403(b) Plans, Accounts or Annuities

1,907 topics in this forum

1. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

   By jlf, August 6, 1999
   • 3 replies
   • 2,113 views
   • 
   • jlf
   • August 9, 1999

2. ..blah, blah, blah...and they never filed a 5500. Delinquent filer program or try excuse letter first?

   By MR, December 2, 2003
   • 3 replies
   • 7,308 views
   • 
   • MR
   • December 3, 2003

3. "Black-out" periods for 403b transfers?

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 2,340 views
   • 
   • pjkoehler
   • May 13, 2000

4. "Condition of employment" contributions to 403(b)

   By JWK, July 24, 2000
   • 7 replies
   • 3,025 views
   • 
   • Carol V. Calhoun
   • August 6, 2001

5. "easy" eligibility question crossing the plan year

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

6. "Negative Elections"

   By Guest jgroves, September 29, 1998
   • 3 replies
   • 2,676 views
   • 
   • Guest jgroves
   • October 1, 1998

7. "terminating" a 403(b)

   By MR, January 19, 2002
   • 0 replies
   • 1,732 views
   • 
   • MR
   • January 19, 2002

8. "Unfreeze" 403(b)

   By Guest AlyssaC, November 29, 2005
   • 0 replies
   • 1,531 views
   • 
   • Guest AlyssaC
   • November 29, 2005

9. [Note: This message was edited by CVCalhoun]

   By Guest CVCalhoun, November 10, 1998
   • 0 replies
   • 1,793 views
   • 
   • Guest CVCalhoun
   • November 10, 1998

10. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2,048 views
    • 
    • Guest STLGiant
    • June 4, 2003

11. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1,074 views
    • 
    • jevd
    • July 16, 2013

12. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 2,250 views
    • 
    • Oh so SIMPLE
    • July 2, 2010

13. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 2,735 views
    • 
    • Kevin C
    • September 3, 2015

14. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 1,808 views
    • 
    • MWeddell
    • December 8, 2004

15. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1,298 views
    • 
    • Kevin C
    • July 18, 2011

16. $30000 Max Rule in yr of termination

    By Guest pherr, May 13, 2002
    • 1 reply
    • 1,494 views
    • 
    • Guest Yanikoski
    • May 13, 2002

17. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 2,443 views
    • 
    • Guest RJT
    • November 30, 2000

18. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 1,772 views
    • 
    • david rigby
    • September 6, 2002

19. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 394 views
    • 
    • oldman63
    • July 15, 2019

20. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1,085 views
    • 
    • SheilaD
    • November 19, 2009

21. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1,438 views
    • 
    • movedon
    • July 21, 2009

22. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 1,778 views
    • 
    • Carol V. Calhoun
    • August 14, 2000

23. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1,369 views
    • 
    • david rigby
    • December 18, 2002

24. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 467 views
    • 
    • FPGuy
    • August 6, 2019

25. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
    • 0 replies
    • 983 views
    • 
    • Guest PeteJ
    • February 3, 2011