403(b) Plans, Accounts or Annuities

1,882 topics in this forum

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

   By jlf, August 6, 1999
   • 3 replies
   • 2,103 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
   • 7,292 views
   • 
   • MR
   • December 3, 2003

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

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 2,286 views
   • 
   • pjkoehler
   • May 13, 2000

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

   By JWK, July 24, 2000
   • 7 replies
   • 2,965 views
   • 
   • Carol V. Calhoun
   • August 6, 2001

5. "Negative Elections"

   By Guest jgroves, September 29, 1998
   • 3 replies
   • 2,633 views
   • 
   • Guest jgroves
   • October 1, 1998

6. "terminating" a 403(b)

   By MR, January 19, 2002
   • 0 replies
   • 1,725 views
   • 
   • MR
   • January 19, 2002

7. "Unfreeze" 403(b)

   By Guest AlyssaC, November 29, 2005
   • 0 replies
   • 1,527 views
   • 
   • Guest AlyssaC
   • November 29, 2005

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

   By Guest CVCalhoun, November 10, 1998
   • 0 replies
   • 1,763 views
   • 
   • Guest CVCalhoun
   • November 10, 1998

9. #1 Complaint of 403(b) K-12 TPAs

   By Guest STLGiant, June 4, 2003
   • 0 replies
   • 2,039 views
   • 
   • Guest STLGiant
   • June 4, 2003

10. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1,062 views
    • 
    • jevd
    • July 16, 2013

11. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 2,226 views
    • 
    • Oh so SIMPLE
    • July 2, 2010

12. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 2,661 views
    • 
    • Kevin C
    • September 3, 2015

13. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 1,801 views
    • 
    • MWeddell
    • December 8, 2004

14. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1,288 views
    • 
    • Kevin C
    • July 18, 2011

15. $30000 Max Rule in yr of termination

    By Guest pherr, May 13, 2002
    • 1 reply
    • 1,487 views
    • 
    • Guest Yanikoski
    • May 13, 2002

16. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 2,420 views
    • 
    • Guest RJT
    • November 30, 2000

17. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 1,765 views
    • 
    • david rigby
    • September 6, 2002

18. $5,000 Cash-Out

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

19. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1,073 views
    • 
    • SheilaD
    • November 19, 2009

20. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1,432 views
    • 
    • lippy
    • July 21, 2009

21. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 1,772 views
    • 
    • Carol V. Calhoun
    • August 14, 2000

22. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1,362 views
    • 
    • david rigby
    • December 18, 2002

23. 1035 Exchange - variable annuity

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

24. 1099 on 403b forfeiture

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

25. 10b-10 confirmations

    By Guest dietpepsi, January 8, 2008
    • 2 replies
    • 1,913 views
    • 
    • Guest mjb
    • January 8, 2008