403(b) Plans, Accounts or Annuities

1,980 topics in this forum

1. Employee benefits site has moved!

   By Carol V. Calhoun, August 12, 1999
   • 0 replies
   • 1.5k views
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   • Carol V. Calhoun
   • August 12, 1999

2. recommendation for 403(b) TPA in San Francisco area

   By Lynn Campbell, August 9, 1999
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   • 1.7k views
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   • Lynn Campbell
   • August 9, 1999

3. EXAMINATION OF 403(b)PLANS: IRS GUIDELINES

   By jlf, August 6, 1999
   • 3 replies
   • 2.2k views
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   • jlf
   • August 9, 1999

4. Tax "Cost" of disclaiming 403-b & it passes to a credit

   By Guest TMary, August 6, 1999
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   • 1.6k views
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   • Guest
   • August 6, 1999

5. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

   By Guest mike webb, August 3, 1999
   • 1 reply
   • 2.2k views
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   • Guest
   • August 6, 1999

6. Annual reqmts.

   By Guest cascigm, July 30, 1999
   • 1 reply
   • 1.7k views
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   • Ellie Lowder
   • August 5, 1999

7. Employee Plan Examination Guidelines and IRC 402(g)(8)

   By Guest mike webb, August 3, 1999
   • 1 reply
   • 2.5k views
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   • Ellie Lowder
   • August 4, 1999

8. 403(b) vs. GROUP 403 (b)

   By Guest bwerlla, June 28, 1999
   • 4 replies
   • 1.9k views
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   • Guest
   • July 31, 1999

9. SBJPA Amendment Deadline

   By Christine Roberts, July 18, 1999
   • 8 replies
   • 1.9k views
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   • Christine Roberts
   • July 30, 1999

10. Rollover of 403(b) assets to a trad. IRA

    By Guest Lyric, July 23, 1999
    • 3 replies
    • 2.1k views
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    • Guest
    • July 26, 1999

11. Can a 501(c)(3) have a 403(b) plan and a 457 plan?

    By Guest Rick Vessell, July 24, 1999
    • 1 reply
    • 2.3k views
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    • Everett Moreland
    • July 26, 1999

12. Record Retention Requirements

    By Guest Benmark, July 15, 1999
    • 3 replies
    • 3.3k views
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    • Guest
    • July 23, 1999

13. Comparison among 401(k) plans, 403(b) plans, and 457 plans available o

    By Guest CVCalhoun, July 21, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • July 21, 1999

14. Rollover provisions of the Financial Freedom Act of 1999

    By jlf, July 21, 1999
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    • 1.6k views
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    • jlf
    • July 21, 1999

15. Can a TSA section 403(b) be part of a section 125 cafeteria plan?

    By Guest Bruce Rich, July 4, 1999
    • 1 reply
    • 3.3k views
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    • Guest
    • July 12, 1999

16. Minimum Funding Requirements-Are TSAs subject to them?

    By Guest Lonnie Tomlin, July 12, 1999
    • 1 reply
    • 2.7k views
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    • Everett Moreland
    • July 12, 1999

17. 403(b) plans and separately managed accounts

    By Guest dkasprzak, July 8, 1999
    • 4 replies
    • 2.5k views
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    • jlf
    • July 10, 1999

18. 5500 Schedule P for 403(b)

    By Guest Bob Collins, July 7, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • July 7, 1999

19. DOL Info letter re 5500 filing

    By Guest Judy Miller, June 30, 1999
    • 2 replies
    • 1.9k views
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    • Guest
    • June 30, 1999

20. Vacation Pay/Administrative Leave

    By Guest LMH, June 25, 1999
    • 2 replies
    • 1.9k views
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    • Ellie Lowder
    • June 30, 1999

21. 403(b) Audit/Requiring Employees to Use Catch Up election

    By Guest Jeff Kropp, June 28, 1999
    • 3 replies
    • 2.1k views
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    • Dowist
    • June 30, 1999

22. Can hardship withdrawals be made from employer contributions in a publ

    By Guest Slam, June 24, 1999
    • 1 reply
    • 1.7k views
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    • jlf
    • June 29, 1999

23. Funding Vehicles for 403(b) Plan

    By chris, June 28, 1999
    • 2 replies
    • 2.5k views
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    • Kathy
    • June 29, 1999

24. IRS issues new 403(b) audit guidelines

    By Guest CVCalhoun, June 18, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • June 18, 1999

25. Benefits paid to a deceased Annuitant

    By Guest Quinn, June 15, 1999
    • 0 replies
    • 2k views
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    • Guest
    • June 15, 1999