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403(b) Plans, Accounts or Annuities

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

1,997 topics in this forum

  1. Can distributions be forced in this case?

    By John A,
    • 1 reply
    • 1.7k views

  2. Beneficiary Designation Requirements

    By Guest TRUST53,
    • 2 replies
    • 2k views

  3. Maximum time permitted from payroll deduction

    By Guest BL,
    • 1 reply
    • 1.7k views

  4. Software to Calculate Limits

    By Guest Jeff Kropp,
    • 1 reply
    • 1.7k views

  5. Prior Year Contributions for MEA

    By Guest Jeff Kropp,
    • 1 reply
    • 1.6k views

  6. Grandfathered 403(b) minimum distribution

    By Guest Al,
    • 3 replies
    • 3.1k views

  7. 402(g) limits for 1990 - 1998

    By Guest scm,
    • 3 replies
    • 1.8k views

  8. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb,
    • 7 replies
    • 2.8k views

  9. 403(b) plan terminations?

    By Guest jppcpa,
    • 1 reply
    • 1.7k views

  10. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun,
    • 9 replies
    • 2.1k views

  11. Rev. Procedure 99-44 issued 11-17-99

    By jlf,
    • 5 replies
    • 1.8k views

  12. Plan does not benefit HCEs

    By jkharvey,
    • 1 reply
    • 1.7k views

  13. Definition of Compensation

    By Guest Bob Collins,
    • 1 reply
    • 2k views

  14. 415 Limit on catch up contributions

    By Hoard1,
    • 5 replies
    • 2.6k views

  15. rolling after-tax contributions to annuity

    By Guest mam,
    • 1 reply
    • 1.8k views

  16. Vesting Amendment

    By Guest Rookie,
    • 2 replies
    • 2.1k views

  17. An individual participant may not, under 403(b)(8), rollover 403(b) as

    By Guest SA Becker,
    • 1 reply
    • 1.6k views

  18. Coverage under Title II

    By Guest Rookie,
    • 1 reply
    • 1.6k views

  19. Termination of 403(b) plans and 5500 reporting

    By Guest rmiller68,
    • 3 replies
    • 1.8k views

  20. New 2000 Limits on special elections?

    By Guest AlanBEA,
    • 2 replies
    • 1.7k views

  21. Assuming a 403(b) plan accepts rollover contributions, may an alternat

    By Guest Bob Collins,
    • 1 reply
    • 1.6k views

  22. Chart of 415, etc. limits for the year 2000 available

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

  23. Estimated Indexed Limits for 2000?

    By Alf,
    • 4 replies
    • 1.6k views

  24. Maximum Contribution Limits

    By Felicia,
    • 2 replies
    • 1.6k views

  25. 403(b) Vendor Selection for non-ERISA plans

    By Guest smithgd,
    • 5 replies
    • 2.3k views
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