403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. coverage problem

   By Earl, July 14, 2016   

   • document is no help
   • 6 replies
   • 1.3k views
   • 
   • rcline46
   • July 18, 2016

2. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

   By Maryalice, January 24, 2021   

   • annuity
   • tsp plan
   • 6 replies
   • 1.4k views
   • 
   • joel
   • February 27, 2021

3. need to restate before plan termination?

   By AlbanyConsultant, November 8, 2017
   • 6 replies
   • 1.9k views
   • 
   • Patricia Neal Jensen
   • May 29, 2018

4. 403(b) and EGTRRA

   By Guest Donaldson, November 5, 2002
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • November 5, 2002

5. Salary Deferral Errors Made By Employer

   By waid10, January 18, 2010
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • January 19, 2010

6. Independent Audit Requirements 2009 form 5500

   By Guest MonicaS, July 30, 2009
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • October 29, 2010

7. 403(b) - ERISA Plan or Not

   By HarleyBabe, April 3, 2012
   • 6 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2012

8. Basic 403(b) Education Needed

   By sloble@crowleyfleck.com, September 12, 2004
   • 6 replies
   • 1.6k views
   • 
   • GBurns
   • September 14, 2004

9. Exclusion of Students During Summer

   By Guest Lane, April 4, 2012
   • 6 replies
   • 3.3k views
   • 
   • GMK
   • April 5, 2012

10. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 17, 2020

11. VACATION PAY, SICK PAY..............

    By Guest alan24, January 24, 2005
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • March 28, 2007

12. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 3.7k views
    • 
    • Kevin C
    • September 3, 2015

13. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant, April 24, 2018
    • 6 replies
    • 940 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

14. 403(b) service provider issue

    By Guest TroyRiley, May 6, 2003
    • 6 replies
    • 3.1k views
    • 
    • joel
    • June 10, 2003

15. Software for 403(b) plans and MEA calculator

    By Guest cpmny, July 7, 1999
    • 6 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

16. Contribution Allocation

    By Stash026, May 21, 2021
    • 6 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • May 24, 2021

17. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • December 6, 2018

18. Participation in 403(b) and 401(k)

    By Guest llaplount, August 2, 2004
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 2, 2004

19. Dual contributions from seperate school payroll points into one 403(b)

    By Guest bstarr@metlife.com, September 16, 2000
    • 6 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • September 21, 2000

20. Insurance Companies

    By Jilliandiz, June 1, 2006
    • 6 replies
    • 2k views
    • 
    • E as in ERISA
    • June 8, 2006

21. Can an eligible employee opt out of a 403(b) plan

    By katieinny, May 7, 2009
    • 6 replies
    • 6.5k views
    • 
    • Kevin C
    • May 8, 2009

22. 15 year rule and a "qualified employer."

    By katieinny, January 14, 2004
    • 6 replies
    • 3.8k views
    • 
    • gc@chimentowebb.com
    • October 30, 2007

23. 403(b) Contribution for previous years service- affect 415 Limit?

    By jane123, March 31, 2005
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 5, 2005

24. conversion of DB to DC

    By lexi, July 11, 2006
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 21, 2006

25. Do 403b plans have trustees?

    By Santo Gold, August 26, 2022
    • 6 replies
    • 3.1k views
    • 
    • Patricia Neal Jensen
    • August 30, 2022

26. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe, June 6, 2021
    • 6 replies
    • 914 views
    • 
    • QDROphile
    • June 7, 2021

27. GUST 403(b)

    By Guest sroenigk, July 11, 2001
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • July 19, 2001

28. What is the latest required restatement?

    By Tom, August 2, 2024
    • 6 replies
    • 1.4k views
    • 
    • Liz Hallam
    • August 6, 2024

29. 59 1/2 Rollover

    By Guest scottyd, May 14, 2002
    • 6 replies
    • 2.1k views
    • 
    • joel
    • June 27, 2002

30. 403(b) and Loss of 501(c)(3) Status

    By Guest PJW, December 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 2004

31. Limiting employer contributions

    By Guest JMN, November 11, 2011
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 24, 2012

32. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • May 28, 2019

33. bond insurance requirement for 403(b)

    By Guest kaycee, February 23, 2004
    • 5 replies
    • 6.8k views
    • 
    • Peter Gulia
    • June 5, 2007

34. Contributions after severing employment

    By waid10, November 24, 2004
    • 5 replies
    • 2.5k views
    • 
    • Alf
    • November 29, 2004

35. Terminating a 403(b) Plan and starting a 401(k) Plan

    By blue, October 9, 2007
    • 5 replies
    • 3.5k views
    • 
    • Bird
    • October 26, 2007

36. Transaction

    By Guest JMN, October 7, 2011
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2011

37. Non-Electing Church 403(b) Plan

    By oldman, April 29, 2013
    • 5 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • April 30, 2013

38. Anything preventing an Employer from offerring two 403(b) plans?

    By mariemonroe, January 10, 2005
    • 5 replies
    • 2k views
    • 
    • joel
    • January 11, 2005

39. Catch-up limit under s. 402(g)(7)

    By Guest MAnglim, January 9, 2003
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • February 7, 2003

40. loans

    By jpod, May 15, 2002
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • May 20, 2002

41. Cycle 2 Restatement News?

    By Suzanne H, February 20
    • 5 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • February 25

42. 403(b) catch-ups/EGTRRA

    By Guest gmann, August 22, 2001
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • May 7, 2002

43. Is this a Match or a PS Contribution?

    By austin3515, June 12, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 20, 2007

44. Avoid QJSA requirements

    By LIBERTYKID, July 15, 2009
    • 5 replies
    • 3.5k views
    • 
    • Peter Gulia
    • July 16, 2009

45. How can I get money out of my 403(b) account set up through my employe

    By Guest davisdavis, January 10, 2003
    • 5 replies
    • 6.1k views
    • 
    • Guest
    • February 3, 2003

46. Hold Harmless Agreements

    By Guest Jim Brennan, September 22, 1998
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • October 28, 1998

47. 403(b) termination/freeze

    By Guest jnates, August 28, 2002
    • 5 replies
    • 2.6k views
    • 
    • mbozek
    • September 3, 2002

48. Anybody know of IRS 403(b) audits of school districts now taking place

    By Guest geekster, October 26, 2000
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 31, 2000

49. Too Many Documents

    By sloble@crowleyfleck.com, July 14, 2008
    • 5 replies
    • 1.7k views
    • 
    • TLGeer
    • August 1, 2008

50. 403(b)(7)-Auditor wants certification for limited scope audit

    By Guest LVanSteeter, January 11, 2005
    • 5 replies
    • 2.5k views
    • 
    • BeckyMiller
    • January 19, 2005