403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. Student-Teacher Exclusion

   By DTH, March 2, 2018
   • 0 replies
   • 391 views
   • 
   • DTH
   • March 2, 2018

2. Foundation with employees in U.S. and Canada

   By Belgarath, March 1, 2018
   • 2 replies
   • 503 views
   • 
   • Belgarath
   • March 1, 2018

3. MWBE 403(b) Recordkeeping and Administration Firms

   By Kim DiMaria, February 21, 2018
   • 4 replies
   • 523 views
   • 
   • Kim DiMaria
   • February 26, 2018

4. TIAA-CREF Restatements with Ascensus

   By Christine Roberts, June 18, 2010
   • 11 replies
   • 3k views
   • 
   • Patricia Neal Jensen
   • February 21, 2018

5. Type 2 organization - automatically a controlled group?

   By AlbanyConsultant, February 20, 2018
   • 0 replies
   • 347 views
   • 
   • AlbanyConsultant
   • February 20, 2018

6. 401k Match or Nonelective

   By perkinsran, February 15, 2018
   • 7 replies
   • 692 views
   • 
   • BG5150
   • February 16, 2018

7. 414(h)(2) and definition of compensation

   By Belgarath, February 14, 2018
   • 1 reply
   • 802 views
   • 
   • Luke Bailey
   • February 14, 2018

8. Prevailing Wage in a 403b

   By austin3515, February 13, 2018
   • 3 replies
   • 826 views
   • 
   • Carol V. Calhoun
   • February 14, 2018

9. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

   By Belgarath, September 24, 2013
   • 10 replies
   • 3.9k views
   • 
   • Patricia Neal Jensen
   • February 12, 2018

10. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 961 views
    • 
    • Luke Bailey
    • February 9, 2018

11. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 2k views
    • 
    • jpod
    • January 25, 2018

12. Company has 403b plan but participant opens simple IRA

    By jmartin, January 19, 2018
    • 3 replies
    • 441 views
    • 
    • Luke Bailey
    • January 22, 2018

13. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
    • 0 replies
    • 448 views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2018

14. 403(b) Moves from Insurance to Mutual Funds

    By austin3515, December 20, 2017
    • 3 replies
    • 644 views
    • 
    • austin3515
    • January 8, 2018

15. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities, September 19, 2016   

    • Non-ERISA vs. ERISA
    • Form 5500
    • 5 replies
    • 3k views
    • 
    • Patricia Neal Jensen
    • December 12, 2017

16. QJSA Rules for 403(b) Plans

    By Purplemandinga, November 22, 2017
    • 3 replies
    • 851 views
    • 
    • Flyboyjohn
    • November 24, 2017

17. 403b/401k combo

    By austin3515, November 16, 2017
    • 1 reply
    • 416 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

18. Wants 401k. Has 403b plan now.

    By coleboy, November 14, 2017
    • 2 replies
    • 431 views
    • 
    • Flyboyjohn
    • November 15, 2017

19. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

    By rocknrolls2, August 27, 2017
    • 2 replies
    • 980 views
    • 
    • Insurance
    • November 8, 2017

20. removal of QJ&SA

    By AlbanyConsultant, November 2, 2017
    • 1 reply
    • 478 views
    • 
    • ETA Consulting LLC
    • November 2, 2017

21. transfer between plans of same employer

    By AlbanyConsultant, November 1, 2017
    • 0 replies
    • 320 views
    • 
    • AlbanyConsultant
    • November 1, 2017

22. How many 403(a) plans are there?

    By AMDG, October 31, 2017   

    • 403(a)
    • group annuity
    • (and 1 more)

      Tagged with:

      • 403(a)
      • group annuity
      • qualified plan
    • 1 reply
    • 688 views
    • 
    • ETA Consulting LLC
    • October 31, 2017

23. Lete deposit of deferrals - file under VFC or not?

    By Belgarath, October 27, 2017
    • 1 reply
    • 589 views
    • 
    • Flyboyjohn
    • October 27, 2017

24. Lost earnings... on rollover?

    By AlbanyConsultant, October 26, 2017
    • 4 replies
    • 604 views
    • 
    • hr for me
    • October 27, 2017

25. 403(b) safe harbor match and grandfathered formula

    By cathyw, October 12, 2017
    • 2 replies
    • 862 views
    • 
    • CuseFan
    • October 13, 2017