403(b) Plans, Accounts or Annuities

2,026 topics in this forum

1. 403B Plan in Lieu of Social Security

   By Guest plemons, May 30, 2001
   • 4 replies
   • 2.7k views
   • 
   • Ellie Lowder
   • June 18, 2001

2. 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

3. Commingle assets in 403(b) and Money Purchase

   By Guest vrp, June 13, 2001
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • June 15, 2001

4. Limiting funding vehicles

   By Guest AEA, June 4, 2001
   • 6 replies
   • 2k views
   • 
   • Guest
   • June 12, 2001

5. Exemption from non-discrimination rules?

   By Guest newlifeca, June 12, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • June 12, 2001

6. fica alternative plan

   By Guest rubaiyat, June 9, 2001
   • 3 replies
   • 2.8k views
   • 
   • Carol V. Calhoun
   • June 10, 2001

7. Variable Annuity within a by-pass trust

   By Guest gregoryp, June 7, 2001
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • June 8, 2001

8. Are elective/contributory LTD premiums considered a 403(b) Plan?

   By Guest lindy, June 5, 2001
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • June 6, 2001

9. 403(b) early distributions

   By Guest Vicki, June 5, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • June 6, 2001

10. 90-24 transfer from 403b to Ira with mutual funds

    By Guest rubaiyat, May 27, 2001
    • 6 replies
    • 3.3k views
    • 
    • Michael Devault
    • June 4, 2001

11. 403b to Roth

    By Guest Taj, June 15, 2000
    • 3 replies
    • 2.1k views
    • 
    • Michael Devault
    • May 29, 2001

12. TAMRA provision that allows higher deferrals for HCEs

    By Guest Lonnie Tomlin, April 26, 2001
    • 2 replies
    • 6k views
    • 
    • Guest
    • May 19, 2001

13. Election not to participate in 403(b) plan and testing.

    By Guest, March 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

14. 403(b) Negative Election Results?

    By Ellie Lowder, April 25, 2001
    • 3 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

15. GUST Checklists for 403(b)s

    By Guest Patrick, May 8, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 8, 2001

16. How do I go about, withdrawing money from my 403(b) upon separating fr

    By Guest mmh, April 16, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 7, 2001

17. Amending the hours method used to calculate vesting

    By Guest Kelly Igel, April 4, 2001
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2001

18. Non-Compliant Plans

    By Guest victor, March 23, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 4, 2001

19. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 6.5k views
    • 
    • Guest
    • May 2, 2001

20. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • April 20, 2001

21. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
    • 0 replies
    • 1.8k views
    • 
    • jkharvey
    • April 6, 2001

22. Are TSA, IRA, and 403B the same?

    By Guest jngehring, April 3, 2001
    • 1 reply
    • 4.9k views
    • 
    • Michael Devault
    • April 3, 2001

23. Questions on 403(b) Elective Deferral Limit

    By Guest Minette Ketchings, March 22, 2001
    • 2 replies
    • 2k views
    • 
    • Guest
    • April 1, 2001

24. What are some of the general advantages and disadvantages of the 401k

    By Guest MR. "V", March 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • jlf
    • March 9, 2001

25. Loans from 401(k) to a 403(b)

    By jkharvey, March 6, 2001
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • March 6, 2001