403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Ineligible 403(b)

   By Guest Jim Brennan, September 2, 1998
   • 6 replies
   • 3.4k views
   • 
   • Guest
   • September 23, 1998

2. In service distributions from 403(b)'s : yes or no?

   By Lori H, December 1, 2009
   • 6 replies
   • 10k views
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   • J Simmons
   • December 3, 2009

3. 90-24 transfer from 403b to Ira with mutual funds

   By Guest rubaiyat, May 27, 2001
   • 6 replies
   • 3.2k views
   • 
   • Michael Devault
   • June 4, 2001

4. non-ERISA 403(b)?

   By JustMe, July 10, 2020
   • 6 replies
   • 801 views
   • 
   • MWeddell
   • July 24, 2020

5. Different Q on new 403(b) regs

   By Bird, November 29, 2004
   • 6 replies
   • 1.6k views
   • 
   • Bird
   • November 30, 2004

6. 403(b) or 457, which is best generally?

   By Guest A-Team, March 24, 2004
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • April 13, 2004

7. Vesting service and predecessor plan

   By Guest Mike Melnick, May 17, 2002
   • 6 replies
   • 2.9k views
   • 
   • Guest
   • May 23, 2002

8. 2 questions about forcing payouts from a 403(b)

   By MR, January 30, 2003
   • 6 replies
   • 2k views
   • 
   • mbozek
   • February 3, 2003

9. 5% Owner for MRD purposes

   By DTH, August 15, 2007
   • 6 replies
   • 1.8k views
   • 
   • Guest
   • August 18, 2007

10. 1 or 2 plans?

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

11. IRA to 403(b) rollover--Penalty Tax

    By Guest JROSSITTER, February 8, 2004
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • February 11, 2004

12. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 1.1k views
    • 
    • FPGuy
    • August 6, 2019

13. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 935 views
    • 
    • Nancy D
    • December 27, 2016

14. 403(b) Continuing Education

    By Guest mike webb, March 6, 2002
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • March 8, 2002

15. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath, December 20, 2021
    • 6 replies
    • 424 views
    • 
    • Belgarath
    • December 22, 2021

16. My employer is violating ERISA

    By Guest emilybronte, October 15, 2006
    • 6 replies
    • 2.6k views
    • 
    • saabraa
    • October 18, 2006

17. Cross Testing in 403(b)?

    By Christine Roberts, August 5, 2001
    • 6 replies
    • 3k views
    • 
    • Guest
    • March 7, 2002

18. 6-month waiting period after hardship withdrawal

    By Guest bmurphy, August 11, 2004
    • 6 replies
    • 5k views
    • 
    • MGB
    • August 13, 2004

19. 403(b) has not been filing 5500s

    By RayJJohnsonJr, October 18, 2012
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • October 23, 2012

20. Grandfathered HCE gets bigger ER contribution

    By katieinny, May 21, 2008
    • 6 replies
    • 1.8k views
    • 
    • katieinny
    • May 30, 2008

21. having 2 403b plans?

    By AlbanyConsultant, May 2, 2022
    • 6 replies
    • 524 views
    • 
    • Nate S
    • May 17, 2022

22. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 2.2k views
    • 
    • Appleby
    • September 11, 2018

23. School District 403(b)

    By Guest Astro, March 27, 2008
    • 6 replies
    • 3.6k views
    • 
    • J Simmons
    • April 8, 2008

24. Limiting funding vehicles

    By Guest AEA, June 4, 2001
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 12, 2001

25. For-Profit Subsidiaries and 403(b) Plans

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 3.1k views
    • 
    • 401 Chaos
    • August 7, 2015