403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Dual contributions from seperate school payroll points into one 403(b)

   By Guest bstarr@metlife.com, September 16, 2000
   • 6 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • September 21, 2000

2. Loans & Hardships

   By Felicia, September 14, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • September 20, 2000

3. 403B loan default

   By Guest TAG, September 14, 2000
   • 1 reply
   • 3.1k views
   • 
   • Guest
   • September 20, 2000

4. Correction of Excess Amounts Under TVC and Audit CAP Using the Retenti

   By Guest Harvey Carruth, August 6, 2000
   • 3 replies
   • 2k views
   • 
   • Guest
   • September 13, 2000

5. 403(b) eligibility for employer contributions?

   By Guest, August 25, 2000
   • 3 replies
   • 2.4k views
   • 
   • Carol V. Calhoun
   • September 1, 2000

6. Is a Non Matching "Match" permissible in an ERISA 403(b)?

   By Guest W J Parks, August 30, 2000
   • 1 reply
   • 1.8k views
   • 
   • MWeddell
   • August 31, 2000

7. How does one shelter severence pay for retiring highly compensated emp

   By Guest Brian Crosby, August 22, 2000
   • 5 replies
   • 2.9k views
   • 
   • M R Bernardin
   • August 30, 2000

8. early retirement penalties?

   By Guest Mr. Nick, August 27, 2000
   • 1 reply
   • 1.8k views
   • 
   • Michael Devault
   • August 28, 2000

9. When did mutual funds become 403(b)eligible?

   By Guest John L. Olsen, CLU, ChFC, August 26, 2000
   • 2 replies
   • 2k views
   • 
   • Guest
   • August 28, 2000

10. Life Insurance for a participant in a 403(b) plan (REVISITED)

    By Guest wex4, August 20, 2000
    • 2 replies
    • 1.7k views
    • 
    • IRC401
    • August 27, 2000

11. News on Negative Elections for 403(b)?

    By Guest LFrankel, June 9, 2000
    • 4 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • August 27, 2000

12. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

13. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

14. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

15. Application of Gramm-Leach-Bliley to 403(b) Plans

    By Guest David Kolhoff, August 21, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 21, 2000

16. Can life insurance be purchased inside a 403(b) program?

    By Guest wex4, July 24, 2000
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • August 17, 2000

17. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.4k views
    • 
    • Carol V. Calhoun
    • August 16, 2000

18. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2.1k views
    • 
    • jlf
    • August 16, 2000

19. 403(b)(7) Custodial Accounts - Who is the custodian?

    By Guest brewbren, August 14, 2000
    • 1 reply
    • 2.8k views
    • 
    • Michael Devault
    • August 14, 2000

20. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 14, 2000

21. To (b) or not to (b)?

    By SMB, August 10, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 10, 2000

22. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees, December 7, 1999
    • 5 replies
    • 2.7k views
    • 
    • MWeddell
    • August 10, 2000

23. ERISA 403(b) or not?

    By Guest DianeC, August 8, 2000
    • 4 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • August 9, 2000

24. Springing Cash Value Annuity

    By Guest Quinn, August 8, 2000
    • 4 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • August 8, 2000

25. Automatic enrollment feature is permissible in 403(b) plan/caution on

    By Dave Baker, July 20, 2000
    • 3 replies
    • 2.9k views
    • 
    • Kirk Maldonado
    • July 25, 2000