403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Universal Availability

   By Guest B2Randolph, October 16, 2008
   • 18 replies
   • 4.5k views
   • 
   • Guest
   • October 27, 2008

2. IRS Phone Conference on 403b Plans, 12/4/2008

   By J Simmons, December 4, 2008
   • 18 replies
   • 3.3k views
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   • J Simmons
   • December 6, 2008

3. Mandatory participation

   By Guest bobmeyer58, April 21, 2003
   • 17 replies
   • 3.6k views
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   • GBurns
   • April 29, 2003

4. Should I convert my 403b to a Roth?

   By Guest mjq, June 29, 2004
   • 17 replies
   • 2.9k views
   • 
   • Guest
   • July 21, 2004

5. TIAA-CREF and TErminated Participants

   By austin3515, September 7, 2010
   • 17 replies
   • 5.4k views
   • 
   • Guest
   • December 5, 2012

6. 20 hour exclusion NOT to apply to part-time union employees

   By Belgarath, April 28, 2015
   • 17 replies
   • 1.8k views
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   • K2retire
   • November 17, 2016

7. 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
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   • jlf
   • February 11, 2000

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

   By Guest Rich Lemarie, January 25, 2002
   • 16 replies
   • 2.7k views
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   • mbozek
   • March 28, 2002

9. 403(b) & ERISA 414(l)

   By Guest Astro, August 13, 2007
   • 16 replies
   • 4.4k views
   • 
   • Guest
   • August 27, 2007

10. TIAA-CREF Loans

    By austin3515, November 10, 2010
    • 16 replies
    • 5.8k views
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    • EPCRSGuru
    • March 3, 2013

11. Multiple 403b plans

    By Guest Benny Guy, March 29, 2012
    • 16 replies
    • 6.7k views
    • 
    • mbozek
    • April 2, 2012

12. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 16 replies
    • 2.9k views
    • 
    • austin3515
    • March 25, 2013

13. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant, April 20, 2018
    • 16 replies
    • 1.1k views
    • 
    • MWeddell
    • June 15, 2018

14. 403 (b) deferrals after seperation

    By Guest Frankie, September 11, 2002
    • 15 replies
    • 4.1k views
    • 
    • Ken Davis
    • December 3, 2002

15. Employer Termination of ERISA 403(b) Plan

    By Lori Foresz, August 13, 2004
    • 15 replies
    • 4.6k views
    • 
    • Lori Friedman
    • September 3, 2004

16. Terminating a 403b plan

    By Santo Gold, November 7, 2008
    • 15 replies
    • 6.2k views
    • 
    • Guest
    • April 22, 2009

17. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 2.7k views
    • 
    • lm64
    • January 3, 2019

18. Transfer between 403B providers

    By ronincerritos, December 5, 2020
    • 15 replies
    • 906 views
    • 
    • ronincerritos
    • December 11, 2020

19. HCEs and 403(b) Plans

    By perkinsran, August 27, 2003
    • 14 replies
    • 6.2k views
    • 
    • ljr
    • September 19, 2003

20. CREF and College Professors

    By GBurns, October 26, 2004
    • 14 replies
    • 4.7k views
    • 
    • WDIK
    • October 29, 2004

21. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 2.9k views
    • 
    • Guest
    • November 18, 2004

22. ERISA Coverage

    By joel, July 13, 2007
    • 14 replies
    • 4k views
    • 
    • Guest
    • July 23, 2007

23. 403(b) versus 401(k)

    By blue, August 1, 2007
    • 14 replies
    • 4k views
    • 
    • MoShawn
    • September 18, 2008

24. Form 5500

    By k man, October 2, 2008
    • 14 replies
    • 2.3k views
    • 
    • Guest
    • October 3, 2008

25. expenses paid from plan and FICA

    By Guest Iwonder, October 3, 2008
    • 14 replies
    • 1.8k views
    • 
    • GBurns
    • October 7, 2008