403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. Fiscal Year End / Employees Calendar Year

   By imchipbrown, July 11, 2000
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   • imchipbrown
   • July 11, 2000

2. Combined 415 limits for business owners who also participate in a 403(

   By Guest danmar, January 8, 1999
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   • Guest
   • January 8, 1999

3. 403(b) to be reported with no participants?

   By Guest Michael Scott, September 17, 2010
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   • Guest
   • September 17, 2010

4. Correcting a 403(b) plan failure under the new EPCRS

   By holdco, March 26, 2013
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   • holdco
   • March 26, 2013

5. 401(a)(17) and elective deferrals

   By Guest friedbrain, January 14, 1999
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   • Guest
   • January 14, 1999

6. Serial Loans

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

7. Are service accrual rates greater than one allowed?

   By Guest Harvey Carruth, February 13, 2001
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   • Guest
   • February 13, 2001

8. HR 3718

   By Guest Joel Lee, March 10, 2004
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   • Guest
   • March 10, 2004

9. Correcting contribution errors in 403(b)(7) custodial accounts

   By Guest RMassa, January 15, 1999
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   • Guest
   • January 15, 1999

10. #1 Complaint of 403(b) K-12 TPAs

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

11. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
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    • Guest
    • August 17, 2006

12. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
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    • 346 views
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    • AlbanyConsultant
    • February 27, 2020

13. ERISA and 403(b)

    By Guest JONB, January 21, 1999
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    • Guest
    • January 21, 1999

14. Rev Proc 99-13: new revenue procedure for correction of defects that a

    By Dave Baker, January 21, 1999
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    • 2.2k views
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    • Dave Baker
    • January 21, 1999

15. Any updates on Non-ERISA Governmental 401K plans

    By JOH, February 24, 2021
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    • 393 views
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    • JOH
    • February 24, 2021

16. Safe Harbor design for non contributory 403b plan

    By Guest mwoods, February 19, 1999
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    • Guest
    • February 19, 1999

17. ERISA applicability to post termination employer contribution

    By Guest dob, September 23, 2004
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    • Guest
    • September 23, 2004

18. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com, June 13
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    • 264 views
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    • gc@chimentowebb.com
    • June 13

19. Spin off situation

    By Guest Pension Girl, January 7, 2010
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    • Guest
    • January 7, 2010

20. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
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    • 2k views
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    • Guest
    • March 10, 2011

21. Universal Availability

    By JRN, May 19, 2008
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    • JRN
    • May 19, 2008

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

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

23. Church 403b transfer

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

24. DFVC Program

    By MBCarey, December 30, 2003
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    • 1.2k views
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    • MBCarey
    • December 30, 2003

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

    By Guest STLGiant, September 20, 2002
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    • 1.5k views
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    • Guest
    • September 20, 2002