403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. What happens when the sponsor of a 403(b) plan ceases to exist? What

   By John A, December 23, 1999
   • 7 replies
   • 2.9k views
   • 
   • Carol V. Calhoun
   • January 3, 2000

2. What if er allows loans & insurer doesn't

   By Guest amfam2, May 22, 2003
   • 1 reply
   • 2.2k views
   • 
   • mbozek
   • June 2, 2003

3. What is the correction for a missing document?

   By Peter Gulia, July 24, 2017   

   • 403(b); correction; vcp
   • 2 replies
   • 697 views
   • 
   • Carol V. Calhoun
   • July 25, 2017

4. What is the Deadline for Remitting Employer Contributions to a 403(b)?

   By Guest rocnrols2, February 13, 2004
   • 1 reply
   • 3.2k views
   • 
   • mbozek
   • February 27, 2004

5. What is the latest required restatement?

   By Tom, August 2
   • 6 replies
   • 720 views
   • 
   • Liz Hallam
   • August 6

6. What Is the Unions' Responsibility

   By Guest Joel Lee, May 21, 2004
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 21, 2004

7. What items fall under the definition of compensation in a church-spons

   By Guest Chuck Herbik, October 17, 2000
   • 1 reply
   • 1.9k views
   • 
   • Dave Baker
   • October 18, 2000

8. What mutual fund companies or other investment services providers, if

   By Guest Kent Scrivener, April 7, 2000
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 12, 2000

9. What Plan Documents are used to establish an annuity as a 403(b) annui

   By Guest Woodworker, March 6, 2002
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 7, 2002

10. What to do with 403(b)payments after employee terminates and receives

    By Guest Joy M, April 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • April 20, 2001

11. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

12. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 28, 2000

13. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen, May 3, 2018   

    • 403(b)
    • plan document
    • 2 replies
    • 479 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

14. When someone exceeds the 402(g) limit, is it necessary to reduce the l

    By Guest Joanne Blythe, January 19, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 28, 2001

15. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • March 6, 2015

16. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 774 views
    • 
    • BobbyV
    • October 9, 2020

17. Where can I find 89-23?

    By wmyer, July 15, 2004
    • 3 replies
    • 6.8k views
    • 
    • Appleby
    • July 15, 2004

18. Which are the best Mutual Funds for 403(b)?

    By GBurns, December 6, 2004
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • December 11, 2004

19. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
    • 0 replies
    • 925 views
    • 
    • Peter Gulia
    • November 10, 2014

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

    By Guest rightsaidfred, April 26, 2006
    • 5 replies
    • 2.6k views
    • 
    • Locust
    • April 26, 2006

21. Why are 403(b) plans trapped in the annuities loop?

    By Guest Lyric, April 7, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • April 19, 1999

22. why would I be forced to a single vendor?

    By Effen, November 12, 2008
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • November 13, 2008

23. Why would I want to designate this plan as a profit sharing plan?

    By Guest lbach, December 14, 2001
    • 2 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • December 14, 2001

24. Will a non-owner employee newly hired in the current year ever be a HCE for the current year?

    By Ken Davis, December 9, 2003
    • 4 replies
    • 2.6k views
    • 
    • rcline46
    • December 10, 2003

25. Withdrawals, transfers, distributions, rollovers ... Please help with

    By Guest Lyric, January 29, 2002
    • 4 replies
    • 2.3k views
    • 
    • joel
    • January 31, 2002