403(b) Plans, Accounts or Annuities

1,882 topics in this forum

1. Old TIAA Individual Contacts - Any Fiduciaries? 1 2

   By austin3515, December 22, 2014
   • 26 replies
   • 2,604 views
   • 
   • mbozek
   • January 10, 2015

2. TIAA-CREF / Loan Program

   By austin3515, January 5, 2015
   • 1 reply
   • 1,292 views
   • 
   • mbozek
   • January 6, 2015

3. Contribution Limits for 403(b) and SEP IRA

   By Guest soccermom, December 16, 2014
   • 0 replies
   • 1,034 views
   • 
   • Guest soccermom
   • December 16, 2014

4. 403(b) - does adoption agreement trump non-ERISA status?

   By Guest ellis14, November 20, 2014
   • 8 replies
   • 1,326 views
   • 
   • mbozek
   • November 26, 2014

5. Terminating a 403(b)

   By Lori H, November 20, 2014
   • 1 reply
   • 998 views
   • 
   • mbozek
   • November 21, 2014

6. non-ERISA 403(b) safe harbor plan

   By R. Butler, November 19, 2014
   • 1 reply
   • 871 views
   • 
   • Kevin C
   • November 20, 2014

7. 403B and IRA Catastrophe

   By Guest 401kguy, November 18, 2014
   • 10 replies
   • 1,357 views
   • 
   • QDROphile
   • November 20, 2014

8. Which States don't follow Roth tax treatment?

   By Peter Gulia, November 10, 2014   

   • Roth 403(b)
   • 0 replies
   • 834 views
   • 
   • Peter Gulia
   • November 10, 2014

9. TIAA Class Action Settlement?

   By EPCRSGuru, October 11, 2014   

   • Bauer-Ramazani
   • 1 reply
   • 1,945 views
   • 
   • traveler
   • October 23, 2014

10. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

    By Guest SEFinnegan, October 21, 2014
    • 3 replies
    • 1,285 views
    • 
    • Guest SEFinnegan
    • October 22, 2014

11. Employee "opt out" of a 403 b

    By KevinMc, September 30, 2014
    • 2 replies
    • 1,326 views
    • 
    • EPCRSGuru
    • October 11, 2014

12. Universal Availability and part time employees

    By Lori H, October 7, 2014
    • 3 replies
    • 733 views
    • 
    • Lori H
    • October 8, 2014

13. Excess Deferrals - Statute of Limitations

    By bzorc, October 4, 2014
    • 1 reply
    • 844 views
    • 
    • Carol V. Calhoun
    • October 4, 2014

14. RMD's from multiple 403 (b) plans

    By Guest philkatz, October 3, 2014
    • 0 replies
    • 818 views
    • 
    • Guest philkatz
    • October 3, 2014

15. Restating for PPA for a terminated plan?

    By Lori H, September 15, 2014
    • 2 replies
    • 2,040 views
    • 
    • Lori H
    • September 16, 2014

16. Participant Count

    By Guest M. Pederson, September 10, 2014
    • 4 replies
    • 886 views
    • 
    • Guest M. Pederson
    • September 10, 2014

17. 403(B) with After-Tax

    By oldman, September 4, 2014
    • 3 replies
    • 822 views
    • 
    • Belgarath
    • September 5, 2014

18. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

    By jpokusa, August 20, 2014   

    • 403(b)
    • non-ERISA 403(b)
    • (and 1 more)

      Tagged with:

      • 403(b)
      • non-ERISA 403(b)
      • safe harbor ERISA 403(b)
    • 4 replies
    • 1,675 views
    • 
    • MWeddell
    • August 21, 2014

19. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 2,995 views
    • 
    • MWeddell
    • August 19, 2014

20. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 894 views
    • 
    • Lou S.
    • July 29, 2014

21. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 2,674 views
    • 
    • jpod
    • July 29, 2014

22. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 845 views
    • 
    • austin3515
    • July 29, 2014

23. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 1,211 views
    • 
    • Lou S.
    • July 22, 2014

24. non-ERISA 403b to 401k

    By cpc0506, July 18, 2014
    • 7 replies
    • 4,661 views
    • 
    • masteff
    • July 18, 2014

25. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1,041 views
    • 
    • austin3515
    • July 8, 2014