403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Vendors Unbundled

   By Guest amm19, August 4, 2003
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • September 4, 2003

2. 403(b) versus 401(k)

   By blue, August 1, 2007
   • 14 replies
   • 4.6k views
   • 
   • MoShawn
   • September 18, 2008

3. 403(b) voluntary plans and RMD requirements

   By Guest kprhok, March 6, 2009
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 6, 2009

4. 403(b) vs 401(k)

   By kocak, December 5, 1998
   • 7 replies
   • 3.2k views
   • 
   • Guest
   • June 8, 1999

5. 403(b) vs. GROUP 403 (b)

   By Guest bwerlla, June 28, 1999
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 31, 1999

6. 403(b) wants to match retroactively

   By Lori H, April 1, 2010
   • 3 replies
   • 1.2k views
   • 
   • TLGeer
   • April 17, 2010

7. 403(b) with 401(k)

   By Guest Peter Buck, October 2, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 2, 2004

8. 403(B) with After-Tax

   By oldman, September 4, 2014
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • September 5, 2014

9. 403(B) with Employer Match

   By Guest NYJETS, January 17, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • January 18, 2007

10. 403(b), coverage question.

    By Guest dietpepsi, July 22, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 28, 2004

11. 403(b), or maybe not

    By John Feldt ERPA CPC QPA, June 23, 2010
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

12. 403(b): Title I?

    By Felicia, February 5, 2001
    • 3 replies
    • 2.5k views
    • 
    • Felicia
    • February 7, 2001

13. 403(b)(1) In-Service Distributions

    By oldman, March 30, 2010
    • 1 reply
    • 2k views
    • 
    • TLGeer
    • March 31, 2010

14. 403(b)(1), 5500, and small plan

    By Guest Key Lime Pie, March 26, 2010
    • 1 reply
    • 1k views
    • 
    • TLGeer
    • March 27, 2010

15. 403(b)(2)

    By Guest G. Thornton, June 25, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 26, 2001

16. 403(b)(3) change

    By Guest dlo, March 25, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 11, 2002

17. 403(b)(7) and QJSA

    By Just Me, September 17, 2004
    • 4 replies
    • 3.1k views
    • 
    • Lori Friedman
    • September 20, 2004

18. 403(b)(7) Custodial Account - need some clarification

    By HarleyBabe, July 23, 2013
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • July 23, 2013

19. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 3.4k views
    • 
    • Michael Devault
    • August 14, 2000

20. 403(b)(7) Excess Deferral

    By Guest RPSS, January 20, 2000
    • 2 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • January 21, 2000

21. 403(b)(7) Hardship - Possible Eviction

    By Guest Pete Joachim, November 15, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 16, 2007

22. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS, November 11, 2000
    • 1 reply
    • 2.1k views
    • 
    • Ellie Lowder
    • November 11, 2000

23. 403(b)(7) Tax-Credit

    By Guest brp, February 25, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • February 25, 2003

24. 403(b)(7) Withdrawals

    By oldman, December 11, 2012
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • December 12, 2012

25. 403(b)(7)-Auditor wants certification for limited scope audit

    By Guest LVanSteeter, January 11, 2005
    • 5 replies
    • 2.5k views
    • 
    • BeckyMiller
    • January 19, 2005

26. 403(b)(7): What financial info goes in SAR, since no financial info is

    By Guest Pete Joachim, July 11, 2000
    • 1 reply
    • 1.9k views
    • 
    • imchipbrown
    • July 13, 2000

27. 403(b)(9) Accounts - Real or Urban Legend?

    By Guest Patrick Foley, May 16, 2005
    • 3 replies
    • 2.6k views
    • 
    • mbozek
    • May 17, 2005

28. 403(b)(9) Administration Questions

    By RCK13, July 13, 2021
    • 7 replies
    • 1k views
    • 
    • RCK13
    • July 16, 2021

29. 403(B)(9) versus 403(b)(7)

    By Guest mbw, April 28, 2008
    • 4 replies
    • 8k views
    • 
    • Guest
    • May 1, 2008

30. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 10, 2011

31. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • October 31, 2001

32. 403(b)/401(k) Coverage

    By Guest dietpepsi, August 16, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005

33. 403(b)/457 Defined Benefit Plan?

    By Guest dam1869, July 31, 2008
    • 7 replies
    • 3.6k views
    • 
    • TLGeer
    • August 1, 2008

34. 403(b)/457(b) Education Message Board

    By Ellie Lowder, May 14, 2002
    • 0 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • May 14, 2002

35. 403(B)7 TSA Custodial Account

    By Guest Elayne Showell, July 12, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2002

36. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2000

37. 403(b)max

    By Guest marytrobot, October 24, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 24, 2002

38. 403(b)Plan documents

    By Guest Kent Scrivener, March 13, 2000
    • 8 replies
    • 2.6k views
    • 
    • Alf
    • April 18, 2000

39. 403b

    By Guest lskin, March 10, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 10, 2006

40. 403b

    By Guest Sally Gordon, January 22, 2002
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • January 22, 2002

41. 403b

    By Guest l.skin, June 9, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 9, 2009

42. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3k views
    • 
    • TPApril
    • August 29, 2019

43. 403b - Purpose of retirement age

    By Benefits 101, June 27, 2013
    • 2 replies
    • 1.5k views
    • 
    • Benefits 101
    • June 28, 2013

44. 403b "converted"to 401(k) plan?

    By Guest stashu, January 2, 2006
    • 5 replies
    • 6.8k views
    • 
    • Guest
    • January 3, 2006

45. 403b / 415 Limits

    By austin3515, June 13, 2018
    • 5 replies
    • 791 views
    • 
    • JamesK
    • June 13, 2018

46. 403b + 401a + SE 401k contribution limits

    By Guest evphd, February 23, 2005
    • 7 replies
    • 11.8k views
    • 
    • mbozek
    • March 15, 2005

47. 403b a5 year catch-up

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

48. 403b ability to transfer vested money

    By Guest eric24, September 3, 2002
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • September 3, 2002

49. 403b and 401k / Aggregation of ER Contribs for Testing

    By austin3515, November 3, 2013
    • 7 replies
    • 4.3k views
    • 
    • austin3515
    • December 9, 2015

50. 403b and 457 - contribute max to both?

    By SeanTankarian, February 3, 2015   

    • 457b 403b
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • February 3, 2015