366 views
    • 
    • khn
    • February 12, 2021

11. Employer contribution made for two terminated employees by mistake.

    By KaJay, February 9, 2021
    • 1 reply
    • 351 views
    • 
    • Peter Gulia
    • February 10, 2021

12. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen, February 5, 2021
    • 4 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • February 8, 2021

13. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl, January 29, 2021
    • 2 replies
    • 443 views
    • 
    • Luke Bailey
    • February 1, 2021

14. ETF's / Custodial Account

    By beartd, July 3, 2019
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 26, 2021

15. Excess Contributions and W2 Corrections

    By Rebecca Ennis, January 13, 2021
    • 1 reply
    • 530 views
    • 
    • BG5150
    • January 14, 2021

16. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 636 views
    • 
    • RatherBeGolfing
    • December 17, 2020

17. For Profit Sub of 501c3

    By austin3515, December 14, 2020
    • 5 replies
    • 567 views
    • 
    • Patricia Neal Jensen
    • December 14, 2020

18. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 1.8k views
    • 
    • ronincerritos
    • December 11, 2020

19. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 374 views
    • 
    • austin3515
    • December 6, 2020

20. Making ER contrib to new 401k plan?

    By AlbanyConsultant, December 2, 2020
    • 9 replies
    • 698 views
    • 
    • Patricia Neal Jensen
    • December 3, 2020

21. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 1.2k views
    • 
    • Mikerbpm
    • November 20, 2020

22. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

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

23. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 439 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

24. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 897 views
    • 
    • Belgarath
    • September 29, 2020

25. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 372 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020