403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b and 457 offsets

   By Guest Brian Cox, June 27, 2001
   • 27 replies
   • 5.6k views
   • 
   • Guest
   • August 13, 2001

2. 403b and a SEP

   By Guest LSULLIVAN, February 7, 2006
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • February 8, 2006

3. 403b and ABT

   By 30Rock, October 31, 2013
   • 0 replies
   • 1.2k views
   • 
   • 30Rock
   • October 31, 2013

4. 403b and catchup

   By Guest Pension Girl, March 4, 2010
   • 1 reply
   • 1.2k views
   • 
   • fiduciary perspective
   • March 25, 2010

5. 403b and EGTRRA Restatement due date

   By cpc0506, April 7, 2010
   • 1 reply
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2010

6. 403b and employer plan 415 limit

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

7. 403b and Form 5500

   By cpc0506, March 20, 2010
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • March 20, 2010

8. 403B and IRA Catastrophe

   By Guest 401kguy, November 18, 2014
   • 10 replies
   • 2.4k views
   • 
   • QDROphile
   • November 20, 2014

9. 403b and qualified transportation benefit

   By Guest derfbme, March 4, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • July 25, 2001

10. 403b and School District

    By Guest Pension Girl, March 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • fiduciary perspective
    • April 2, 2010

11. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 15, 2010

12. 403b auto enroll formula

    By Santo Gold, October 25, 2022
    • 7 replies
    • 1k views
    • 
    • Santo Gold
    • November 9, 2022

13. 403b Compliance

    By Guest AdamR, April 27, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • May 2, 2007

14. 403b Contract Transfer

    By Guest Pension250, June 8, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 29, 2011

15. 403b contributions from severance pay?

    By Guest nahe3, August 20, 1998
    • 1 reply
    • 5.8k views
    • 
    • david shipp
    • August 20, 1998

16. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 7.4k views
    • 
    • Bird
    • December 3, 2018

17. 403b contributions not timely deposited

    By Guest Young1jone, July 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 27, 2005

18. 403b Contributions qualify for Tax Credit too?

    By Guest Steph, February 8, 2002
    • 4 replies
    • 2.4k views
    • 
    • MGB
    • February 11, 2002

19. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 9, 2000

20. 403b defaulted loan...Please Help

    By Guest KathiSL, April 4, 2002
    • 27 replies
    • 15.5k views
    • 
    • mbozek
    • August 23, 2002

21. 403b Determination LEtter Program

    By austin3515, January 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 9, 2013

22. 403b direct rollover from TIAA

    By Guest thomthom49, August 12, 2009
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • August 13, 2009

23. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.1k views
    • 
    • Belgarath
    • October 30, 2013

24. 403b distributions

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

25. 403b doc restatement - next cycle

    By jmartin, September 11, 2020
    • 1 reply
    • 892 views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

26. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 29, 2009

27. 403b Document

    By J Simmons, September 5, 2008
    • 13 replies
    • 3.6k views
    • 
    • J Simmons
    • September 27, 2008

28. 403b Eligiblity Period?

    By austin3515, September 24, 2010
    • 13 replies
    • 7.5k views
    • 
    • Patricia Neal Jensen
    • May 19, 2021

29. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl, January 29, 2021
    • 2 replies
    • 807 views
    • 
    • Luke Bailey
    • February 1, 2021

30. 403b employer match

    By Guest PRAFALA, May 18, 2007
    • 2 replies
    • 2.3k views
    • 
    • TLGeer
    • June 2, 2007

31. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 1.7k views
    • 
    • perkinsran
    • January 26, 2020

32. 403b excess deferral refund from Roth or traditional account

    By Guest kathar7, September 14, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2011

33. 403b filed 2010-2011 but not 2009

    By TPApril, July 9, 2013
    • 0 replies
    • 942 views
    • 
    • TPApril
    • July 9, 2013

34. 403b Force-outs

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

35. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 797 views
    • 
    • hr for me
    • August 31, 2019

36. 403b hardship

    By Carike, October 17, 2019   

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

37. 403b HCE

    By Dougsbpc, March 18, 2019
    • 2 replies
    • 632 views
    • 
    • Dougsbpc
    • March 19, 2019

38. 403b Limits Deferrals to 20%

    By austin3515, October 26, 2011
    • 7 replies
    • 2k views
    • 
    • mbozek
    • October 27, 2011

39. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 20, 2000

40. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.4k views
    • 
    • MARYMM
    • December 20, 2011

41. 403b loans require stopping monthly contributions?

    By Guest Mr. Joe, May 21, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • May 27, 2005

42. 403b lost check deposit

    By Guest William, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

43. 403b match - age discrimination or not?

    By WP2017, April 3, 2017   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 1k views
    • 
    • K2
    • April 3, 2017

44. 403b merge into 401k

    By Guest SJP, March 17, 2003
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

45. 403b missed employer contributions

    By Guest JVerse, January 17, 2014
    • 4 replies
    • 2.6k views
    • 
    • GMK
    • April 7, 2014

46. 403b NEC accrual requirement

    By Earl, July 20, 2011
    • 3 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • July 21, 2011

47. 403b NonAmender Program

    By austin3515, October 29, 2013
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • October 30, 2013

48. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.6k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

49. 403b open enrollment

    By Guest denali52, February 23, 2002
    • 2 replies
    • 3.2k views
    • 
    • mbozek
    • February 23, 2002

50. 403b or Roth IRA?

    By Guest calluke, March 22, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 22, 2006