403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Taxation of 403(b) Distributions by New York State 1 2

   By joel, February 17, 2021
   • 25 replies
   • 4.5k views
   • 
   • joel
   • March 8, 2021

2. Universal availability

   By Belgarath, February 11, 2021
   • 4 replies
   • 377 views
   • 
   • Belgarath
   • March 1, 2021

3. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

   By Maryalice, January 24, 2021   

   • annuity
   • tsp plan
   • 6 replies
   • 432 views
   • 
   • joel
   • February 27, 2021

4. Any updates on Non-ERISA Governmental 401K plans

   By JOH, February 24, 2021
   • 0 replies
   • 290 views
   • 
   • JOH
   • February 24, 2021

5. LTD Makes Employer Contributions

   By khn, February 12, 2021
   • 0 replies
   • 261 views
   • 
   • khn
   • February 12, 2021

6. Employer contribution made for two terminated employees by mistake.

   By KaJay, February 9, 2021
   • 1 reply
   • 250 views
   • 
   • Peter Gulia
   • February 10, 2021

7. Non-ERISA 403(b) Investment Contributions Curtailed

   By Patricia Neal Jensen, February 5, 2021
   • 4 replies
   • 944 views
   • 
   • Patricia Neal Jensen
   • February 8, 2021

8. 403b Employer contribution miscalculated over 10 years. Correction?

   By ABC empl, January 29, 2021
   • 2 replies
   • 236 views
   • 
   • Luke Bailey
   • February 1, 2021

9. ETF's / Custodial Account

   By beartd, July 3, 2019
   • 2 replies
   • 635 views
   • 
   • Luke Bailey
   • January 26, 2021

10. Excess Contributions and W2 Corrections

    By Rebecca Ennis, January 13, 2021
    • 1 reply
    • 297 views
    • 
    • BG5150
    • January 14, 2021

11. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 344 views
    • 
    • RatherBeGolfing
    • December 17, 2020

12. For Profit Sub of 501c3

    By austin3515, December 14, 2020
    • 5 replies
    • 370 views
    • 
    • Patricia Neal Jensen
    • December 14, 2020

13. Transfer between 403B providers

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

14. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 191 views
    • 
    • austin3515
    • December 6, 2020

15. Making ER contrib to new 401k plan?

    By AlbanyConsultant, December 2, 2020
    • 9 replies
    • 317 views
    • 
    • Patricia Neal Jensen
    • December 3, 2020

16. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 820 views
    • 
    • Mikerbpm
    • November 20, 2020

17. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 505 views
    • 
    • BobbyV
    • October 9, 2020

18. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 284 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

19. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 554 views
    • 
    • Belgarath
    • September 29, 2020

20. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 230 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

21. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 22 replies
    • 9.2k views
    • 
    • thepensionmaven
    • September 26, 2020

22. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 454 views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

23. Less than 20 hours a week excluded

    By austin3515, September 16, 2020
    • 3 replies
    • 312 views
    • 
    • Flyboyjohn
    • September 17, 2020

24. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11, 2020
    • 3 replies
    • 486 views
    • 
    • BG5150
    • September 15, 2020

25. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 646 views
    • 
    • Sellarsian
    • September 14, 2020