403(b) Plans, Accounts or Annuities

1,917 topics in this forum

1. Where are annuity contracts’ interest rates?

   By Peter Gulia, October 8   

   • insurance company; annuity contract
   • 5 replies
   • 199 views
   • 
   • BobbyV
   • October 9

2. ERISA 403(b) Plan - two participants

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

3. Exclusion of 1/1/09 Contracts

   By austin3515, September 28
   • 10 replies
   • 119 views
   • 
   • Belgarath
   • September 29

4. 403(b)

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

5. 401k to Non ERISA 403b

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

6. Less than 20 hours a week excluded

   By austin3515, September 16
   • 3 replies
   • 148 views
   • 
   • Flyboyjohn
   • September 17

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

   By BG5150, September 11
   • 3 replies
   • 245 views
   • 
   • Sellarsian
   • September 14

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

   By BG5150, September 11
   • 3 replies
   • 115 views
   • 
   • BG5150
   • September 15

9. 403b doc restatement - next cycle

   By jmartinrps, September 11
   • 0 replies
   • 68 views
   • 
   • jmartinrps
   • September 11

10. IRS tax levies on 403(b) annuities

    By Ian, August 24
    • 5 replies
    • 265 views
    • 
    • Peter Gulia
    • August 26

11. Church wants to use tax credit

    By ldr, August 6   

    • secure act
    • church
    • 3 replies
    • 284 views
    • 
    • Patricia Neal Jensen
    • August 10

12. "easy" eligibility question crossing the plan year

    By AlbanyConsultant, August 4
    • 2 replies
    • 172 views
    • 
    • AlbanyConsultant
    • August 4

13. Partial Plan Termination Vesting

    By Belgarath, August 4
    • 3 replies
    • 151 views
    • 
    • Patricia Neal Jensen
    • August 5

14. 403b pre-approved non-amenders

    By austin3515, July 22
    • 7 replies
    • 232 views
    • 
    • Carol V. Calhoun
    • July 24

15. non-ERISA 403(b)?

    By JustMe, July 10
    • 6 replies
    • 312 views
    • 
    • MWeddell
    • July 24

16. Non-ERISA 403b

    By austin3515, July 7
    • 12 replies
    • 455 views
    • 
    • Patricia Neal Jensen
    • July 8

17. Public School plan - union employees

    By Belgarath, July 3
    • 3 replies
    • 178 views
    • 
    • Luke Bailey
    • July 6

18. 403(b) nonamenders

    By Belgarath, July 2
    • 2 replies
    • 251 views
    • 
    • Belgarath
    • July 7

19. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

    By Peter Gulia, June 26   

    • 403(b); hardship; vendor
    • 8 replies
    • 205 views
    • 
    • Peter Gulia
    • June 29

20. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4
    • 3 replies
    • 253 views
    • 
    • MWeddell
    • July 24

21. Plan never formally adopted a plan document

    By Trisports, June 3
    • 1 reply
    • 198 views
    • 
    • justanotheradmin
    • June 3

22. inactive 403(b) plan

    By Santo Gold, June 3
    • 1 reply
    • 181 views
    • 
    • Peter Gulia
    • June 3

23. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19
    • 3 replies
    • 288 views
    • 
    • austin3515
    • July 10

24. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7
    • 2 replies
    • 231 views
    • 
    • david rigby
    • May 7

25. 403(b) Controlled Groups

    By 52626, April 28
    • 2 replies
    • 326 views
    • 
    • Kevin C
    • April 28