403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Plan Document Issues

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

2. CUSTODIAL ACCOUNTS 403(B)(7)

   By Guest djaszi, February 8, 1999
   • 3 replies
   • 3.3k views
   • 
   • Guest
   • May 3, 1999

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

   By Patricia Neal Jensen, March 19, 2018   

   • 403(b) audit
   • 22 replies
   • 3.3k views
   • 
   • Peter Gulia
   • March 29, 2018

4. Exclusion of Students During Summer

   By Guest Lane, April 4, 2012
   • 6 replies
   • 3.3k views
   • 
   • GMK
   • April 5, 2012

5. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 3.3k views
   • 
   • Lisa
   • March 15, 2017

6. 403(b) Multiple Employer Plan

   By Guest LLandau, June 5, 2003
   • 4 replies
   • 3.3k views
   • 
   • Ellie Lowder
   • June 9, 2003

7. rule 90-24 clarification

   By Guest yanfan, February 20, 2006
   • 4 replies
   • 3.3k views
   • 
   • joel
   • March 13, 2006

8. Federal Tax Treatment of Investment Advisor Fees?

   By Guest rrocket61, May 18, 2001
   • 5 replies
   • 3.3k views
   • 
   • Guest
   • August 22, 2001

9. 403(b) vs 401(k)

   By kocak, December 5, 1998
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • June 8, 1999

10. Code Section 415(k)(4) and 403(b)'s

    By traveler, January 23, 2002
    • 8 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • April 19, 2002

11. 403(b) Protected Benefits?

    By Guest dietpepsi, September 5, 2003
    • 1 reply
    • 3.2k views
    • 
    • MWeddell
    • March 15, 2021

12. Merger of DC Plan into 403(b)

    By Guest AEA, October 29, 2003
    • 5 replies
    • 3.2k views
    • 
    • mbozek
    • November 24, 2003

13. Testing 401(k) and 403(b) plans/aggregation

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.2k views
    • 
    • MWeddell
    • November 14, 2001

14. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 20, 2000

15. overcontribution to 403B for yr. 2000

    By Guest kristengordon, March 19, 2002
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 28, 2002

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

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 17, 2006

17. State defined-benefit plan & 403b

    By Guest krsdoo, April 30, 2003
    • 2 replies
    • 3.2k views
    • 
    • GBurns
    • April 30, 2003

18. 404(c) for 403(b) plans

    By Guest RIA, November 5, 2008
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • November 6, 2008

19. 403b open enrollment

    By Guest denali52, February 23, 2002
    • 2 replies
    • 3.2k views
    • 
    • mbozek
    • February 23, 2002

20. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 3.2k views
    • 
    • Belgarath
    • November 28, 2001

21. Termination of 403(b) plan

    By Guest Lonnie Tomlin, December 7, 1998
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 15, 1999

22. Governmental Plans Answer Book

    By Carol V. Calhoun, January 23, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2002

23. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • December 6, 2018

24. non-ERISA 403(b) failure to remit EE deferrals for months

    By Guest dani_o, May 21, 2002
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • May 22, 2002

25. Automatic enrollment feature is permissible in 403(b) plan/caution on

    By Dave Baker, July 20, 2000
    • 3 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • July 25, 2000

26. Part-time exclusion from elective deferrals under ERISA 403(b) Plan

    By Guest Pennysaver, August 19, 2011
    • 2 replies
    • 3.2k views
    • 
    • Kevin C
    • August 24, 2011

27. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • February 3, 2006

28. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 3.2k views
    • 
    • Lori H
    • November 17, 2009

29. "Black-out" periods for 403b transfers?

    By Guest Hardy Eubanks, May 4, 2000
    • 3 replies
    • 3.2k views
    • 
    • pjkoehler
    • May 13, 2000

30. 403(b) and a SEP

    By Guest condor, September 30, 1998
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • October 21, 1998

31. Pooled Separate Account allowed?

    By bzorc, August 22, 2022
    • 4 replies
    • 3.2k views
    • 
    • Patricia Neal Jensen
    • August 24, 2022

32. Vesting requirements 403(b)

    By Guest yorkPA814, May 28, 2009
    • 5 replies
    • 3.2k views
    • 
    • jpod
    • May 28, 2009

33. 403(b) service provider issue

    By Guest TroyRiley, May 6, 2003
    • 6 replies
    • 3.1k views
    • 
    • joel
    • June 10, 2003

34. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • December 10, 1999

35. Control Group

    By Madison71, March 23, 2010
    • 8 replies
    • 3.1k views
    • 
    • TLGeer
    • April 6, 2010

36. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.1k views
    • 
    • mbozek
    • January 26, 2010

37. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2000

38. conversion of DB to DC

    By lexi, July 11, 2006
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 21, 2006

39. Can employer limit number of annual salary reduction changes?

    By Guest Mike, October 8, 1998
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • October 9, 1998

40. Changing 403(b) custodians

    By Guest medinael, July 17, 2003
    • 5 replies
    • 3.1k views
    • 
    • Locust
    • July 18, 2003

41. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3.1k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

42. Forfeitures in Plan

    By Guest Golden Girl, September 4, 2012
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • September 5, 2012

43. Vesting service and predecessor plan

    By Guest Mike Melnick, May 17, 2002
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • May 23, 2002

44. Employer Responsibility for Remitting Contributions

    By Guest NPalazzolo, February 13, 2006
    • 7 replies
    • 3.1k views
    • 
    • BeckyMiller
    • July 31, 2006

45. FICA withholding

    By Guest jetfaninmn, September 24, 2005
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • September 29, 2005

46. Dual Status 403(b) Plan

    By oldman, October 20, 2011
    • 6 replies
    • 3.1k views
    • 
    • mbozek
    • October 21, 2011

47. Do 403b plans have trustees?

    By Santo Gold, August 26, 2022
    • 6 replies
    • 3.1k views
    • 
    • Patricia Neal Jensen
    • August 30, 2022

48. fica alternative plan

    By Guest rubaiyat, June 9, 2001
    • 3 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • June 10, 2001

49. Corrective Distributions

    By Christine Roberts, October 14, 1998
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 21, 1998

50. How does one shelter severence pay for retiring highly compensated emp

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.1k views
    • 
    • M R Bernardin
    • August 30, 2000