403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. Making ER contrib to new 401k plan?

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

2. <20 hours per week

   By J Simmons, November 9, 2008
   • 9 replies
   • 2.5k views
   • 
   • Oh so SIMPLE
   • July 2, 2010

3. Separate 415 testing for 403(b) programs

   By Carol V. Calhoun, October 8, 1999
   • 9 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • December 4, 1999

4. Rabbis and 403b distributions

   By Guest robertcusick, October 16, 2001
   • 9 replies
   • 3k views
   • 
   • Carol V. Calhoun
   • November 28, 2001

5. Gov Plan Determination Letter Required?

   By dmwe, January 15, 2014
   • 9 replies
   • 2.1k views
   • 
   • masteff
   • January 16, 2014

6. Another 403(b) Question

   By bzorc, May 25, 2022
   • 9 replies
   • 491 views
   • 
   • Nate S
   • June 1, 2022

7. 415(c) Limit Question

   By Guest wwc870, April 3, 2001
   • 9 replies
   • 3.1k views
   • 
   • Ellie Lowder
   • August 27, 2001

8. 403B$$ move to a 401K

   By Guest blb, February 2, 2001
   • 9 replies
   • 2.6k views
   • 
   • Guest
   • August 5, 2002

9. Universal Availability

   By jpod, April 4, 2008
   • 9 replies
   • 3.1k views
   • 
   • Guest
   • July 19, 2008

10. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 3.5k views
    • 
    • MWeddell
    • August 19, 2014

11. How to tax/pay returned employee contributions?

    By ERISAatty, February 3, 2009
    • 9 replies
    • 1.8k views
    • 
    • jpod
    • February 4, 2009

12. stop RMDs when rolled into 403(b)?

    By Guest getaxa, May 12, 2004
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • May 18, 2004

13. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • October 17, 2001

14. Rollover Rules, not a Revenue Ruling 90-24 Transfer

    By joel, December 25, 2001
    • 9 replies
    • 2.9k views
    • 
    • Carol V. Calhoun
    • January 26, 2002

15. Once In Always In

    By austin3515, October 5, 2017
    • 9 replies
    • 1.4k views
    • 
    • Peter Gulia
    • October 6, 2017

16. Do custodians decide whether an order is a QDRO?

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 30, 2014

17. 402(g) limits - 401(k) and 403(b)

    By Guest Melissa M., August 6, 2008
    • 9 replies
    • 6.7k views
    • 
    • Kevin C
    • January 22, 2016

18. Compliance Responsibility

    By Guest lkazden, July 15, 2002
    • 9 replies
    • 2.3k views
    • 
    • mbozek
    • July 16, 2002

19. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.1k views
    • 
    • Kevin C
    • October 2, 2009

20. Still Confused Over ACP Testing

    By Guest lbach, February 4, 2002
    • 8 replies
    • 2k views
    • 
    • MWeddell
    • February 5, 2002

21. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 2.4k views
    • 
    • Doc Ument
    • February 13, 2019

22. 403(b)

    By Guest Ralph Amadio, June 25, 2002
    • 8 replies
    • 2.2k views
    • 
    • mbozek
    • September 23, 2002

23. rollover transactions

    By Guest brookdaletsa, October 22, 1998
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • October 30, 1998

24. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.3k views
    • 
    • QDROphile
    • November 7, 2007

25. Non-Amender

    By oldman, April 19, 2012
    • 8 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2012