403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. Late Deposits

   By Guest CGBS, February 6, 2001
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 6, 2001

2. ACP Test Options

   By Guest kmvr, February 8, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 8, 2006

3. Application of minimum service rule

   By 7806akp, December 13, 2011
   • 0 replies
   • 1.3k views
   • 
   • 7806akp
   • December 13, 2011

4. 0 participant count for 5500

   By SheilaD, November 19, 2009
   • 0 replies
   • 1.3k views
   • 
   • SheilaD
   • November 19, 2009

5. Cutback When Moving From Group Annuity to Custodial Accounts?

   By Christine Roberts, January 28, 2002
   • 0 replies
   • 1.6k views
   • 
   • Christine Roberts
   • January 28, 2002

6. Earnings distributed in Hardship Distribution

   By Guest BDS, May 1, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 1, 2000

7. Pension Protection Act 2006-Mandatory Contributions

   By Guest pware, August 8, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 8, 2006

8. Grandfathered Annuities

   By khn, January 19, 2017
   • 0 replies
   • 820 views
   • 
   • khn
   • January 19, 2017

9. Death Distributions

   By Guest BDS, May 8, 2000
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • May 8, 2000

10. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 19, 2009

11. Schedule R, 403b Plans

    By austin3515, August 31, 2013
    • 0 replies
    • 1.7k views
    • 
    • austin3515
    • August 31, 2013

12. GUST Restatement - Multiple Effective Dates

    By Christine Roberts, August 17, 2001
    • 0 replies
    • 1.7k views
    • 
    • Christine Roberts
    • August 17, 2001

13. 403(b) "GUST" Checklist

    By Guest Fourohonekay, July 8, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 8, 2003

14. separate accounting?

    By Guest britneyspears, November 15, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 15, 2005

15. School Districts' Liability-Plans

    By Guest barrystarr, September 8, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 8, 2003

16. After-tax rollover to 403(b)

    By jane123, October 28, 2004
    • 0 replies
    • 1.9k views
    • 
    • jane123
    • October 28, 2004

17. 403(b) plan document question

    By Guest jc1457, August 4, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 4, 2009

18. Paired 403(b) and SEP

    By Guest Jim Knight, May 16, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 16, 2000

19. 403b rights- LTD with annunity-same company

    By Guest planamuck, January 11, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 11, 2002

20. Aggregation under Section 415(k)(4)

    By billfgrady, September 12, 2002
    • 0 replies
    • 1.5k views
    • 
    • billfgrady
    • September 12, 2002

21. Required Level of Detail on pre and post-January 1, 1989 TSA accruals

    By Guest Carol Smith, December 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2002

22. HCE in 403(b)

    By Lori H, December 21, 2006
    • 0 replies
    • 1.4k views
    • 
    • Lori H
    • December 21, 2006

23. Help w/ Pub 571 403(b) worksheets.

    By jkharvey, April 6, 2001
    • 0 replies
    • 1.9k views
    • 
    • jkharvey
    • April 6, 2001

24. What Is the Unions' Responsibility

    By Guest Joel Lee, May 21, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 21, 2004

25. 403(b) and SAR

    By Guest Jacksonj4, January 11, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 11, 2002