403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. Summary of tax bill available online

   By Carol V. Calhoun, August 16, 1999
   • 0 replies
   • 1.6k views
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   • Carol V. Calhoun
   • August 16, 1999

2. 415 Limits - 403bs, who is responsible?

   By austin3515, August 24, 2010
   • 0 replies
   • 1.2k views
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   • austin3515
   • August 24, 2010

3. Mandatory Contributions - Def of Comp

   By austin3515, August 24, 2010
   • 0 replies
   • 1.9k views
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   • austin3515
   • August 24, 2010

4. 403b a5 year catch-up

   By perkinsran, September 24, 2010
   • 0 replies
   • 816 views
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   • perkinsran
   • September 24, 2010

5. Payroll Deduction Error

   By Guest Kathy2006, February 7, 2007
   • 0 replies
   • 1.5k views
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   • Guest
   • February 7, 2007

6. Type 2 organization - automatically a controlled group?

   By AlbanyConsultant, February 20, 2018
   • 0 replies
   • 414 views
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   • AlbanyConsultant
   • February 20, 2018

7. 403b contributions not timely deposited

   By Guest Young1jone, July 27, 2005
   • 0 replies
   • 1.5k views
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   • Guest
   • July 27, 2005

8. Change in Recordkeeper & 90-24 Asset Transfer

   By Guest T-BONE, July 23, 2002
   • 0 replies
   • 1.6k views
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   • Guest
   • July 23, 2002

9. transfer between plans of same employer

   By AlbanyConsultant, November 1, 2017
   • 0 replies
   • 365 views
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   • AlbanyConsultant
   • November 1, 2017

10. Residual dividends/earnings 403b & 401a

    By Guest kimvb, November 17, 2007
    • 0 replies
    • 1.7k views
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    • Guest
    • November 17, 2007

11. 403(b) Plan correction - failure to make mandatory distribution/rollover

    By holdco, June 19, 2012
    • 0 replies
    • 1.1k views
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    • holdco
    • June 19, 2012

12. Bankruptcy

    By Guest Jim Brennan, September 15, 1999
    • 0 replies
    • 1.8k views
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    • Guest
    • September 15, 1999

13. Roth 403(b)

    By Guest RobO, July 28, 2005
    • 0 replies
    • 1.5k views
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    • Guest
    • July 28, 2005

14. Commingle qualified and nonqualified assets

    By Guest CJA, April 28, 2008
    • 0 replies
    • 2k views
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    • Guest
    • April 28, 2008

15. Expatriate Roth 403(b)

    By Guest BED, January 12, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • January 12, 2007

16. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1.2k views
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    • Guest
    • March 10, 2010

17. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.3k views
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    • Guest
    • February 26, 2013

18. 403(b) pre-approved plan advisory letter

    By Belgarath, April 11, 2017
    • 0 replies
    • 490 views
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    • Belgarath
    • April 11, 2017

19. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
    • 0 replies
    • 1.2k views
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    • Guest
    • March 3, 2008

20. Employee benefits library--governmental and church plans

    By Carol V. Calhoun, September 27, 1999
    • 0 replies
    • 1.7k views
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    • Carol V. Calhoun
    • September 27, 1999

21. Participants Not on File

    By Guest mporterst, October 22, 2007
    • 0 replies
    • 979 views
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    • Guest
    • October 22, 2007

22. Boilerplate RFP for Employee Education Vendor Requested ...

    By Guest kerryb, November 27, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • November 27, 2001

23. Tax paid rollover

    By Guest Sherry Ellison, October 19, 2006
    • 0 replies
    • 1.4k views
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    • Guest
    • October 19, 2006

24. ABPT Testing in 403(b) Plans

    By PensionPro, January 16, 2013
    • 0 replies
    • 837 views
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    • PensionPro
    • January 16, 2013

25. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 385 views
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    • KaJay
    • July 14, 2021