403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. 403(b) and limits when you have mandatory and elective contributions

   By Guest xab, December 14, 2005
   • 0 replies
   • 2.8k views
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   • Guest
   • December 14, 2005

2. 403(b) and Loss of 501(c)(3) Status

   By Guest PJW, December 22, 2003
   • 6 replies
   • 2k views
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   • Guest
   • January 15, 2004

3. 403(b) and Money Purchase Plan under a controlled group

   By Guest KAGrist, October 18, 2005
   • 2 replies
   • 2.4k views
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   • mbozek
   • October 19, 2005

4. 403(b) and payroll deductions

   By Guest danderson_cifs, April 14, 2005
   • 3 replies
   • 1.5k views
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   • Guest
   • April 14, 2005

5. 403(b) and PEO

   By 52626, October 17, 2018
   • 2 replies
   • 642 views
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   • Bill Sweetnam
   • October 19, 2018

6. 403(b) and Roths

   By Nancy D, December 10, 2012
   • 5 replies
   • 1.3k views
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   • John Feldt ERPA CPC QPA
   • December 11, 2012

7. 403(b) and Safe Harbor

   By PMC, November 17, 2008
   • 3 replies
   • 4.1k views
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   • Guest
   • November 22, 2008

8. 403(b) and SAR

   By Guest Jacksonj4, January 11, 2002
   • 0 replies
   • 1.8k views
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   • Guest
   • January 11, 2002

9. 403(b) and SAR's

   By Guest planadmin98, November 16, 2004
   • 3 replies
   • 4.2k views
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   • rlb64
   • January 21, 2005

10. 403(b) and SEP

    By Jim Chad, May 17, 2016
    • 1 reply
    • 544 views
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    • Belgarath
    • May 17, 2016

11. 403(b) and SEP/IRA

    By Guest condor, September 25, 1998
    • 0 replies
    • 2.7k views
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    • Guest
    • September 25, 1998

12. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 903 views
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    • MWeddell
    • May 5, 2021

13. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 948 views
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    • Guest
    • November 24, 2009

14. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 2.7k views
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    • mbozek
    • November 5, 2002

15. 403(b) and Years of Service

    By Guest jgroves, January 28, 1999
    • 1 reply
    • 2.1k views
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    • Guest
    • February 2, 1999

16. 403(b) Annuity - possible collateral for loan?

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.1k views
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    • Guest
    • October 17, 2006

17. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3k views
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    • Carol V. Calhoun
    • February 11, 2001

18. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.2k views
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    • Kevin C
    • June 13, 2014

19. 403(b) Audit/Requiring Employees to Use Catch Up election

    By Guest Jeff Kropp, June 28, 1999
    • 3 replies
    • 2.1k views
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    • Dowist
    • June 30, 1999

20. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • January 9, 2001

21. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 606 views
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    • loserson
    • June 12, 2019

22. 403(b) catch up order

    By Guest dietpepsi, August 18, 2004
    • 2 replies
    • 1.9k views
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    • Guest
    • August 18, 2004

23. 403(b) catch-ups/EGTRRA

    By Guest gmann, August 22, 2001
    • 5 replies
    • 2.1k views
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    • mbozek
    • May 7, 2002

24. 403(b) Church Plan

    By MBCarey, August 1, 2005
    • 3 replies
    • 2.3k views
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    • MBCarey
    • August 2, 2005

25. 403(b) Church plan and nondiscrimination testing

    By katieinny, June 11, 2008
    • 3 replies
    • 3.9k views
    • 
    • ERISAnut
    • August 28, 2008