403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) In Service 72T distributions

   By Guest Peter L, June 6, 2012
   • 4 replies
   • 2.7k views
   • 
   • ETA Consulting LLC
   • June 6, 2012

2. 403(b) Continuing Education

   By Guest mike webb, March 6, 2002
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • March 8, 2002

3. RMD from 403(b)

   By Guest Donaldson, November 4, 2003
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • November 5, 2003

4. Hardships

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

5. Tax Sheltered Annuity & Flex Plan

   By Guest Sara H, October 24, 2003
   • 4 replies
   • 2.7k views
   • 
   • Guest
   • October 28, 2003

6. New RMD rules for non-ERISA TSAs--what needs to happen?

   By Guest danmar, February 6, 2001
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • February 6, 2001

7. Changing from ERISA to Non-ERISA 403(b) Plans

   By Guest BDS, May 1, 2000
   • 1 reply
   • 2.7k views
   • 
   • Guest
   • May 2, 2000

8. Safe Harbor 403(b) Plan, but.....

   By bzorc, May 13, 2022
   • 12 replies
   • 2.7k views
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   • Nate S
   • May 17, 2022

9. 403(b) to an IRA. Can it be done

   By Guest ButchElfers, January 16, 2004
   • 5 replies
   • 2.7k views
   • 
   • mbozek
   • February 25, 2004

10. Governmental Entity - Head Start Programs

    By Guest questions, May 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • May 3, 2002

11. 403b question- adding new provider, plan document question

    By Sido, January 7, 2015
    • 3 replies
    • 2.7k views
    • 
    • Sido
    • January 31, 2015

12. Correcting contribution errors in 403(b)(7) custodial accounts

    By Guest RMassa, January 15, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • January 15, 1999

13. Non-ERISA 403(b) and SPD/document issues

    By AndyH, January 6, 2003
    • 1 reply
    • 2.7k views
    • 
    • mbozek
    • January 6, 2003

14. 403(b) plans and separately managed accounts

    By Guest dkasprzak, July 8, 1999
    • 4 replies
    • 2.7k views
    • 
    • jlf
    • July 10, 1999

15. How to terminate or freeze a 403(b) plan being replaced by a 401(k) pl

    By Guest patom, January 15, 2001
    • 4 replies
    • 2.7k views
    • 
    • PMC
    • February 13, 2001

16. Top Heavy 403b's

    By Guest ronny890, March 22, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • March 22, 2006

17. 501(c)3 employer wants to obtain $42K max. TSA along with a SEP?

    By Lori H, June 9, 2005
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • July 5, 2005

18. universal eligibility

    By Guest rsmelson, November 10, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 10, 1998

19. 403(b) or 457, which is best generally?

    By Guest A-Team, March 24, 2004
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • April 13, 2004

20. Required To File 5500?

    By goldtpa, November 4, 2003
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • November 5, 2003

21. Transfer from one 403(b) vendor to another

    By waid10, September 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • rcline46
    • September 17, 2012

22. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 2.7k views
    • 
    • FPGuy
    • August 6, 2019

23. MEA Calculations-Need help!

    By Guest Benmark, December 22, 1999
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • March 26, 2000

24. 403(b) Irrevocable Election

    By Guest WD2, February 1, 2008
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • February 1, 2008

25. Serial Loans

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • June 4, 2003

26. Requirements for Non-ERISA 403(b)

    By Guest Joe Vasko, April 30, 2003
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • May 1, 2003

27. 403b RMDs and transfers

    By Guest Sten, October 11, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 12, 2005

28. Is my 501C3 a qualified organization for the 402g 3k catch-up?

    By Guest bakcrab, October 24, 2002
    • 4 replies
    • 2.7k views
    • 
    • mbozek
    • October 25, 2002

29. 403b Contract Transfer

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

30. Transition to ERISA Plan Status - What is Initial Effective Date?

    By Christine Roberts, November 12, 2001
    • 2 replies
    • 2.7k views
    • 
    • Christine Roberts
    • November 12, 2001

31. Frozen 403(b) - is there a way to force the sole remaining participan

    By Guest Nadia, December 12, 2001
    • 8 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • January 8, 2002

32. Timing of Deferral Deposits - "Reasonableness" Standard for

    By Christine Roberts, March 12, 2002
    • 7 replies
    • 2.7k views
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    • mbozek
    • April 7, 2002

33. Minimum Participation Standards

    By Guest Serena, August 24, 2010
    • 3 replies
    • 2.7k views
    • 
    • oldman
    • August 26, 2010

34. contributions

    By Felicia, July 1, 2003
    • 4 replies
    • 2.7k views
    • 
    • GBurns
    • October 6, 2004

35. Independent Audit Requirements 2009 form 5500

    By Guest MonicaS, July 30, 2009
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • October 29, 2010

36. Employee Plan Examination Guidelines and IRC 402(g)(8)

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ellie Lowder
    • August 4, 1999

37. 403(b) Schedule A

    By Guest Garry, September 17, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 24, 1998

38. ACP failure on 403b plan

    By Guest Peggy806, April 5, 2011
    • 5 replies
    • 2.6k views
    • 
    • Lou S.
    • April 11, 2011

39. EPCRS correction on payment of back wages?

    By waid10, February 17, 2015   

    • FLSA
    • back pay
    • (and 1 more)

      Tagged with:

      • FLSA
      • back pay
      • EPCRS
    • 3 replies
    • 2.6k views
    • 
    • K2retire
    • February 18, 2015

40. Non-ERISA and loans

    By John Feldt ERPA CPC QPA, June 16, 2010
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2010

41. IRS tax levies on 403(b) annuities

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

42. 403(b) Plans for Governmental Units

    By Guest John Compton, September 23, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 23, 1998

43. 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

44. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 9, 2009

45. Converting 403(b) to a 401(k)?

    By Guest RDS METRO, October 9, 2003
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 16, 2003

46. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • September 21, 2004

47. 403(b) Eligibility

    By Guest amm19, October 1, 2001
    • 4 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

48. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • January 19, 2016

49. Fringe Benefit Payments and 403(b)contributions

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

50. separate 415(c) limit if employer sponsors 401(a) and 403(b)

    By Guest kprhok, December 3, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • December 4, 2008