403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. Non-ERISA Plan - Employer Liability

   By Christine Roberts, March 31, 2000
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • March 31, 2000

2. 403(b) plan compensation, ministers, and housing allowances

   By Carol V. Calhoun, March 28, 2000
   • 1 reply
   • 2.7k views
   • 
   • Dowist
   • March 28, 2000

3. Offering choice between employer-paid health insurance or a contributi 1 2

   By Guest geekster, March 27, 2000
   • 26 replies
   • 13.7k views
   • 
   • gc@chimentowebb.com
   • October 13, 2023

4. Compliance with federal legislation.

   By Guest slt, March 27, 2000
   • 1 reply
   • 1.4k views
   • 
   • Carol V. Calhoun
   • April 18, 2000

5. Roth IRA vs 403B

   By Guest Kent H, March 24, 2000
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • March 25, 2000

6. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

   By rocknrolls2, March 21, 2000
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • March 26, 2000

7. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions

   By Alf, March 18, 2000
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • March 26, 2000

8. Exception to 10% early withdrawl penalty?

   By Guest Don M, March 17, 2000
   • 4 replies
   • 2.2k views
   • 
   • pjkoehler
   • April 1, 2000

9. 403(b)Plan documents

   By Guest Kent Scrivener, March 13, 2000
   • 8 replies
   • 2.4k views
   • 
   • Alf
   • April 18, 2000

10. Roth IRA maximum contribution vs 403(b) max

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2k views
    • 
    • Michael Devault
    • March 11, 2000

11. Can I safely conclude that 403(b) plans have no effect on top-heavy st

    By John A, March 8, 2000
    • 0 replies
    • 2.1k views
    • 
    • John A
    • March 8, 2000

12. 401(k) vs 403(b)

    By Guest L, March 6, 2000
    • 1 reply
    • 1.7k views
    • 
    • Dave Baker
    • March 6, 2000

13. If an employee separates after more than 15 years of service with a qu

    By Guest mruppert, March 3, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • March 6, 2000

14. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 1.6k views
    • 
    • John A
    • March 3, 2000

15. Please update information.

    By Dave Baker, March 3, 2000
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

16. Excess deferrals when an employee contributes to both a 403(b) and 457

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • March 14, 2000

17. Merging 403(b)Plans

    By Guest PLHarris, February 26, 2000
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2000

18. Paired ERISA 403b and Non-ERISA 403b??

    By Guest Hardy Eubanks, February 23, 2000
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 1, 2000

19. Material on DROP Programs

    By Ellie Lowder, February 10, 2000
    • 2 replies
    • 1.6k views
    • 
    • Ellie Lowder
    • February 10, 2000

20. 401(m) testing for 403(b) plans

    By MWeddell, February 9, 2000
    • 0 replies
    • 2.1k views
    • 
    • MWeddell
    • February 9, 2000

21. Multiple 403B accounts and Required Minimum Distributions

    By Guest fusiuser, February 8, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 8, 2000

22. Are there any companies (with reasonable fees) that I could do a 403b

    By Guest jg9, February 7, 2000
    • 2 replies
    • 1.6k views
    • 
    • jlf
    • February 8, 2000

23. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 9, 2000

24. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • February 14, 2000

25. Article on 403(b) Plan Audit Issues available online

    By Carol V. Calhoun, January 25, 2000
    • 0 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • January 25, 2000