403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Plans Under More IRS Fire

   By Guest CVCalhoun, October 27, 1998
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • January 21, 1999

2. 403(b) Post Separation Contributions

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

3. 403(b) pre-1987 grandfathered contributions

   By Guest MBeck, November 7, 2003
   • 1 reply
   • 3.6k views
   • 
   • Michael Devault
   • November 7, 2003

4. 403(b) pre-approved plan advisory letter

   By Belgarath, April 11, 2017
   • 0 replies
   • 561 views
   • 
   • Belgarath
   • April 11, 2017

5. 403(b) private letter rulings

   By Guest eba, June 3, 2002
   • 1 reply
   • 2.2k views
   • 
   • mbozek
   • June 4, 2002

6. 403(b) Protected Benefits?

   By Guest dietpepsi, September 5, 2003
   • 1 reply
   • 3.2k views
   • 
   • MWeddell
   • March 15, 2021

7. 403(b) prototypes

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

8. 403(b) public school employee. Need advice

   By Brett Smith, July 26, 2019
   • 3 replies
   • 746 views
   • 
   • Old Lawyer
   • July 29, 2019

9. 403(b) QDROs

   By IRA, October 16, 2013
   • 8 replies
   • 5.8k views
   • 
   • mbozek
   • October 25, 2013

10. 403(b) regs

    By Felicia, August 15, 2007
    • 2 replies
    • 1.6k views
    • 
    • joel
    • August 22, 2007

11. 403(b) Regs

    By jevd, September 2, 2004
    • 0 replies
    • 1.4k views
    • 
    • jevd
    • September 2, 2004

12. 403(b) regs?

    By jevd, August 17, 2004
    • 2 replies
    • 2.6k views
    • 
    • g8r
    • August 18, 2004

13. 403(b) Reporting requireements

    By Guest asonneberg, April 15, 2003
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • May 7, 2003

14. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • April 11, 2006

15. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.5k views
    • 
    • M Norton
    • June 13, 2016

16. 403(b) RFPs

    By Guest tracyzimmer, April 8, 2002
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 5, 2002

17. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Ellie Lowder
    • September 8, 2003

18. 403(b) Rollover In's - NON US Pension Assets

    By Nassau, June 19, 2008
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 19, 2008

19. 403(b) rollover options - triggerable event occurred 3 YEARS ago

    By Guest nyoung314, February 25, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 25, 2004

20. 403(b) rollover to avoid RMD

    By Guest moosegirl, October 4, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • October 6, 2004

21. 403(b) rollover under EGTRRA to an outside annuity

    By Guest bobgio, January 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • January 24, 2003

22. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 7, 2009

23. 403(b) Rollovers

    By jlf, September 25, 2001
    • 1 reply
    • 2.9k views
    • 
    • jlf
    • October 13, 2001

24. 403(b) Rookie

    By Guest Jerry, June 1, 2004
    • 1 reply
    • 2.3k views
    • 
    • ljr
    • June 1, 2004

25. 403(b) safe harbor match and grandfathered formula

    By cathyw, October 12, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • October 13, 2017

26. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.8k views
    • 
    • Kevin C
    • October 2, 2009

27. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

28. 403(b) Schedule A

    By Guest Garry, September 17, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 24, 1998

29. 403(b) service provider issue

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

30. 403(b) Set-up

    By Guest RJF, August 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

31. 403(b) Severance from employment

    By Guest Frankie, April 26, 2002
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • April 26, 2002

32. 403(b) Special Pay Plan

    By Guest Taxaholic, July 18, 2007
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 18, 2007

33. 403(b) sponsor establishes 401(k)

    By Guest PMiller, June 25, 2002
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • June 26, 2002

34. 403(b) successor plan?

    By Guest mike webb, February 14, 2002
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 14, 2002

35. 403(b) takeovers

    By FJR, March 18, 2003
    • 10 replies
    • 2.3k views
    • 
    • FJR
    • March 19, 2003

36. 403(b) termination with annuity contracts

    By Flyboyjohn, March 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • AMDG
    • October 26, 2015

37. 403(b) termination/freeze

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

38. 403(b) testing

    By doombuggy, May 31, 2013
    • 2 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • June 1, 2013

39. 403(b) Testing failure

    By Guest KMB1978, May 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 19, 2009

40. 403(b) title I exemption

    By Beemer, January 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Beemer
    • January 25, 2010

41. 403(b) to 401(k)

    By Guest RAA, February 14, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 16, 2002

42. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 541 views
    • 
    • Mr Bagwell
    • September 30, 2019

43. 403(b) to an IRA. Can it be done

    By Guest ButchElfers, January 16, 2004
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • February 25, 2004

44. 403(b) to be reported with no participants?

    By Guest Michael Scott, September 17, 2010
    • 0 replies
    • 876 views
    • 
    • Guest
    • September 17, 2010

45. 403(b) to Profit Sharing?

    By Guest James CFP, April 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • April 14, 2006

46. 403(b) TPA is pushing for company to switch to 401(k)

    By Lori H, November 24, 2008
    • 3 replies
    • 1.8k views
    • 
    • J Simmons
    • November 25, 2008

47. 403(b) Training Manual

    By Guest Ann Marie Hegy, May 6, 2003
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 9, 2003

48. 403(b) transfers/rollover/exchange

    By Miannette, August 4, 2015
    • 1 reply
    • 996 views
    • 
    • Carol V. Calhoun
    • August 4, 2015

49. 403(b) TSA - When are they subject to ERISA and when are they not?

    By Guest mapiro, March 29, 2002
    • 3 replies
    • 3.6k views
    • 
    • Carol V. Calhoun
    • April 2, 2002

50. 403(b) Vendor Selection for non-ERISA plans

    By Guest smithgd, September 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • jlf
    • October 5, 1999