403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Universal Availability - pseudo plan termination?

   By Guest wiltony, May 21, 2013
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • May 23, 2013

2. Universal Availability - Effective Opportunity

   By jpod, May 9, 2013
   • 3 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • May 9, 2013

3. Terminating small, ERISA 403(b)

   By Lori H, May 6, 2013
   • 1 reply
   • 922 views
   • 
   • Carol V. Calhoun
   • May 7, 2013

4. Non-Electing Church 403(b) Plan

   By oldman, April 29, 2013
   • 5 replies
   • 2.1k views
   • 
   • ETA Consulting LLC
   • April 30, 2013

5. Merging two 403(b) Plans of same employer

   By Trekker, April 8, 2013
   • 4 replies
   • 7.1k views
   • 
   • Trekker
   • May 22, 2013

6. 403(b) Plan - Form 5500 Questions

   By rocknrolls2, April 5, 2013
   • 0 replies
   • 1.2k views
   • 
   • rocknrolls2
   • April 5, 2013

7. Pre-approved 403b's are Here (at least in theory)

   By austin3515, April 1, 2013
   • 3 replies
   • 1.3k views
   • 
   • PensionPro
   • April 2, 2013

8. Correcting a 403(b) plan failure under the new EPCRS

   By holdco, March 26, 2013
   • 0 replies
   • 1.2k views
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   • holdco
   • March 26, 2013

9. Forfeitures for Plan Expenses

   By austin3515, March 23, 2013
   • 16 replies
   • 3.6k views
   • 
   • austin3515
   • March 25, 2013

10. ERISA 403(b) fidelity bond requirements?

    By Lori H, March 5, 2013
    • 1 reply
    • 2k views
    • 
    • Flyboyjohn
    • March 8, 2013

11. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 26, 2013

12. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 6.2k views
    • 
    • joel
    • March 22, 2013

13. 403(b) large plan and 5500/TIAA reporting

    By kwalified, February 22, 2013
    • 2 replies
    • 1.4k views
    • 
    • Lori H
    • March 8, 2013

14. 2 year eligibility with a Safe Harbor 403(b)?

    By Lori H, February 20, 2013
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • February 21, 2013

15. Top Paid Group election

    By Lori H, February 19, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 19, 2013

16. unbundled 403b providers?

    By gregburst, February 13, 2013
    • 2 replies
    • 1.2k views
    • 
    • joel
    • March 18, 2013

17. May a non-profit terminate a 403b and start a 401k plan in the same year?

    By wcj99, February 8, 2013
    • 8 replies
    • 6.5k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

18. Special Rule for 403b's?

    By austin3515, February 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 7, 2013

19. Roth and pre tax contributions

    By Nancy D, February 7, 2013
    • 3 replies
    • 1k views
    • 
    • Nancy D
    • February 7, 2013

20. Exclude bonuses from plan's definition of compensation

    By waid10, January 25, 2013   

    • universal availability issue?
    • 10 replies
    • 8.3k views
    • 
    • ETA Consulting LLC
    • January 25, 2013

21. Applying the 80-120 rule to 403(b)

    By Lori H, January 22, 2013
    • 3 replies
    • 1.5k views
    • 
    • Lori H
    • January 22, 2013

22. Determining number of participants for audit purposes

    By Lori H, January 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 21, 2013

23. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

    By katieinny, January 17, 2013
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 18, 2013

24. ABPT Testing in 403(b) Plans

    By PensionPro, January 16, 2013
    • 0 replies
    • 897 views
    • 
    • PensionPro
    • January 16, 2013

25. 401(a) Match Plan and 403(b) Deferral Only

    By austin3515, January 15, 2013
    • 10 replies
    • 2.2k views
    • 
    • mbozek
    • January 16, 2013

26. Changing the Plan Year

    By Randy Watson, January 9, 2013
    • 0 replies
    • 973 views
    • 
    • Randy Watson
    • January 9, 2013

27. 403b Determination LEtter Program

    By austin3515, January 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • January 9, 2013

28. Distribution Event

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

29. 403b w/ match in 401a

    By austin3515, December 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • December 12, 2012

30. Matching and Nonelective Contributions

    By ERISA-Bubs, December 11, 2012
    • 1 reply
    • 864 views
    • 
    • MWeddell
    • December 11, 2012

31. 403(b)(7) Withdrawals

    By oldman, December 11, 2012
    • 6 replies
    • 2.2k views
    • 
    • mbozek
    • December 12, 2012

32. 403(b) and Roths

    By Nancy D, December 10, 2012
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2012

33. Fee Disclosure

    By Nassau, December 3, 2012
    • 0 replies
    • 899 views
    • 
    • Nassau
    • December 3, 2012

34. What does '20 hours a week' mean?

    By rcline46, December 3, 2012
    • 3 replies
    • 5.2k views
    • 
    • Tom Poje
    • December 3, 2012

35. Service Requirement for Employer Contributions

    By oldman, November 28, 2012
    • 1 reply
    • 922 views
    • 
    • ETA Consulting LLC
    • November 28, 2012

36. Employer's Limited Involvement

    By austin3515, November 21, 2012
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • November 24, 2012

37. Fiduciary Libility in ERISA Covered 403b

    By austin3515, November 20, 2012
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 21, 2012

38. 401k and 403b contribution limit

    By Santo Gold, November 15, 2012
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • November 16, 2012

39. Hardship Distribution from frozen 401(k) plan..are 403(b) contributions suspended?

    By Guest mmaggs, November 8, 2012
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • November 8, 2012

40. Change of vendors--effect on terminated participants

    By 7806akp, November 5, 2012
    • 0 replies
    • 867 views
    • 
    • 7806akp
    • November 5, 2012

41. ERISA 403b to 401k

    By Spencer, November 1, 2012
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 1, 2012

42. Canceling Mandatory Employer Contributions

    By rocknrolls2, October 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 24, 2012

43. 403(b) plan terminations....who must be 100% vested?

    By Guest benefitsnewbie, October 23, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 23, 2012

44. 403(b) has not been filing 5500s

    By RayJJohnsonJr, October 18, 2012
    • 6 replies
    • 1.5k views
    • 
    • RayJJohnsonJr
    • October 23, 2012

45. employer contribution timing in a non-profit

    By Santo Gold, October 11, 2012
    • 1 reply
    • 1.5k views
    • 
    • PensionPro
    • October 12, 2012

46. Employer dissolving as a result of asset transfer

    By britoski, October 5, 2012
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • October 10, 2012

47. Exclusion of Eligible Participants

    By oldman, October 3, 2012
    • 4 replies
    • 1.7k views
    • 
    • oldman
    • October 3, 2012

48. Universal Availability Rule

    By Ken Davis, October 1, 2012
    • 2 replies
    • 1.8k views
    • 
    • Ken Davis
    • October 2, 2012

49. Paired 401k/403b and Top-Heavy

    By austin3515, September 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 26, 2012

50. Transfer from one 403(b) vendor to another

    By waid10, September 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • rcline46
    • September 17, 2012