403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. News on Negative Elections for 403(b)?

   By Guest LFrankel, June 9, 2000
   • 4 replies
   • 1.8k views
   • 
   • Carol V. Calhoun
   • August 27, 2000

2. Withdrawals, transfers, distributions, rollovers ... Please help with

   By Guest Lyric, January 29, 2002
   • 4 replies
   • 2.4k views
   • 
   • joel
   • January 31, 2002

3. Written Plan document relief

   By Guest Sieve, December 11, 2008
   • 4 replies
   • 1.3k views
   • 
   • IRA
   • December 15, 2008

4. Rating 403b plans

   By Guest mfern, November 8, 2002
   • 4 replies
   • 2.9k views
   • 
   • IRC401
   • November 9, 2002

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

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

6. Nonresident Alien-please

   By jane123, March 12, 2003
   • 4 replies
   • 1.8k views
   • 
   • jane123
   • March 17, 2003

7. 403(b) Employer Contributions and VCP

   By Randy Watson, February 2, 2011
   • 4 replies
   • 1.8k views
   • 
   • Randy Watson
   • February 8, 2011

8. Guidance Regulations for 403(b)

   By Guest llaplount, July 12, 2004
   • 4 replies
   • 2.8k views
   • 
   • jevd
   • July 29, 2004

9. multiple 403b

   By wmyer, November 22, 2004
   • 4 replies
   • 2.4k views
   • 
   • wmyer
   • November 23, 2004

10. 90-24 transfer rule

    By Guest yanfan, November 16, 2005
    • 4 replies
    • 4k views
    • 
    • Guest
    • November 24, 2005

11. 402(g) limits

    By tuni88, September 9, 2010
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • October 18, 2010

12. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • FPGuy
    • September 11, 2019

13. SECURE 2.0 Sec. 102 application to 403(b)?

    By Patricia Neal Jensen, March 2, 2023
    • 4 replies
    • 739 views
    • 
    • Peter Gulia
    • March 6, 2023

14. Advisory letter used for (ostensibly) pre-approved plan, ostensibly dated 9/30/2014

    By Belgarath, April 14
    • 4 replies
    • 708 views
    • 
    • EBP
    • April 16

15. Start up 403(b) and 5500 reporting

    By Lori H, January 26, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • January 27, 2015

16. 403(b)(7) and QJSA

    By Just Me, September 17, 2004
    • 4 replies
    • 3.1k views
    • 
    • Lori Friedman
    • September 20, 2004

17. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.4k views
    • 
    • panther
    • December 2, 2010

18. TSA plan with issues.

    By Lori H, September 29, 2009
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • October 1, 2009

19. DOL FAB 2010-01

    By Guest Tom:, February 23, 2010
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • May 11, 2010

20. Discretionary last day rule

    By movedon, September 9, 2010
    • 4 replies
    • 1.9k views
    • 
    • movedon
    • September 10, 2010

21. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

    By jpokusa, August 20, 2014   

    • 403(b)
    • non-ERISA 403(b)
    • (and 1 more)

      Tagged with:

      • 403(b)
      • non-ERISA 403(b)
      • safe harbor ERISA 403(b)
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 21, 2014

22. Employer failed to apply Universal Availability

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

23. Requirements is 403(b) is "recordkept"

    By Guest bcichon, April 29, 2004
    • 4 replies
    • 3.9k views
    • 
    • ljr
    • June 4, 2004

24. 403(b) Eligibility

    By Guest amm19, October 1, 2001
    • 4 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

25. Universal availability

    By Belgarath, February 11, 2021
    • 4 replies
    • 923 views
    • 
    • Belgarath
    • March 1, 2021

26. Audit Requirement

    By Guest RGZ, July 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2006

27. Exclusion of Eligible Participants

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

28. 403(b) Internal Revenue Code Rules

    By Guest LenZ, May 9, 2003
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 12, 2003

29. Job 'eliminated' just 60 days short of 20 years service. What to do?

    By Guest nancykev, October 10, 2004
    • 4 replies
    • 2.5k views
    • 
    • RCK
    • October 27, 2004

30. QDRO vs Legal Separation agreement

    By Guest bmurphy61, September 13, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • September 14, 2006

31. Employer Contributions After Retirement - Just for School Districts?

    By Christine Roberts, May 26, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 27, 2004

32. Employer contributions to non-ERISA plans

    By Guest lskin, July 13, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • July 14, 2006

33. School or school district mergers

    By Belgarath, March 20, 2017
    • 4 replies
    • 772 views
    • 
    • Belgarath
    • April 11, 2017

34. Certified Audit

    By bzorc, May 14, 2002
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • May 16, 2002

35. 403(b) includible compensation

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

36. Employer's Limited Involvement

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

37. Tax Sheltered Annuity & Flex Plan

    By Guest Sara H, October 24, 2003
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 28, 2003

38. 403B to 401K

    By Guest kbett, May 8, 2007
    • 4 replies
    • 2.2k views
    • 
    • TLGeer
    • June 2, 2007

39. 403(b) - ineligible employee fixes

    By Griswold, March 26, 2019
    • 4 replies
    • 955 views
    • 
    • Griswold
    • March 27, 2019

40. Non-ERISA and loans

    By John Feldt ERPA CPC QPA, June 16, 2010
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 19, 2010

41. Non-ERISA 403(b) -- Reversion of Non-Vested Balances

    By Guest rocnrols2, February 26, 2003
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • February 27, 2003

42. Loan provisions in 403(b)'s...?

    By Guest Garry, August 20, 1998
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • September 11, 1998

43. 403b loans require stopping monthly contributions?

    By Guest Mr. Joe, May 21, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • May 27, 2005

44. Once-eligible, always-eligible rule and rehires / reclassifications of employment.

    By HCE, December 11, 2023
    • 3 replies
    • 2k views
    • 
    • ERISA-Bubs
    • December 19, 2023

45. Non-ERISA Plan Restated as ERISA Plan

    By Christine Roberts, August 21, 2003
    • 3 replies
    • 3.8k views
    • 
    • mbozek
    • September 15, 2003

46. new document volume submitter approval

    By Tom Poje, May 12, 2017
    • 3 replies
    • 767 views
    • 
    • Carol V. Calhoun
    • August 21, 2017

47. Plan Advisory Committees and Investment Policies Needed for 403(b) Pro

    By Guest kerryb, December 5, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • December 29, 2001

48. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11, 2020
    • 3 replies
    • 864 views
    • 
    • BG5150
    • September 15, 2020

49. Erisa 403(b) to Non-Erisa 403(b)

    By Jilliandiz, May 4, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 5, 2006

50. VCP Correction of 403b Operational Failures

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