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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,012 topics in this forum

  1. Nonelecting Church plan offers a match--5500 required?

    By BG5150,
    • 5 replies
    • 695 views

  2. Contribution Allocation

    By Stash026,
    • 6 replies
    • 996 views

  3. Annuity

    By PS,
    • 4 replies
    • 551 views

  4. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 1k views

  5. Universal Availability Rule

    By katdmin,
    • 1 reply
    • 766 views

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

    By JOH,
    • 0 replies
    • 361 views

  7. Taxation of 403(b) Distributions by New York State 1 2

    By joel,
    • 25 replies
    • 7.9k views

  8. LTD Makes Employer Contributions

    By khn,
    • 0 replies
    • 340 views

  9. Universal availability

    By Belgarath,
    • 4 replies
    • 494 views

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

    By KaJay,
    • 1 reply
    • 323 views

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

    By Patricia Neal Jensen,
    • 4 replies
    • 1.2k views

  12. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick,
    • 2 replies
    • 376 views

  13. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 404 views

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

    By Maryalice,   
    • 6 replies
    • 697 views

  15. Excess Contributions and W2 Corrections

    By Rebecca Ennis,
    • 1 reply
    • 506 views

  16. Cycle 3 Restatement for terminated plans

    By Tom,   
    • 5 replies
    • 1.4k views

  17. For Profit Sub of 501c3

    By austin3515,
    • 5 replies
    • 472 views

  18. IRRs and TPA Approval

    By JOH,
    • 6 replies
    • 501 views

  19. Transfer between 403B providers

    By ronincerritos,
    • 15 replies
    • 1.4k views

  20. 415 Plan Year as Limitation Year

    By austin3515,
    • 2 replies
    • 292 views

  21. Making ER contrib to new 401k plan?

    By AlbanyConsultant,
    • 9 replies
    • 538 views

  22. Convert 403(b) Plan to 401k

    By arthurkagan,
    • 4 replies
    • 1.1k views

  23. Where are annuity contracts’ interest rates?

    By Peter Gulia,   
    • 5 replies
    • 711 views

  24. ERISA 403(b) Plan - two participants

    By 401(k)athryn,
    • 3 replies
    • 407 views

  25. Exclusion of 1/1/09 Contracts

    By austin3515,
    • 10 replies
    • 776 views
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