403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. 403b Determination LEtter Program

   By austin3515, January 9, 2013
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   • austin3515
   • January 9, 2013

2. Late non-ERISA 403(b) creation, then termination?

   By Guest mcleod9, May 1, 2010
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   • Guest
   • May 1, 2010

3. 403(b) Annuity - possible collateral for loan?

   By Guest totanyijr, October 17, 2006
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   • Guest
   • October 17, 2006

4. Both a 403(b) and a Defined Contribution Plan

   By Guest John Sargistell, December 8, 2006
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   • Guest
   • December 8, 2006

5. ER contribs to ERISA 403b Plan

   By J Simmons, December 23, 2008
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   • J Simmons
   • December 23, 2008

6. 403(b) voluntary plans and RMD requirements

   By Guest kprhok, March 6, 2009
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   • Guest
   • March 6, 2009

7. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

   By Peter Gulia, April 14, 2020
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   • Peter Gulia
   • April 14, 2020

8. buyout

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

9. reporting 5 year post-severance ER contributions?

   By maverick, April 23, 2008
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   • maverick
   • April 23, 2008

10. Changing the Plan Year

    By Randy Watson, January 9, 2013
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    • 904 views
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    • Randy Watson
    • January 9, 2013

11. Employer Contribution - Discrimination?

    By waid10, May 15, 2006
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    • waid10
    • May 15, 2006

12. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
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    • Guest
    • June 15, 1999

13. Loan Trust for 403(b) plans

    By Guest CG40, June 19, 2007
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    • Guest
    • June 19, 2007

14. Period Certain Rollovers Past 70

    By ScottyD, April 4, 2017
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    • 439 views
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    • ScottyD
    • April 4, 2017

15. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
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    • Guest
    • June 18, 1999

16. Allocation of Forfeitures in a 403(b)

    By BTG, February 16, 2011
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    • BTG
    • February 16, 2011

17. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
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    • DTH
    • May 29, 2014

18. Contract Exchange

    By Guest Boilerburm1, August 22, 2007
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    • Guest
    • August 22, 2007

19. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
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    • Guest
    • March 9, 2009

20. Plan Doc and Collective Bargaining Agreement

    By Guest frosty, February 16, 2011
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    • 1k views
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    • Guest
    • February 16, 2011

21. FAB 2009-02

    By Guest M. Pederson, September 10, 2012
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    • Guest
    • September 10, 2012

22. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
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    • Guest
    • July 7, 1999

23. Limiting loans and non ERISA status

    By 30Rock, March 14, 2011
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    • 30Rock
    • March 14, 2011

24. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
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    • 987 views
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    • Carol V. Calhoun
    • December 11, 2006

25. Rollover provisions of the Financial Freedom Act of 1999

    By jlf, July 21, 1999
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    • 1.7k views
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    • jlf
    • July 21, 1999