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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,012 topics in this forum

  1. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 526 views

  2. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay,
    • 0 replies
    • 339 views

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

    By austin3515,
    • 14 replies
    • 743 views

  4. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant,
    • 1 reply
    • 556 views

  5. Nonelecting Church plan offers a match--5500 required?

    By BG5150,
    • 5 replies
    • 694 views

  6. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe,
    • 6 replies
    • 439 views

  7. Going from ERISA 403(b) status to Non-ERISA 403(b) status

    By ldr,   
    • 2 replies
    • 692 views

  8. Contribution Allocation

    By Stash026,
    • 6 replies
    • 996 views

  9. 403b Eligiblity Period?

    By austin3515,
    • 13 replies
    • 6.5k views

  10. Annual notice required to satisfy universal availability?

    By 403BWilder,   
    • 4 replies
    • 2.4k views

  11. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 1k views

  12. Annuity

    By PS,
    • 4 replies
    • 551 views

  13. Universal Availability Rule

    By katdmin,
    • 1 reply
    • 766 views

  14. 403(b) Protected Benefits?

    By Guest dietpepsi,
    • 1 reply
    • 3k views

  15. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick,
    • 2 replies
    • 376 views

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

    By joel,
    • 25 replies
    • 7.9k views

  17. Universal availability

    By Belgarath,
    • 4 replies
    • 494 views

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

    By Maryalice,   
    • 6 replies
    • 697 views

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

    By JOH,
    • 0 replies
    • 361 views

  20. LTD Makes Employer Contributions

    By khn,
    • 0 replies
    • 340 views

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

    By KaJay,
    • 1 reply
    • 323 views

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

    By Patricia Neal Jensen,
    • 4 replies
    • 1.2k views

  23. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 404 views

  24. ETF's / Custodial Account

    By beartd,
    • 2 replies
    • 905 views

  25. Excess Contributions and W2 Corrections

    By Rebecca Ennis,
    • 1 reply
    • 506 views
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