403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. Briefly late deposit of deferrals for several years

   By Guest Penelope, August 9, 2010
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   • Guest
   • August 9, 2010

2. 415 Limits - 403bs, who is responsible?

   By austin3515, August 24, 2010
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   • 1.1k views
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   • austin3515
   • August 24, 2010

3. Mandatory Contributions - Def of Comp

   By austin3515, August 24, 2010
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   • 1.8k views
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   • austin3515
   • August 24, 2010

4. Limiting Loans and Hardships to Single Vendor

   By 30Rock, September 7, 2010
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   • 772 views
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   • 30Rock
   • September 7, 2010

5. TIAA Schedule C

   By austin3515, September 8, 2010
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   • 1.1k views
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   • austin3515
   • September 8, 2010

6. 403(b) to be reported with no participants?

   By Guest Michael Scott, September 17, 2010
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   • 764 views
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   • Guest
   • September 17, 2010

7. Deadline for Interim Amendments

   By Guest EB36, October 11, 2010
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   • 1.2k views
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   • Guest
   • October 11, 2010

8. 403(b) Plan Hours of Service

   By Guest matt2800, October 26, 2010
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   • Guest
   • October 26, 2010

9. New Pinnacle Consulting Group

   By Christine Roberts, October 27, 2010
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   • 1.2k views
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   • Christine Roberts
   • October 27, 2010

10. TIAA Cref Hardships

    By austin3515, November 3, 2010
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    • 778 views
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    • austin3515
    • November 3, 2010

11. orphan contracts?

    By pixmax, November 10, 2010
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    • pixmax
    • November 10, 2010

12. Terminating a 403(b) with individual custodial accounts

    By katieinny, November 17, 2010
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    • 918 views
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    • katieinny
    • November 17, 2010

13. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
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    • 981 views
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    • austin3515
    • November 17, 2010

14. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

    By katieinny, November 23, 2010
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    • 801 views
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    • katieinny
    • November 23, 2010

15. 15 Years of Service Definition for Catch-Up

    By Guest Robin.Wolf, December 3, 2010
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    • 1.6k views
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    • Guest
    • December 3, 2010

16. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
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    • 1.1k views
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    • katieinny
    • December 7, 2010

17. ACP refunds

    By Guest tjt169, December 9, 2010
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    • 1.4k views
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    • Guest
    • December 9, 2010

18. Limit correction period to 3 years for late deferrals?

    By katieinny, December 9, 2010
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    • 937 views
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    • katieinny
    • December 9, 2010

19. Unintended deferrals

    By 30Rock, December 30, 2010
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    • 951 views
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    • 30Rock
    • December 30, 2010

20. TIAA-FAQ's - Terms with Balances

    By austin3515, January 6, 2011
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    • 1.2k views
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    • austin3515
    • January 6, 2011

21. SAR for 403(b)'s

    By austin3515, January 13, 2011
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    • 975 views
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    • austin3515
    • January 13, 2011

22. Plan to Plan Transfers

    By 30Rock, February 3, 2011
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    • 1.2k views
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    • 30Rock
    • February 3, 2011

23. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
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    • 1k views
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    • Guest
    • February 3, 2011

24. School's contractual comp after plan year end

    By AlbanyConsultant, February 7, 2011
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    • 937 views
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    • AlbanyConsultant
    • February 7, 2011

25. Allocation of Forfeitures in a 403(b)

    By BTG, February 16, 2011
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    • 1.1k views
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    • BTG
    • February 16, 2011