403(b) Plans, Accounts or Annuities

2,012 topics in this forum

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

   By Guest patom, January 15, 2001
   • 4 replies
   • 2.5k views
   • 
   • PMC
   • February 13, 2001

2. 403(b) assets--is a trust agreement OK?

   By Felicia, February 7, 2001
   • 1 reply
   • 3k views
   • 
   • Carol V. Calhoun
   • February 11, 2001

3. Any list available of mutual funds that actually offer 403b's?

   By Guest sheard, February 5, 2001
   • 1 reply
   • 1.7k views
   • 
   • BeckyMiller
   • February 8, 2001

4. Employer won't let me move my 403(b)7 money unless I quit or die. See

   By Guest Joseph Hoffman, January 16, 2001
   • 12 replies
   • 4.3k views
   • 
   • Guest
   • February 7, 2001

5. 403(b): Title I?

   By Felicia, February 5, 2001
   • 3 replies
   • 2.3k views
   • 
   • Felicia
   • February 7, 2001

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

   By Guest danmar, February 6, 2001
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • February 6, 2001

7. Late Deposits

   By Guest CGBS, February 6, 2001
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 6, 2001

8. Non profit agency merges, changes 403b vendors, can I transfer the old

   By Guest R. Kerst, January 15, 2001
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • January 23, 2001

9. Is Roth contribution possible over and above 403(b) limit of $10,500?

   By Guest Joy100, January 23, 2001
   • 1 reply
   • 1.6k views
   • 
   • Michael Devault
   • January 23, 2001

10. How long can an employer hold employee contributions before paying the

    By Guest lawdawg, January 14, 2001
    • 2 replies
    • 2.3k views
    • 
    • Everett Moreland
    • January 15, 2001

11. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 4.6k views
    • 
    • Guest
    • January 10, 2001

12. Oppenhemer vs Nationwide

    By Guest Rona Miller, January 9, 2001
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • January 10, 2001

13. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 9, 2001

14. Is it permissible for the custodian of a commingled Non-Tile I 403(b)(

    By Guest EWagner, December 1, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • January 6, 2001

15. Section 1035 Exchange - Policy Loans

    By Guest samcder, January 2, 2001
    • 2 replies
    • 3.5k views
    • 
    • GBurns
    • January 3, 2001

16. Determining Plan Document date for a non-ERISA 403(b)changing to an ER

    By Guest, December 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 28, 2000

17. How can money in an annuity be divided among 8 children when only two

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • December 27, 2000

18. A tale of two employers...

    By Guest jreddi, December 11, 2000
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • December 26, 2000

19. Can final leave payouts be deferred and how do they impact includible

    By Guest dvonmoll, December 22, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 2000

20. IRS has issued a work plan for 2001 that includes guidance on 403(b) i

    By Guest JBeck, November 15, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

21. Distinguishing investment plan differences.

    By Guest Kate Meyer, December 13, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 20, 2000

22. 415 limits

    By Guest egoldberg, December 20, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 20, 2000

23. Effect of repeal of s. 415(e)

    By Guest MAnglim, May 26, 1999
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • December 11, 2000

24. Excise tax applicable in relation to excess 403(b) deferral?

    By Guest Diane DuFresne, December 5, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • December 11, 2000

25. Addition of salary deferral only 403(b) program

    By smm, December 4, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • December 5, 2000