403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. Organizational responsibility 403b, 403b7, 401k

   By Guest Lily R, December 30, 2001
   • 1 reply
   • 2.8k views
   • 
   • Carol V. Calhoun
   • December 31, 2001

2. Plan Advisory Committees and Investment Policies Needed for 403(b) Pro

   By Guest kerryb, December 5, 2001
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • December 29, 2001

3. employer involvement

   By LIBERTYKID, December 17, 2001
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • December 28, 2001

4. Rollover Rules: (not a RR 90-24 transfer)

   By joel, December 25, 2001
   • 0 replies
   • 2k views
   • 
   • joel
   • December 25, 2001

5. Why would I want to designate this plan as a profit sharing plan?

   By Guest lbach, December 14, 2001
   • 2 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • December 14, 2001

6. Prohibiting "Vendor Jumping" During Plan Year

   By Christine Roberts, December 7, 2001
   • 1 reply
   • 1.8k views
   • 
   • Carol V. Calhoun
   • December 13, 2001

7. Can 2 501(c)(3) charities share employee benefits plans?

   By Guest wwcpa, December 11, 2001
   • 1 reply
   • 2k views
   • 
   • Carol V. Calhoun
   • December 11, 2001

8. amending for GUST

   By k man, December 6, 2001
   • 0 replies
   • 1.7k views
   • 
   • k man
   • December 6, 2001

9. Plan Closeout; Ongoing Form 5500 Filings

   By Christine Roberts, December 6, 2001
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 6, 2001

10. Required Pre-2002 403(b)/457(b) Amendments?

    By Guest CMStrength, December 4, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

11. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

12. Single Plan, Multiple TDAs?

    By Christine Roberts, November 28, 2001
    • 4 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 3, 2001

13. 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

14. Catch up contributions

    By k man, November 28, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • November 29, 2001

15. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 3k views
    • 
    • Belgarath
    • November 28, 2001

16. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

17. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 27, 2001

18. Rolling over 401(k) to 403(b)

    By Guest Barney Byrd, November 18, 2001
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • November 18, 2001

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

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.1k views
    • 
    • MWeddell
    • November 14, 2001

20. What agency can help us compel Lincoln Life to honor their contract?

    By Guest dougej, November 12, 2001
    • 2 replies
    • 1.8k views
    • 
    • GBurns
    • November 14, 2001

21. Transition to ERISA Plan Status - What is Initial Effective Date?

    By Christine Roberts, November 12, 2001
    • 2 replies
    • 2.5k views
    • 
    • Christine Roberts
    • November 12, 2001

22. Rollover

    By Guest Giovanni, November 6, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 12, 2001

23. 403b nonelective contributions

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

24. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

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

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