403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Distribution Event

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

2. 403(b)(7) Withdrawals

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

3. 403b w/ match in 401a

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

4. Matching and Nonelective Contributions

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

5. 403(b) and Roths

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

6. TIAA-CREF and TErminated Participants

   By austin3515, September 7, 2010
   • 17 replies
   • 6.6k views
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   • Guest
   • December 5, 2012

7. Fee Disclosure

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

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

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

9. Service Requirement for Employer Contributions

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

10. Employer's Limited Involvement

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

11. Fiduciary Libility in ERISA Covered 403b

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

12. 401k and 403b contribution limit

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

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

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

14. Change of vendors--effect on terminated participants

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

15. ERISA 403b to 401k

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

16. Canceling Mandatory Employer Contributions

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

17. 403(b) has not been filing 5500s

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

18. 403(b) plan terminations....who must be 100% vested?

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

19. employer contribution timing in a non-profit

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

20. Employer dissolving as a result of asset transfer

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

21. Non-Amender

    By oldman, April 19, 2012
    • 8 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 5, 2012

22. Exclusion of Eligible Participants

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

23. Universal Availability Rule

    By Ken Davis, October 1, 2012
    • 2 replies
    • 1.9k views
    • 
    • Ken Davis
    • October 2, 2012

24. Correcting late deferrals in a terminated plan

    By Guest helix, September 16, 2011
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • October 2, 2012

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

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

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

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

27. 403 (b) plan

    By Guest irothenberg, September 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 11, 2012

28. FAB 2009-02

    By Guest M. Pederson, September 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2012

29. Forfeitures in Plan

    By Guest Golden Girl, September 4, 2012
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • September 5, 2012

30. Is the ER limited to 25% of comp when making a 403(b) contribution?

    By katieinny, August 30, 2012
    • 2 replies
    • 913 views
    • 
    • katieinny
    • August 30, 2012

31. 403(b) Plan Correction-Failure to Establish ERISA Protocols

    By oldman, August 20, 2012
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • August 24, 2012

32. 403(b)

    By Guest TLCPension, August 26, 2003
    • 9 replies
    • 5.8k views
    • 
    • mbozek
    • August 21, 2012

33. Establishment of a 403(b) Plan

    By joel, August 8, 2012
    • 24 replies
    • 4.2k views
    • 
    • joel
    • August 13, 2012

34. How to find out if spouse's 403(b) is ERISA or non?

    By Guest pamelajo, August 1, 2012
    • 4 replies
    • 9.5k views
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    • mbozek
    • August 1, 2012

35. Can a 403(b) favor tenured employees?

    By kwalified, August 1, 2012
    • 1 reply
    • 915 views
    • 
    • QDROphile
    • August 1, 2012

36. Retroactive amendment and VCP

    By 30Rock, July 26, 2012
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • July 26, 2012

37. Codes on Form 8955-SSA for 403(b) Plan

    By PensionPro, July 18, 2012
    • 2 replies
    • 1.4k views
    • 
    • PensionPro
    • July 20, 2012

38. Non-participant directed disclosure

    By Guest Melissa5374, July 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 17, 2012

39. 403(b) failing ACP test

    By Santo Gold, August 22, 2011
    • 4 replies
    • 3.7k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

40. Fee disclosures in 403(b)'s

    By kwalified, July 16, 2012
    • 0 replies
    • 929 views
    • 
    • kwalified
    • July 16, 2012

41. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 2 replies
    • 4.9k views
    • 
    • mbozek
    • July 14, 2012

42. Plan combination

    By Guest M. Pederson, July 13, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • July 13, 2012

43. terminating a 403(b) Plan

    By Santo Gold, July 11, 2012
    • 3 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • July 12, 2012

44. Two differnt match formulas in same plan

    By Nancy D, June 19, 2012
    • 2 replies
    • 1.6k views
    • 
    • Nancy D
    • June 20, 2012

45. 403(b) Plan correction - failure to make mandatory distribution/rollover

    By holdco, June 19, 2012
    • 0 replies
    • 1.1k views
    • 
    • holdco
    • June 19, 2012

46. TIAA CREF - Again with Schedule A

    By austin3515, June 15, 2012
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • June 15, 2012

47. TIAA-CREF Schedule A

    By austin3515, June 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • June 8, 2012

48. 403(b) In Service 72T distributions

    By Guest Peter L, June 6, 2012
    • 4 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • June 6, 2012

49. Spousal consent

    By Guest JMN, May 25, 2012
    • 5 replies
    • 9.7k views
    • 
    • mbozek
    • May 31, 2012

50. 403(b) includible compensation

    By Ken Davis, May 29, 2012
    • 4 replies
    • 2.6k views
    • 
    • Ken Davis
    • May 30, 2012