403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. Plan Doc and Collective Bargaining Agreement

   By Guest frosty, February 16, 2011
   • 0 replies
   • 956 views
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   • Guest
   • February 16, 2011

2. 2 year employer match

   By Lori H, February 17, 2011
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   • 990 views
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   • Lori H
   • February 17, 2011

3. Ordering Rules on TSA Withdrawals?

   By Guest SharonV, March 4, 2011
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   • 964 views
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   • Guest
   • March 4, 2011

4. Question on a Plan Provision

   By austin3515, March 7, 2011
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   • 883 views
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   • austin3515
   • March 7, 2011

5. Non ERISA 403(b) 5500 filing

   By Guest sugar daddy, March 10, 2011
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   • 1.9k views
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   • Guest
   • March 10, 2011

6. Limiting loans and non ERISA status

   By 30Rock, March 14, 2011
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   • 1.1k views
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   • 30Rock
   • March 14, 2011

7. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

   By Guest Pennysaver, March 17, 2011
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   • 1.1k views
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   • Guest
   • March 17, 2011

8. safe harbor

   By Guest G Mann, March 17, 2011
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   • 872 views
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   • Guest
   • March 17, 2011

9. DOL safe harbor for non-ERISA 403(b) plans

   By Guest Pennysaver, June 2, 2011
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   • Guest
   • June 2, 2011

10. Roth Account Transfer to a DB Plan to Purchase Service Credits

    By DTH, June 27, 2011
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    • 910 views
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    • DTH
    • June 27, 2011

11. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
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    • 1.7k views
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    • Francis
    • July 16, 2011

12. 403b excess deferral refund from Roth or traditional account

    By Guest kathar7, September 14, 2011
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    • 1.3k views
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    • Guest
    • September 14, 2011

13. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
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    • 990 views
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    • Rolf Trautmann
    • December 7, 2011

14. Application of minimum service rule

    By 7806akp, December 13, 2011
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    • 1.2k views
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    • 7806akp
    • December 13, 2011

15. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
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    • 955 views
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    • Guest
    • February 25, 2012

16. Eligibility for retirement plans of two employers

    By waid10, May 22, 2012
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    • 750 views
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    • waid10
    • May 22, 2012

17. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
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    • 1.2k views
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    • Ken Davis
    • May 24, 2012

18. TIAA CREF - Again with Schedule A

    By austin3515, June 15, 2012
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    • 1k views
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    • austin3515
    • June 15, 2012

19. 403(b) Plan correction - failure to make mandatory distribution/rollover

    By holdco, June 19, 2012
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    • 1k views
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    • holdco
    • June 19, 2012

20. Fee disclosures in 403(b)'s

    By kwalified, July 16, 2012
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    • 816 views
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    • kwalified
    • July 16, 2012

21. Non-participant directed disclosure

    By Guest Melissa5374, July 17, 2012
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    • 1.5k views
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    • Guest
    • July 17, 2012

22. FAB 2009-02

    By Guest M. Pederson, September 10, 2012
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    • 1.1k views
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    • Guest
    • September 10, 2012

23. 403(b) plan terminations....who must be 100% vested?

    By Guest benefitsnewbie, October 23, 2012
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    • 929 views
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    • Guest
    • October 23, 2012

24. Change of vendors--effect on terminated participants

    By 7806akp, November 5, 2012
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    • 735 views
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    • 7806akp
    • November 5, 2012

25. Fee Disclosure

    By Nassau, December 3, 2012
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    • 805 views
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    • Nassau
    • December 3, 2012