403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. rollover from 401(k) to 403(b)?

   By Guest dlm, August 19, 1998
   • 3 replies
   • 3.6k views
   • 
   • Guest
   • August 24, 1998

3. 403b Document

   By J Simmons, September 5, 2008
   • 13 replies
   • 3.6k views
   • 
   • J Simmons
   • September 27, 2008

4. erisa vs. non-erisa

   By Guest shaun, December 2, 1998
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • December 4, 1998

5. 403(b) Maximum Exclusion Allowance

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

6. Timing of Matching Contribution Deposits

   By Guest Grumpy455, August 2, 2005
   • 5 replies
   • 3.5k views
   • 
   • Guest
   • July 5, 2007

7. 4975 Excise Taxes Applicable to 403(b) Plans?

   By Guest Aaron Pierce, March 11, 2009
   • 3 replies
   • 3.5k views
   • 
   • BeckyMiller
   • April 1, 2009

8. ERISA vs Non-ERISA

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

9. Can Employee Defer 100% of Severance into 403(b) Plan

   By mal, May 24, 2005
   • 2 replies
   • 3.5k views
   • 
   • E as in ERISA
   • May 26, 2005

10. For-Profit Subsidiaries and 403(b) Plans

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 3.5k views
    • 
    • 401 Chaos
    • August 7, 2015

11. Combined 403(b) and 401(k)

    By MarZDoates, June 24, 2008
    • 4 replies
    • 3.5k views
    • 
    • TLGeer
    • August 1, 2008

12. 403(b) Deselected/Frozen/Terminated Plan, Distributable Event, In-Service Distribution, & Direct Rollover WITHIN Same Employer (NOT An "Exchange")

    By Guest willwillie, May 15, 2008
    • 2 replies
    • 3.5k views
    • 
    • WDIK
    • June 3, 2008

13. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21, 2018
    • 22 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

14. Terminating a 403(b) Plan and starting a 401(k) Plan

    By blue, October 9, 2007
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • October 26, 2007

15. MEA Calculations and IRC Sec. 415

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

16. Record Retention Requirements

    By Guest Benmark, July 15, 1999
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • July 23, 1999

17. Hardship Withdrawls from 403(b)7

    By Guest sommernyte, February 19, 2001
    • 3 replies
    • 3.5k views
    • 
    • jlf
    • February 21, 2001

18. Avoid QJSA requirements

    By LIBERTYKID, July 15, 2009
    • 5 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 16, 2009

19. Multiple Employer and 403(b) plan

    By Guest Serena, August 9, 2010
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • August 10, 2010

20. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • November 18, 2004

21. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities, September 19, 2016   

    • Non-ERISA vs. ERISA
    • Form 5500
    • 5 replies
    • 3.5k views
    • 
    • Patricia Neal Jensen
    • December 12, 2017

22. 415(c) Limit Question

    By Guest wwc870, April 3, 2001
    • 9 replies
    • 3.4k views
    • 
    • Ellie Lowder
    • August 27, 2001

23. Top-heavy applicable to 403(b) plans?

    By John A, October 31, 2000
    • 1 reply
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 2, 2000

24. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • December 14, 1999

25. Municipality considering options to implement 403b/401k?

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3.4k views
    • 
    • david rigby
    • October 1, 2010

26. 403b precludes IRA contributions?

    By Guest A-Team, August 21, 2003
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • August 26, 2003

27. Universal Availability

    By jpod, April 4, 2008
    • 9 replies
    • 3.4k views
    • 
    • Guest
    • July 19, 2008

28. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.4k views
    • 
    • Doc Ument
    • February 13, 2019

29. rollover transactions

    By Guest brookdaletsa, October 22, 1998
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • October 30, 1998

30. 90-24 transfer from 403b to Ira with mutual funds

    By Guest rubaiyat, May 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • Michael Devault
    • June 4, 2001

31. IPERS

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 3.4k views
    • 
    • jlf
    • September 24, 1999

32. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

33. 403(b) Plans - ERISA to nonERISA status

    By Guest hnbc, February 25, 2004
    • 1 reply
    • 3.4k views
    • 
    • mbozek
    • February 26, 2004

34. Catch-up limit under s. 402(g)(7)

    By Guest MAnglim, January 9, 2003
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • February 7, 2003

35. Chart of 403(b) plan limits available online

    By Guest CVCalhoun, August 14, 1998
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 2, 1998

36. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 3.4k views
    • 
    • Michael Devault
    • August 14, 2000

37. HR 3718

    By joel, January 30, 2004
    • 4 replies
    • 3.4k views
    • 
    • jevd
    • January 30, 2004

38. "Negative Elections"

    By Guest jgroves, September 29, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • October 1, 1998

39. Participation in 403(b) and 401(k)

    By Guest llaplount, August 2, 2004
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2004

40. Other arrangements to use along with a 403(b)

    By Lori H, March 10, 2003
    • 10 replies
    • 3.4k views
    • 
    • FJR
    • March 26, 2003

41. Cross Testing in 403(b)?

    By Christine Roberts, August 5, 2001
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2002

42. Parsonage Payment Distributions from 403(b)s / Tax Reporting

    By Guest paulg, August 4, 2008
    • 2 replies
    • 3.4k views
    • 
    • masteff
    • August 4, 2008

43. Hardships

    By rlb64, February 16, 2005
    • 7 replies
    • 3.3k views
    • 
    • joel
    • February 22, 2005

44. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • October 31, 2001

45. Individual 403(b) annuity contract converted to a group 403(b) annuity contract?

    By Guest calcu, July 21, 2004
    • 2 replies
    • 3.3k views
    • 
    • jquazza
    • July 30, 2004

46. Church 403(b) Retirement Income Accounts

    By Guest Tom:, June 8, 2010
    • 3 replies
    • 3.3k views
    • 
    • TLGeer
    • June 9, 2010

47. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 3.3k views
    • 
    • K2retire
    • October 18, 2013

48. 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

49. Merge 401(a) plan into a 403(b)?

    By jkharvey, February 27, 2014
    • 2 replies
    • 3.3k views
    • 
    • jkharvey
    • February 27, 2014

50. 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