403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. When is a 403(b) not a 403(b)?

   By Patricia Neal Jensen, May 3, 2018   

   • 403(b)
   • plan document
   • 2 replies
   • 481 views
   • 
   • Patricia Neal Jensen
   • May 7, 2018

2. 5310 for 403(b) Plan

   By Dalai Pookah, April 23, 2018   

   • 5310
   • 403(b)
   • 1 reply
   • 647 views
   • 
   • Luke Bailey
   • April 23, 2018

3. Restate to Terminate 403(b)? 2018 activity

   By Patricia Neal Jensen, April 16, 2018   

   • ppa restatement 403(b)
   • 403(b) termination
   • 4 replies
   • 790 views
   • 
   • Patricia Neal Jensen
   • April 17, 2018

4. 403(b) plan participant count

   By M Norton, April 16, 2018   

   • 403(b) participant count
   • exclusion of annuity contracts
   • 3 replies
   • 859 views
   • 
   • Patricia Neal Jensen
   • April 17, 2018

5. Failure to File 8955 SSA

   By Patricia Neal Jensen, April 3, 2018   

   • 8955 ssa
   • 7 replies
   • 3.4k views
   • 
   • ESOP Guy
   • April 5, 2018

6. Split 403(b) Plan into two plans?

   By Patricia Neal Jensen, March 19, 2018   

   • 403(b) audit
   • 22 replies
   • 2.5k views
   • 
   • Peter Gulia
   • March 29, 2018

7. 403(b) and 401a PS Plan

   By austin3515, March 2, 2018
   • 8 replies
   • 1k views
   • 
   • austin3515
   • March 21, 2018

8. Highly Compensated and post-severance compensation

   By Belgarath, February 13, 2018
   • 5 replies
   • 709 views
   • 
   • Belgarath
   • March 21, 2018

9. Non-ERISA 403(b) and QDRO's

   By Belgarath, February 21, 2018
   • 22 replies
   • 2.7k views
   • 
   • Carol V. Calhoun
   • March 20, 2018

10. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.4k views
    • 
    • G8Rs
    • March 16, 2018

11. Is it a Roth?

    By joel, February 5, 2018
    • 14 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 10, 2018

12. Student-Teacher Exclusion

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

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

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

14. MWBE 403(b) Recordkeeping and Administration Firms

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

15. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 3.4k views
    • 
    • Patricia Neal Jensen
    • February 21, 2018

16. Type 2 organization - automatically a controlled group?

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

17. 401k Match or Nonelective

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

18. 414(h)(2) and definition of compensation

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

19. Prevailing Wage in a 403b

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

20. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.1k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

21. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • February 9, 2018

22. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 2.2k views
    • 
    • jpod
    • January 25, 2018

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

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

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

    By John Feldt ERPA CPC QPA, January 12, 2018   

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

25. 403(b) Moves from Insurance to Mutual Funds

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