403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. 501c3 Application pending

   By austin3515, July 17, 2013
   • 14 replies
   • 3.3k views
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   • IRA
   • April 7, 2014

2. Is it a Roth?

   By joel, February 5, 2018
   • 14 replies
   • 831 views
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   • Mike Preston
   • March 10, 2018

3. Old Frozen 403b / Individual Contracts / Fiduciary Liability

   By austin3515, July 8, 2021
   • 14 replies
   • 447 views
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   • Belgarath
   • July 13, 2021

4. Entry dates/Salary Deferrals/403b

   By Guest DebN, March 16, 2001
   • 13 replies
   • 5.5k views
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   • Kevin C
   • September 13, 2010

5. Annuitized 90-24 transfers

   By Guest Zahorik, September 7, 2001
   • 13 replies
   • 3.1k views
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   • Guest
   • September 11, 2001

6. penalties on failure to take disitributions of pre-1987 403(b) deferrals

   By Guest svogelwsm, October 28, 2004
   • 13 replies
   • 3.5k views
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   • mbozek
   • November 1, 2004

7. Choosing an Annuity and Annuity company?

   By Guest muckmail, January 26, 2005
   • 13 replies
   • 2.1k views
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   • Belgarath
   • January 31, 2005

8. SPD Question

   By Guest willow, August 31, 2005
   • 13 replies
   • 3.7k views
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   • JanetM
   • October 10, 2005

9. Employee Waiver for 403(b) no-load investments

   By Guest JimD-EBR, March 2, 2006
   • 13 replies
   • 3.9k views
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   • joel
   • March 9, 2006

10. 403b Document

    By J Simmons, September 5, 2008
    • 13 replies
    • 3.2k views
    • 
    • J Simmons
    • September 27, 2008

11. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3k views
    • 
    • Appleby
    • November 14, 2008

12. 403b Eligiblity Period?

    By austin3515, September 24, 2010
    • 13 replies
    • 6k views
    • 
    • Patricia Neal Jensen
    • May 19, 2021

13. RMD's

    By austin3515, May 29, 2013
    • 13 replies
    • 1.8k views
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    • joel
    • June 7, 2013

14. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.4k views
    • 
    • masteff
    • May 7, 2014

15. Pairing non-ERISA 403(b) with 401(a)

    By Guest RMassa, February 25, 1999
    • 12 replies
    • 4.3k views
    • 
    • Guest
    • January 10, 2001

16. A tale of two employers...

    By Guest jreddi, December 11, 2000
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • December 26, 2000

17. Employer won't let me move my 403(b)7 money unless I quit or die. See

    By Guest Joseph Hoffman, January 16, 2001
    • 12 replies
    • 3.9k views
    • 
    • Guest
    • February 7, 2001

18. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 2.7k views
    • 
    • QDROphile
    • September 23, 2002

19. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees?

    By Guest JBeck, December 1, 2003
    • 12 replies
    • 3.2k views
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    • mbozek
    • December 4, 2003

20. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 4.3k views
    • 
    • Guest
    • September 2, 2009

21. Non-ERISA 403(b) question

    By Guest Statler, October 16, 2008
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • October 21, 2008

22. 403(b) Plan Document

    By HarleyBabe, September 13, 2016
    • 12 replies
    • 1.6k views
    • 
    • benefitz
    • August 14, 2017

23. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 21, 2017

24. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 955 views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

25. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 657 views
    • 
    • MWeddell
    • May 5, 2021