403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) includible compensation

   By Ken Davis, May 29, 2012
   • 4 replies
   • 2.4k views
   • 
   • Ken Davis
   • May 30, 2012

2. 403(b) ineligible employer - no 5500's

   By WCC, November 12, 2018
   • 1 reply
   • 489 views
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   • Carol V. Calhoun
   • November 13, 2018

3. 403(b) Internal Revenue Code Rules

   By Guest LenZ, May 9, 2003
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • May 12, 2003

4. 403(b) investment vendors

   By Guest PMiller, January 16, 2007
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • February 8, 2007

5. 403(b) Irrevocable Election

   By Guest WD2, February 1, 2008
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • February 1, 2008

6. 403(b) IRS filing requirements

   By Guest Betsy Oakey, February 28, 2008
   • 1 reply
   • 1.6k views
   • 
   • Lori Friedman
   • February 28, 2008

7. 403(b) IRS-preapproved documents

   By Peter Gulia, September 8, 2015   

   • prototype; volume-submitter
   • 10 replies
   • 1.4k views
   • 
   • AMDG
   • October 26, 2015

8. 403(b) Issues

   By Guest TitusracerX, May 29, 2003
   • 1 reply
   • 3k views
   • 
   • mbozek
   • June 1, 2003

9. 403(b) large plan and 5500/TIAA reporting

   By kwalified, February 22, 2013
   • 2 replies
   • 1.3k views
   • 
   • Lori H
   • March 8, 2013

10. 403(b) legislation

    By Guest greymann, December 4, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • December 4, 1998

11. 403(b) Loan eligibility- former employees

    By jane123, July 7, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • July 12, 2004

12. 403(b) Loan Limit

    By Guest AFRICA6796, October 31, 2002
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • November 2, 2002

13. 403(b) Loan Note Rollover

    By Guest Grumpy456, January 12, 2007
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 12, 2007

14. 403(b) loans

    By Guest Learner, July 21, 2006
    • 1 reply
    • 1.5k views
    • 
    • joel
    • July 21, 2006

15. 403(b) loans

    By Felicia, April 7, 2000
    • 3 replies
    • 2k views
    • 
    • MWeddell
    • April 18, 2000

16. 403(b) Loans

    By Guest dms9999, November 19, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 19, 2009

17. 403(b) Loans - a.s.a.p. please

    By Guest STLGiant, June 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 19, 2002

18. 403(b) loans/Article 9

    By Felicia, April 14, 2000
    • 0 replies
    • 1.6k views
    • 
    • Felicia
    • April 14, 2000

19. 403(b) match

    By Lori H, September 7, 2011
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 8, 2011

20. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4, 2020
    • 3 replies
    • 575 views
    • 
    • MWeddell
    • July 24, 2020

21. 403(b) match increases with years of service....allowable?

    By Guest jc1457, August 15, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 15, 2007

22. 403(b) matches and the ACP test

    By Lori Friedman, August 31, 2004
    • 0 replies
    • 1.5k views
    • 
    • Lori Friedman
    • August 31, 2004

23. 403(b) Maximum Exclusion Allowance

    By Guest StanJacobson, September 28, 1998
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • September 29, 1998

24. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • Michael Devault
    • September 25, 2000

25. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.2k views
    • 
    • cdavis25
    • January 22, 2014