403(b) Plans, Accounts or Annuities

1,980 topics in this forum

1. Final 403(b) Regs - Redlined Version?

   By Christine Roberts, July 27, 2007
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   • 993 views
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   • Christine Roberts
   • July 27, 2007

2. 403(b)

   By Guest JDK, August 10, 2007
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   • 929 views
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   • Guest
   • August 10, 2007

3. 403(b) match increases with years of service....allowable?

   By Guest jc1457, August 15, 2007
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   • 1.3k views
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   • Guest
   • August 15, 2007

4. Contract Exchange

   By Guest Boilerburm1, August 22, 2007
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   • 1.1k views
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   • Guest
   • August 22, 2007

5. 403(b) Plans And SEP's Under New 403(b) Regs

   By Guest cyocum@lbg1.com, September 25, 2007
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   • 973 views
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   • Guest
   • September 25, 2007

6. Aggregating MRDs from 403(b) Plans

   By DTH, October 10, 2007
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   • 1.8k views
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   • DTH
   • October 10, 2007

7. Participants Not on File

   By Guest mporterst, October 22, 2007
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   • 950 views
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   • Guest
   • October 22, 2007

8. Exchanges

   By Guest Margaret25, October 30, 2007
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   • 1.1k views
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   • Guest
   • October 30, 2007

9. 403(b) Post Separation Contributions

   By Fisher, November 5, 2007
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   • 1.5k views
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   • Fisher
   • November 5, 2007

10. Residual dividends/earnings 403b & 401a

    By Guest kimvb, November 17, 2007
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    • 1.5k views
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    • Guest
    • November 17, 2007

11. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
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    • 1.5k views
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    • Guest
    • November 20, 2007

12. 403(b) Irrevocable Election

    By Guest WD2, February 1, 2008
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    • 2.5k views
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    • Guest
    • February 1, 2008

13. Contract Exchanges and Plan Transfers

    By Guest Inquiring Mind, April 10, 2008
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    • 1.8k views
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    • Guest
    • April 10, 2008

14. Two 403(b) Plans

    By Guest Tad77, March 3, 2008
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    • 1.1k views
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    • Guest
    • March 3, 2008

15. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
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    • 1.2k views
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    • Guest
    • March 26, 2008

16. terminating a 403(b)

    By Guest woody tmfs, April 11, 2008
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    • 1.8k views
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    • Guest
    • April 11, 2008

17. 2009 Form 5500

    By rcline46, April 15, 2008
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    • 1.5k views
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    • rcline46
    • April 15, 2008

18. reporting 5 year post-severance ER contributions?

    By maverick, April 23, 2008
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    • 2k views
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    • maverick
    • April 23, 2008

19. Commingle qualified and nonqualified assets

    By Guest CJA, April 28, 2008
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    • 1.9k views
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    • Guest
    • April 28, 2008

20. pre-2004 contract still receiving contributions

    By Guest Philip2, May 13, 2008
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    • 916 views
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    • Guest
    • May 13, 2008

21. Universal Availability

    By JRN, May 19, 2008
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    • 1.8k views
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    • JRN
    • May 19, 2008

22. Inherited Annuitized 403b

    By Guest user99, June 10, 2008
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    • 1.8k views
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    • Guest
    • June 10, 2008

23. 404(c) Protection

    By Nassau, June 11, 2008
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    • 1.3k views
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    • Nassau
    • June 11, 2008

24. Correcting for Universal Availability

    By J Simmons, November 10, 2008
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    • 1.1k views
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    • J Simmons
    • November 10, 2008

25. Non-ERISA Church Plans

    By Nassau, November 20, 2008
    • 0 replies
    • 1.1k views
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    • Nassau
    • November 20, 2008