403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

   By traveler, June 22, 2001
   • 8 replies
   • 10.7k views
   • 
   • CassandraS
   • February 29, 2012

2. Frozen 403(b) - is there a way to force the sole remaining participan

   By Guest Nadia, December 12, 2001
   • 8 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • January 8, 2002

3. Code Section 415(k)(4) and 403(b)'s

   By traveler, January 23, 2002
   • 8 replies
   • 2.8k views
   • 
   • Carol V. Calhoun
   • April 19, 2002

4. Still Confused Over ACP Testing

   By Guest lbach, February 4, 2002
   • 8 replies
   • 1.9k views
   • 
   • MWeddell
   • February 5, 2002

5. 403(b)

   By Guest Ralph Amadio, June 25, 2002
   • 8 replies
   • 2.2k views
   • 
   • mbozek
   • September 23, 2002

6. 403(b) contributions - law changed?

   By Guest Mary Ann, October 23, 2002
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • October 25, 2002

7. Use of TIAA-CREF As Sole Investment Provider

   By Christine Roberts, December 30, 2002
   • 8 replies
   • 2.4k views
   • 
   • QDROphile
   • January 28, 2003

8. Vesting in 403(b) plan

   By Guest cjthornton, May 14, 2003
   • 8 replies
   • 3.6k views
   • 
   • QDROphile
   • May 20, 2003

9. Exchange Traded Funds in a 403(b)7 - is it doable?

   By Guest scottyd, April 2, 2004
   • 8 replies
   • 4.7k views
   • 
   • mbozek
   • April 20, 2004

10. 403(b) Plan In Combination With A Qualified Plan

    By Guest merlin, November 7, 2007
    • 8 replies
    • 2.3k views
    • 
    • QDROphile
    • November 7, 2007

11. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

12. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 2.7k views
    • 
    • Lisa
    • March 15, 2017

13. Pre 2005 Contracts

    By Randy Watson, November 20, 2008
    • 8 replies
    • 1.8k views
    • 
    • J Simmons
    • January 22, 2009

14. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 2.6k views
    • 
    • Lori H
    • November 17, 2009

15. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 6.9k views
    • 
    • Kevin C
    • October 2, 2009

16. Control Group

    By Madison71, March 23, 2010
    • 8 replies
    • 2.5k views
    • 
    • TLGeer
    • April 6, 2010

17. Freezing a 403(b) Plan - Vesting Required?

    By Guest cphcs, May 24, 2010
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • May 27, 2010

18. ERISA Plans Doomed to Fail Universal Availability?

    By austin3515, July 8, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • September 1, 2010

19. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • December 15, 2011

20. 403b Universal Availability

    By austin3515, July 12, 2011
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • July 12, 2011

21. Non-Amender

    By oldman, April 19, 2012
    • 8 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2012

22. May a non-profit terminate a 403b and start a 401k plan in the same year?

    By wcj99, February 8, 2013
    • 8 replies
    • 6k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

23. Universal Availability - pseudo plan termination?

    By Guest wiltony, May 21, 2013
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • May 23, 2013

24. IRS Audit of Public University 403(b) Plan

    By Guest gaham, August 9, 2013
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • August 9, 2013

25. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 2.4k views
    • 
    • K2retire
    • October 18, 2013