403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Rev. Procedure 99-44 issued 11-17-99

   By jlf, November 17, 1999
   • 5 replies
   • 2k views
   • 
   • Guest
   • December 2, 1999

2. employer involvement

   By LIBERTYKID, December 17, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • December 28, 2001

3. Consequence of Missed Restatement Date

   By Patricia Neal Jensen, March 17, 2020
   • 5 replies
   • 881 views
   • 
   • G8Rs
   • March 20, 2020

4. Where are annuity contracts’ interest rates?

   By Peter Gulia, October 8, 2020   

   • insurance company; annuity contract
   • 5 replies
   • 1.1k views
   • 
   • BobbyV
   • October 9, 2020

5. mandatory cash out woes

   By AlbanyConsultant, March 12, 2024
   • 5 replies
   • 1.3k views
   • 
   • CuseFan
   • March 13, 2024

6. Non-ERISA vs. ERISA & Form 5500

   By JADSecurities, September 19, 2016   

   • Non-ERISA vs. ERISA
   • Form 5500
   • 5 replies
   • 3.5k views
   • 
   • Patricia Neal Jensen
   • December 12, 2017

7. Student Employees

   By austin3515, April 22, 2014
   • 5 replies
   • 1.9k views
   • 
   • austin3515
   • April 22, 2014

8. 403(b) Plan - Form 5500 Audit Requirement

   By Guest Robert Lees, December 7, 1999
   • 5 replies
   • 2.9k views
   • 
   • MWeddell
   • August 10, 2000

9. New Vendor - Rollover

   By waid10, June 8, 2005
   • 5 replies
   • 2.3k views
   • 
   • mbozek
   • June 10, 2005

10. ERISA 403(b) administration

    By Guest JPotosky, July 2, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2001

11. Annuities in IRA's....Tax Free benefits to heirs if Death Benefit is higher than account balance...Convert a small amount to roth and roll the rest to an ira.

    By Guest duckchow, August 20, 2004
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • August 29, 2004

12. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • July 21, 2016

13. Hardships

    By Felicia, July 28, 2004
    • 5 replies
    • 2.7k views
    • 
    • joel
    • July 31, 2004

14. Thus Spake the 800 lb. Gorilla (a/k/a TIAA-CREF)

    By Guest erisafried, February 9, 2005
    • 5 replies
    • 2k views
    • 
    • mbozek
    • February 13, 2005

15. Timing of Matching Contribution Deposits

    By Guest Grumpy455, August 2, 2005
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • July 5, 2007

16. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 17, 2019

17. 403(b)/401(k) Conversion

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

18. Federal Tax Treatment of Investment Advisor Fees?

    By Guest rrocket61, May 18, 2001
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • August 22, 2001

19. Amending the hours method used to calculate vesting

    By Guest Kelly Igel, April 4, 2001
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 4, 2001

20. 403b / 415 Limits

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

21. Excess deferrals when an employee contributes to both a 403(b) and 457

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • March 14, 2000

22. Discrimination

    By Guest BruceC, June 2, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

23. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23, 2018
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • May 29, 2018

24. Safe harbor for not filing a 403(b) 5500

    By Bird, October 1, 2010
    • 5 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 4, 2010

25. For Profit Sub of 501c3

    By austin3515, December 14, 2020
    • 5 replies
    • 904 views
    • 
    • Patricia Neal Jensen
    • December 14, 2020

26. 403b hardship

    By Carike, October 17, 2019   

    • suspend
    • 5 replies
    • 1.4k views
    • 
    • LANDO
    • October 21, 2019

27. How does one shelter severence pay for retiring highly compensated emp

    By Guest Brian Crosby, August 22, 2000
    • 5 replies
    • 3.1k views
    • 
    • M R Bernardin
    • August 30, 2000

28. Employer Paid Plan Fees - ERISA 403(b) Status

    By RPP2001, June 19, 2017
    • 5 replies
    • 1.1k views
    • 
    • Carol V. Calhoun
    • June 19, 2017

29. incentive for a distribution?

    By AlbanyConsultant, November 14, 2024
    • 5 replies
    • 984 views
    • 
    • AlbanyConsultant
    • November 19, 2024

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. IRS tax levies on 403(b) annuities

    By Ian, August 24, 2020
    • 5 replies
    • 2.6k views
    • 
    • Peter Gulia
    • August 26, 2020

32. Fringe Benefit Payments and 403(b)contributions

    By Guest Rookie, April 24, 2000
    • 5 replies
    • 2.6k views
    • 
    • Ellie Lowder
    • April 25, 2000

33. My last year of service; OK to contribute more than $13,500 as a &quot

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 20, 2000

34. 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

35. Non-Profit Healthcare Agency Takeover Question

    By ubermax, December 14, 2011
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • December 21, 2011

36. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 24, 2019

37. ERISA and 403(b) plans

    By Guest aem2, October 19, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 2001

38. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • January 22, 2019

39. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • KJohnson
    • March 9, 2017

40. Mandatory Ee Contributions

    By austin3515, September 7, 2010
    • 5 replies
    • 4k views
    • 
    • Guest
    • September 7, 2010

41. Nonelecting Church plan offers a match--5500 required?

    By BG5150, May 28, 2021
    • 5 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • June 9, 2021

42. Public School Early Retirement Incentive

    By KateSmithPA, April 16, 2003
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • March 28, 2007

43. 403b and employer plan 415 limit

    By MJ Hartman, August 18, 2003
    • 5 replies
    • 5.1k views
    • 
    • Guest
    • May 6, 2004

44. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver, June 21, 2011
    • 5 replies
    • 5.4k views
    • 
    • C-Mikes
    • July 15, 2024

45. RMD from 403b and IRA--can they be combined

    By Guest rkal66, October 29, 2010
    • 5 replies
    • 18.6k views
    • 
    • mbozek
    • January 4, 2012

46. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

    • terminated plans restatement
    • 5 replies
    • 2k views
    • 
    • VeryOldMan
    • October 26, 2021

47. Termination procedures

    By Guest Mr. Kite, April 10, 2008
    • 5 replies
    • 3k views
    • 
    • TLGeer
    • April 10, 2008

48. Max 403b employer contribution...

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

49. EE now working <20 hrs/wk... exclude going forward?

    By AlbanyConsultant, December 5, 2016
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • December 23, 2016

50. Termination of 403b - Can employees rollover to another 403b?

    By KaJay, August 1, 2023
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 3, 2023