403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. Help on new "portability" guidelines for rollovers into 403b

   By Guest newlifeca, October 16, 2001
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • October 16, 2001

2. 403(b) for religious school--church-controlled org?

   By Guest Penelope, June 27, 2006
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • June 27, 2006

3. Final return on a 403 (b)

   By Guest Colleen Schlosser, July 2, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 2, 2003

4. Final 403(b) Regs - Redlined Version?

   By Christine Roberts, July 27, 2007
   • 0 replies
   • 1k views
   • 
   • Christine Roberts
   • July 27, 2007

5. 403(b) Plans And SEP's Under New 403(b) Regs

   By Guest cyocum@lbg1.com, September 25, 2007
   • 0 replies
   • 1k views
   • 
   • Guest
   • September 25, 2007

6. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

   By katieinny, November 23, 2010
   • 0 replies
   • 853 views
   • 
   • katieinny
   • November 23, 2010

7. Single Vendor Solution for Small 403(b)

   By Guest JerLon, February 25, 2012
   • 0 replies
   • 1k views
   • 
   • Guest
   • February 25, 2012

8. match 529 contribution into 403(b)?

   By Guest mike webb, August 31, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 31, 2001

9. non-electing church plans

   By Felicia, February 12, 2010
   • 0 replies
   • 1.1k views
   • 
   • Felicia
   • February 12, 2010

10. 403b filed 2010-2011 but not 2009

    By TPApril, July 9, 2013
    • 0 replies
    • 893 views
    • 
    • TPApril
    • July 9, 2013

11. 403(b) with 401(k)

    By Guest Peter Buck, October 2, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2004

12. Change of vendors--effect on terminated participants

    By 7806akp, November 5, 2012
    • 0 replies
    • 784 views
    • 
    • 7806akp
    • November 5, 2012

13. 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

14. ineligible 403b rollover

    By Guest confused911, October 16, 2003
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 16, 2003

15. Determining eligibility of participants in new 403(b) plan (terminating existing DB plan)

    By Guest nadiarott, November 17, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 2004

16. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
    • 0 replies
    • 930 views
    • 
    • Peter Gulia
    • November 10, 2014

17. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.2k views
    • 
    • MWeddell
    • February 9, 2000

18. blown 403(b) limit

    By waid10, October 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • October 4, 2004

19. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 937 views
    • 
    • Guest
    • March 3, 2015

20. starting a 403(b) plan in PA for a public school

    By Santo Gold, June 13, 2017
    • 0 replies
    • 494 views
    • 
    • Santo Gold
    • June 13, 2017

21. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2000

22. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 17, 2000

23. Orphaned contracts

    By Guest Serena, July 6, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2010

24. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
    • 0 replies
    • 1.9k views
    • 
    • Francis
    • July 16, 2011

25. Audit requirement for 401(k) plan that has 403(b) matching contributions

    By Guest newto403b, October 4, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 4, 2004