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  1. How can money in an annuity be divided among 8 children when only two (2 replies)
  2. A tale of two employers... (12 replies)
  3. Can final leave payouts be deferred and how do they impact includible (0 replies)
  4. IRS has issued a work plan for 2001 that includes guidance on 403(b) i (1 reply)
  5. Distinguishing investment plan differences. (1 reply)
  6. 415 limits (1 reply)
  7. Effect of repeal of s. 415(e) (5 replies)
  8. Excise tax applicable in relation to excess 403(b) deferral? (1 reply)
  9. Addition of salary deferral only 403(b) program (1 reply)
  10. Do you give employees Exclusion Allowance advice? (4 replies)
  11. When are plans subject to ERISA and reporting on form 5500? (1 reply)
  12. Plan Document requirement for multiple 403(b) programs in non-electing (3 replies)
  13. $5,000 Cash out in 403(b) plans? (2 replies)
  14. ERISA bond and 403(b) custodial accounts (1 reply)
  15. Should I roll over my 403(b) into a Roth IRA? (3 replies)
  16. DOL Audits Triggering IRS Audits (2 replies)
  17. 403(b)(7) or 403(b)(9) for a church? (1 reply)
  18. Top-heavy applicable to 403(b) plans? (1 reply)
  19. Anybody know of IRS 403(b) audits of school districts now taking place (5 replies)
  20. 403(b) plan with irrevocable election; FICA issues (5 replies)
  21. Employer contributions made to 403(b) plan, but document only allows s (2 replies)
  22. My last year of service; OK to contribute more than $13,500 as a " (5 replies)
  23. Contributing to a Roth IRA vs. making non-matched 403(b) contributions (2 replies)
  24. Questions RE 403(b) and 401(k) maximum contribution interactions and e (2 replies)
  25. Transfers v. rollovers - differences & definitions (3 replies)
  26. What items fall under the definition of compensation in a church-spons (1 reply)
  27. Repeal of coordination of 457(b)deferred compensation limit with 403(b (0 replies)
  28. Nonelective contributions--definition (4 replies)
  29. How do you figure out the distribution schedule for a 403(b)invested w (1 reply)
  30. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover (4 replies)
  31. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option? (1 reply)
  32. 403(b) MEA calculation for teacher who changes school systems between (1 reply)
  33. Spousal Consent (1 reply)
  34. I knew what parts of the "OLD year 1998" Form 5500 to comple (1 reply)
  35. Dual contributions from seperate school payroll points into one 403(b) (6 replies)
  36. Loans & Hardships (1 reply)
  37. 403B loan default (1 reply)
  38. Correction of Excess Amounts Under TVC and Audit CAP Using the Retenti (3 replies)
  39. 403(b) eligibility for employer contributions? (3 replies)
  40. Is a Non Matching "Match" permissible in an ERISA 403(b)? (1 reply)
  41. How does one shelter severence pay for retiring highly compensated emp (5 replies)
  42. early retirement penalties? (1 reply)
  43. When did mutual funds become 403(b)eligible? (2 replies)
  44. Life Insurance for a participant in a 403(b) plan (REVISITED) (2 replies)
  45. News on Negative Elections for 403(b)? (4 replies)
  46. Match in Separate Plan Triggers ERISA? (1 reply)
  47. Can a 403(b) plan impose participation requirements for company contri (1 reply)
  48. Ministers - MEA, Housing Allowance Compensation (1 reply)
  49. Application of Gramm-Leach-Bliley to 403(b) Plans (0 replies)
  50. Can life insurance be purchased inside a 403(b) program? (4 replies)
  51. Universal Availability--403(b)(12) (3 replies)
  52. Balloon Payments (3 replies)
  53. 403(b)(7) Custodial Accounts - Who is the custodian? (1 reply)
  54. 1,000 hour question (1 reply)
  55. To (b) or not to (b)? (1 reply)
  56. 403(b) Plan - Form 5500 Audit Requirement (5 replies)
  57. ERISA 403(b) or not? (4 replies)
  58. Springing Cash Value Annuity (4 replies)
  59. Automatic enrollment feature is permissible in 403(b) plan/caution on (3 replies)
  60. Annual disclosure statement required for 403(b)participants? (1 reply)
  61. Beneficaries who are minors (3 replies)
  62. Does a 403(b) require an annual 5500? (3 replies)
  63. 403(b)(7): What financial info goes in SAR, since no financial info is (1 reply)
  64. Catch-Up Rules (7 replies)
  65. Fiscal Year End / Employees Calendar Year (0 replies)
  66. Timing of employer contributions of tax-exempts as "annual additi (1 reply)
  67. 403(B)Exclusion Allowance (1 reply)
  68. 403(b) church plan rollover (1 reply)
  69. 403(b) plans and trustees (3 replies)
  70. Participation rates in 403(b) plans - healthcare industry (0 replies)
