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  1. Are Ambulance Companies Qualified Organizations? (1 reply)
  2. 403(b) or 457, which is best generally? (6 replies)
  3. ERISA 403(b) and custodial account (1 reply)
  4. terminating 403(b) Plan (3 replies)
  5. Tax liability for non-ERISA plans? (2 replies)
  6. Can a 403(b) plan (deferrals only -- no Employer contributions) be offered in a discriminatory fashion to only certain groups of employees? (1 reply)
  7. Purchase of Prior Service Credit From a PERS (2 replies)
  8. Pre-Tax purchase of retirement benefits. Part of 402(g)? (3 replies)
  9. 403(b) plans subject to 15% excise tax on late deposits? (1 reply)
  10. Participant-directed employer contributions (1 reply)
  11. Illegal? What should I do? (3 replies)
  12. ERISA vs Non-ERISA 403b plans (3 replies)
  13. Filing requirements for non-ERISA 403(b) church plans with employer contributions. (1 reply)
  14. HR 3718 (0 replies)
  15. IRC Section 501(c)(18)(D) Plans (1 reply)
  16. GUST, EGTRRA and Compliance issues for ERISA 403(b) Plan (0 replies)
  17. how much should maxed-out contribs be? (3 replies)
  18. What is the Deadline for Remitting Employer Contributions to a 403(b)? (1 reply)
  19. 403(b) Plans - ERISA to nonERISA status (1 reply)
  20. 403(b) to an IRA. Can it be done (5 replies)
  21. DOL Letter Re: ERISA Coverage For 403(b)s Using EPCRS (0 replies)
  22. 403(b) rollover options - triggerable event occurred 3 YEARS ago (2 replies)
  23. Ineligible Rollover Reversal; Penalties?! (1 reply)
  24. Election not to participate (2 replies)
  25. Impermissible distributions under 403(b) plan (1 reply)
  26. IRA to 403(b) rollover--Penalty Tax (6 replies)
  27. Post-Term Rollover from 401(a) to 403(b) Plan? (1 reply)
  28. HR 3718 (4 replies)
  29. Permissible Investments under Sec. 403(b) (2 replies)
  30. 401(k) into 403(b)? (1 reply)
  31. Financial Harsdship allowed for "alternative care"? (2 replies)
  32. ERISA TSA or not? (2 replies)
  33. Document requirements for church 403(b) plan (1 reply)
  34. 403(b) and Loss of 501(c)(3) Status (6 replies)
  35. 501(c)(3) Entity acquires 501(c)(3) entity-coverage issues (0 replies)
  36. Can a db benefit be contingent on 403(b) participation? (4 replies)
  37. DFVC Program (0 replies)
  38. involuntary cashouts (3 replies)
  39. A Pay for Play Arrangement Disguised as a Union Sponsorhip (0 replies)
  40. Church plan exemptions (1 reply)
  41. Will a non-owner employee newly hired in the current year ever be a HCE for the current year? (4 replies)
  42. If a company sponsoring a 403(b) plan merges with a company with a 401(k) plan, when does the 403(b) plan have to expand coverage to cover the other company's employees? (12 replies)
  43. Reversion of unvested employer contributions in an ERISA 403(b) plan. (2 replies)
  44. ..blah, blah, blah...and they never filed a 5500. Delinquent filer program or try excuse letter first? (3 replies)
  45. Assistance on advising the Advisor...Protocol and procedure? (5 replies)
  46. Merger of DC Plan into 403(b) (5 replies)
  47. Merger of Non-ERISA and ERISA 403(b) Plans (2 replies)
  48. Final 401(a)(9) Regs (3 replies)
  49. IRS Revenue Ruling 90-24 "asset transfer" (2 replies)
  50. 403(b) pre-1987 grandfathered contributions (1 reply)
  51. RMD from 403(b) (1 reply)
  52. Required To File 5500? (3 replies)
  53. Individual 403(b) plan anyone? (5 replies)
  54. Tax Sheltered Annuity & Flex Plan (4 replies)
  55. Custodial Accounts After Plan Termination (0 replies)
  56. MPP/403(b) mix - is this possible? (3 replies)
  57. RMD from Multiple 403(b)s (2 replies)
  58. 403(b) (5 replies)
  59. ineligible 403b rollover (0 replies)
  60. Converting 403(b) to a 401(k)? (4 replies)
  61. Outstanding Loan Balance (0 replies)
  62. Guidance on "distributable events" (3 replies)
  63. Remedial Amendment Period for 403(b) Plans? (1 reply)
  64. Need 403(b) elective deferral limits from 1973 to 1994 (3 replies)
  65. Tax Sheltered Annuities with both employer and employee contributions; what are the testing and filing requirements? (3 replies)
  66. Annuity shopping for an individual reaching retirement age; how to do? (4 replies)
  67. How long must plan administrator retain a participant's records after the plan has terminated? (5 replies)
