403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. 403(b) catch-ups/EGTRRA

   By Guest gmann, August 22, 2001
   • 5 replies
   • 2.1k views
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   • mbozek
   • May 7, 2002

2. 403(b) Church Plan

   By MBCarey, August 1, 2005
   • 3 replies
   • 2.4k views
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   • MBCarey
   • August 2, 2005

3. 403(b) Church plan and nondiscrimination testing

   By katieinny, June 11, 2008
   • 3 replies
   • 4.2k views
   • 
   • ERISAnut
   • August 28, 2008

4. 403(b) church plan rollover

   By Guest mullis, June 22, 2000
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • June 28, 2000

5. 403(b) combined with New Comp plan

   By dmb, February 1, 2006
   • 1 reply
   • 2k views
   • 
   • AndyH
   • February 1, 2006

6. 403(b) Continuing Education

   By Guest mike webb, March 6, 2002
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • March 8, 2002

7. 403(b) contribution - employer and employee

   By Guest mcube, April 8, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 8, 2007

8. 403(b) Contribution for previous years service- affect 415 Limit?

   By jane123, March 31, 2005
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • April 5, 2005

9. 403(b) contributions - law changed?

   By Guest Mary Ann, October 23, 2002
   • 8 replies
   • 1.9k views
   • 
   • Guest
   • October 25, 2002

10. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 25, 2005

11. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 2.8k views
    • 
    • QDROphile
    • September 23, 2002

12. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 876 views
    • 
    • Kevin C
    • April 28, 2020

13. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.3k views
    • 
    • panther
    • December 2, 2010

14. 403(b) coverage

    By Guest dietpepsi, August 16, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 16, 2005

15. 403(b) custodial accounts

    By Lori Foresz, April 20, 2004
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • April 21, 2004

16. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2009

17. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • August 30, 2002

18. 403(b) Defined Benefit Plan

    By Guest cjk, September 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • September 23, 2004

19. 403(b) Deselected/Frozen/Terminated Plan, Distributable Event, In-Service Distribution, & Direct Rollover WITHIN Same Employer (NOT An "Exchange")

    By Guest willwillie, May 15, 2008
    • 2 replies
    • 3.4k views
    • 
    • WDIK
    • June 3, 2008

20. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • June 11, 2003

21. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • September 3, 1999

22. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 10, 2010

23. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 1.9k views
    • 
    • R. Butler
    • June 16, 2003

24. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
    • 0 replies
    • 1.8k views
    • 
    • R. Butler
    • May 24, 2002

25. 403(b) distributions

    By R. Butler, October 9, 2008
    • 4 replies
    • 2.9k views
    • 
    • QDROphile
    • April 23, 2013