403(b) Plans, Accounts or Annuities

2,026 topics in this forum

1. 403b Document

   By austin3515, December 21, 2009
   • 1 reply
   • 1.5k views
   • 
   • Kevin C
   • December 29, 2009

2. Church Plan - Eligibility

   By 401(k)athryn, December 13, 2019
   • 1 reply
   • 962 views
   • 
   • Patricia Neal Jensen
   • July 9, 2020

3. IRC Section 501(c)(18)(D) Plans

   By Guest Thornton, March 4, 2004
   • 1 reply
   • 13.6k views
   • 
   • mbozek
   • March 9, 2004

4. Follow up question

   By Guest Taj, June 15, 2000
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • June 15, 2000

5. Church plan exemptions

   By Guest richez, December 18, 2003
   • 1 reply
   • 2.3k views
   • 
   • smm
   • December 18, 2003

6. Irrevocable elections

   By JJD, December 22, 2006
   • 1 reply
   • 1.6k views
   • 
   • JJD
   • December 22, 2006

7. ABT and 403b deferrals

   By 30Rock, March 24, 2011
   • 1 reply
   • 1.3k views
   • 
   • PensionPro
   • March 24, 2011

8. Excise tax applicable in relation to excess 403(b) deferral?

   By Guest Diane DuFresne, December 5, 2000
   • 1 reply
   • 1.8k views
   • 
   • Carol V. Calhoun
   • December 11, 2000

9. Final question on Roth rollover

   By Guest Taj, June 16, 2000
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • June 16, 2000

10. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • January 5, 2005

11. AutoEnroll bringing 403(b) plans into ERISA?

    By Guest ames, August 1, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 1, 2008

12. Participant-directed employer contributions

    By Guest bsl120, March 19, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 22, 2004

13. Determining Plan Document date for a non-ERISA 403(b)changing to an ER

    By Guest, December 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 28, 2000

14. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 405 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

15. 403(b) church plan rollover

    By Guest mullis, June 22, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • June 28, 2000

16. 403b and Form 5500

    By cpc0506, March 20, 2010
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 20, 2010

17. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3k views
    • 
    • Guest
    • June 29, 2000

18. New portability provisions in tax law force TIAA/CREF roll-over?

    By Guest Jeff Salisbury, June 15, 2001
    • 1 reply
    • 2.2k views
    • 
    • rcline46
    • June 15, 2001

19. Eligibility in 403(b) plan

    By nancy, December 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 17, 2002

20. 403(b) Issues

    By Guest TitusracerX, May 29, 2003
    • 1 reply
    • 3k views
    • 
    • mbozek
    • June 1, 2003

21. Deadline for Updating Plan Doc for Regs

    By Guest ScarletKnight, June 6, 2008
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 6, 2008

22. Replacing 403(b) with 401(k)

    By Flyboyjohn, February 15, 2016
    • 1 reply
    • 1k views
    • 
    • AMDG
    • February 15, 2016

23. Plan document not updated for final 403(b) regulations

    By oldman63, January 24, 2019
    • 1 reply
    • 399 views
    • 
    • Kevin C
    • January 24, 2019

24. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant, June 14, 2022
    • 1 reply
    • 541 views
    • 
    • Luke Bailey
    • June 16, 2022

25. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • November 11, 2000