403(b) Plans, Accounts or Annuities

1,934 topics in this forum

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

   By JOH, Wednesday at 06:59 PM
   • 0 replies
   • 30 views
   • 
   • JOH
   • Wednesday at 06:59 PM

2. 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

3. LTD Makes Employer Contributions

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

4. Universal availability

   By Belgarath, February 11
   • 2 replies
   • 64 views
   • 
   • Belgarath
   • February 12

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

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

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

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

7. 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
   • 1 reply
   • 85 views
   • 
   • Lou S.
   • February 1

8. 403b Employer contribution miscalculated over 10 years. Correction?

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

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

   By Maryalice, January 24   

   • annuity
   • tsp plan
   • 5 replies
   • 131 views
   • 
   • joel
   • 23 hours ago

10. Excess Contributions and W2 Corrections

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

11. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

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

12. For Profit Sub of 501c3

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

13. IRRs and TPA Approval

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

14. Transfer between 403B providers

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

15. 415 Plan Year as Limitation Year

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

16. Making ER contrib to new 401k plan?

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

17. Convert 403(b) Plan to 401k

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

18. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

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

19. ERISA 403(b) Plan - two participants

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

20. Exclusion of 1/1/09 Contracts

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

21. 403(b)

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

22. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 251 views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

23. Less than 20 hours a week excluded

    By austin3515, September 16, 2020
    • 3 replies
    • 186 views
    • 
    • Flyboyjohn
    • September 17, 2020

24. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 284 views
    • 
    • Sellarsian
    • September 14, 2020

25. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11, 2020
    • 3 replies
    • 150 views
    • 
    • BG5150
    • September 15, 2020