403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. 403 (b) deferrals after seperation

   By Guest Frankie, September 11, 2002
   • 15 replies
   • 4.3k views
   • 
   • Ken Davis
   • December 3, 2002

2. Can life insurance be purchased inside a 403(b) program?

   By Guest wex4, July 24, 2000
   • 4 replies
   • 4.3k views
   • 
   • Guest
   • August 17, 2000

3. Retroactive amendment and VCP

   By 30Rock, July 26, 2012
   • 2 replies
   • 4.2k views
   • 
   • Guest
   • July 26, 2012

4. 403(b) and SAR's

   By Guest planadmin98, November 16, 2004
   • 3 replies
   • 4.2k views
   • 
   • rlb64
   • January 21, 2005

5. No ADP Test for 403(b) Contributions?

   By ERISA1, January 18, 2012
   • 4 replies
   • 4.2k views
   • 
   • QNPG
   • January 19, 2012

6. 403(b) and Safe Harbor

   By PMC, November 17, 2008
   • 3 replies
   • 4.2k views
   • 
   • Guest
   • November 22, 2008

7. QDRO vs Legal Separation agreement

   By Guest bmurphy61, September 13, 2006
   • 4 replies
   • 4.2k views
   • 
   • Guest
   • September 14, 2006

8. vesting of employer contributions

   By Felicia, July 22, 2005
   • 7 replies
   • 4.2k views
   • 
   • Guest
   • August 10, 2005

9. Church 403b7 & Employer Contributions

   By Guest gregg_gg, December 28, 2005
   • 5 replies
   • 4.1k views
   • 
   • Guest
   • January 5, 2006

10. 403(b) Plan Termination

    By oldman, August 19, 2011
    • 7 replies
    • 4.1k views
    • 
    • oldman
    • August 29, 2011

11. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 4.1k views
    • 
    • mbozek
    • August 20, 2015

12. Forfeitures in 403(b) Plans

    By Guest janhubber, October 15, 2004
    • 11 replies
    • 4.1k views
    • 
    • mbozek
    • November 18, 2004

13. ERISA Coverage

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

14. VACATION PAY, SICK PAY..............

    By Guest alan24, January 24, 2005
    • 6 replies
    • 4k views
    • 
    • Guest
    • March 28, 2007

15. Combined ACP testing for 403(b) and 401(k) plan

    By Guest Mike Melnick, April 8, 2005
    • 4 replies
    • 4k views
    • 
    • MWeddell
    • April 12, 2005

16. 403(b) Church plan and nondiscrimination testing

    By katieinny, June 11, 2008
    • 3 replies
    • 4k views
    • 
    • ERISAnut
    • August 28, 2008

17. ERISA 403b for a public charter school

    By gregburst, October 30, 2013
    • 4 replies
    • 4k views
    • 
    • mbozek
    • October 31, 2013

18. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 2 replies
    • 4k views
    • 
    • mbozek
    • July 14, 2012

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

    By Guest JimD-EBR, March 2, 2006
    • 13 replies
    • 4k views
    • 
    • joel
    • March 9, 2006

20. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

21. Six month waiting period to defer after hardship withdrawal.

    By katieinny, February 25, 2003
    • 7 replies
    • 4k views
    • 
    • QDROphile
    • May 16, 2003

22. Combining 403b with Keogh/SEP for Self-employed

    By Guest Fishchick, September 25, 2001
    • 10 replies
    • 3.9k views
    • 
    • Guest
    • February 25, 2003

23. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 11, 2012

24. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 3.9k views
    • 
    • jpod
    • July 29, 2014

25. Non Erisa 403B TPA Needed ?

    By rfahey, June 22, 2009
    • 4 replies
    • 3.9k views
    • 
    • MWeddell
    • December 8, 2009