403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Plan and excluded compensation

   By Nancy D, November 18, 2013
   • 0 replies
   • 1.5k views
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   • Nancy D
   • November 18, 2013

2. 403(b) Plan Bonding Requirements

   By rocknrolls2, September 19, 2017
   • 1 reply
   • 421 views
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   • Belgarath
   • September 19, 2017

3. 403(b) Plan Compensation Issues

   By PensionPro, October 2, 2018
   • 4 replies
   • 1.1k views
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   • PensionPro
   • October 2, 2018

4. 403(b) plan compensation, ministers, and housing allowances

   By Carol V. Calhoun, March 28, 2000
   • 1 reply
   • 2.9k views
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   • Dowist
   • March 28, 2000

5. 403(b) Plan correction - failure to make mandatory distribution/rollover

   By holdco, June 19, 2012
   • 0 replies
   • 1.1k views
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   • holdco
   • June 19, 2012

6. 403(b) Plan Correction-Failure to Establish ERISA Protocols

   By oldman, August 20, 2012
   • 4 replies
   • 1.3k views
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   • mbozek
   • August 24, 2012

7. 403(b) Plan Document

   By HarleyBabe, September 13, 2016
   • 12 replies
   • 2.2k views
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   • benefitz
   • August 14, 2017

8. 403(b) Plan Document Issues

   By Guest John Nelson, September 9, 1998
   • 1 reply
   • 3.3k views
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   • Guest
   • September 10, 1998

9. 403(b) plan document question

   By Guest jc1457, August 4, 2009
   • 0 replies
   • 1.2k views
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   • Guest
   • August 4, 2009

10. 403(b) Plan Documents

    By Guest Lynn West, September 15, 1999
    • 1 reply
    • 2k views
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    • Guest
    • September 16, 1999

11. 403(b) Plan Documents & Churches

    By Guest Mackin, September 3, 1999
    • 3 replies
    • 2.2k views
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    • Carol V. Calhoun
    • September 7, 1999

12. 403(b) Plan fidelity bond requirements

    By Guest ewhitmore, June 16, 2010
    • 2 replies
    • 5.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2010

13. 403(b) Plan for a Church Association

    By Archimage, June 12, 2006
    • 4 replies
    • 1.4k views
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    • Archimage
    • June 12, 2006

14. 403(b) Plan Hours of Service

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • October 26, 2010

15. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.5k views
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    • QDROphile
    • November 7, 2007

16. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 2k views
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    • Guest
    • May 17, 2007

17. 403(b) Plan irrevocable election

    By Mark Va, June 9, 2024
    • 6 replies
    • 2.1k views
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    • Luke Bailey
    • June 20, 2024

18. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 2.6k views
    • 
    • Appleby
    • September 11, 2018

19. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 3k views
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    • mbozek
    • May 31, 2002

20. 403(b) plan loans and termination

    By Guest BruceC, May 4, 2010
    • 2 replies
    • 2k views
    • 
    • rcline46
    • May 6, 2010

21. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm, April 11, 2016
    • 1 reply
    • 1k views
    • 
    • AMDG
    • May 1, 2016

22. 403(b) Plan Merger?

    By BTG, September 5, 2006
    • 0 replies
    • 1.9k views
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    • BTG
    • September 5, 2006

23. 403(b) plan mergers

    By Nassau, May 25, 2007
    • 4 replies
    • 2k views
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    • Guest
    • May 27, 2007

24. 403(b) plan mergers - distribution restrictions

    By Guest Louise76, April 15, 2010
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • April 17, 2010

25. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

26. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 587 views
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    • kmhaab
    • August 28, 2018

27. 403(b) plan sponsor

    By Guest Billy Permenter, February 18, 2003
    • 1 reply
    • 1.4k views
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    • mbozek
    • February 18, 2003

28. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath, July 28, 2022
    • 4 replies
    • 561 views
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    • Belgarath
    • August 2, 2022

29. 403(b) Plan Termination

    By oldman, August 19, 2011
    • 7 replies
    • 4.5k views
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    • oldman
    • August 29, 2011

30. 403(b) plan termination

    By Beemer, January 16, 2024
    • 3 replies
    • 1.4k views
    • 
    • Beemer
    • July 8, 2024

31. 403(b) Plan Termination

    By waid10, August 27, 2009
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • August 29, 2009

32. 403(b) plan terminations?

    By Guest jppcpa, December 4, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • December 4, 1999

33. 403(b) plan terminations....who must be 100% vested?

    By Guest benefitsnewbie, October 23, 2012
    • 0 replies
    • 1k views
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    • Guest
    • October 23, 2012

34. 403(b) plan with employer contributions

    By Guest Melissa Winslow, April 4, 2002
    • 2 replies
    • 2k views
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    • mbozek
    • April 4, 2002

35. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan, May 8, 2000
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • May 11, 2000

36. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 3.8k views
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    • QDROphile
    • October 31, 2000

37. 403(b) Plan-to-Plan Transfer Rules

    By rocknrolls2, May 12, 2016
    • 0 replies
    • 1.3k views
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    • rocknrolls2
    • May 12, 2016

38. 403(b) Plan, Change of Vendor, Terminated Participants

    By Tinman, January 30, 2015
    • 2 replies
    • 1.9k views
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    • AMDG
    • October 26, 2015

39. 403(b) Plans

    By Lori H, December 19, 2005
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 19, 2005

40. 403(b) Plans

    By Nassau, July 27, 2006
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • August 4, 2006

41. 403(b) plans

    By Guest Big Al, April 3, 2008
    • 4 replies
    • 2k views
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    • Guest
    • April 3, 2008

42. 403(b) Plans - ERISA to nonERISA status

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

43. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
    • 0 replies
    • 2.6k views
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    • Guest
    • March 9, 2009

44. 403(b) Plans and ECPRS

    By Guest HRD, November 14, 2008
    • 2 replies
    • 1.9k views
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    • Guest
    • November 14, 2008

45. 403(b) plans and non-elective employer contributions

    By Guest rlamoureux, May 23, 2002
    • 4 replies
    • 6.2k views
    • 
    • mbozek
    • June 13, 2002

46. 403(b) Plans And SEP's Under New 403(b) Regs

    By Guest cyocum@lbg1.com, September 25, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • September 25, 2007

47. 403(b) plans and separately managed accounts

    By Guest dkasprzak, July 8, 1999
    • 4 replies
    • 2.7k views
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    • jlf
    • July 10, 1999

48. 403(b) plans and trustees

    By Guest pinsall, June 20, 2000
    • 3 replies
    • 8.2k views
    • 
    • Guest
    • June 24, 2000

49. 403(b) Plans for Governmental Units

    By Guest John Compton, September 23, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 23, 1998

50. 403(b) plans subject to 15% excise tax on late deposits?

    By Guest CherylV, March 22, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 23, 2004