403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Do you give employees Exclusion Allowance advice?

   By imchipbrown, December 1, 2000
   • 4 replies
   • 2.2k views
   • 
   • imchipbrown
   • December 4, 2000

2. When are plans subject to ERISA and reporting on form 5500?

   By Guest BBishop, December 1, 2000
   • 1 reply
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 1, 2000

3. Plan Document requirement for multiple 403(b) programs in non-electing

   By Guest TRUST53, November 28, 2000
   • 3 replies
   • 1.9k views
   • 
   • Carol V. Calhoun
   • December 1, 2000

4. $5,000 Cash out in 403(b) plans?

   By Guest rkaplan, October 24, 2000
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • November 30, 2000

5. ERISA bond and 403(b) custodial accounts

   By QDROphile, November 27, 2000
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • November 30, 2000

6. Should I roll over my 403(b) into a Roth IRA?

   By Guest LoreleiJ, November 4, 2000
   • 3 replies
   • 6.5k views
   • 
   • Carol V. Calhoun
   • November 24, 2000

7. DOL Audits Triggering IRS Audits

   By Guest Biko, November 15, 2000
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • November 15, 2000

8. 403(b)(7) or 403(b)(9) for a church?

   By Guest RRS, November 11, 2000
   • 1 reply
   • 2k views
   • 
   • Ellie Lowder
   • November 11, 2000

9. Top-heavy applicable to 403(b) plans?

   By John A, October 31, 2000
   • 1 reply
   • 3.2k views
   • 
   • Carol V. Calhoun
   • November 2, 2000

10. Anybody know of IRS 403(b) audits of school districts now taking place

    By Guest geekster, October 26, 2000
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • October 31, 2000

11. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 3.4k views
    • 
    • QDROphile
    • October 31, 2000

12. Employer contributions made to 403(b) plan, but document only allows s

    By Felicia, October 18, 2000
    • 2 replies
    • 1.8k views
    • 
    • IRC401
    • October 30, 2000

13. My last year of service; OK to contribute more than $13,500 as a &quot

    By Guest Bev Kemmer, October 19, 2000
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • October 20, 2000

14. Contributing to a Roth IRA vs. making non-matched 403(b) contributions

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.1k views
    • 
    • Dave Baker
    • October 18, 2000

15. Questions RE 403(b) and 401(k) maximum contribution interactions and e

    By Guest Rick N, October 13, 2000
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • October 18, 2000

16. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • Michael Devault
    • October 18, 2000

17. What items fall under the definition of compensation in a church-spons

    By Guest Chuck Herbik, October 17, 2000
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • October 18, 2000

18. Repeal of coordination of 457(b)deferred compensation limit with 403(b

    By Guest mike webb, October 17, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 17, 2000

19. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • October 13, 2000

20. How do you figure out the distribution schedule for a 403(b)invested w

    By Guest LindseyA, October 6, 2000
    • 1 reply
    • 1.7k views
    • 
    • Dave Baker
    • October 7, 2000

21. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • October 6, 2000

22. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 25, 2000

23. 403(b) MEA calculation for teacher who changes school systems between

    By Guest Liu Wei, September 23, 2000
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • September 25, 2000

24. Spousal Consent

    By Felicia, September 14, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • September 23, 2000

25. I knew what parts of the "OLD year 1998" Form 5500 to comple

    By Moe Howard, September 22, 2000
    • 1 reply
    • 1.6k views
    • 
    • Ellie Lowder
    • September 22, 2000