403(b) Plans, Accounts or Annuities

1,946 topics in this forum

1. Can 501(c)(13) Establish A 403(b) Plan?

   By metsfan026, July 26
   • 1 reply
   • 111 views
   • 
   • Carol V. Calhoun
   • July 26

2. 403(b)(9) Administration Questions

   By RCK13, July 13
   • 7 replies
   • 154 views
   • 
   • RCK13
   • July 16

3. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

   By KaJay, July 14
   • 0 replies
   • 61 views
   • 
   • KaJay
   • July 14

4. Old Frozen 403b / Individual Contracts / Fiduciary Liability

   By austin3515, July 8
   • 14 replies
   • 198 views
   • 
   • Belgarath
   • July 13

5. Does TH exemption carry into 401k plan rollover?

   By AlbanyConsultant, June 29
   • 1 reply
   • 108 views
   • 
   • Madison71
   • June 30

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

   By BG5150, May 28
   • 5 replies
   • 150 views
   • 
   • Patricia Neal Jensen
   • June 9

7. Adding an Employer Sponsored Roth IRA to a B plan

   By HarleyBabe, June 6
   • 6 replies
   • 131 views
   • 
   • QDROphile
   • June 7

8. Going from ERISA 403(b) status to Non-ERISA 403(b) status

   By ldr, June 3   

   • 403(b)
   • 2 replies
   • 197 views
   • 
   • ldr
   • June 4

9. Contribution Allocation

   By Stash026, May 21
   • 6 replies
   • 161 views
   • 
   • Patricia Neal Jensen
   • May 24

10. 403b Eligiblity Period?

    By austin3515, September 24, 2010
    • 13 replies
    • 5.3k views
    • 
    • Patricia Neal Jensen
    • May 19

11. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24, 2019   

    • universal availability
    • participant notice
    • (and 1 more)

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 4 replies
    • 1.4k views
    • 
    • ERISADC
    • May 19

12. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16
    • 12 replies
    • 313 views
    • 
    • MWeddell
    • May 5

13. Annuity

    By PS, April 30
    • 4 replies
    • 130 views
    • 
    • Luke Bailey
    • May 3

14. Universal Availability Rule

    By katdmin, April 12
    • 1 reply
    • 166 views
    • 
    • Belgarath
    • April 12

15. 403(b) Protected Benefits?

    By Guest dietpepsi, September 5, 2003
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • March 15

16. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick, January 31
    • 2 replies
    • 181 views
    • 
    • joel
    • March 12

17. Taxation of 403(b) Distributions by New York State 1 2

    By joel, February 17
    • 25 replies
    • 1.3k views
    • 
    • joel
    • March 8

18. Universal availability

    By Belgarath, February 11
    • 4 replies
    • 218 views
    • 
    • Belgarath
    • March 1

19. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice, January 24   

    • annuity
    • tsp plan
    • 6 replies
    • 257 views
    • 
    • joel
    • February 27

20. Any updates on Non-ERISA Governmental 401K plans

    By JOH, February 24
    • 0 replies
    • 122 views
    • 
    • JOH
    • February 24

21. LTD Makes Employer Contributions

    By khn, February 12
    • 0 replies
    • 147 views
    • 
    • khn
    • February 12

22. Employer contribution made for two terminated employees by mistake.

    By KaJay, February 9
    • 1 reply
    • 160 views
    • 
    • Peter Gulia
    • February 10

23. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen, February 5
    • 4 replies
    • 378 views
    • 
    • Patricia Neal Jensen
    • February 8

24. 403b Employer contribution miscalculated over 10 years. Correction?

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

25. ETF's / Custodial Account

    By beartd, July 3, 2019
    • 2 replies
    • 453 views
    • 
    • Luke Bailey
    • January 26