403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Late 403(b) Plan Document

   By panther, June 2, 2010
   • 9 replies
   • 2.9k views
   • 
   • Guest
   • October 21, 2011

2. Correction of Excess Contributions

   By Guest Steven7, February 3, 1999
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • February 8, 1999

3. 403b distributions

   By Guest JMar, April 18, 2008
   • 4 replies
   • 2.9k views
   • 
   • Everett Moreland
   • May 14, 2008

4. 403(b) and Summary Annual Reports

   By Guest Terri Galinato, September 5, 2000
   • 2 replies
   • 2.9k views
   • 
   • mbozek
   • November 5, 2002

5. Safe Harbor 403(b) Plan, but.....

   By bzorc, May 13, 2022
   • 12 replies
   • 2.9k views
   • 
   • Nate S
   • May 17, 2022

6. 403(b) Plans

   By Nassau, July 27, 2006
   • 7 replies
   • 2.9k views
   • 
   • Guest
   • August 4, 2006

7. Financial Harsdship allowed for "alternative care"?

   By Guest bmurphy, January 26, 2004
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • January 27, 2004

8. 403b rollover to 401(k) plan

   By PensionNewbee, August 28, 2003
   • 1 reply
   • 2.9k views
   • 
   • Belgarath
   • August 28, 2003

9. Current employer allows employees to contribute to their former employers' 403(b)s?

   By mariemonroe, July 11, 2008
   • 11 replies
   • 2.9k views
   • 
   • joel
   • August 6, 2008

10. Springing Cash Value Annuity

    By Guest Quinn, August 8, 2000
    • 4 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • August 8, 2000

11. 403(b) plan compensation, ministers, and housing allowances

    By Carol V. Calhoun, March 28, 2000
    • 1 reply
    • 2.9k views
    • 
    • Dowist
    • March 28, 2000

12. Organizational responsibility 403b, 403b7, 401k

    By Guest Lily R, December 30, 2001
    • 1 reply
    • 2.9k views
    • 
    • Carol V. Calhoun
    • December 31, 2001

13. Minimum Funding Requirements-Are TSAs subject to them?

    By Guest Lonnie Tomlin, July 12, 1999
    • 1 reply
    • 2.9k views
    • 
    • Everett Moreland
    • July 12, 1999

14. Spin-Off Termination of Portions of 403(b) and 401(k) Covering Former Employees?

    By Übernerd, January 20, 2005
    • 1 reply
    • 2.9k views
    • 
    • Übernerd
    • January 21, 2005

15. 5500 Filing Requirement?

    By chris, August 9, 2004
    • 4 replies
    • 2.9k views
    • 
    • chris
    • August 13, 2004

16. 403(b) Employer Contribution Eligibility

    By Guest PAINPA, September 19, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2006

17. Can you be a participant in 2 plans?

    By Jilliandiz, August 24, 2005
    • 6 replies
    • 2.9k views
    • 
    • stephen
    • September 21, 2005

18. Employer liability for non-ERISA 403(b)

    By MWeddell, November 3, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 12, 1998

19. Hours of Service

    By Guest kjk, May 17, 2002
    • 5 replies
    • 2.9k views
    • 
    • mbozek
    • July 15, 2002

20. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.9k views
    • 
    • Guest
    • October 3, 2008

21. Anybody know of IRS 403(b) audits of school districts now taking place

    By Guest geekster, October 26, 2000
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • October 31, 2000

22. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • September 3, 1999

23. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.9k views
    • 
    • Ellie Lowder
    • September 8, 2003

24. How can money in an annuity be divided among 8 children when only two

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.9k views
    • 
    • Mary Kay Foss
    • December 27, 2000

25. Leased employees

    By 30Rock, May 28, 2010
    • 2 replies
    • 2.9k views
    • 
    • 30Rock
    • June 3, 2010

26. 403(b) Document Requirement Update?

    By Guest ajames, February 23, 2006
    • 5 replies
    • 2.9k views
    • 
    • GBurns
    • April 15, 2006

27. Anti-Conditioning Question

    By Guest cphcs, March 18, 2009
    • 1 reply
    • 2.9k views
    • 
    • J Simmons
    • June 7, 2009

28. Max 403b employer contribution...

    By Guest kjpsig, November 29, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • December 2, 2002

29. Survey of 403(b) Participation Rates

    By Guest kerryb, May 8, 2002
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • May 8, 2002

30. Information Sharing Agreements--Church Plan

    By Guest aciepluch, April 7, 2008
    • 5 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2008

31. Universal availability failure

    By Guest Pennysaver, July 11, 2011
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 16, 2011

32. 403B Plan in Lieu of Social Security

    By Guest plemons, May 30, 2001
    • 4 replies
    • 2.8k views
    • 
    • Ellie Lowder
    • June 18, 2001

33. 403b Force-outs

    By Guest PIA, April 27, 2006
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 28, 2006

34. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.8k views
    • 
    • masteff
    • May 7, 2014

35. minimum deferral requirement allowed?

    By Guest DeePA, August 27, 2003
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • August 27, 2003

36. Funding Vehicles for 403(b) Plan

    By chris, June 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Kathy
    • June 29, 1999

37. Remedial Amendment Period for 403(b) Plans?

    By katieinny, September 30, 2003
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • September 30, 2003

38. Roth

    By FJR, October 7, 2005
    • 5 replies
    • 2.8k views
    • 
    • wmyer
    • October 11, 2005

39. Prior year 403b Contribution

    By Guest hickeybob, February 11, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • February 13, 2002

40. Who owns title to assets under an ERISA 403(b) church plan?

    By Guest rightsaidfred, April 26, 2006
    • 5 replies
    • 2.8k views
    • 
    • Locust
    • April 26, 2006

41. My employer is violating ERISA

    By Guest emilybronte, October 15, 2006
    • 6 replies
    • 2.8k views
    • 
    • saabraa
    • October 18, 2006

42. Section 415 Aggregation

    By billfgrady, September 9, 2002
    • 7 replies
    • 2.8k views
    • 
    • billfgrady
    • September 16, 2002

43. Election not to participate

    By Guest medinael, February 6, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • February 17, 2004

44. 401K advantages over 403b?

    By Guest Marty M, December 3, 2001
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • December 5, 2001

45. 415 Limit on catch up contributions

    By Hoard1, November 18, 1999
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • November 19, 1999

46. Guidance Regulations for 403(b)

    By Guest llaplount, July 12, 2004
    • 4 replies
    • 2.8k views
    • 
    • jevd
    • July 29, 2004

47. Reversion of unvested employer contributions in an ERISA 403(b) plan.

    By Guest JPotosky, December 1, 2003
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • December 3, 2003

48. excluding less than 20 hr/week employees

    By Guest penfirn, December 24, 1998
    • 4 replies
    • 2.8k views
    • 
    • MWeddell
    • January 6, 1999

49. Rollover by non-spouse beneficiary?

    By joel, October 16, 2001
    • 4 replies
    • 2.8k views
    • 
    • joel
    • November 6, 2001

50. Does ERISA apply?

    By Guest cphcs, August 4, 2009
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • October 2, 2009