403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. ERISA vs Non-ERISA

   By Guest Catherine M. Peery, December 7, 2009
   • 7 replies
   • 3.1k views
   • 
   • Guest
   • February 3, 2010

2. Annuitized 90-24 transfers

   By Guest Zahorik, September 7, 2001
   • 13 replies
   • 3.1k views
   • 
   • Guest
   • September 11, 2001

3. Union members were mistakenly included in 403(b) plan. Can the plan be

   By Guest deedee, March 20, 2003
   • 7 replies
   • 3.1k views
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   • GBurns
   • April 5, 2003

4. Individual 403(b) annuity contract converted to a group 403(b) annuity contract?

   By Guest calcu, July 21, 2004
   • 2 replies
   • 3.1k views
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   • jquazza
   • July 30, 2004

5. Participation in 403(b) and 401(k)

   By Guest llaplount, August 2, 2004
   • 6 replies
   • 3.1k views
   • 
   • Guest
   • August 2, 2004

6. 403B loan default

   By Guest TAG, September 14, 2000
   • 1 reply
   • 3.1k views
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   • Guest
   • September 20, 2000

7. Merge 401(a) plan into a 403(b)?

   By jkharvey, February 27, 2014
   • 2 replies
   • 3.1k views
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   • jkharvey
   • February 27, 2014

8. Merger of Non-ERISA and ERISA 403(b) Plans

   By Christine Roberts, October 7, 2003
   • 2 replies
   • 3.1k views
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   • Guest
   • November 23, 2003

9. rollover from 401(k) to 403(b)?

   By Guest dlm, August 19, 1998
   • 3 replies
   • 3.1k views
   • 
   • Guest
   • August 24, 1998

10. Grandfathered 403(b) minimum distribution

    By Guest Al, October 28, 1999
    • 3 replies
    • 3.1k views
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    • Carol V. Calhoun
    • December 14, 1999

11. Eligibility for adjunct professors

    By Guest QueenB, October 5, 2005
    • 3 replies
    • 3.1k views
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    • mbozek
    • October 10, 2005

12. Other arrangements to use along with a 403(b)

    By Lori H, March 10, 2003
    • 10 replies
    • 3.1k views
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    • FJR
    • March 26, 2003

13. 403(b)/401(k) Conversion

    By joel, October 17, 2001
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • October 31, 2001

14. 403(b) Annuity - possible collateral for loan?

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • October 17, 2006

15. Information Sharing Agreement Deadline

    By Appleby, October 22, 2008
    • 13 replies
    • 3.1k views
    • 
    • Appleby
    • November 14, 2008

16. Hardship Withdrawls from 403(b)7

    By Guest sommernyte, February 19, 2001
    • 3 replies
    • 3k views
    • 
    • jlf
    • February 21, 2001

17. 403(b) failing ACP test

    By Santo Gold, August 22, 2011
    • 4 replies
    • 3k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

18. Municipality considering options to implement 403b/401k?

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 1, 2010

19. What % of schools allow rollovers

    By Guest joelooper, October 4, 2013   

    • rollover
    • 403b
    • (and 2 more)

      Tagged with:

      • rollover
      • 403b
      • school
      • no-profit
    • 22 replies
    • 3k views
    • 
    • Guest
    • October 11, 2013

20. overcontribution to 403B for yr. 2000

    By Guest kristengordon, March 19, 2002
    • 11 replies
    • 3k views
    • 
    • Guest
    • March 28, 2002

21. rollover transactions

    By Guest brookdaletsa, October 22, 1998
    • 8 replies
    • 3k views
    • 
    • Guest
    • October 30, 1998

22. Can break-in-service rules be used without violating Universal Availability?

    By Guest Grumpy456, July 25, 2008
    • 7 replies
    • 3k views
    • 
    • Guest
    • December 17, 2008

23. Merger of DC Plan into 403(b)

    By Guest AEA, October 29, 2003
    • 5 replies
    • 3k views
    • 
    • mbozek
    • November 24, 2003

24. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

25. Correction Methods for ACP Failure

    By Guest lbach, January 3, 2002
    • 1 reply
    • 3k views
    • 
    • Guest
    • February 3, 2006