403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. Premium Interst & Penalties

   By Guest SteffyMG, June 29, 2001
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   • Guest
   • June 29, 2001

2. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan

   By Guest JVH, March 1, 2004
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   • 1.8k views
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   • Guest
   • March 1, 2004

3. safe harbor

   By Guest G Mann, March 17, 2011
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   • 906 views
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   • Guest
   • March 17, 2011

4. Fair Market Value Determination on Annutiy Contracts

   By Guest Frankie, October 16, 2002
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   • Guest
   • October 16, 2002

5. information by 403b employer matching

   By Guest dsanturay, October 21, 2004
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   • 1.3k views
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   • Guest
   • October 21, 2004

6. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

   By Guest Pennysaver, March 17, 2011
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   • Guest
   • March 17, 2011

7. Correcting for Universal Availability

   By J Simmons, November 10, 2008
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   • 1.2k views
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   • J Simmons
   • November 10, 2008

8. 2008 form 5500 for 403(b)

   By Lori H, July 28, 2009
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   • 1.2k views
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   • Lori H
   • July 28, 2009

9. 403(b) Plan-to-Plan Transfer Rules

   By rocknrolls2, May 12, 2016
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   • 1.2k views
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   • rocknrolls2
   • May 12, 2016

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

    By Carol V. Calhoun, October 21, 1999
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    • 1.6k views
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    • Carol V. Calhoun
    • October 21, 1999

11. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
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    • 1.4k views
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    • Nancy D
    • November 18, 2013

12. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
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    • 985 views
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    • austin3515
    • July 29, 2014

13. Roth 401(k) / Roth 403(b)

    By Guest llaplount, January 4, 2006
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    • Guest
    • January 4, 2006

14. deleted

    By AMDG, January 9, 2017
    • 0 replies
    • 496 views
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    • AMDG
    • January 9, 2017

15. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
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    • 1.8k views
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    • R. Butler
    • May 24, 2002

16. Terminating employment before vesting, options to keep 403(b) plan?

    By Guest xycid, December 6, 2004
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    • 1.4k views
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    • Guest
    • December 6, 2004

17. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
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    • 1.6k views
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    • Guest
    • November 20, 2007

18. 403(b) Regs effective date postponed

    By jevd, August 29, 2006
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    • 1.4k views
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    • jevd
    • August 29, 2006

19. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
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    • 1.7k views
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    • Appleby
    • October 15, 2009

20. EGTRRA affect on forward averaging

    By Guest Ralph, July 23, 2001
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    • 1.5k views
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    • Guest
    • July 23, 2001

21. ROTH 403(b)

    By Felicia, December 14, 2006
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    • 1.2k views
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    • Felicia
    • December 14, 2006

22. 403(b) Irrevocable Election

    By Guest WD2, February 1, 2008
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    • 2.6k views
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    • Guest
    • February 1, 2008

23. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
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    • 1k views
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    • Rolf Trautmann
    • December 7, 2011

24. Outstanding Loan Balance

    By jane123, October 15, 2003
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    • 1.3k views
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    • jane123
    • October 15, 2003

25. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
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    • 1.9k views
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    • Guest
    • August 25, 2005