403(b) Plans, Accounts or Annuities

2,026 topics in this forum

1. the latest on pre-approved documents

   By Tom Poje, January 25, 2017
   • 1 reply
   • 618 views
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   • Carol V. Calhoun
   • February 22, 2017

2. Non-ERISA (public school) eligibility

   By Belgarath, May 5, 2017
   • 1 reply
   • 547 views
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   • ETA Consulting LLC
   • May 5, 2017

3. self-employed ministers and 403(b) plans

   By Guest Frankie, July 31, 2001
   • 1 reply
   • 2.2k views
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   • Carol V. Calhoun
   • August 3, 2001

4. 403(b)(7) Tax-Credit

   By Guest brp, February 25, 2003
   • 1 reply
   • 1.6k views
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   • MGB
   • February 25, 2003

5. New 403b regs

   By joel, August 7, 2007
   • 1 reply
   • 1.9k views
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   • Felicia
   • August 15, 2007

6. discrimination testing for 401(k) and 403(b)

   By Guest Rocky, October 5, 2007
   • 1 reply
   • 2.1k views
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   • TLGeer
   • October 17, 2007

7. 403(b) Distributions

   By Nassau, June 9, 2008
   • 1 reply
   • 1.7k views
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   • J Simmons
   • June 9, 2008

8. Terminated Employees - Final Paycheck Decuctions?

   By Guest jachapma, September 9, 2010
   • 1 reply
   • 1.8k views
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   • J Simmons
   • September 9, 2010

9. Employer contribution made for two terminated employees by mistake.

   By KaJay, February 9, 2021
   • 1 reply
   • 351 views
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   • Peter Gulia
   • February 10, 2021

10. Updating 403(b) plan docs.

    By Guest Frankie, July 12, 2002
    • 1 reply
    • 1.6k views
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    • mbozek
    • July 14, 2002

11. tax-sheltered annuities

    By Nassau, July 9, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • July 10, 2008

12. 403(b) prototypes

    By SMB, March 23, 2010
    • 1 reply
    • 1.2k views
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    • Guest
    • March 23, 2010

13. 403(b) Set-up

    By Guest RJF, August 10, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 11, 2006

14. can a gov'l, 501(c)(3) non-education emer have a 403(b)?

    By EGB, December 15, 2005
    • 1 reply
    • 1.7k views
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    • Locust
    • December 15, 2005

15. Automatic enrollment for public school employees

    By Guest DIY, December 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • December 15, 2008

16. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

17. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 18, 2002

18. 403(b) plans subject to 15% excise tax on late deposits?

    By Guest CherylV, March 22, 2004
    • 1 reply
    • 2k views
    • 
    • mbozek
    • March 23, 2004

19. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 3, 2010

20. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 17, 2011

21. 403b vs. 401k plans.....what's the difference? HELP

    By Guest judynyc61, August 11, 2005
    • 1 reply
    • 9.7k views
    • 
    • david rigby
    • August 11, 2005

22. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm, April 11, 2016
    • 1 reply
    • 925 views
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    • AMDG
    • May 1, 2016

23. Penalty for nonpayment into 403b fund

    By Guest cadmaslib, July 13, 2002
    • 1 reply
    • 1.8k views
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    • BeckyMiller
    • July 13, 2002

24. Transferring accumulated savings to a 403(b)(7) custodial account

    By Guest mhdavies, June 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • jlf
    • June 20, 2001

25. LRMs for 403(b)

    By Guest Penelope, April 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 17, 2009