403(b) Plans, Accounts or Annuities

1,992 topics in this forum

1. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

   By Christine Roberts, September 23, 2000
   • 4 replies
   • 2k views
   • 
   • MWeddell
   • October 6, 2000

2. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

   By Guest SCUDDESLER, September 11, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • September 25, 2000

3. 403(b) MEA calculation for teacher who changes school systems between

   By Guest Liu Wei, September 23, 2000
   • 1 reply
   • 2k views
   • 
   • Michael Devault
   • September 25, 2000

4. Spousal Consent

   By Felicia, September 14, 2000
   • 1 reply
   • 2.2k views
   • 
   • Carol V. Calhoun
   • September 23, 2000

5. I knew what parts of the "OLD year 1998" Form 5500 to comple

   By Moe Howard, September 22, 2000
   • 1 reply
   • 1.6k views
   • 
   • Ellie Lowder
   • September 22, 2000

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

   By Guest bstarr@metlife.com, September 16, 2000
   • 6 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • September 21, 2000

7. Loans & Hardships

   By Felicia, September 14, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • September 20, 2000

8. 403B loan default

   By Guest TAG, September 14, 2000
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • September 20, 2000

9. Correction of Excess Amounts Under TVC and Audit CAP Using the Retenti

   By Guest Harvey Carruth, August 6, 2000
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 13, 2000

10. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

11. Is a Non Matching "Match" permissible in an ERISA 403(b)?

    By Guest W J Parks, August 30, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • August 31, 2000

12. How does one shelter severence pay for retiring highly compensated emp

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 2.8k views
    • 
    • M R Bernardin
    • August 30, 2000

13. early retirement penalties?

    By Guest Mr. Nick, August 27, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • August 28, 2000

14. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 2000

15. Life Insurance for a participant in a 403(b) plan (REVISITED)

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.7k views
    • 
    • IRC401
    • August 27, 2000

16. News on Negative Elections for 403(b)?

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • August 27, 2000

17. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

18. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

19. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

20. Application of Gramm-Leach-Bliley to 403(b) Plans

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 21, 2000

21. Can life insurance be purchased inside a 403(b) program?

    By Guest wex4, July 24, 2000
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • August 17, 2000

22. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.3k views
    • 
    • Carol V. Calhoun
    • August 16, 2000

23. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2k views
    • 
    • jlf
    • August 16, 2000

24. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 2.7k views
    • 
    • Michael Devault
    • August 14, 2000

25. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 14, 2000