Help - Search - Members - Calendar
Full Version: 403(b) Plans, Accounts or Annuities
BenefitsLink Message Boards > Retirement Plans > 403(b) Plans, Accounts or Annuities
Pages: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10
  1. Professors and Adjuncts - Hours of Service (0 replies)
  2. 403B Plan to 401k (2 replies)
  3. Exclusion of Students for Coverage Testing (4 replies)
  4. Does this smell right? (2 replies)
  5. Limiting employer contributions (6 replies)
  6. Stock Trades in 403(b)(7) Account- corrective action required? (17 replies)
  7. No ADP Test for 403(b) Contributions? (4 replies)
  8. ERISA 403(b) to non-ERISA 403(b) (4 replies)
  9. RMD from 403b and IRA--can they be combined (5 replies)
  10. Non-Profit Healthcare Agency Takeover Question (5 replies)
  11. 403b loan question (7 replies)
  12. Comp Exclusions for Deferrals (8 replies)
  13. Application of minimum service rule (0 replies)
  14. TIAA-CREF Document from Ascensus (20 replies)
  15. Issues Regarding Employer Contributions not Included in DB Plan Testing (0 replies)
  16. Incorrectly limited elective deferrals (1 reply)
  17. Disclosure obligations/duty to monitor (3 replies)
  18. 403b Limits Deferrals to 20% (7 replies)
  19. Advisor Services for a nonERISA 403(b) (3 replies)
  20. Transaction (5 replies)
  21. Late 403(b) Plan Document (9 replies)
  22. Dual Status 403(b) Plan (6 replies)
  23. Employer Contribution Deposit Deadline for Tax Exempt Employers (1 reply)
  24. trying to terminate an old plan (3 replies)
  25. Investment Providers (1 reply)
  26. Moved to another message board: Delinquent Filer - information only returns (-- replies)
  27. Counting Hours for Summer Camp Employees (2 replies)
  28. Correcting late deferrals in a terminated plan (0 replies)
  29. 403b excess deferral refund from Roth or traditional account (0 replies)
  30. exclusion for those working less than 20 hours/week (2 replies)
  31. 403(b) match (1 reply)
  32. 403(b) Plan Termination (7 replies)
  33. 2009 Fom 5500 - employee count in error (0 replies)
  34. Part-time exclusion from elective deferrals under ERISA 403(b) Plan (2 replies)
  35. 403(b) failing ACP test (1 reply)
  36. Coverage testing for ERISA and non ERISA 403b plans (10 replies)
  37. Faculty, Hours and Summer Months (7 replies)
  38. Church plan/non-erisa/ok to have 2 plans? (3 replies)
  39. 403b NEC accrual requirement (3 replies)
  40. FAB 2009-02 and FAB 2010-01 (4 replies)
  41. $3,000 Catch-up under 402(g)(7) (5 replies)
  42. Foreign Earned Income Exclusion and Roth 403(b) contributions (0 replies)
  43. Universal availability failure (7 replies)
  44. 403b plan beginning of year count (1 reply)
  45. SSA for 403b's (1 reply)
  46. Merger of 401(k) Plan into 403(b) Plan - possible under new law? (7 replies)
  47. Rollover contributions by retirees (2 replies)
  48. Form 5500 (1 reply)
  49. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5 (4 replies)
  50. Church 403(b) Late Deposits (1 reply)
  51. 403b Universal Availability (8 replies)
  52. Common Remitter (5 replies)
  53. Information Sharing Agreements (1 reply)
  54. 5500 for a 403b plan (2 replies)
  55. Transfers Out of TIAA (3 replies)
  56. Roth Account Transfer to a DB Plan to Purchase Service Credits (0 replies)
  57. Eliminate Hardship (2 replies)
  58. 403b's in Texas - Teachers REitrement System (4 replies)
  59. DOL safe harbor for non-ERISA 403(b) plans (0 replies)
  60. Non-ERISA Vesting (1 reply)
  61. Sham Termination? HELP! (4 replies)
  62. Hardship Withdrawal from Roth 401(k) Contributions (1 reply)
  63. ACP and 410(b) testing (1 reply)
  64. 403(b)/401(k) Combo (1 reply)
  65. How Controlled Group rules apply to 403(b) plans (3 replies)
  66. Pre-2009 Contracts and the "Employer Involvement" Criterion (3 replies)
  67. Spousal Consent (2 replies)
  68. ACP failure on 403b plan (5 replies)
  69. This looks ugly (4 replies)
  70. coverage rules 403b (2 replies)
  71. 403b Contract Transfer (3 replies)
