403(b) Plans, Accounts or Annuities

1,980 topics in this forum

1. Change of vendors--effect on terminated participants

   By 7806akp, November 5, 2012
   • 0 replies
   • 737 views
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   • 7806akp
   • November 5, 2012

2. Fee Disclosure

   By Nassau, December 3, 2012
   • 0 replies
   • 806 views
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   • Nassau
   • December 3, 2012

3. Changing the Plan Year

   By Randy Watson, January 9, 2013
   • 0 replies
   • 861 views
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   • Randy Watson
   • January 9, 2013

4. 403b Determination LEtter Program

   By austin3515, January 9, 2013
   • 0 replies
   • 1.2k views
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   • austin3515
   • January 9, 2013

5. ABPT Testing in 403(b) Plans

   By PensionPro, January 16, 2013
   • 0 replies
   • 785 views
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   • PensionPro
   • January 16, 2013

6. Defaulted 403(b) Contract Loan

   By Guest JFTN, February 26, 2013   

   • defaulted loans
   • 403b
   • (and 2 more)

     Tagged with:

     • defaulted loans
     • 403b
     • Mutual of America
     • 1099R
   • 0 replies
   • 2.2k views
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   • Guest
   • February 26, 2013

7. 403(b) Plan - Form 5500 Questions

   By rocknrolls2, April 5, 2013
   • 0 replies
   • 1k views
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   • rocknrolls2
   • April 5, 2013

8. Correcting a 403(b) plan failure under the new EPCRS

   By holdco, March 26, 2013
   • 0 replies
   • 1k views
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   • holdco
   • March 26, 2013

9. transfer from one 403b plan of employer to another of same employer

   By Belgarath, May 29, 2013
   • 0 replies
   • 1.7k views
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   • Belgarath
   • May 29, 2013

10. 403b filed 2010-2011 but not 2009

    By TPApril, July 9, 2013
    • 0 replies
    • 851 views
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    • TPApril
    • July 9, 2013

11. Schedule R, 403b Plans

    By austin3515, August 31, 2013
    • 0 replies
    • 1.6k views
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    • austin3515
    • August 31, 2013

12. Vesting on non-ERISA 403(b) plan

    By Belgarath, September 23, 2013
    • 0 replies
    • 1.4k views
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    • Belgarath
    • September 23, 2013

13. 403b and ABT

    By 30Rock, October 31, 2013
    • 0 replies
    • 950 views
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    • 30Rock
    • October 31, 2013

14. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 941 views
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    • mlp0816
    • October 24, 2013

15. ERISA 403B Distribution and RMD

    By rfahey, October 25, 2013
    • 0 replies
    • 1.3k views
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    • rfahey
    • October 25, 2013

16. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
    • 0 replies
    • 1.5k views
    • 
    • LIBERTYKID
    • October 30, 2013

17. 403(b) Plan and excluded compensation

    By Nancy D, November 18, 2013
    • 0 replies
    • 1.4k views
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    • Nancy D
    • November 18, 2013

18. Effective date of new 403(b) plan

    By Guest hb95, January 31, 2014
    • 0 replies
    • 1k views
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    • Guest
    • January 31, 2014

19. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
    • 0 replies
    • 1.1k views
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    • austin3515
    • April 29, 2014

20. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.1k views
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    • DTH
    • May 29, 2014

21. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 935 views
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    • austin3515
    • July 29, 2014

22. RMD's from multiple 403 (b) plans

    By Guest philkatz, October 3, 2014
    • 0 replies
    • 909 views
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    • Guest
    • October 3, 2014

23. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
    • 0 replies
    • 880 views
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    • Peter Gulia
    • November 10, 2014

24. Contribution Limits for 403(b) and SEP IRA

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.2k views
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    • Guest
    • December 16, 2014

25. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 894 views
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    • Guest
    • March 3, 2015