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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,032 topics in this forum

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

    By Guest W J Parks,
    • 1 reply
    • 1.8k views

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

    By Guest Brian Crosby,
    • 5 replies
    • 2.9k views

  3. early retirement penalties?

    By Guest Mr. Nick,
    • 1 reply
    • 1.9k views

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

    By Guest John L. Olsen, CLU, ChFC,
    • 2 replies
    • 2k views

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

    By Guest wex4,
    • 2 replies
    • 1.7k views

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

    By Guest LFrankel,
    • 4 replies
    • 1.7k views

  7. Match in Separate Plan Triggers ERISA?

    By Christine Roberts,
    • 1 reply
    • 2.1k views

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

    By Guest,
    • 1 reply
    • 1.8k views

  9. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas,
    • 1 reply
    • 2.4k views

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

    By Guest David Kolhoff,
    • 0 replies
    • 2.1k views

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

    By Guest wex4,
    • 4 replies
    • 4.5k views

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

    By lkpittman,
    • 3 replies
    • 2.4k views

  13. Balloon Payments

    By jlf,
    • 3 replies
    • 2.2k views

  14. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren,
    • 1 reply
    • 2.9k views

  15. 1,000 hour question

    By Guest Benmark,
    • 1 reply
    • 1.9k views

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

    By SMB,
    • 1 reply
    • 1.8k views

  17. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees,
    • 5 replies
    • 2.7k views

  18. ERISA 403(b) or not?

    By Guest DianeC,
    • 4 replies
    • 2.1k views

  19. Springing Cash Value Annuity

    By Guest Quinn,
    • 4 replies
    • 2.7k views

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

    By Dave Baker,
    • 3 replies
    • 3k views

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

    By pbarrett,
    • 1 reply
    • 2.3k views

  22. Beneficaries who are minors

    By Guest ngresham,
    • 3 replies
    • 2.2k views

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

    By Guest msearle,
    • 3 replies
    • 2k views

  24. 403(b)(7): What financial info goes in SAR, since no financial info is

    By Guest Pete Joachim,
    • 1 reply
    • 1.8k views

  25. Catch-Up Rules

    By Guest Jeff Kropp,
    • 7 replies
    • 2.1k views
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