403(b) Plans, Accounts or Annuities

1,934 topics in this forum

1. QDROs, Anti-alienation and non-ERISA plans... 1 2

   By Guest STLGiant, January 29, 2002
   • 36 replies
   • 11.1k views
   • 
   • mbozek
   • February 19, 2002

2. 403(b) for Schools 1 2

   By wsp, May 23, 2006
   • 33 replies
   • 7.9k views
   • 
   • Guest mjb
   • June 14, 2006

3. 403b and 457 offsets 1 2

   By Guest Brian Cox, June 27, 2001
   • 27 replies
   • 4.7k views
   • 
   • Guest Tom Geer
   • August 13, 2001

4. 403b defaulted loan...Please Help 1 2

   By Guest KathiSL, April 4, 2002
   • 27 replies
   • 12.8k views
   • 
   • mbozek
   • August 23, 2002

5. Close out a 403B plan and convert to another non taxable fund. 1 2

   By Guest weekends1, September 30, 2004
   • 27 replies
   • 6.5k views
   • 
   • GBurns
   • October 25, 2004

6. Old TIAA Individual Contacts - Any Fiduciaries? 1 2

   By austin3515, December 22, 2014
   • 26 replies
   • 2.8k views
   • 
   • mbozek
   • January 10, 2015

7. Offering choice between employer-paid health insurance or a contributi 1 2

   By Guest geekster, March 27, 2000
   • 25 replies
   • 11.6k views
   • 
   • Guest mjb
   • April 1, 2007

8. New 403(b) regs 1 2

   By Appleby, November 15, 2004
   • 25 replies
   • 9.8k views
   • 
   • joel
   • December 23, 2004

9. Establishment of a 403(b) Plan

   By joel, August 8, 2012
   • 24 replies
   • 2.7k views
   • 
   • joel
   • August 13, 2012

10. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 1.8k views
    • 
    • Belgarath
    • February 1, 2019

11. Combining 403(b) and 401(k)

    By k man, July 18, 2001
    • 22 replies
    • 4.3k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

12. Moving 403(b) to Another Investment/Insurance Firm?

    By Guest 403(b), April 19, 2005
    • 22 replies
    • 14.1k views
    • 
    • mbozek
    • May 31, 2005

13. 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

14. Employee termination and rehire for rollover

    By Guest Steveventure, September 11, 2009
    • 22 replies
    • 12.7k views
    • 
    • TPAMan
    • September 16, 2009

15. What % of schools allow rollovers

    By Guest joelooper, October 4, 2013   

    • rollover
    • 403b
    • (and 2 more)

      Tagged with:

      • rollover
      • 403b
      • school
      • no-profit
    • 22 replies
    • 2.7k views
    • 
    • Guest joelooper
    • October 11, 2013

16. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21, 2018
    • 22 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

17. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 29, 2018

18. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 4.4k views
    • 
    • joel
    • March 22, 2013

19. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 2.9k views
    • 
    • mbozek
    • August 20, 2015

20. Vesting in an ERISA 403(b)

    By Guest Elfman, August 26, 2004
    • 20 replies
    • 3.6k views
    • 
    • mbozek
    • August 30, 2004

21. TIAA-CREF Document from Ascensus

    By austin3515, July 1, 2010
    • 20 replies
    • 3.6k views
    • 
    • KJohnson
    • December 13, 2011

22. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 5.2k views
    • 
    • nancy
    • June 13, 2019

23. Taxation of 403(b) Distributions by New York State

    By joel, February 17
    • 20 replies
    • 237 views
    • 
    • C. B. Zeller
    • Monday at 08:13 PM

24. Stock Trades in 403(b)(7) Account- corrective action required?

    By Guest Shelton, February 27, 2002
    • 19 replies
    • 3.6k views
    • 
    • PensionPro
    • February 17, 2012

25. Non-ERISA Plan issues

    By Guest brp, February 18, 2003
    • 19 replies
    • 5k views
    • 
    • Guest STLGiant
    • April 22, 2003