403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) help needed

   By Guest ajames, February 23, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • February 23, 2006

2. 403(b) In Service 72T distributions

   By Guest Peter L, June 6, 2012
   • 4 replies
   • 2.7k views
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   • ETA Consulting LLC
   • June 6, 2012

3. 403(b) includible compensation

   By Ken Davis, May 29, 2012
   • 4 replies
   • 2.6k views
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   • Ken Davis
   • May 30, 2012

4. 403(b) ineligible employer - no 5500's

   By WCC, November 12, 2018
   • 1 reply
   • 619 views
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   • Carol V. Calhoun
   • November 13, 2018

5. 403(b) Internal Revenue Code Rules

   By Guest LenZ, May 9, 2003
   • 4 replies
   • 3.1k views
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   • Guest
   • May 12, 2003

6. 403(b) investment vendors

   By Guest PMiller, January 16, 2007
   • 3 replies
   • 2.3k views
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   • Guest
   • February 8, 2007

7. 403(b) Irrevocable Election

   By Guest WD2, February 1, 2008
   • 0 replies
   • 2.7k views
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   • Guest
   • February 1, 2008

8. 403(b) IRS filing requirements

   By Guest Betsy Oakey, February 28, 2008
   • 1 reply
   • 1.7k views
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   • Lori Friedman
   • February 28, 2008

9. 403(b) IRS-preapproved documents

   By Peter Gulia, September 8, 2015   

   • prototype; volume-submitter
   • 10 replies
   • 1.5k views
   • 
   • AMDG
   • October 26, 2015

10. 403(b) Issues

    By Guest TitusracerX, May 29, 2003
    • 1 reply
    • 3.1k views
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    • mbozek
    • June 1, 2003

11. 403(b) large plan and 5500/TIAA reporting

    By kwalified, February 22, 2013
    • 2 replies
    • 1.4k views
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    • Lori H
    • March 8, 2013

12. 403(b) legislation

    By Guest greymann, December 4, 1998
    • 0 replies
    • 2.2k views
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    • Guest
    • December 4, 1998

13. 403(b) Loan eligibility- former employees

    By jane123, July 7, 2004
    • 1 reply
    • 1.6k views
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    • mbozek
    • July 12, 2004

14. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.3k views
    • 
    • MWeddell
    • November 2, 2002

15. 403(b) Loan Note Rollover

    By Guest Grumpy456, January 12, 2007
    • 1 reply
    • 1.8k views
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    • Guest
    • January 12, 2007

16. 403(b) loans

    By Guest Learner, July 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • joel
    • July 21, 2006

17. 403(b) loans

    By Felicia, April 7, 2000
    • 3 replies
    • 2.1k views
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    • MWeddell
    • April 18, 2000

18. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2009

19. 403(b) Loans - a.s.a.p. please

    By Guest STLGiant, June 19, 2002
    • 2 replies
    • 2k views
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    • Guest
    • June 19, 2002

20. 403(b) loans/Article 9

    By Felicia, April 14, 2000
    • 0 replies
    • 1.7k views
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    • Felicia
    • April 14, 2000

21. 403(b) match

    By Lori H, September 7, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 8, 2011

22. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4, 2020
    • 3 replies
    • 791 views
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    • MWeddell
    • July 24, 2020

23. 403(b) match increases with years of service....allowable?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • August 15, 2007

24. 403(b) matches and the ACP test

    By Lori Friedman, August 31, 2004
    • 0 replies
    • 1.6k views
    • 
    • Lori Friedman
    • August 31, 2004

25. 403(b) Maximum Exclusion Allowance

    By Guest StanJacobson, September 28, 1998
    • 1 reply
    • 3.5k views
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    • Guest
    • September 29, 1998

26. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • Michael Devault
    • September 25, 2000

27. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.3k views
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    • cdavis25
    • January 22, 2014

28. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 1.2k views
    • 
    • Nancy D
    • December 27, 2016

29. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.6k views
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    • Guest
    • July 3, 2014

30. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 7.1k views
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    • nancy
    • June 13, 2019

31. 403(b) Moves from Insurance to Mutual Funds

    By austin3515, December 20, 2017
    • 3 replies
    • 906 views
    • 
    • austin3515
    • January 8, 2018

32. 403(b) Multiple Employer Plan

    By Guest LLandau, June 5, 2003
    • 4 replies
    • 3.3k views
    • 
    • Ellie Lowder
    • June 9, 2003

33. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

    • 403(b); vcp;
    • 2 replies
    • 726 views
    • 
    • Flyboyjohn
    • March 17, 2017

34. 403(b) Negative Election Results?

    By Ellie Lowder, April 25, 2001
    • 3 replies
    • 2k views
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    • Carol V. Calhoun
    • May 10, 2001

35. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 2.6k views
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    • Carol V. Calhoun
    • September 27, 2016

36. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23, 2018
    • 5 replies
    • 1k views
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    • Belgarath
    • May 29, 2018

37. 403(b) Non-ERISA Plan

    By Nassau, June 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • June 14, 2007

38. 403(b) nonamenders

    By Belgarath, July 2, 2020
    • 2 replies
    • 609 views
    • 
    • Belgarath
    • July 7, 2020

39. 403(b) nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 3 replies
    • 1.8k views
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    • mbozek
    • October 30, 2002

40. 403(b) Nongovernment plan document deadlines

    By MWeddell, November 18, 1998
    • 0 replies
    • 2.3k views
    • 
    • MWeddell
    • November 18, 1998

41. 403(b) not qualified

    By Bird, October 22, 2007
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

42. 403(b) or 401(k)?

    By Guest wingnut, June 21, 2002
    • 1 reply
    • 1.7k views
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    • jpod
    • June 21, 2002

43. 403(b) or 457, which is best generally?

    By Guest A-Team, March 24, 2004
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2004

44. 403(b) Plan

    By Rai401k, September 28, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 28, 2010

45. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees, December 7, 1999
    • 5 replies
    • 2.9k views
    • 
    • MWeddell
    • August 10, 2000

46. 403(b) Plan - Form 5500 Questions

    By rocknrolls2, April 5, 2013
    • 0 replies
    • 1.1k views
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    • rocknrolls2
    • April 5, 2013

47. 403(b) Plan (contributions frozen pre-2005)

    By Guest Laura Goalen-Anderson, October 16, 2008
    • 1 reply
    • 1.9k views
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    • J Simmons
    • October 16, 2008

48. 403(b) Plan After Acquisition

    By Guest sar-ihs, September 20, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 20, 2005

49. 403(b) plan and bonding

    By Guest jim williams, August 30, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 31, 2001

50. 403(b) Plan and disregarded entity

    By Belgarath, February 28, 2024
    • 2 replies
    • 546 views
    • 
    • Belgarath
    • February 29, 2024