  72. ABT and 403b deferrals (1 reply)
  73. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan? (0 replies)
  74. safe harbor (0 replies)
  75. Limiting loans and non ERISA status (0 replies)
  76. Large Plan or Small Plan - 80-120 Rule (2 replies)
  77. Non ERISA 403(b) 5500 filing (0 replies)
  78. Question on a Plan Provision (0 replies)
  79. J&S required under 403(b) plan? (1 reply)
  80. Ordering Rules on TSA Withdrawals? (0 replies)
  81. Roth 403b deferrals and W2 from 457f plan (6 replies)
  82. 2 year employer match (0 replies)
  83. Plan Doc and Collective Bargaining Agreement (0 replies)
  84. Allocation of Forfeitures in a 403(b) (0 replies)
  85. 403(b) Employer Contributions and VCP (4 replies)
  86. Any Discrimination Problems Here? (2 replies)
  87. School's contractual comp after plan year end (0 replies)
  88. 1099 on 403b forfeiture (0 replies)
  89. Plan to Plan Transfers (0 replies)
  90. 403(b) Money Purchase Pension Plan? (0 replies)
  91. testing 403b plan (1 reply)
  92. SAR for 403(b)'s (0 replies)
  93. 403b Eligiblity Period? (12 replies)
  94. TIAA-FAQ's - Terms with Balances (0 replies)
  95. Qualified Organization Catch-Ups (5 replies)
  96. 401k and 403b at same time (1 reply)
  97. Unintended deferrals (0 replies)
  98. Form 5500 (2 replies)
  99. Investment firms holding 403(b) assets say they are not custodians (7 replies)
  100. 403b audits (3 replies)
  101. Limit correction period to 3 years for late deferrals? (0 replies)
  102. ACP refunds (0 replies)
  103. Allocating the earnings calculated on the VFCP calculator (2 replies)
  104. Late deferrals under a 403(b) plan (0 replies)
  105. 15 Years of Service Definition for Catch-Up (0 replies)
  106. Late Document (9 replies)
  107. 403(b) Correction - EPCRS (4 replies)
  108. 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 (0 replies)
  109. Plain Vanilla TIAA-CREF Contract (0 replies)
  110. Terminating a 403(b) with individual custodial accounts (0 replies)
  111. TIAA-CREF Loans (11 replies)
  112. orphan contracts? (0 replies)
  113. 403b/401k design (6 replies)
  114. TIAA Cref Hardships (0 replies)
  115. Independent Audit Requirements 2009 form 5500 (6 replies)
  116. New Pinnacle Consulting Group (0 replies)
  117. 403(b) Plan Hours of Service (0 replies)
  118. Anybody familair with the "Zahoric Bill" (2 replies)
  119. 402(g) limits (4 replies)
  120. Sham Termination and my 403b (1 reply)
  121. Deadline for Interim Amendments (0 replies)
  122. Safe harbor for not filing a 403(b) 5500 (5 replies)
  123. Municipality considering options to implement 403b/401k? (2 replies)
  124. TIAA Traditional and Gains (1 reply)
  125. 403(b) Plan (1 reply)
  126. TIAA and Full SS#'s? (3 replies)
  127. 403b a5 year catch-up (0 replies)
  128. 403(b) to be reported with no participants? (0 replies)
  129. 401(a) 403(b) merge (2 replies)
  130. Entry dates/Salary Deferrals/403b (13 replies)
  131. Discretionary last day rule (4 replies)
  132. Terminated Employees - Final Paycheck Decuctions? (1 reply)
  133. TIAA Schedule C (0 replies)
  134. TIAA-CREF and TErminated Participants (0 replies)
  135. Mandatory Ee Contributions (5 replies)
  136. Limiting Loans and Hardships to Single Vendor (0 replies)
  137. Roth contract exchanges (1 reply)
  138. ERISA Plans Doomed to Fail Universal Availability? (8 replies)
  139. Minimum Participation Standards (3 replies)
  140. Mandatory Contributions - Def of Comp (0 replies)
  141. 415 Limits - 403bs, who is responsible? (0 replies)
  142. Mandatory deferrals? (10 replies)
  143. termination of a 403(b) plan (3 replies)
  144. Multiple Employer and 403(b) plan (3 replies)
  145. Briefly late deposit of deferrals for several years (0 replies)
  146. Hardships under 403b7 (4 replies)
  147. Loan Repayments (3 replies)
  148. Individual Contract and investment election (2 replies)
  149. Employer loses 501(c)(3) status (1 reply)
  150. 5500 and TE 403b plans (0 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.