403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. terminating 403(b) Plan

   By k man, March 25, 2004
   • 3 replies
   • 2k views
   • 
   • k man
   • April 8, 2004

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

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

3. 403(b) RFPs

   By Guest tracyzimmer, April 8, 2002
   • 3 replies
   • 2k views
   • 
   • Guest
   • June 5, 2002

4. ERISA vs Non-ERISA 403b plans

   By Guest william2, March 11, 2004
   • 3 replies
   • 31.7k views
   • 
   • Guest
   • March 15, 2004

5. changing vendor

   By Guest Hulap, March 31, 1999
   • 3 replies
   • 2.1k views
   • 
   • jlf
   • April 19, 1999

6. Universal Availability - Effective Opportunity

   By jpod, May 9, 2013
   • 3 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • May 9, 2013

7. Why are 403(b) plans trapped in the annuities loop?

   By Guest Lyric, April 7, 1999
   • 3 replies
   • 2k views
   • 
   • Guest
   • April 19, 1999

8. 403(b)(2)

   By Guest G. Thornton, June 25, 2001
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • June 26, 2001

9. Help! Eliminating QJSA from ERISA 403(b)

   By Guest IRISH79, March 22, 2007
   • 3 replies
   • 2.6k views
   • 
   • Locust
   • March 23, 2007

10. 403(b) nondiscrimination

    By Guest Frank Rizzo, October 30, 2002
    • 3 replies
    • 1.8k views
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    • mbozek
    • October 30, 2002

11. advantages/disadvantages of 403b(7) vs ira

    By Guest frkarena, April 24, 1999
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • April 27, 1999

12. Balloon Payments

    By jlf, August 9, 2000
    • 3 replies
    • 2.3k views
    • 
    • jlf
    • August 16, 2000

13. Non-ERISA plan and Rollover Contributions

    By DTH, September 13, 2017
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • September 13, 2017

14. 403(b) exchange/transfer

    By Nassau, October 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2008

15. University 403(b) Plans

    By Guest cphcs, June 19, 2008
    • 3 replies
    • 2.2k views
    • 
    • TLGeer
    • August 4, 2008

16. CUSTODIAL ACCOUNTS 403(B)(7)

    By Guest djaszi, February 8, 1999
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • May 3, 1999

17. Pre-approved 403b's are Here (at least in theory)

    By austin3515, April 1, 2013
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • April 2, 2013

18. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

    By Guest SEFinnegan, October 21, 2014
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2014

19. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

20. Over-age-50 catch-up

    By Guest MAnglim, September 17, 2001
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • September 20, 2001

21. contribution after distribution?

    By Guest jmlumpkin, August 19, 2005
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • August 23, 2005

22. Prevailing Wage in a 403b

    By austin3515, February 13, 2018
    • 3 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • February 14, 2018

23. 401(k) and 403(b) combination plans

    By jaemmons, September 27, 2004
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • October 6, 2004

24. No Plan Adminstrator

    By Guest fca, May 14, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 15, 2006

25. Eliot Spitzer Decides Union Violated the Law

    By joel, June 19, 2006
    • 3 replies
    • 2.1k views
    • 
    • joel
    • June 24, 2006

26. termination of a 403(b) plan

    By Guest TV Brokerage Inc, August 19, 2010
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2010

27. 403(b) wants to match retroactively

    By Lori H, April 1, 2010
    • 3 replies
    • 1.2k views
    • 
    • TLGeer
    • April 17, 2010

28. Can a non-ERISA 403(b) still exist?

    By Guest bobolink, June 24, 2010
    • 3 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

29. What are the time requirements on the employer to make plan contributi

    By Guest Sean, May 19, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 15, 1999

30. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • December 15, 2010

31. 403(a) Funds

    By Guest JMKirschbaum, May 1, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • May 1, 2002

32. May a 403(b) employer add provisions beyond the IRS-preapproved document?

    By Peter Gulia, December 5, 2022
    • 3 replies
    • 882 views
    • 
    • AMDG
    • December 8, 2022

33. bonus contribution for long-term participants

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

34. Final 401(a)(9) Regs

    By Guest Madalyn Clark, November 20, 2003
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • November 21, 2003

35. 403B RMD at age 75 for pre-1987 contributions

    By Guest donmartin, September 16, 2008
    • 3 replies
    • 7.6k views
    • 
    • Guest
    • September 18, 2008

36. 403(b) Audit/Requiring Employees to Use Catch Up election

    By Guest Jeff Kropp, June 28, 1999
    • 3 replies
    • 2.2k views
    • 
    • Dowist
    • June 30, 1999

37. Non-ERISA to ERISA 403(b)

    By Guest cease, June 26, 2003
    • 3 replies
    • 1.6k views
    • 
    • GBurns
    • June 27, 2003

38. Governmental Entity - Head Start Programs

    By Guest questions, May 1, 2002
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • May 3, 2002

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

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

40. "Ad Hoc" distributions - protected benefit?

    By Belgarath, September 28, 2022
    • 3 replies
    • 1.6k views
    • 
    • TPABob
    • September 29, 2022

41. After freezing 403b can employees move assets to 401k?

    By Guest kbett, March 1, 2007
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2007

42. Different Plan Provisions for Multiple Vendors

    By khn, July 24, 2017
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • July 25, 2017

43. Automatic Rollover

    By oldman63, July 23, 2018
    • 3 replies
    • 684 views
    • 
    • 30Rock
    • July 25, 2018

44. EPCRS correction on payment of back wages?

    By waid10, February 17, 2015   

    • FLSA
    • back pay
    • (and 1 more)

      Tagged with:

      • FLSA
      • back pay
      • EPCRS
    • 3 replies
    • 2.6k views
    • 
    • K2retire
    • February 18, 2015

45. 403b RMDs and transfers

    By Guest Sten, October 11, 2005
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • October 12, 2005

46. Record Retention Requirements

    By Guest Benmark, July 15, 1999
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • July 23, 1999

47. Rollover of 403(b) assets to a trad. IRA

    By Guest Lyric, July 23, 1999
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • July 26, 1999

48. Nonvested Employer Contributions

    By erisa29, April 16, 2015
    • 3 replies
    • 1.4k views
    • 
    • AMDG
    • October 26, 2015

49. Oppenhemer vs Nationwide

    By Guest Rona Miller, January 9, 2001
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 10, 2001

50. Non-profit supposedly has "non-ERISA" 403(b) Plan

    By Belgarath, January 25, 2016
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • January 27, 2016