403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. terminating a 403b plan when the employer is no longer in business

   By Santo Gold, March 13, 2009
   • 1 reply
   • 1.7k views
   • 
   • J Simmons
   • March 14, 2009

2. Non ERISA 403(b) and employer SEP

   By Lori H, December 15, 2009
   • 1 reply
   • 1.3k views
   • 
   • mbozek
   • December 21, 2009

3. ACP and 410(b) testing

   By AKconsult, May 10, 2011
   • 1 reply
   • 1.5k views
   • 
   • Kevin C
   • May 11, 2011

4. 403(b) and SEP

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

5. 401(k) into 403(b)?

   By betheeg, January 28, 2004
   • 1 reply
   • 2.3k views
   • 
   • mbozek
   • January 28, 2004

6. 403(b) Eligibility

   By Guest William Reimers, January 13, 2000
   • 1 reply
   • 2k views
   • 
   • IRC401
   • January 20, 2000

7. Is a 403(b) plan a "qualified Plan"?

   By Jim Chad, May 17, 2016
   • 1 reply
   • 3.6k views
   • 
   • jpod
   • May 17, 2016

8. Roth 403(b) Contributions and W2 reporting

   By John Cross, September 23, 2018   

   • roth
   • 403(b)
   • (and 2 more)

     Tagged with:

     • roth
     • 403(b)
     • wages
     • ira earnings test
   • 1 reply
   • 1.6k views
   • 
   • Luke Bailey
   • September 24, 2018

9. Change in sponsorship of 403(b) - ERISA to Non_ERISA

   By Guest Roxanne Walters, November 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Carol V. Calhoun
   • December 3, 2001

10. What if er allows loans & insurer doesn't

    By Guest amfam2, May 22, 2003
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • June 2, 2003

11. Plan Document for ERISA 403(b) Plan

    By Guest rmwright, August 29, 2007
    • 1 reply
    • 1.6k views
    • 
    • Peter Gulia
    • August 29, 2007

12. 403b Plan Loses Church Status

    By justatester, April 19, 2017   

    • how to run the abt test
    • 1 reply
    • 556 views
    • 
    • CuseFan
    • April 19, 2017

13. Transfer of Missing Particpants' Accounts into 401(k)

    By Guest Lauren0507, May 2, 2008
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 2, 2008

14. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • February 8, 2000

15. Section 8.02 of Rev. Proc. 2007-71

    By Guest Moona, December 8, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • December 9, 2008

16. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • June 25, 2015

17. Anyone believe that Congress intended to repeal rollover distribution

    By jlf, February 22, 2001
    • 1 reply
    • 1.7k views
    • 
    • jlf
    • March 3, 2001

18. Exemption from non-discrimination rules?

    By Guest newlifeca, June 12, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 12, 2001

19. 457 Plans-required deposit date by employer?

    By Cathy from Chicago, February 22, 2001
    • 1 reply
    • 2.2k views
    • 
    • Everett Moreland
    • February 24, 2001

20. EPCRS

    By Nassau, April 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • PLAN MAN
    • April 3, 2008

21. 403(b) & SEP

    By Guest Bob Lees, July 25, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 26, 2001

22. 403(b) Rollovers

    By jlf, September 25, 2001
    • 1 reply
    • 2.8k views
    • 
    • jlf
    • October 13, 2001

23. Terminating 401(k) to start 403(b)

    By KateSmithPA, November 7, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • November 7, 2001

24. Change to Employer contributions formula during year

    By jaxon1225, October 8, 2013
    • 1 reply
    • 1.6k views
    • 
    • BG5150
    • October 8, 2013

25. Sick Pay contributions

    By Guest jim williams, June 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 11, 2003