403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b pre-approved non-amenders

   By austin3515, July 22, 2020
   • 7 replies
   • 882 views
   • 
   • Carol V. Calhoun
   • July 24, 2020

2. QDRO payout

   By Pension RC, December 21, 2016
   • 7 replies
   • 1.7k views
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   • Noisy Nora
   • April 19, 2017

3. Plan Administrator liability

   By Santo Gold, January 18, 2016
   • 7 replies
   • 2.6k views
   • 
   • QDROphile
   • January 19, 2016

4. Failure to File 8955 SSA

   By Patricia Neal Jensen, April 3, 2018   

   • 8955 ssa
   • 7 replies
   • 3.8k views
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   • ESOP Guy
   • April 5, 2018

5. Limit on time to remit to Investor

   By Guest Liz Propp, October 23, 1998
   • 7 replies
   • 4.2k views
   • 
   • Guest
   • May 3, 1999

6. Union members were mistakenly included in 403(b) plan. Can the plan be

   By Guest deedee, March 20, 2003
   • 7 replies
   • 3.9k views
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   • GBurns
   • April 5, 2003

7. non-ERISA 403b to 401k

   By cpc0506, July 18, 2014
   • 7 replies
   • 6.1k views
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   • masteff
   • July 18, 2014

8. A reasonable number of investmest options.

   By jlf, May 15, 1999
   • 7 replies
   • 2k views
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   • Guest
   • May 21, 1999

9. Controlled Group

   By waid10, June 30, 2016   

   • Nondiscrimination Testing
   • 7 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • July 11, 2016

10. Non-Discrimination Testing for 403(b) Plan

    By metsfan026, June 20, 2024
    • 7 replies
    • 1k views
    • 
    • BG5150
    • June 20, 2024

11. 403b + 401a + SE 401k contribution limits

    By Guest evphd, February 23, 2005
    • 7 replies
    • 11.8k views
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    • mbozek
    • March 15, 2005

12. vesting of employer contributions

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

13. 403(b) vs 401(k)

    By kocak, December 5, 1998
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 8, 1999

14. ERISA vs Non-ERISA

    By Guest Catherine M. Peery, December 7, 2009
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • February 3, 2010

15. force out small balances to inherited IRAs?

    By AlbanyConsultant, June 24, 2024
    • 7 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • June 26, 2024

16. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • February 16, 2018

17. 403(b) Plans

    By Nassau, July 27, 2006
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • August 4, 2006

18. Effective Opportunity Problem?

    By Guest Mr. Kite, December 3, 2008
    • 7 replies
    • 2k views
    • 
    • J Simmons
    • December 5, 2008

19. Max Deductible Limit?

    By austin3515, February 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • February 19, 2015

20. Universal availability failure

    By Guest Pennysaver, July 11, 2011
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 16, 2011

21. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • September 21, 2004

22. Timing of Deferral Deposits - "Reasonableness" Standard for

    By Christine Roberts, March 12, 2002
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • April 7, 2002

23. Investment firms holding 403(b) assets say they are not custodians

    By katieinny, December 17, 2010
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • December 21, 2010

24. 403(b)(9) Administration Questions

    By RCK13, July 13, 2021
    • 7 replies
    • 1k views
    • 
    • RCK13
    • July 16, 2021

25. 403(b) Plan Termination

    By oldman, August 19, 2011
    • 7 replies
    • 4.5k views
    • 
    • oldman
    • August 29, 2011

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

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

27. ERISA Covered 403(b) Plan - Prudent Selection and Monitoring of Investments

    By Guest JVH, March 22, 2005
    • 7 replies
    • 2.6k views
    • 
    • GBurns
    • March 28, 2005

28. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • December 10, 1999

29. 403b Limits Deferrals to 20%

    By austin3515, October 26, 2011
    • 7 replies
    • 2k views
    • 
    • mbozek
    • October 27, 2011

30. 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

31. Loan Contract

    By katieinny, February 19, 2003
    • 7 replies
    • 1.9k views
    • 
    • katieinny
    • February 20, 2003

32. Can break-in-service rules be used without violating Universal Availability?

    By Guest Grumpy456, July 25, 2008
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 17, 2008

33. 403b Compliance

    By Guest AdamR, April 27, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • May 2, 2007

34. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 4.2k views
    • 
    • david rigby
    • April 21, 2017

35. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1.7k views
    • 
    • jevd
    • July 16, 2013

36. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.8k views
    • 
    • billfgrady
    • September 16, 2002

37. Newbie question

    By Guest mondo571999, December 30, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • January 6, 2005

38. "Condition of employment" contributions to 403(b)

    By JWK, July 24, 2000
    • 7 replies
    • 3.8k views
    • 
    • Carol V. Calhoun
    • August 6, 2001

39. Is this Permissible?

    By Guest Cherry, October 1, 2002
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • October 3, 2002

40. MEA Calculations and IRC Sec. 415

    By Guest Benmark, April 18, 2000
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • April 26, 2000

41. Church 403(b) HELP

    By Guest JerLon, April 9, 2012
    • 7 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • April 10, 2012

42. 403b auto enroll formula

    By Santo Gold, October 25, 2022
    • 7 replies
    • 1k views
    • 
    • Santo Gold
    • November 9, 2022

43. 403(b)/457 Defined Benefit Plan?

    By Guest dam1869, July 31, 2008
    • 7 replies
    • 3.6k views
    • 
    • TLGeer
    • August 1, 2008

44. Freezing 403(b) Plan/amend MP to 401(k)

    By Cathy from Chicago, October 3, 2007
    • 7 replies
    • 2.4k views
    • 
    • TLGeer
    • October 16, 2007

45. Information Sharing Agreement

    By Randy Watson, January 8, 2008
    • 7 replies
    • 4.3k views
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    • J Simmons
    • October 22, 2008

46. Does ERISA apply?

    By Guest cphcs, August 4, 2009
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • October 2, 2009

47. Catch-Up Rules

    By Guest Jeff Kropp, June 13, 2000
    • 7 replies
    • 2.3k views
    • 
    • jlf
    • July 11, 2000

48. annual fees

    By Felicia, August 25, 2004
    • 7 replies
    • 1.5k views
    • 
    • GBurns
    • August 26, 2004

49. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.4k views
    • 
    • MARYMM
    • December 20, 2011

50. Can 403(b) distributions be limited to health care premiums?

    By Guest Spudo769, September 17, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2007