403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8, 2019   

   • 403b
   • forfeitures
   • 4 replies
   • 1.4k views
   • 
   • Lou S.
   • October 10, 2019

2. Rollover by non-spouse beneficiary?

   By joel, October 16, 2001
   • 4 replies
   • 2.8k views
   • 
   • joel
   • November 6, 2001

3. 403(b) failing ACP test

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

4. 403b plan loan problems

   By doombuggy, July 29, 2014
   • 4 replies
   • 3.7k views
   • 
   • 403BWilder
   • September 28, 2017

5. Foundation in Controlled Group with School District?

   By austin3515, September 11, 2024
   • 4 replies
   • 902 views
   • 
   • Peter Gulia
   • September 12, 2024

6. Annual notice required to satisfy universal availability?

   By 403BWilder, June 24, 2019   

   • universal availability
   • participant notice
   • (and 1 more)

     Tagged with:

     • universal availability
     • participant notice
     • nondiscrimination testing
   • 4 replies
   • 2.9k views
   • 
   • ERISADC
   • May 19, 2021

7. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

   By fiddle, January 10, 2022
   • 4 replies
   • 947 views
   • 
   • fiddle
   • January 13, 2022

8. 403b restate into a 401k

   By Guest jessicahartle, March 22, 2005
   • 4 replies
   • 2.4k views
   • 
   • mbozek
   • March 23, 2005

9. Single Plan, Multiple TDAs?

   By Christine Roberts, November 28, 2001
   • 4 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • December 3, 2001

10. No ADP Test for 403(b) Contributions?

    By ERISA1, January 18, 2012
    • 4 replies
    • 4.4k views
    • 
    • QNPG
    • January 19, 2012

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

    By Patricia Neal Jensen, April 16, 2018   

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

12. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24, 2019
    • 4 replies
    • 943 views
    • 
    • Belgarath
    • July 3, 2019

13. Excluding Medical Residents from 403(b) Participation?

    By Christine Roberts, July 25, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 14, 2002

14. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 15, 2019

15. 403(b) plans

    By Guest Big Al, April 3, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • April 3, 2008

16. How to terminate or freeze a 403(b) plan being replaced by a 401(k) pl

    By Guest patom, January 15, 2001
    • 4 replies
    • 2.7k views
    • 
    • PMC
    • February 13, 2001

17. why would I be forced to a single vendor?

    By Effen, November 12, 2008
    • 4 replies
    • 1.6k views
    • 
    • Kevin C
    • November 13, 2008

18. FAB 2009-02 and FAB 2010-01

    By Guest Pennysaver, July 16, 2011
    • 4 replies
    • 2.1k views
    • 
    • Peter Gulia
    • July 20, 2011

19. 403b missed employer contributions

    By Guest JVerse, January 17, 2014
    • 4 replies
    • 2.6k views
    • 
    • GMK
    • April 7, 2014

20. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • March 6, 2015

21. Hardships under 403b7

    By austin3515, July 6, 2010
    • 4 replies
    • 1.5k views
    • 
    • TLGeer
    • July 25, 2010

22. Do you give employees Exclusion Allowance advice?

    By imchipbrown, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • imchipbrown
    • December 4, 2000

23. Is it permissible for the custodian of a commingled Non-Tile I 403(b)(

    By Guest EWagner, December 1, 2000
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • January 6, 2001

24. 403b/401a combined plan

    By Guest dgflautt, July 8, 2005
    • 4 replies
    • 4k views
    • 
    • Lori Friedman
    • July 12, 2005

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

    By RatherBeGolfing, November 12, 2024
    • 4 replies
    • 951 views
    • 
    • RatherBeGolfing
    • November 14, 2024

26. 403(b) Training Manual

    By Guest Ann Marie Hegy, May 6, 2003
    • 4 replies
    • 3.8k views
    • 
    • Guest
    • May 9, 2003

27. Can an employer transfer entire plan to new platform?

    By 401(k)athryn, April 21, 2017
    • 4 replies
    • 1.1k views
    • 
    • benefitz
    • September 28, 2017

28. 403(b) and 401(k) Plan?

    By Jilliandiz, January 24, 2005
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • January 24, 2005

29. Excluding EEs who worked less than 20 hours/week

    By blue, March 16, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 26, 2009

30. 403(b) rollover under EGTRRA to an outside annuity

    By Guest bobgio, January 6, 2003
    • 4 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • January 24, 2003

31. Former Employees

    By Guest BED, June 10, 2010
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • June 14, 2010

32. Can life insurance be purchased inside a 403(b) program?

    By Guest wex4, July 24, 2000
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • August 17, 2000

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

    By MQS0413, September 20, 2024
    • 4 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • September 24, 2024

34. Exception to 10% early withdrawl penalty?

    By Guest Don M, March 17, 2000
    • 4 replies
    • 2.3k views
    • 
    • pjkoehler
    • April 1, 2000

35. Please Help Me !!!

    By Guest thestockman, February 26, 2002
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • February 27, 2002

36. Commingle assets in 403(b) and Money Purchase

    By Guest vrp, June 13, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2001

37. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

38. HR 3718

    By joel, January 30, 2004
    • 4 replies
    • 3.4k views
    • 
    • jevd
    • January 30, 2004

39. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • January 22, 2014

40. EGTRRA change to 403(b)

    By Medusa, August 16, 2001
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • August 20, 2001

41. 403B plan documents ?

    By rfahey, July 30, 2008
    • 4 replies
    • 2.5k views
    • 
    • TLGeer
    • August 1, 2008

42. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 1.1k views
    • 
    • PensionPro
    • October 2, 2018

43. 403(b) to 401(k)

    By Guest RAA, February 14, 2002
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 16, 2002

44. Pooled Separate Account allowed?

    By bzorc, August 22, 2022
    • 4 replies
    • 3.2k views
    • 
    • Patricia Neal Jensen
    • August 24, 2022

45. Insurance Contract Consent

    By Guest kothe19, September 1, 2005
    • 4 replies
    • 2.9k views
    • 
    • Ron Snyder
    • September 9, 2005

46. 501(c)-18?

    By eilano, May 3, 2000
    • 4 replies
    • 2.3k views
    • 
    • eilano
    • May 9, 2000

47. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen, February 5, 2021
    • 4 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • February 8, 2021

48. Compensation definition for 403(b) plan??

    By Guest DebN, February 23, 2001
    • 4 replies
    • 3k views
    • 
    • Ellie Lowder
    • February 27, 2001

49. 403b's in Texas - Teachers REitrement System

    By austin3515, June 20, 2011
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 20, 2011

50. Employee deferrals contribution time limits

    By Guest bblack, February 27, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • March 1, 2002