403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. 403(b)(7) Excess Deferral

   By Guest RPSS, January 20, 2000
   • 2 replies
   • 2.2k views
   • 
   • Carol V. Calhoun
   • January 21, 2000

2. 403(b) Eligibility

   By Guest William Reimers, January 13, 2000
   • 1 reply
   • 2k views
   • 
   • IRC401
   • January 20, 2000

3. Can distributions be forced in this case?

   By John A, December 23, 1999
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • December 29, 1999

4. What happens when the sponsor of a 403(b) plan ceases to exist? What

   By John A, December 23, 1999
   • 7 replies
   • 2.8k views
   • 
   • Carol V. Calhoun
   • January 3, 2000

5. Beneficiary Designation Requirements

   By Guest TRUST53, December 23, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • December 24, 1999

6. MEA Calculations-Need help!

   By Guest Benmark, December 22, 1999
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • March 26, 2000

7. Maximum time permitted from payroll deduction

   By Guest BL, December 20, 1999
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • December 23, 1999

8. Software to Calculate Limits

   By Guest Jeff Kropp, December 16, 1999
   • 1 reply
   • 1.7k views
   • 
   • GBurns
   • December 22, 1999

9. Prior Year Contributions for MEA

   By Guest Jeff Kropp, December 14, 1999
   • 1 reply
   • 1.6k views
   • 
   • Carol V. Calhoun
   • December 15, 1999

10. 402(g) limits for 1990 - 1998

    By Guest scm, December 10, 1999
    • 3 replies
    • 1.8k views
    • 
    • Michael Devault
    • December 10, 1999

11. 403(b) Plan - Form 5500 Audit Requirement

    By Guest Robert Lees, December 7, 1999
    • 5 replies
    • 2.7k views
    • 
    • MWeddell
    • August 10, 2000

12. 403(b) plan terminations?

    By Guest jppcpa, December 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 4, 1999

13. Combined eligible 457/403(b) elective deferral limit

    By Guest mike webb, November 29, 1999
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • December 10, 1999

14. Plan does not benefit HCEs

    By jkharvey, November 23, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 29, 1999

15. Definition of Compensation

    By Guest Bob Collins, November 19, 1999
    • 1 reply
    • 2.1k views
    • 
    • Carol V. Calhoun
    • November 23, 1999

16. 415 Limit on catch up contributions

    By Hoard1, November 18, 1999
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 19, 1999

17. Rev. Procedure 99-44 issued 11-17-99

    By jlf, November 17, 1999
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • December 2, 1999

18. rolling after-tax contributions to annuity

    By Guest mam, November 17, 1999
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • November 17, 1999

19. Vesting Amendment

    By Guest Rookie, November 16, 1999
    • 2 replies
    • 2.1k views
    • 
    • JWK
    • November 17, 1999

20. An individual participant may not, under 403(b)(8), rollover 403(b) as

    By Guest SA Becker, November 15, 1999
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • November 16, 1999

21. Frozen 403(b) plans

    By pbarrett, November 10, 1999
    • 10 replies
    • 7.5k views
    • 
    • ljr
    • May 27, 2004

22. Coverage under Title II

    By Guest Rookie, November 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

23. New 2000 Limits on special elections?

    By Guest AlanBEA, October 31, 1999
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 9, 1999

24. Assuming a 403(b) plan accepts rollover contributions, may an alternat

    By Guest Bob Collins, October 29, 1999
    • 1 reply
    • 1.6k views
    • 
    • Felicia
    • October 29, 1999

25. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • December 14, 1999