403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Incorrectly limited elective deferrals

   By Ken Davis, November 21, 2011
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • November 23, 2011

2. Limiting employer contributions

   By Guest JMN, November 11, 2011
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • January 24, 2012

3. Disclosure obligations/duty to monitor

   By LIBERTYKID, November 7, 2011
   • 3 replies
   • 1.1k views
   • 
   • Belgarath
   • November 11, 2011

4. 403b Limits Deferrals to 20%

   By austin3515, October 26, 2011
   • 7 replies
   • 2k views
   • 
   • mbozek
   • October 27, 2011

5. Advisor Services for a nonERISA 403(b)

   By Guest AbbyP, October 21, 2011
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • October 25, 2011

6. Dual Status 403(b) Plan

   By oldman, October 20, 2011
   • 6 replies
   • 3.1k views
   • 
   • mbozek
   • October 21, 2011

7. Employer Contribution Deposit Deadline for Tax Exempt Employers

   By Guest WPJoeC, October 7, 2011
   • 1 reply
   • 2.9k views
   • 
   • Kevin C
   • October 10, 2011

8. Transaction

   By Guest JMN, October 7, 2011
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • October 24, 2011

9. trying to terminate an old plan

   By K2retire, October 5, 2011
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • October 6, 2011

10. Investment Providers

    By austin3515, September 30, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 1, 2011

11. Counting Hours for Summer Camp Employees

    By Guest Cookie10, September 21, 2011
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • September 21, 2011

12. Correcting late deferrals in a terminated plan

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

13. 403b excess deferral refund from Roth or traditional account

    By Guest kathar7, September 14, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 14, 2011

14. exclusion for those working less than 20 hours/week

    By Santo Gold, September 13, 2011
    • 2 replies
    • 2.8k views
    • 
    • Kevin C
    • September 13, 2011

15. 403(b) match

    By Lori H, September 7, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 8, 2011

16. 2009 Fom 5500 - employee count in error

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 2 replies
    • 1.6k views
    • 
    • K2retire
    • January 23, 2013

17. 403(b) failing ACP test

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

18. Part-time exclusion from elective deferrals under ERISA 403(b) Plan

    By Guest Pennysaver, August 19, 2011
    • 2 replies
    • 3.2k views
    • 
    • Kevin C
    • August 24, 2011

19. 403(b) Plan Termination

    By oldman, August 19, 2011
    • 7 replies
    • 4.5k views
    • 
    • oldman
    • August 29, 2011

20. Coverage testing for ERISA and non ERISA 403b plans

    By 30Rock, August 16, 2011
    • 10 replies
    • 6k views
    • 
    • mbozek
    • August 19, 2011

21. Faculty, Hours and Summer Months

    By austin3515, August 8, 2011
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 10, 2011

22. Church plan/non-erisa/ok to have 2 plans?

    By Guest Peggy806, July 25, 2011
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 26, 2011

23. 403b NEC accrual requirement

    By Earl, July 20, 2011
    • 3 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • July 21, 2011

24. Foreign Earned Income Exclusion and Roth 403(b) contributions

    By Francis, July 16, 2011
    • 0 replies
    • 2k views
    • 
    • Francis
    • July 16, 2011

25. FAB 2009-02 and FAB 2010-01

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

26. 403b plan beginning of year count

    By Guest Jennyb473, July 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

27. SSA for 403b's

    By austin3515, July 14, 2011
    • 1 reply
    • 953 views
    • 
    • austin3515
    • July 14, 2011

28. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 1.3k views
    • 
    • TPApril
    • October 10, 2019

29. Rollover contributions by retirees

    By Guest Bosco108, July 13, 2011
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 14, 2011

30. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • July 18, 2011

31. Church 403(b) Late Deposits

    By oldman, July 12, 2011
    • 1 reply
    • 1.7k views
    • 
    • movedon
    • July 12, 2011

32. 403b Universal Availability

    By austin3515, July 12, 2011
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • July 12, 2011

33. Universal availability failure

    By Guest Pennysaver, July 11, 2011
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 16, 2011

34. Common Remitter

    By austin3515, July 11, 2011
    • 5 replies
    • 7.2k views
    • 
    • austin3515
    • July 12, 2011

35. Information Sharing Agreements

    By austin3515, July 8, 2011
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • July 9, 2011

36. 5500 for a 403b plan

    By austin3515, July 7, 2011
    • 2 replies
    • 998 views
    • 
    • austin3515
    • July 7, 2011

37. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • April 4, 2015

38. Roth Account Transfer to a DB Plan to Purchase Service Credits

    By DTH, June 27, 2011
    • 0 replies
    • 1k views
    • 
    • DTH
    • June 27, 2011

39. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver, June 21, 2011
    • 5 replies
    • 5.4k views
    • 
    • C-Mikes
    • July 15, 2024

40. Eliminate Hardship

    By Guest Tom:, June 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2011

41. 403b's in Texas - Teachers REitrement System

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

42. DOL safe harbor for non-ERISA 403(b) plans

    By Guest Pennysaver, June 2, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2011

43. Sham Termination? HELP!

    By Guest Madisonlink, May 26, 2011
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2011

44. Non-ERISA Vesting

    By oldman, May 24, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2011

45. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 17, 2011

46. ACP and 410(b) testing

    By AKconsult, May 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • May 11, 2011

47. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 10, 2011

48. How Controlled Group rules apply to 403(b) plans

    By Guest GB07, May 4, 2011
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • May 4, 2011

49. Pre-2009 Contracts and the "Employer Involvement" Criterion

    By Christine Roberts, May 2, 2011
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • May 4, 2011

50. Spousal Consent

    By Nassau, April 25, 2011
    • 2 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 26, 2011