  68. HCEs and 403(b) Plans (14 replies)
  69. Non-ERISA Plan Restated as ERISA Plan (3 replies)
  70. average contribution amounts (0 replies)
  71. FUTA Withholding (3 replies)
  72. 403(b) RMD Question (1 reply)
  73. School Districts' Liability-Plans (0 replies)
  74. 403(b) Protected Benefits? (0 replies)
  75. 403(b) Vendors Unbundled (1 reply)
  76. 403(b) and 401(k) (3 replies)
  77. 403b rollover to 401(k) plan (1 reply)
  78. minimum deferral requirement allowed? (2 replies)
  79. 403b precludes IRA contributions? (4 replies)
  80. participant fee/cashout (0 replies)
  81. Termination of 403(b) ERISA Plan (0 replies)
  82. Multiple employer plan (1 reply)
  83. CIP Rules (4 replies)
  84. Elective Deferrals and Union Employees (0 replies)
  85. Severance pay contributed to 403b (0 replies)
  86. 403b transfer to 401k (9 replies)
  87. 403(b) and 401k (2 replies)
  88. Changing 403(b) custodians (5 replies)
  89. Compensation paid after separation of Service (3 replies)
  90. 403(b) "GUST" Checklist (0 replies)
  91. Termination of employer contributions (0 replies)
  92. Final return on a 403 (b) (0 replies)
  93. Termination of 403(B) Annuity or Early Withdrawal (4 replies)
  94. Non-ERISA to ERISA 403(b) (3 replies)
  95. Plan Aggregation for ACP (3 replies)
  96. 403(b) discontinuance a distributable event? (3 replies)
  97. group annuity & individual in 1 plan? (2 replies)
  98. Sick Pay contributions (1 reply)
  99. 403(b) design questions (3 replies)
  100. Return to 403(b) (1 reply)
  101. How can I protect my capital gains? (3 replies)
  102. 403(b) service provider issue (6 replies)
  103. Reality of IRS Audits of 403(b) Plans (3 replies)
  104. 403(b) Multiple Employer Plan (4 replies)
  105. Beneficiary (spouse) dies before participant (1 reply)
  106. 15 Year of Service Catch-up ? (1 reply)
  107. #1 Complaint of 403(b) K-12 TPAs (0 replies)
  108. Serial Loans (0 replies)
  109. What if er allows loans & insurer doesn't (1 reply)
  110. 403(b) Issues (1 reply)
  111. Matching contribution in a 403(b) plan (0 replies)
  112. Vesting in 403(b) plan (8 replies)
  113. Six month waiting period to defer after hardship withdrawal. (7 replies)
  114. 403(b) Internal Revenue Code Rules (4 replies)
  115. 403(b) Training Manual (4 replies)
  116. Fifteen Year Catch Up (3 replies)
  117. 403(b) Reporting requireements (1 reply)
  118. Requirements for Non-ERISA 403(b) (4 replies)
  119. Compensation-403(b) (1 reply)
  120. State defined-benefit plan & 403b (2 replies)
  121. Mandatory participation (17 replies)
  122. Non-ERISA Plan issues (19 replies)
  123. 403(b) Employer Contribution (2 replies)
  124. Union members were mistakenly included in 403(b) plan. Can the plan be (7 replies)
  125. Record Retention (0 replies)
  126. Other arrangements to use along with a 403(b) (10 replies)
  127. Mandatory disaggregation (1 reply)
  128. Using 403(b) Contract as Collateral for a participant Loan Under an ER (3 replies)
  129. 403(b) takeovers (10 replies)
  130. 403b merge into 401k (0 replies)
  131. Nonresident Alien-please (4 replies)
  132. If I die.... (2 replies)
  133. Non-ERISA 403(b) -- Reversion of Non-Vested Balances (3 replies)
  134. Combining 403b with Keogh/SEP for Self-employed (10 replies)
  135. 403(b)(7) Tax-Credit (1 reply)
  136. rollover from 403(b) to 401(k) (2 replies)
  137. Loan Contract (7 replies)
  138. 403(b) plan sponsor (1 reply)
  139. Public School District: 401(k)? (3 replies)
  140. OK to set up profit sharing plan for non-profit emlpoyer's discretiona (10 replies)
  141. Discretionary ER contribution - subject to minimum gateway? (2 replies)
  142. Catch-up limit under s. 402(g)(7) (5 replies)
  143. Can existing 403(b) providers survive in the ERSA market? (3 replies)
  144. 5 year 403(b) catch-up? (1 reply)
  145. How can I get money out of my 403(b) account set up through my employe (5 replies)
  146. 2 questions about forcing payouts from a 403(b) (6 replies)
  147. Use of TIAA-CREF As Sole Investment Provider (8 replies)
  148. 403(b) rollover under EGTRRA to an outside annuity (4 replies)
  149. W-2 help! (2 replies)
  150. Non-ERISA 403(b) and SPD/document issues (1 reply)
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