403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Rollover Rules, not a Revenue Ruling 90-24 Transfer

   By joel, December 25, 2001
   • 9 replies
   • 3.1k views
   • 
   • Carol V. Calhoun
   • January 26, 2002

2. 403(b) Issues

   By Guest TitusracerX, May 29, 2003
   • 1 reply
   • 3.1k views
   • 
   • mbozek
   • June 1, 2003

3. advantages/disadvantages of 403b(7) vs ira

   By Guest frkarena, April 24, 1999
   • 3 replies
   • 3.1k views
   • 
   • Guest
   • April 27, 1999

4. Rollovers by a surviving spouse when the deceased was a beneficiary ra

   By Guest Rich Lemarie, January 25, 2002
   • 16 replies
   • 3.1k views
   • 
   • mbozek
   • March 28, 2002

5. Controlled Group 403(b) coverage

   By Effen, July 2, 2004
   • 11 replies
   • 3.1k views
   • 
   • mbozek
   • July 2, 2004

6. FREEZE OF 403(b) PLAN

   By Guest JONB, January 14, 1999
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • January 15, 1999

7. 403(b) Internal Revenue Code Rules

   By Guest LenZ, May 9, 2003
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • May 12, 2003

8. Amending the hours method used to calculate vesting

   By Guest Kelly Igel, April 4, 2001
   • 5 replies
   • 3.1k views
   • 
   • Guest
   • May 4, 2001

9. Assistance on advising the Advisor...Protocol and procedure?

   By Guest WLP 1863, October 28, 2003
   • 5 replies
   • 3.1k views
   • 
   • IRC401
   • November 29, 2003

10. 403(b) and "deemed" 125 compensation

    By Guest mike webb, November 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • November 26, 2002

11. 403(b)(7) and QJSA

    By Just Me, September 17, 2004
    • 4 replies
    • 3.1k views
    • 
    • Lori Friedman
    • September 20, 2004

12. Deferral of unused vacation pay at termination

    By Guest JRL, January 12, 2005
    • 4 replies
    • 3.1k views
    • 
    • mbozek
    • January 13, 2005

13. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 3k views
    • 
    • jlf
    • February 11, 2000

14. Merge 401(a) into a 403(b) Plan

    By Mel_1999, May 15, 2017
    • 4 replies
    • 3k views
    • 
    • Patricia Neal Jensen
    • June 18, 2018

15. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 3k views
    • 
    • E as in ERISA
    • September 3, 2003

16. Employer contributions to a 403(b)

    By Guest sparkl80, August 6, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • March 28, 2007

17. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
    • 0 replies
    • 3k views
    • 
    • Guest
    • December 14, 2005

18. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 3k views
    • 
    • Oh so SIMPLE
    • July 2, 2010

19. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 3k views
    • 
    • QDROphile
    • September 23, 2002

20. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 30, 2000

21. Compensation definition for 403(b) plan??

    By Guest DebN, February 23, 2001
    • 4 replies
    • 3k views
    • 
    • Ellie Lowder
    • February 27, 2001

22. 403(b) distributions

    By R. Butler, October 9, 2008
    • 4 replies
    • 3k views
    • 
    • QDROphile
    • April 23, 2013

23. 403(b) and SEP/IRA

    By Guest condor, September 25, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • September 25, 1998

24. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 3k views
    • 
    • mbozek
    • May 31, 2002

25. 403(b) amendments

    By Guest Kathleen Meagher, February 7, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • February 8, 1999

26. Purchase of service credits from 403(b) transfer

    By Guest ERISA_kid, April 23, 2004
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 23, 2004

27. Permissible Investments under Sec. 403(b)

    By joel, January 29, 2004
    • 2 replies
    • 3k views
    • 
    • MWeddell
    • January 30, 2004

28. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3k views
    • 
    • TPApril
    • August 29, 2019

29. correction of mistake of fact by employer

    By Guest Davis McDonald, July 17, 2001
    • 1 reply
    • 3k views
    • 
    • Belgarath
    • July 25, 2001

30. Final Regulations

    By Randy Watson, May 1, 2007
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2007

31. Termination procedures

    By Guest Mr. Kite, April 10, 2008
    • 5 replies
    • 3k views
    • 
    • TLGeer
    • April 10, 2008

32. Employer Contribution Deposit Deadline for Tax Exempt Employers

    By Guest WPJoeC, October 7, 2011
    • 1 reply
    • 2.9k views
    • 
    • Kevin C
    • October 10, 2011

33. No 403(b) Match to 401(a) Plan

    By Guest AEA, May 31, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • March 25, 2007

34. Rating 403b plans

    By Guest mfern, November 8, 2002
    • 4 replies
    • 2.9k views
    • 
    • IRC401
    • November 9, 2002

35. Are 403(b) assets considered when determining the top heavy status of a DC plan?

    By katieinny, October 29, 2003
    • 3 replies
    • 2.9k views
    • 
    • WDIK
    • April 6, 2005

36. 403(b) Employer Contribution

    By MBCarey, April 9, 2003
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • April 9, 2003

37. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24, 2019   

    • universal availability
    • participant notice
    • (and 1 more)

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 4 replies
    • 2.9k views
    • 
    • ERISADC
    • May 19, 2021

38. what are the early withdrawl penalties

    By Guest skully109, January 5, 2006
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 6, 2006

39. How Controlled Group rules apply to 403(b) plans

    By Guest GB07, May 4, 2011
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2011

40. JNJ Stocks & 401K

    By Guest rpescev, September 30, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • October 1, 1998

41. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees, December 7, 1999
    • 5 replies
    • 2.9k views
    • 
    • MWeddell
    • August 10, 2000

42. Insurance Contract Consent

    By Guest kothe19, September 1, 2005
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • September 9, 2005

43. Non-Amender

    By oldman, April 19, 2012
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2012

44. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 2011

45. 403B$$ move to a 401K

    By Guest blb, February 2, 2001
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • August 5, 2002

46. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky, April 10, 2002
    • 2 replies
    • 2.9k views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

47. 403b distributions

    By Guest JMar, April 18, 2008
    • 4 replies
    • 2.9k views
    • 
    • Everett Moreland
    • May 14, 2008

48. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • November 5, 2002

49. 403(b) Rollovers

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

50. Correction of Excess Contributions

    By Guest Steven7, February 3, 1999
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 8, 1999