403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 2.9k views
   • 
   • Lisa
   • March 15, 2017

2. Can employer limit number of annual salary reduction changes?

   By Guest Mike, October 8, 1998
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • October 9, 1998

3. How does one shelter severence pay for retiring highly compensated emp

   By Guest Brian Crosby, August 22, 2000
   • 5 replies
   • 2.9k views
   • 
   • M R Bernardin
   • August 30, 2000

4. Code Section 415(k)(4) and 403(b)'s

   By traveler, January 23, 2002
   • 8 replies
   • 2.9k views
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   • Carol V. Calhoun
   • April 19, 2002

5. Permissible Investments under Sec. 403(b)

   By joel, January 29, 2004
   • 2 replies
   • 2.9k views
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   • MWeddell
   • January 30, 2004

6. 403(b)(7) and QJSA

   By Just Me, September 17, 2004
   • 4 replies
   • 2.9k views
   • 
   • Lori Friedman
   • September 20, 2004

7. Deferral of unused vacation pay at termination

   By Guest JRL, January 12, 2005
   • 4 replies
   • 2.9k views
   • 
   • mbozek
   • January 13, 2005

8. 403(b) and "deemed" 125 compensation

   By Guest mike webb, November 25, 2002
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • November 26, 2002

9. Exclusion of Students During Summer

   By Guest Lane, April 4, 2012
   • 6 replies
   • 2.9k views
   • 
   • GMK
   • April 5, 2012

10. Vesting service and predecessor plan

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

11. FICA withholding

    By Guest jetfaninmn, September 24, 2005
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 29, 2005

12. Corrective Distributions

    By Christine Roberts, October 14, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 1998

13. 403(b) service provider issue

    By Guest TroyRiley, May 6, 2003
    • 6 replies
    • 2.9k views
    • 
    • joel
    • June 10, 2003

14. Federal Tax Treatment of Investment Advisor Fees?

    By Guest rrocket61, May 18, 2001
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • August 22, 2001

15. If a participant in a salary reduction-only 403(b) plan takes a hardsh

    By Guest Parker, August 10, 1999
    • 16 replies
    • 2.8k views
    • 
    • jlf
    • February 11, 2000

16. What happens when the sponsor of a 403(b) plan ceases to exist? What

    By John A, December 23, 1999
    • 7 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • January 3, 2000

17. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • May 31, 2002

18. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • December 14, 2005

19. Amending the hours method used to calculate vesting

    By Guest Kelly Igel, April 4, 2001
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • May 4, 2001

20. Compensation definition for 403(b) plan??

    By Guest DebN, February 23, 2001
    • 4 replies
    • 2.8k views
    • 
    • Ellie Lowder
    • February 27, 2001

21. Financial Harsdship allowed for "alternative care"?

    By Guest bmurphy, January 26, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • January 27, 2004

22. correction of mistake of fact by employer

    By Guest Davis McDonald, July 17, 2001
    • 1 reply
    • 2.8k views
    • 
    • Belgarath
    • July 25, 2001

23. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 2.8k views
    • 
    • Belgarath
    • November 28, 2001

24. 403(b) Internal Revenue Code Rules

    By Guest LenZ, May 9, 2003
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • May 12, 2003

25. Rollovers by a surviving spouse when the deceased was a beneficiary ra

    By Guest Rich Lemarie, January 25, 2002
    • 16 replies
    • 2.8k views
    • 
    • mbozek
    • March 28, 2002