403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. exclusion for those working less than 20 hours/week

   By Santo Gold, September 13, 2011
   • 2 replies
   • 2.8k views
   • 
   • Kevin C
   • September 13, 2011

2. 403b question- adding new provider, plan document question

   By Sido, January 7, 2015
   • 3 replies
   • 2.8k views
   • 
   • Sido
   • January 31, 2015

3. 401(a) 403(b) merge

   By rlb64, September 16, 2010
   • 2 replies
   • 2.8k views
   • 
   • mbozek
   • September 16, 2010

4. 403(b) or 457, which is best generally?

   By Guest A-Team, March 24, 2004
   • 6 replies
   • 2.8k views
   • 
   • Guest
   • April 13, 2004

5. Are elective/contributory LTD premiums considered a 403(b) Plan?

   By Guest lindy, June 5, 2001
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • June 6, 2001

6. 403(b) In Service 72T distributions

   By Guest Peter L, June 6, 2012
   • 4 replies
   • 2.8k views
   • 
   • ETA Consulting LLC
   • June 6, 2012

7. 403(b) Continuing Education

   By Guest mike webb, March 6, 2002
   • 6 replies
   • 2.8k views
   • 
   • Guest
   • March 8, 2002

8. RMD from 403(b)

   By Guest Donaldson, November 4, 2003
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • November 5, 2003

9. 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

10. Hardships

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

11. Tax Sheltered Annuity & Flex Plan

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

12. 403(b) to an IRA. Can it be done

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

13. Governmental Entity - Head Start Programs

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

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

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

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

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

16. IRS tax levies on 403(b) annuities

    By Ian, August 24, 2020
    • 5 replies
    • 2.7k views
    • 
    • Peter Gulia
    • August 26, 2020

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

    By Guest kprhok, December 3, 2008
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 4, 2008

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

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

19. Former Employees

    By Guest BED, June 10, 2010
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • June 14, 2010

20. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 2.7k views
    • 
    • Appleby
    • September 11, 2018

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

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

22. 403(b) plans and separately managed accounts

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

23. 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

24. 403b Contract Transfer

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

25. Top Heavy 403b's

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

26. 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

27. 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

28. universal eligibility

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

29. MEA Calculations-Need help!

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

30. 403(b) Irrevocable Election

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

31. Required To File 5500?

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

32. Requirements for Non-ERISA 403(b)

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

33. Serial Loans

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

34. 403b RMDs and transfers

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

35. 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
    • 2.7k views
    • 
    • K2retire
    • February 18, 2015

36. 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

37. 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

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

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

39. Health Ins vs 403(b)

    By Guest Dick Boever, January 17, 2003
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • September 21, 2004

40. Independent Audit Requirements 2009 form 5500

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

41. contributions

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

42. 403(b) Schedule A

    By Guest Garry, September 17, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 24, 1998

43. Minimum Participation Standards

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

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

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.7k views
    • 
    • Ellie Lowder
    • August 4, 1999

45. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 2.7k views
    • 
    • QDROphile
    • January 19, 2016

46. 403(b) Plans -- at AIG/VALIC

    By Guest 403(b)_401(k)_TPA, March 9, 2009
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 9, 2009

47. ACP failure on 403b plan

    By Guest Peggy806, April 5, 2011
    • 5 replies
    • 2.7k views
    • 
    • Lou S.
    • April 11, 2011

48. Rollover of 403(b) assets to a trad. IRA

    By Guest Lyric, July 23, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • July 26, 1999

49. Non-ERISA and loans

    By John Feldt ERPA CPC QPA, June 16, 2010
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • June 19, 2010

50. Impermissible distributions taken from ERISA 403(b) plan

    By Belgarath, March 7, 2014
    • 10 replies
    • 2.6k views
    • 
    • Peter Gulia
    • March 10, 2014