403(b) Plans, Accounts or Annuities

2,012 topics in this forum

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

   By jlf, August 6, 1999
   • 3 replies
   • 2.2k 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
   • 7.5k views
   • 
   • MR
   • December 3, 2003

3. "20 hour exclusion"

   By Belgarath, October 12, 2021
   • 2 replies
   • 389 views
   • 
   • Luke Bailey
   • October 13, 2021

4. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

   By Belgarath, January 17, 2023
   • 5 replies
   • 585 views
   • 
   • Cassopy
   • January 20, 2023

5. "Ad Hoc" distributions - protected benefit?

   By Belgarath, September 28, 2022
   • 3 replies
   • 812 views
   • 
   • TPABob
   • September 29, 2022

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

   By Guest Hardy Eubanks, May 4, 2000
   • 3 replies
   • 2.8k views
   • 
   • pjkoehler
   • May 13, 2000

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

   By JWK, July 24, 2000
   • 7 replies
   • 3.3k views
   • 
   • Carol V. Calhoun
   • August 6, 2001

8. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4, 2020
   • 2 replies
   • 389 views
   • 
   • AlbanyConsultant
   • August 4, 2020

9. "Negative Elections"

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

10. "Normally works more than 20 hours per week"

    By BG5150, May 17, 2023
    • 1 reply
    • 348 views
    • 
    • Belgarath
    • May 17, 2023

11. "terminating" a 403(b)

    By MR, January 19, 2002
    • 0 replies
    • 1.8k views
    • 
    • MR
    • January 19, 2002

12. "Unfreeze" 403(b)

    By Guest AlyssaC, November 29, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 29, 2005

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

    By Guest CVCalhoun, November 10, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • November 10, 1998

14. #1 Complaint of 403(b) K-12 TPAs

    By Guest STLGiant, June 4, 2003
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 4, 2003

15. % Withholding differences

    By Guest bigred, July 11, 2013
    • 7 replies
    • 1.3k views
    • 
    • jevd
    • July 16, 2013

16. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 2.6k views
    • 
    • Oh so SIMPLE
    • July 2, 2010

17. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 3.2k views
    • 
    • Kevin C
    • September 3, 2015

18. $205,000 compensation limit apply to employer contribution to 403b?

    By Guest suzie2, December 2, 2004
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • December 8, 2004

19. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • July 18, 2011

20. $30000 Max Rule in yr of termination

    By Guest pherr, May 13, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 13, 2002

21. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • November 30, 2000

22. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2k views
    • 
    • david rigby
    • September 6, 2002

23. $5,000 Cash-Out

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

24. 0 participant count for 5500

    By SheilaD, November 19, 2009
    • 0 replies
    • 1.3k views
    • 
    • SheilaD
    • November 19, 2009

25. 1 or 2 plans?

    By Guest tegernsee, July 20, 2009
    • 6 replies
    • 1.6k views
    • 
    • movedon
    • July 21, 2009