403(b) Plans, Accounts or Annuities

2,062 topics in this forum

1. 403(b) Plan Termination

   By oldman, August 19, 2011
   • 7 replies
   • 4.6k views
   • 
   • oldman
   • August 29, 2011

2. 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

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

   By 30Rock, August 16, 2011
   • 10 replies
   • 6.2k views
   • 
   • mbozek
   • August 19, 2011

4. Faculty, Hours and Summer Months

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

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

   By Guest Peggy806, July 25, 2011
   • 3 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • July 26, 2011

6. 403b NEC accrual requirement

   By Earl, July 20, 2011
   • 3 replies
   • 2.2k views
   • 
   • ETA Consulting LLC
   • July 21, 2011

7. FAB 2009-02 and FAB 2010-01

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

8. $3,000 Catch-up under 402(g)(7)

   By austin3515, July 13, 2011
   • 5 replies
   • 1.9k views
   • 
   • Kevin C
   • July 18, 2011

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

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

10. Universal availability failure

    By Guest Pennysaver, July 11, 2011
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • July 16, 2011

11. 403b plan beginning of year count

    By Guest Jennyb473, July 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 14, 2011

12. SSA for 403b's

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

13. Rollover contributions by retirees

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

14. Church 403(b) Late Deposits

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

15. 403b Universal Availability

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

16. Common Remitter

    By austin3515, July 11, 2011
    • 5 replies
    • 7.4k views
    • 
    • austin3515
    • July 12, 2011

17. Information Sharing Agreements

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

18. 5500 for a 403b plan

    By austin3515, July 7, 2011
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 7, 2011

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

    By DTH, June 27, 2011
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • June 27, 2011

20. Eliminate Hardship

    By Guest Tom:, June 21, 2011
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 22, 2011

21. 403b's in Texas - Teachers REitrement System

    By austin3515, June 20, 2011
    • 4 replies
    • 1.7k views
    • 
    • mbozek
    • June 20, 2011

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

    By Guest Pennysaver, June 2, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 2, 2011

23. Non-ERISA Vesting

    By oldman, May 24, 2011
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • May 31, 2011

24. Sham Termination? HELP!

    By Guest Madisonlink, May 26, 2011
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 27, 2011

25. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • May 17, 2011

26. ACP and 410(b) testing

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

27. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • May 10, 2011

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

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

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

    By Christine Roberts, May 2, 2011
    • 3 replies
    • 2.5k views
    • 
    • mbozek
    • May 4, 2011

30. Spousal Consent

    By Nassau, April 25, 2011
    • 2 replies
    • 4k views
    • 
    • Peter Gulia
    • April 26, 2011

31. ACP failure on 403b plan

    By Guest Peggy806, April 5, 2011
    • 5 replies
    • 2.7k views
    • 
    • Lou S.
    • April 11, 2011

32. This looks ugly

    By Santo Gold, April 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • April 4, 2011

33. coverage rules 403b

    By Guest Peggy806, March 31, 2011
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • April 1, 2011

34. 403b Contract Transfer

    By Guest Pension250, June 8, 2010
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • March 29, 2011

35. ABT and 403b deferrals

    By 30Rock, March 24, 2011
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • March 24, 2011

36. Can employer sponsor both a non-ERISA 403(b) plan and an ERISA 403(b) plan?

    By Guest Pennysaver, March 17, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 17, 2011

37. safe harbor

    By Guest G Mann, March 17, 2011
    • 0 replies
    • 978 views
    • 
    • Guest
    • March 17, 2011

38. Limiting loans and non ERISA status

    By 30Rock, March 14, 2011
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • March 14, 2011

39. Large Plan or Small Plan - 80-120 Rule

    By KateSmithPA, March 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 14, 2011

40. Non ERISA 403(b) 5500 filing

    By Guest sugar daddy, March 10, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 10, 2011

41. Question on a Plan Provision

    By austin3515, March 7, 2011
    • 0 replies
    • 990 views
    • 
    • austin3515
    • March 7, 2011

42. J&S required under 403(b) plan?

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 7, 2011

43. Ordering Rules on TSA Withdrawals?

    By Guest SharonV, March 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

44. Roth 403b deferrals and W2 from 457f plan

    By 30Rock, February 17, 2011
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • February 25, 2011

45. 2 year employer match

    By Lori H, February 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • February 17, 2011

46. Plan Doc and Collective Bargaining Agreement

    By Guest frosty, February 16, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 16, 2011

47. Allocation of Forfeitures in a 403(b)

    By BTG, February 16, 2011
    • 0 replies
    • 1.3k views
    • 
    • BTG
    • February 16, 2011

48. 403(b) Employer Contributions and VCP

    By Randy Watson, February 2, 2011
    • 4 replies
    • 1.9k views
    • 
    • Randy Watson
    • February 8, 2011

49. Any Discrimination Problems Here?

    By Guest jfreeborn, February 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2011

50. School's contractual comp after plan year end

    By AlbanyConsultant, February 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 7, 2011