403(b) Plans, Accounts or Annuities

1,992 topics in this forum

1. To (b) or not to (b)?

   By SMB, August 10, 2000
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • August 10, 2000

2. 403(b) Plan - Form 5500 Audit Requirement

   By Guest Robert Lees, December 7, 1999
   • 5 replies
   • 2.6k views
   • 
   • MWeddell
   • August 10, 2000

3. ERISA 403(b) or not?

   By Guest DianeC, August 8, 2000
   • 4 replies
   • 2k views
   • 
   • Carol V. Calhoun
   • August 9, 2000

4. Springing Cash Value Annuity

   By Guest Quinn, August 8, 2000
   • 4 replies
   • 2.4k views
   • 
   • Kirk Maldonado
   • August 8, 2000

5. Automatic enrollment feature is permissible in 403(b) plan/caution on

   By Dave Baker, July 20, 2000
   • 3 replies
   • 2.8k views
   • 
   • Kirk Maldonado
   • July 25, 2000

6. Annual disclosure statement required for 403(b)participants?

   By pbarrett, July 18, 2000
   • 1 reply
   • 2.2k views
   • 
   • Carol V. Calhoun
   • July 20, 2000

7. Beneficaries who are minors

   By Guest ngresham, June 23, 2000
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • July 20, 2000

8. Does a 403(b) require an annual 5500?

   By Guest msearle, May 23, 2000
   • 3 replies
   • 2k views
   • 
   • imchipbrown
   • July 13, 2000

9. 403(b)(7): What financial info goes in SAR, since no financial info is

   By Guest Pete Joachim, July 11, 2000
   • 1 reply
   • 1.8k views
   • 
   • imchipbrown
   • July 13, 2000

10. Catch-Up Rules

    By Guest Jeff Kropp, June 13, 2000
    • 7 replies
    • 2.1k views
    • 
    • jlf
    • July 11, 2000

11. Fiscal Year End / Employees Calendar Year

    By imchipbrown, July 11, 2000
    • 0 replies
    • 2.5k views
    • 
    • imchipbrown
    • July 11, 2000

12. Timing of employer contributions of tax-exempts as "annual additi

    By Guest mike webb, June 30, 2000
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • July 5, 2000

13. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3k views
    • 
    • Guest
    • June 29, 2000

14. 403(b) church plan rollover

    By Guest mullis, June 22, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • June 28, 2000

15. 403(b) plans and trustees

    By Guest pinsall, June 20, 2000
    • 3 replies
    • 7.9k views
    • 
    • Guest
    • June 24, 2000

16. Participation rates in 403(b) plans - healthcare industry

    By Guest GregSelf, June 22, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 22, 2000

17. Penalty for hardship withdrawal from deferral source that included ear

    By Guest LNM, June 21, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 21, 2000

18. Final question on Roth rollover

    By Guest Taj, June 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 16, 2000

19. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • June 15, 2000

20. early withdrawl of annuity

    By Guest mayovern, June 12, 2000
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • June 13, 2000

21. Eligibility for 403(b) plans?

    By Guest, May 16, 2000
    • 3 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • May 31, 2000

22. Paired 403(b) and SEP

    By Guest Jim Knight, May 16, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2000

23. "Black-out" periods for 403b transfers?

    By Guest Hardy Eubanks, May 4, 2000
    • 3 replies
    • 2.7k views
    • 
    • pjkoehler
    • May 13, 2000

24. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan, May 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • May 11, 2000

25. 501(c)-18?

    By eilano, May 3, 2000
    • 4 replies
    • 2.2k views
    • 
    • eilano
    • May 9, 2000