403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. 403(b) plan compensation, ministers, and housing allowances

   By Carol V. Calhoun, March 28, 2000
   • 1 reply
   • 2.6k views
   • 
   • Dowist
   • March 28, 2000

2. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

   By rocknrolls2, March 21, 2000
   • 1 reply
   • 1.7k views
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   • Guest
   • March 26, 2000

3. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions

   By Alf, March 18, 2000
   • 2 replies
   • 1.8k views
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   • Guest
   • March 26, 2000

4. MEA Calculations-Need help!

   By Guest Benmark, December 22, 1999
   • 8 replies
   • 2.3k views
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   • Guest
   • March 26, 2000

5. Roth IRA vs 403B

   By Guest Kent H, March 24, 2000
   • 2 replies
   • 2.3k views
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   • Guest
   • March 25, 2000

6. Excess deferrals when an employee contributes to both a 403(b) and 457

   By Guest SandiY, March 1, 2000
   • 5 replies
   • 2.1k views
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   • Ellie Lowder
   • March 14, 2000

7. Roth IRA maximum contribution vs 403(b) max

   By Guest Shannon B, March 11, 2000
   • 1 reply
   • 1.9k views
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   • Michael Devault
   • March 11, 2000

8. Can I safely conclude that 403(b) plans have no effect on top-heavy st

   By John A, March 8, 2000
   • 0 replies
   • 2k views
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   • John A
   • March 8, 2000

9. 401(k) vs 403(b)

   By Guest L, March 6, 2000
   • 1 reply
   • 1.7k views
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   • Dave Baker
   • March 6, 2000

10. If an employee separates after more than 15 years of service with a qu

    By Guest mruppert, March 3, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • March 6, 2000

11. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 1.6k views
    • 
    • John A
    • March 3, 2000

12. Please update information.

    By Dave Baker, March 3, 2000
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

13. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • March 1, 2000

14. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 26, 2000

15. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • Ellie Lowder
    • February 14, 2000

16. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 2.8k views
    • 
    • jlf
    • February 11, 2000

17. Material on DROP Programs

    By Ellie Lowder, February 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • Ellie Lowder
    • February 10, 2000

18. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.1k views
    • 
    • MWeddell
    • February 9, 2000

19. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 9, 2000

20. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 8, 2000

21. Are there any companies (with reasonable fees) that I could do a 403b

    By Guest jg9, February 7, 2000
    • 2 replies
    • 1.6k views
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    • jlf
    • February 8, 2000

22. Article on 403(b) Plan Audit Issues available online

    By Carol V. Calhoun, January 25, 2000
    • 0 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • January 25, 2000

23. 403(b)(7) Excess Deferral

    By Guest RPSS, January 20, 2000
    • 2 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • January 21, 2000

24. 403(b) Eligibility

    By Guest William Reimers, January 13, 2000
    • 1 reply
    • 2k views
    • 
    • IRC401
    • January 20, 2000

25. What happens when the sponsor of a 403(b) plan ceases to exist? What

    By John A, December 23, 1999
    • 7 replies
    • 2.8k views
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    • Carol V. Calhoun
    • January 3, 2000