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403(b) Plans, Accounts or Annuities

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

2,067 topics in this forum

  1. For a § 403(b) plan with “grandfathered” investments, is it unwise to provide a small-balance cash-out?

    By Peter Gulia,
    • 5 replies
    • 275 views

  2. ERISA 403b plan - waiving spousal consent for RMD??

    By t.haley,
    • 4 replies
    • 587 views

  3. Do recordkeepers segregate condition-of-employment contributions from elective deferrals?

    By Peter Gulia,
    • 0 replies
    • 190 views

  4. Changing from QCCO to non-QCCO status

    By WolverineBenefits,
    • 6 replies
    • 406 views

  5. FT William 403b Doc - Cycle 2

    By austin3515,
    • 0 replies
    • 241 views

  6. court-ordered garnishment

    By AlbanyConsultant,
    • 6 replies
    • 1.7k views

  7. New Jersey is Bizzaro World For Retirement Plans

    By austin3515,
    • 7 replies
    • 1.8k views

  8. 1099R distribution code(s) for In-plan Pre-tax to Roth conversion

    By KaJay,
    • 6 replies
    • 2.5k views

  9. 403(b) Deferral in New Jersey

    By Patricia Neal Jensen,
    • 4 replies
    • 845 views

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

    By austin3515,
    • 6 replies
    • 1.1k views

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

    By Craig Garner,
    • 2 replies
    • 1k views

  12. Changing from Mandatory to Discretionary Match

    By metsfan026,
    • 1 reply
    • 552 views

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

    By Peter Gulia,
    • 2 replies
    • 659 views

  14. Past 5500 filings

    Topic was moved to forum Form 5500

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

    By Coleboy1,
    • 9 replies
    • 1.6k views

  16. Adjunct Professor exclusion and coverage testing

    By 30Rock,
    • 9 replies
    • 1.9k views

  17. Restatements if you are using Relius document system

    By Belgarath,
    • 2 replies
    • 816 views

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

    By Belgarath,
    • 5 replies
    • 1.3k views

  19. Adding Student loan match mid-year

    By 30Rock,
    • 0 replies
    • 1.3k views

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

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

  21. Adding last day

    By 30Rock,
    • 2 replies
    • 940 views

  22. ACA question

    By Belgarath,
    • 5 replies
    • 1.3k views

  23. Year of Service Match

    By 30Rock,
    • 10 replies
    • 1.9k views

  24. 1099-R reporting of after-tax (non-Roth) amounts

    By KaJay,
    • 2 replies
    • 1.1k views

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

    By WCC,
    • 1 reply
    • 1.4k views

  26. Cycle 2 Restatement News?

    By Suzanne not Susan,
    • 5 replies
    • 1.4k views

  27. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru,
    • 3 replies
    • 1.6k views

  28. Allocation Groups

    By MGOAdmin,
    • 3 replies
    • 1.1k views

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

    By Belgarath,
    • 8 replies
    • 3.4k views

  30. MEP 403(b) Plan and SECURE

    By HCE,
    • 2 replies
    • 1.1k views

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

    By erisageek1978,
    • 3 replies
    • 1.3k views

  32. incentive for a distribution?

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

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

    By erisageek1978,
    • 2 replies
    • 1.2k views

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

    By RatherBeGolfing,
    • 4 replies
    • 1.3k views

  35. Automatic enrollment exemption if plans merge?

    By AlbanyConsultant,
    • 0 replies
    • 802 views

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

    By 30Rock,
    • 0 replies
    • 863 views

  37. Annual Service Requirement for Mandatory Employee Contributions?

    By ECSmith,
    • 1 reply
    • 2.5k views

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

    By Belgarath,
    • 12 replies
    • 3.2k views

  39. Is this 403b plan really terminated?

    By Santo Gold,
    • 2 replies
    • 1.1k views

  40. W2 Compensation To Use For Testing

    By metsfan026,
    • 8 replies
    • 1.9k views

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

    By MQS0413,
    • 4 replies
    • 2k views

  42. Foundation in Controlled Group with School District?

    By austin3515,
    • 4 replies
    • 1.3k views

  43. PEO and 403(b)

    By EMB,
    • 1 reply
    • 972 views

  44. ACP Testing

    By metsfan026,
    • 1 reply
    • 953 views

  45. VCP filing guides?

    By Sum_Guy,
    • 6 replies
    • 1.8k views

  46. Non-ERISA 403(b) Plans

    By Belgarath,
    • 2 replies
    • 1.3k views

  47. What is the latest required restatement?

    By Tom,
    • 6 replies
    • 1.8k views

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

    By Belgarath,
    • 2 replies
    • 1.4k views

  49. 5500 IRS Opinion Letter number and date

    By Tom,
    • 0 replies
    • 781 views

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

    By Peter Gulia,
    • 3 replies
    • 1k views
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