403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. Penalty for nonpayment into 403b fund

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

2. 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

3. LRMs for 403(b)

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

4. Death benefit to Niece or Spouse?

   By Lori H, June 6, 2013
   • 1 reply
   • 1.5k views
   • 
   • Craig Garner
   • June 19, 2013

5. Grandfathered non-ERISA plans - How to terminate

   By RWPHoenix, August 24, 2018
   • 1 reply
   • 1.1k views
   • 
   • Ebplans
   • August 27, 2018

6. 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

7. 403b restatement effective date

   By Megandps, September 12, 2019
   • 1 reply
   • 867 views
   • 
   • Belgarath
   • September 12, 2019

8. IRS has issued a work plan for 2001 that includes guidance on 403(b) i

   By Guest JBeck, November 15, 2000
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 20, 2000

9. early retirement penalties?

   By Guest Mr. Nick, August 27, 2000
   • 1 reply
   • 1.9k views
   • 
   • Michael Devault
   • August 28, 2000

10. 404(c) Protection

    By Nassau, June 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • June 11, 2008

11. disability

    By Felicia, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 15, 2008

12. 403b contributions from severance pay?

    By Guest nahe3, August 20, 1998
    • 1 reply
    • 5.3k views
    • 
    • david shipp
    • August 20, 1998

13. Contribution calculation

    By Guest amybu99, March 4, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 4, 2002

14. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • December 7, 2010

15. 403(b) Post Separation Contributions

    By Fisher, November 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Fisher
    • November 5, 2007

16. TIAA Cref Hardships

    By austin3515, November 3, 2010
    • 0 replies
    • 830 views
    • 
    • austin3515
    • November 3, 2010

17. Roth Account Transfer to a DB Plan to Purchase Service Credits

    By DTH, June 27, 2011
    • 0 replies
    • 958 views
    • 
    • DTH
    • June 27, 2011

18. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 470 views
    • 
    • kmhaab
    • August 28, 2018

19. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 972 views
    • 
    • Guest
    • August 10, 2007

20. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 974 views
    • 
    • mlp0816
    • October 24, 2013

21. Custodial Accounts After Plan Termination

    By Guest dogsbody, October 27, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 27, 2003

22. Question on a Plan Provision

    By austin3515, March 7, 2011
    • 0 replies
    • 909 views
    • 
    • austin3515
    • March 7, 2011

23. Employer match to 403(b) may include housing allowance in includible compensation

    By Guest Rick Sandlin, July 18, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 18, 2005

24. 2009 Form 5500

    By rcline46, April 15, 2008
    • 0 replies
    • 1.5k views
    • 
    • rcline46
    • April 15, 2008

25. 403(b) and SEP/IRA

    By Guest condor, September 25, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 25, 1998