403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403 (b) plan

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

2. FAB 2009-02

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

3. Forfeitures in Plan

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

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

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

5. 403(b) Plan Correction-Failure to Establish ERISA Protocols

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

6. Establishment of a 403(b) Plan

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

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

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

8. 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

9. Retroactive amendment and VCP

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

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

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

11. Non-participant directed disclosure

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

12. Fee disclosures in 403(b)'s

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

13. Plan combination

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

14. No Beneficiary Designation On File

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

15. terminating a 403(b) Plan

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

16. Two differnt match formulas in same plan

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

17. 403(b) Plan correction - failure to make mandatory distribution/rollover

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

18. TIAA CREF - Again with Schedule A

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

19. TIAA-CREF Schedule A

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

20. 403(b) In Service 72T distributions

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

21. 403(b) includible compensation

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

22. Spousal consent

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

23. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
    • 0 replies
    • 1.3k views
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    • Ken Davis
    • May 24, 2012

24. Eligibility for retirement plans of two employers

    By waid10, May 22, 2012
    • 0 replies
    • 846 views
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    • waid10
    • May 22, 2012

25. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1k views
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    • mbozek
    • May 15, 2012

26. Salary reduction contribution

    By joel, May 4, 2012
    • 1 reply
    • 1k views
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    • mbozek
    • May 4, 2012

27. Non-Amender

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

28. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 4.1k views
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    • Peter Gulia
    • April 11, 2012

29. Church 403(b) HELP

    By Guest JerLon, April 9, 2012
    • 7 replies
    • 2.4k views
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    • ETA Consulting LLC
    • April 10, 2012

30. Involuntary IRC Section 403(b) Contributions

    By bzorc, April 5, 2012
    • 2 replies
    • 2.3k views
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    • QDROphile
    • April 5, 2012

31. Exclusion of Students During Summer

    By Guest Lane, April 4, 2012
    • 6 replies
    • 3.3k views
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    • GMK
    • April 5, 2012

32. 403(b) - ERISA Plan or Not

    By HarleyBabe, April 3, 2012
    • 6 replies
    • 1.6k views
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    • John Feldt ERPA CPC QPA
    • April 9, 2012

33. Multiple 403b plans

    By Guest Benny Guy, March 29, 2012
    • 16 replies
    • 8.2k views
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    • mbozek
    • April 2, 2012

34. Mandatory & elective deferrals

    By SheilaD, March 29, 2012
    • 1 reply
    • 1.6k views
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    • ETA Consulting LLC
    • March 29, 2012

35. bonus contribution for long-term participants

    By Santo Gold, March 26, 2012
    • 3 replies
    • 1.6k views
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    • mbozek
    • March 28, 2012

36. VCP Correction of 403b Operational Failures

    By Guest ERISAfied, March 14, 2012
    • 3 replies
    • 1.9k views
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    • Guest
    • March 15, 2012

37. Employer Controlled Nonelective

    By Blinky the 3-eyed Fish, March 10, 2012
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2012

38. Employer failed to apply Universal Availability

    By Guest sugar daddy, March 9, 2012
    • 4 replies
    • 1.6k views
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    • Guest
    • March 13, 2012

39. due date for non-profit ER contribution

    By Santo Gold, March 2, 2012
    • 3 replies
    • 8.1k views
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    • TPApril
    • November 15, 2019

40. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
    • 0 replies
    • 1.1k views
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    • Guest
    • February 25, 2012

41. Professors and Adjuncts - Hours of Service

    By Guest Lane, February 9, 2012
    • 1 reply
    • 1k views
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    • Guest
    • March 26, 2012

42. 403B Plan to 401k

    By KevinMc, February 7, 2012
    • 2 replies
    • 1k views
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    • rcline46
    • February 7, 2012

43. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • March 28, 2019

44. Does this smell right?

    By kwalified, January 27, 2012
    • 2 replies
    • 1.2k views
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    • mbozek
    • January 29, 2012

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

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

46. ERISA 403(b) to non-ERISA 403(b)

    By Guest evenstar38, January 6, 2012
    • 4 replies
    • 1.7k views
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    • Guest
    • January 11, 2012

47. 403b loan question

    By Guest Jphagg, December 18, 2011
    • 7 replies
    • 2.4k views
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    • MARYMM
    • December 20, 2011

48. Non-Profit Healthcare Agency Takeover Question

    By ubermax, December 14, 2011
    • 5 replies
    • 1.5k views
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    • mbozek
    • December 21, 2011

49. Application of minimum service rule

    By 7806akp, December 13, 2011
    • 0 replies
    • 1.4k views
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    • 7806akp
    • December 13, 2011

50. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Rolf Trautmann
    • December 7, 2011