403(b) Plans, Accounts or Annuities

1,992 topics in this forum

1. Notification onus

   By Guest STLGiant, January 18, 2002
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   • Guest
   • January 18, 2002

2. Cutback When Moving From Group Annuity to Custodial Accounts?

   By Christine Roberts, January 28, 2002
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   • Christine Roberts
   • January 28, 2002

3. IRS Pubs 571 (Tax-Sheltered Annuities) and 575 (Pension & Annuity

   By Carol V. Calhoun, February 5, 2002
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   • Carol V. Calhoun
   • February 5, 2002

4. Disability exception to 10% penalty

   By Guest gregoryp, February 7, 2002
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   • Guest
   • February 7, 2002

5. buyout

   By Guest lp13, March 25, 2002
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   • Guest
   • March 25, 2002

6. Discriminatory Employer Contributions

   By Guest bwells, May 8, 2002
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   • Guest
   • May 8, 2002

7. Survey of 403(b) Participation Rates

   By Guest kerryb, May 8, 2002
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   • Guest
   • May 8, 2002

8. 403(b)/457(b) Education Message Board

   By Ellie Lowder, May 14, 2002
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   • Ellie Lowder
   • May 14, 2002

9. Superintendent and other teacher contracts with 1-time irrevocable lin

   By Guest STLGiant, May 20, 2002
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   • Guest
   • May 20, 2002

10. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
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    • R. Butler
    • May 24, 2002

11. 403b(7) Providers - Contact Info for Employees

    By Guest cfb, May 31, 2002
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    • Guest
    • May 31, 2002

12. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
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    • Guest
    • June 18, 2002

13. 403(B)7 TSA Custodial Account

    By Guest Elayne Showell, July 12, 2002
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    • Guest
    • July 12, 2002

14. Safe Harbor Eligibility

    By Guest wjr, July 17, 2002
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    • Guest
    • July 17, 2002

15. Change in Recordkeeper & 90-24 Asset Transfer

    By Guest T-BONE, July 23, 2002
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    • Guest
    • July 23, 2002

16. 415 Excesses

    By Guest pjb, August 6, 2002
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    • Guest
    • August 6, 2002

17. Church 403b transfer

    By Guest eric24, August 30, 2002
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    • Guest
    • August 30, 2002

18. Aggregation under Section 415(k)(4)

    By billfgrady, September 12, 2002
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    • billfgrady
    • September 12, 2002

19. Is there anything "outstanding" with respect to Age 50 catch

    By Guest STLGiant, September 20, 2002
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    • Guest
    • September 20, 2002

20. Fair Market Value Determination on Annutiy Contracts

    By Guest Frankie, October 16, 2002
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    • Guest
    • October 16, 2002

21. Required Level of Detail on pre and post-January 1, 1989 TSA accruals

    By Guest Carol Smith, December 16, 2002
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    • Guest
    • December 16, 2002

22. 403b merge into 401k

    By Guest SJP, March 17, 2003
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    • Guest
    • March 17, 2003

23. Matching contribution in a 403(b) plan

    By Guest cosmo01, May 28, 2003
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    • Guest
    • May 28, 2003

24. Serial Loans

    By Guest STLGiant, June 4, 2003
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    • Guest
    • June 4, 2003

25. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
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    • Guest
    • June 4, 2003