  71. Penalty for hardship withdrawal from deferral source that included ear (0 replies)
  72. Final question on Roth rollover (1 reply)
  73. Follow up question (1 reply)
  74. early withdrawl of annuity (1 reply)
  75. Eligibility for 403(b) plans? (3 replies)
  76. Paired 403(b) and SEP (0 replies)
  77. "Black-out" periods for 403b transfers? (3 replies)
  78. 403(b) plan with employer contributions and one to two employees (1 reply)
  79. 501(c)-18? (4 replies)
  80. Death Distributions (0 replies)
  81. Service based Discretionary Contribution (1 reply)
  82. RFP posted for School District (1 reply)
  83. Changing from ERISA to Non-ERISA 403(b) Plans (1 reply)
  84. Earnings distributed in Hardship Distribution (0 replies)
  85. Treatment of Excess 402(g) Elective Deferrals in IRS Audits (1 reply)
  86. MEA Calculations and IRC Sec. 415 (7 replies)
  87. Fringe Benefit Payments and 403(b)contributions (5 replies)
  88. Multiple 403(b) accounts (3 replies)
  89. Title I to Non-Title I plans (2 replies)
  90. Software for 403(b) plans and MEA calculator (6 replies)
  91. 403(b) loans (3 replies)
  92. Compliance with federal legislation. (1 reply)
  93. 403(b)Plan documents (8 replies)
  94. 403(b) loans/Article 9 (0 replies)
  95. What mutual fund companies or other investment services providers, if (1 reply)
  96. Stocks in 403(b) plan (2 replies)
  97. Exception to 10% early withdrawl penalty? (4 replies)
  98. Non-ERISA Plan - Employer Liability (1 reply)
  99. Rollover of Funds (2 replies)
  100. 403(b) plan compensation, ministers, and housing allowances (1 reply)
  101. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i (1 reply)
  102. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions (2 replies)
  103. MEA Calculations-Need help! (8 replies)
  104. Roth IRA vs 403B (2 replies)
  105. Excess deferrals when an employee contributes to both a 403(b) and 457 (5 replies)
  106. Roth IRA maximum contribution vs 403(b) max (1 reply)
  107. Can I safely conclude that 403(b) plans have no effect on top-heavy st (0 replies)
  108. 401(k) vs 403(b) (1 reply)
  109. If an employee separates after more than 15 years of service with a qu (1 reply)
  110. How does one apply $10,500 and 25% caps when you have a 401(k) and 403 (3 replies)
  111. Please update information. (1 reply)
  112. Paired ERISA 403b and Non-ERISA 403b?? (1 reply)
  113. Merging 403(b)Plans (0 replies)
  114. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with (3 replies)
  115. If a participant in a salary reduction-only 403(b) plan takes a hardsh (16 replies)
  116. Material on DROP Programs (2 replies)
  117. 401(m) testing for 403(b) plans (0 replies)
  118. 403B conversions to 401K Plan (3 replies)
  119. Multiple 403B accounts and Required Minimum Distributions (1 reply)
  120. Are there any companies (with reasonable fees) that I could do a 403b (2 replies)
  121. Article on 403(b) Plan Audit Issues available online (0 replies)
  122. 403(b)(7) Excess Deferral (2 replies)
  123. 403(b) Eligibility (1 reply)
  124. What happens when the sponsor of a 403(b) plan ceases to exist? What (7 replies)
  125. Can distributions be forced in this case? (1 reply)
  126. Beneficiary Designation Requirements (2 replies)
  127. Maximum time permitted from payroll deduction (1 reply)
  128. Software to Calculate Limits (1 reply)
  129. Prior Year Contributions for MEA (1 reply)
  130. Grandfathered 403(b) minimum distribution (3 replies)
  131. 402(g) limits for 1990 - 1998 (3 replies)
  132. Combined eligible 457/403(b) elective deferral limit (7 replies)
  133. 403(b) plan terminations? (1 reply)
  134. Separate 415 testing for 403(b) programs (9 replies)
  135. Rev. Procedure 99-44 issued 11-17-99 (5 replies)
  136. Plan does not benefit HCEs (1 reply)
  137. Definition of Compensation (1 reply)
  138. 415 Limit on catch up contributions (5 replies)
  139. rolling after-tax contributions to annuity (1 reply)
  140. Vesting Amendment (2 replies)
  141. An individual participant may not, under 403(b)(8), rollover 403(b) as (1 reply)
  142. Coverage under Title II (1 reply)
  143. Termination of 403(b) plans and 5500 reporting (3 replies)
  144. New 2000 Limits on special elections? (2 replies)
  145. Assuming a 403(b) plan accepts rollover contributions, may an alternat (1 reply)
  146. Chart of 415, etc. limits for the year 2000 available (0 replies)
  147. Estimated Indexed Limits for 2000? (4 replies)
  148. Maximum Contribution Limits (2 replies)
  149. 403(b) Vendor Selection for non-ERISA plans (5 replies)
  150. 90-24 transfers and ERISA (2 replies)
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