403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Financial Harsdship allowed for "alternative care"?

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

2. Use of TIAA-CREF As Sole Investment Provider

   By Christine Roberts, December 30, 2002
   • 8 replies
   • 2.9k views
   • 
   • QDROphile
   • January 28, 2003

3. 403b rollover to 401(k) plan

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

4. Springing Cash Value Annuity

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

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

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

6. 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

7. 5500 Filing Requirement?

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

8. 403(b) Employer Contribution Eligibility

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

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. 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

11. Can you be a participant in 2 plans?

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

12. 403(b) plan compensation, ministers, and housing allowances

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

13. 403(b) Plans

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

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

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

15. 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

16. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Ellie Lowder
    • September 8, 2003

17. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • December 15, 2011

18. Hours of Service

    By Guest kjk, May 17, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • July 15, 2002

19. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • October 3, 2008

20. Survey of 403(b) Participation Rates

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

21. Anti-Conditioning Question

    By Guest cphcs, March 18, 2009
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • June 7, 2009

22. Max 403b employer contribution...

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

23. Leased employees

    By 30Rock, May 28, 2010
    • 2 replies
    • 2.8k views
    • 
    • 30Rock
    • June 3, 2010

24. Universal availability failure

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

25. 403(b) Document Requirement Update?

    By Guest ajames, February 23, 2006
    • 5 replies
    • 2.8k views
    • 
    • GBurns
    • April 15, 2006

26. 403B Plan in Lieu of Social Security

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

27. Information Sharing Agreements--Church Plan

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

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

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

29. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • September 3, 1999

30. minimum deferral requirement allowed?

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

31. 403b Force-outs

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

32. Revenue Ruling 2014-09

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

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

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

34. Funding Vehicles for 403(b) Plan

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

35. 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

36. Election not to participate

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

37. My employer is violating ERISA

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

38. 415 Limit on catch up contributions

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

39. Guidance Regulations for 403(b)

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

40. 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

41. Roth

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

42. 401K advantages over 403b?

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

43. Section 415 Aggregation

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

44. excluding less than 20 hr/week employees

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

45. Does ERISA apply?

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

46. Prior year 403b Contribution

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

47. Rollover by non-spouse beneficiary?

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

48. Are elective/contributory LTD premiums considered a 403(b) Plan?

    By Guest lindy, June 5, 2001
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • June 6, 2001

49. exclusion for those working less than 20 hours/week

    By Santo Gold, September 13, 2011
    • 2 replies
    • 2.8k views
    • 
    • Kevin C
    • September 13, 2011

50. 401(a) 403(b) merge

    By rlb64, September 16, 2010
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • September 16, 2010