403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

   By Belgarath, February 21, 2018
   • 22 replies
   • 3.6k views
   • 
   • Carol V. Calhoun
   • March 20, 2018

2. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

   By Guest JBeck, December 1, 2003
   • 12 replies
   • 3.6k views
   • 
   • mbozek
   • December 4, 2003

3. 403b Document

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

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

   By 401 Chaos, August 6, 2015
   • 6 replies
   • 3.6k views
   • 
   • 401 Chaos
   • August 7, 2015

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

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

6. 403(b) distributions. What to do.

   By Guest slware, November 4, 2004
   • 14 replies
   • 3.6k views
   • 
   • Guest
   • November 18, 2004

7. erisa vs. non-erisa

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

8. 4975 Excise Taxes Applicable to 403(b) Plans?

   By Guest Aaron Pierce, March 11, 2009
   • 3 replies
   • 3.6k views
   • 
   • BeckyMiller
   • April 1, 2009

9. 403(b) Maximum Exclusion Allowance

   By Guest StanJacobson, September 28, 1998
   • 1 reply
   • 3.6k views
   • 
   • Guest
   • September 29, 1998

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

    By MarZDoates, June 24, 2008
    • 4 replies
    • 3.6k views
    • 
    • TLGeer
    • August 1, 2008

11. Timing of Matching Contribution Deposits

    By Guest Grumpy455, August 2, 2005
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • July 5, 2007

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

    By mal, May 24, 2005
    • 2 replies
    • 3.6k views
    • 
    • E as in ERISA
    • May 26, 2005

13. ERISA vs Non-ERISA

    By Guest Catherine M. Peery, December 7, 2009
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • February 3, 2010

14. 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
    • 3.6k views
    • 
    • WDIK
    • June 3, 2008

15. 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

16. Hardship Withdrawls from 403(b)7

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

17. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.5k views
    • 
    • Doc Ument
    • February 13, 2019

18. Avoid QJSA requirements

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

19. Record Retention Requirements

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

20. MEA Calculations and IRC Sec. 415

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

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

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 3.5k views
    • 
    • Michael Devault
    • August 14, 2000

23. Multiple Employer and 403(b) plan

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

24. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

25. 415(c) Limit Question

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

26. 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

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

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

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

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

29. Grandfathered 403(b) minimum distribution

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

30. rollover transactions

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

31. IPERS

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

32. Universal Availability

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

33. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 3.4k views
    • 
    • Peter Gulia
    • March 29, 2018

34. 403b precludes IRA contributions?

    By Guest A-Team, August 21, 2003
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • August 26, 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. What happens when the sponsor of a 403(b) plan ceases to exist? What

    By John A, December 23, 1999
    • 7 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

37. Church 403(b) Retirement Income Accounts

    By Guest Tom:, June 8, 2010
    • 3 replies
    • 3.4k views
    • 
    • TLGeer
    • June 9, 2010

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

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

39. "Negative Elections"

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

40. 403(b) Plans - ERISA to nonERISA status

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

41. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 3.4k views
    • 
    • K2retire
    • October 18, 2013

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

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

43. HR 3718

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

44. Cross Testing in 403(b)?

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

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

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

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

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

47. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 3.4k views
    • 
    • Lisa
    • March 15, 2017

48. Hardships

    By rlb64, February 16, 2005
    • 7 replies
    • 3.4k views
    • 
    • joel
    • February 22, 2005

49. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • October 31, 2001

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

    By Guest calcu, July 21, 2004
    • 2 replies
    • 3.4k views
    • 
    • jquazza
    • July 30, 2004