403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) rollover to avoid RMD

   By Guest moosegirl, October 4, 2004
   • 1 reply
   • 2k views
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   • mbozek
   • October 6, 2004

2. Paired ERISA 403b and Non-ERISA 403b??

   By Guest Hardy Eubanks, February 23, 2000
   • 1 reply
   • 1.8k views
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   • MWeddell
   • March 1, 2000

3. 403(b) Loan eligibility- former employees

   By jane123, July 7, 2004
   • 1 reply
   • 1.5k views
   • 
   • mbozek
   • July 12, 2004

4. Please update information.

   By Dave Baker, March 3, 2000
   • 1 reply
   • 1.5k views
   • 
   • Carol V. Calhoun
   • March 3, 2000

5. ACP Test

   By DTH, March 10, 2014
   • 1 reply
   • 989 views
   • 
   • MWeddell
   • March 10, 2014

6. 403(b) pre-1987 grandfathered contributions

   By Guest MBeck, November 7, 2003
   • 1 reply
   • 3.5k views
   • 
   • Michael Devault
   • November 7, 2003

7. If an employee separates after more than 15 years of service with a qu

   By Guest mruppert, March 3, 2000
   • 1 reply
   • 1.6k views
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   • Michael Devault
   • March 6, 2000

8. Non profit agency merges, changes 403b vendors, can I transfer the old

   By Guest R. Kerst, January 15, 2001
   • 1 reply
   • 1.7k views
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   • Carol V. Calhoun
   • January 23, 2001

9. 401(k) vs 403(b)

   By Guest L, March 6, 2000
   • 1 reply
   • 1.7k views
   • 
   • Dave Baker
   • March 6, 2000

10. PROPOSED REGULATIONS AND PLAN TERMINATION

    By Guest alan24, January 24, 2005
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • January 24, 2005

11. ERISA 403(b) fidelity bond requirements?

    By Lori H, March 5, 2013
    • 1 reply
    • 1.9k views
    • 
    • Flyboyjohn
    • March 8, 2013

12. Non-ERISA 403(b) and SPD/document issues

    By AndyH, January 6, 2003
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • January 6, 2003

13. Roth IRA maximum contribution vs 403(b) max

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • March 11, 2000

14. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

15. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026, July 26, 2021
    • 1 reply
    • 566 views
    • 
    • Carol V. Calhoun
    • July 26, 2021

16. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

17. 403(b) - may an employee with a G4 visa participate?

    By Francis, August 30, 2007
    • 1 reply
    • 2.3k views
    • 
    • Peter Gulia
    • August 31, 2007

18. Non-Erisa 403(b) Plan

    By Guest jc1457, May 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 2, 2009

19. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 853 views
    • 
    • Peter Gulia
    • July 22, 2016

20. 5310 for 403(b) Plan

    By Dalai Pookah, April 23, 2018   

    • 5310
    • 403(b)
    • 1 reply
    • 647 views
    • 
    • Luke Bailey
    • April 23, 2018

21. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 7, 2008

22. small nfp -- 403b versus 401k

    By Guest spoon, November 13, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • November 14, 2008

23. Unresponsive Providers

    By Randy Watson, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 9, 2008

24. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

25. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

    By rocknrolls2, March 21, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 26, 2000