Jump to content

403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,061 topics in this forum

  1. New Jersey is Bizzaro World For Retirement Plans

    By austin3515,
    • 5 replies
    • 197 views

  2. 1099R distribution code(s) for In-plan Pre-tax to Roth conversion

    By KaJay,
    • 6 replies
    • 611 views

  3. 403(b) Deferral in New Jersey

    By Patricia Neal Jensen,
    • 4 replies
    • 475 views

  4. Mandatory Auto Enrollment under S2.0 and ERISA Exemption

    By austin3515,
    • 6 replies
    • 850 views

  5. Amending a plan to make part time Participants un-eligible???

    By Craig Garner,
    • 2 replies
    • 847 views

  6. Changing from Mandatory to Discretionary Match

    By metsfan026,
    • 1 reply
    • 421 views

  7. For 2026, is $39,500 an available elective deferral?

    By Peter Gulia,
    • 2 replies
    • 533 views

  8. Past 5500 filings

    Topic was moved to forum Form 5500

  9. Money Purchase Plan merging into new 403(b) Plan

    By Coleboy1,
    • 9 replies
    • 1.3k views

  10. Adjunct Professor exclusion and coverage testing

    By 30Rock,
    • 9 replies
    • 1.4k views

  11. Restatements if you are using Relius document system

    By Belgarath,
    • 2 replies
    • 685 views

  12. Is this "coloring outside the lines" too much?

    By Belgarath,
    • 5 replies
    • 1.1k views

  13. Adding Student loan match mid-year

    By 30Rock,
    • 0 replies
    • 1.2k views

  14. Advisory letter used for (ostensibly) pre-approved plan, ostensibly dated 9/30/2014

    By Belgarath,
    • 4 replies
    • 845 views
    • EBP
    • EBP

  15. Adding last day

    By 30Rock,
    • 2 replies
    • 793 views

  16. ACA question

    By Belgarath,
    • 5 replies
    • 1.1k views

  17. Year of Service Match

    By 30Rock,
    • 10 replies
    • 1.6k views

  18. 1099-R reporting of after-tax (non-Roth) amounts

    By KaJay,
    • 2 replies
    • 935 views

  19. SECURE 2.0 mandatory Roth - special 15 year catch-up?

    By WCC,
    • 1 reply
    • 1.2k views

  20. Cycle 2 Restatement News?

    By Suzanne H,
    • 5 replies
    • 1.2k views

  21. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru,
    • 3 replies
    • 1.3k views

  22. Allocation Groups

    By MGOAdmin,
    • 3 replies
    • 973 views

  23. Non-ERISA 403(b) for non-governmental 501(c)(3) tax-exempt

    By Belgarath,
    • 8 replies
    • 3k views

  24. MEP 403(b) Plan and SECURE

    By HCE,
    • 2 replies
    • 946 views

  25. Can employer limit 403b contributions to employees employed on date of contribution?

    By erisageek1978,
    • 3 replies
    • 1.1k views

  26. incentive for a distribution?

    By AlbanyConsultant,
    • 5 replies
    • 1.1k views

  27. nonelective contribution limit - 401(a)(17)

    By erisageek1978,
    • 2 replies
    • 983 views

  28. ERISA 403b paired with Non-ERISA 403b

    By RatherBeGolfing,
    • 4 replies
    • 1.1k views

  29. Automatic enrollment exemption if plans merge?

    By AlbanyConsultant,
    • 0 replies
    • 706 views

  30. Church plan mergers - 401a/k merging into 403b

    By 30Rock,
    • 0 replies
    • 749 views

  31. Annual Service Requirement for Mandatory Employee Contributions?

    By ECSmith,
    • 1 reply
    • 2.3k views

  32. Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

    By Belgarath,
    • 12 replies
    • 2.5k views

  33. Is this 403b plan really terminated?

    By Santo Gold,
    • 2 replies
    • 983 views

  34. W2 Compensation To Use For Testing

    By metsfan026,
    • 8 replies
    • 1.6k views

  35. non-erisa 403(b) church plan - adopting employers

    By MQS0413,
    • 4 replies
    • 1.6k views

  36. Foundation in Controlled Group with School District?

    By austin3515,
    • 4 replies
    • 1k views

  37. PEO and 403(b)

    By EMB,
    • 1 reply
    • 835 views

  38. ACP Testing

    By metsfan026,
    • 1 reply
    • 794 views

  39. VCP filing guides?

    By Sum_Guy,
    • 6 replies
    • 1.6k views

  40. Non-ERISA 403(b) Plans

    By Belgarath,
    • 2 replies
    • 1.1k views

  41. What is the latest required restatement?

    By Tom,
    • 6 replies
    • 1.5k views

  42. "Reclassified Employees" - it's oddball week!

    By Belgarath,
    • 2 replies
    • 1.2k views

  43. 5500 IRS Opinion Letter number and date

    By Tom,
    • 0 replies
    • 673 views

  44. Should a plan sponsor continue, or get rid of, its automatic-contribution arrangement?

    By Peter Gulia,
    • 3 replies
    • 872 views

  45. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver,
    • 5 replies
    • 5.5k views

  46. 403(b) plan termination

    By Beemer,
    • 3 replies
    • 1.6k views

  47. Consolidating multiple providers 403(b)

    By The Bartender,
    • 2 replies
    • 870 views

  48. force out small balances to inherited IRAs?

    By AlbanyConsultant,
    • 7 replies
    • 1.4k views

  49. 403(b) Plan irrevocable election

    By Mark Va,
    • 6 replies
    • 2.5k views

  50. Non-Discrimination Testing for 403(b) Plan

    By metsfan026,
    • 7 replies
    • 1.4k views
×
×
  • Create New...