403(b) Plans, Accounts or Annuities

1,935 topics in this forum

1. Universal Availability Rule

   By katdmin, 6 hours ago
   • 1 reply
   • 29 views
   • 
   • Belgarath
   • 5 hours ago

2. 403(b) Protected Benefits?

   By Guest dietpepsi, September 5, 2003
   • 1 reply
   • 2.7k views
   • 
   • MWeddell
   • March 15

3. 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
   • 133 views
   • 
   • joel
   • March 12

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

   By joel, February 17
   • 25 replies
   • 468 views
   • 
   • joel
   • March 8

5. Universal availability

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

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

   By Maryalice, January 24   

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

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

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

8. LTD Makes Employer Contributions

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

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

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

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

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

11. 403b Employer contribution miscalculated over 10 years. Correction?

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

12. ETF's / Custodial Account

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

13. Excess Contributions and W2 Corrections

    By Rebecca Ennis, January 13
    • 1 reply
    • 169 views
    • 
    • BG5150
    • January 14

14. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

    • terminated plans restatement
    • 4 replies
    • 300 views
    • 
    • Jakyasar
    • December 26, 2020

15. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 222 views
    • 
    • RatherBeGolfing
    • December 17, 2020

16. For Profit Sub of 501c3

    By austin3515, December 14, 2020
    • 5 replies
    • 213 views
    • 
    • Patricia Neal Jensen
    • December 14, 2020

17. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 366 views
    • 
    • ronincerritos
    • December 11, 2020

18. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 103 views
    • 
    • austin3515
    • December 6, 2020

19. Making ER contrib to new 401k plan?

    By AlbanyConsultant, December 2, 2020
    • 9 replies
    • 178 views
    • 
    • Patricia Neal Jensen
    • December 3, 2020

20. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 328 views
    • 
    • Mikerbpm
    • November 20, 2020

21. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 394 views
    • 
    • BobbyV
    • October 9, 2020

22. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 174 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

23. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 175 views
    • 
    • Belgarath
    • September 29, 2020

24. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 117 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

25. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 22 replies
    • 9k views
    • 
    • thepensionmaven
    • September 26, 2020