403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) Plan Hours of Service

   By Guest matt2800, October 26, 2010
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   • Guest
   • October 26, 2010

2. Discriminatory Employer Contributions

   By Guest bwells, May 8, 2002
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   • Guest
   • May 8, 2002

3. 403(b) and 401(k) testing

   By MetsFan86, November 15, 2021
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   • 387 views
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   • MetsFan86
   • November 15, 2021

4. Application of Gramm-Leach-Bliley to 403(b) Plans

   By Guest David Kolhoff, August 21, 2000
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   • Guest
   • August 21, 2000

5. Supplemental Retirement Account?

   By Dennis Povloski, May 12, 2010
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   • Dennis Povloski
   • May 12, 2010

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

   By John A, March 8, 2000
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   • John A
   • March 8, 2000

7. Allocation of Plan Admin Expenses in 403(b) Plan

   By Christine Roberts, April 23, 2004
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   • Christine Roberts
   • April 23, 2004

8. opt out provision

   By lexi, August 4, 2006
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   • lexi
   • August 4, 2006

9. Survey of 403(b) Participation Rates

   By Guest kerryb, May 8, 2002
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   • Guest
   • May 8, 2002

10. New Pinnacle Consulting Group

    By Christine Roberts, October 27, 2010
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    • Christine Roberts
    • October 27, 2010

11. Student-Teacher Exclusion

    By DTH, March 2, 2018
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    • 431 views
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    • DTH
    • March 2, 2018

12. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
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    • QP_Guy
    • March 23, 2020

13. Benefit, rights and features in 403(b)

    By Guest dietpepsi, August 5, 2006
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    • Guest
    • August 5, 2006

14. Termination of employer contributions

    By Guest mshaw, July 7, 2003
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    • Guest
    • July 7, 2003

15. transfer from one 403b plan of employer to another of same employer

    By Belgarath, May 29, 2013
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    • 1.7k views
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    • Belgarath
    • May 29, 2013

16. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
    • 0 replies
    • 484 views
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    • John Feldt ERPA CPC QPA
    • January 12, 2018

17. 402(g) regulations

    By Guest Brenda Welch, June 18, 2002
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    • Guest
    • June 18, 2002

18. Can final leave payouts be deferred and how do they impact includible

    By Guest dvonmoll, December 22, 2000
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    • Guest
    • December 22, 2000

19. 5500 and TE 403b plans

    By Guest Serena, July 7, 2010
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    • 1.1k views
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    • Guest
    • July 7, 2010

20. 403(b) loans/Article 9

    By Felicia, April 14, 2000
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    • 1.6k views
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    • Felicia
    • April 14, 2000

21. In-service withdrawals

    By Guest Not yet catch-up eligible, May 13, 2010
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    • Guest
    • May 13, 2010

22. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
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    • austin3515
    • April 29, 2014

23. 403(b) Plan Merger?

    By BTG, September 5, 2006
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    • BTG
    • September 5, 2006

24. Employee making contributions to 403(b) custodial account

    By Guest Statler, August 28, 2009
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    • 1k views
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    • Guest
    • August 28, 2009

25. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
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    • 1.5k views
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    • Guest
    • February 23, 2001