403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b question- adding new provider, plan document question

   By Sido, January 7, 2015
   • 3 replies
   • 2.7k views
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   • Sido
   • January 31, 2015

2. Automatic enrollment feature is permissible in 403(b) plan/caution on

   By Dave Baker, July 20, 2000
   • 3 replies
   • 3.2k views
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   • Kirk Maldonado
   • July 25, 2000

3. Final 403(b) Regulations

   By Nassau, March 6, 2008
   • 3 replies
   • 2.2k views
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   • Guest
   • March 7, 2008

4. fica alternative plan

   By Guest rubaiyat, June 9, 2001
   • 3 replies
   • 3.1k views
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   • Carol V. Calhoun
   • June 10, 2001

5. 403b plans - moving from a 403b to an appropriate plan.

   By Guest Mike Moore, January 9, 2002
   • 3 replies
   • 2.2k views
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   • Carol V. Calhoun
   • January 10, 2002

6. Distribution Rollover - Error Correction

   By Guest cag10, November 12, 2008
   • 3 replies
   • 1.5k views
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   • Guest
   • November 13, 2008

7. Church 403(b) Retirement Income Accounts

   By Guest Tom:, June 8, 2010
   • 3 replies
   • 3.3k views
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   • TLGeer
   • June 9, 2010

8. Form 5500

   By Guest JDK, September 26, 2007
   • 3 replies
   • 2k views
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   • Guest
   • September 26, 2007

9. Fifteen Year Catch Up

   By Guest Ann Marie Hegy, May 5, 2003
   • 3 replies
   • 2.6k views
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   • Guest
   • May 8, 2003

10. 403B conversions to 401K Plan

    By Guest BYenk, February 5, 2000
    • 3 replies
    • 2.1k views
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    • Guest
    • February 9, 2000

11. 403(b) Negative Election Results?

    By Ellie Lowder, April 25, 2001
    • 3 replies
    • 2k views
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    • Carol V. Calhoun
    • May 10, 2001

12. Applying the 80-120 rule to 403(b)

    By Lori H, January 22, 2013
    • 3 replies
    • 1.5k views
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    • Lori H
    • January 22, 2013

13. Employer acquiring company

    By waid10, May 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • June 4, 2007

14. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26, 2022   

    • termination
    • 3 replies
    • 1.2k views
    • 
    • Nate S
    • June 1, 2022

15. 59.5 transfer to IRA

    By Guest bigred, July 10, 2013
    • 3 replies
    • 1.1k views
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    • Guest
    • July 10, 2013

16. Tax Sheltered Annuities with both employer and employee contributions; what are the testing and filing requirements?

    By MBCarey, September 25, 2003
    • 3 replies
    • 1.4k views
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    • E as in ERISA
    • September 25, 2003

17. DOL Advisory Opinion Letter says a 403(b) plan funded exclusively with

    By Guest mwoods, February 4, 2000
    • 3 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • February 14, 2000

18. Can a plan sponsor initiate a 90-24 transfer?

    By Übernerd, September 26, 2006
    • 3 replies
    • 2.2k views
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    • Guest
    • September 27, 2006

19. Terminating a 403(b) Plan

    By Lori H, January 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • Lori H
    • January 25, 2010

20. How does one apply $10,500 and 25% caps when you have a 401(k) and 403

    By Guest, March 3, 2000
    • 3 replies
    • 1.7k views
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    • John A
    • March 3, 2000

21. Eligibility question

    By BG5150, May 1, 2023
    • 3 replies
    • 811 views
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    • Carol V. Calhoun
    • May 2, 2023

22. erisa vs non erisa 403b and testing

    By Guest brapshwing, April 2, 2007
    • 3 replies
    • 9.1k views
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    • J Simmons
    • June 2, 2007

23. 403(b) Plan Termination

    By waid10, August 27, 2009
    • 3 replies
    • 1.9k views
    • 
    • TLGeer
    • August 29, 2009

24. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1, 2020
    • 3 replies
    • 2.4k views
    • 
    • 401Kerfuffle
    • March 17, 2022

25. Testing 401(k) and 403(b) plans/aggregation

    By Guest Maxwell, November 7, 2001
    • 3 replies
    • 3.2k views
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    • MWeddell
    • November 14, 2001

26. Unused Leave and Separation from Service

    By Appleby, February 6, 2006
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • February 10, 2006

27. 403(b) and payroll deductions

    By Guest danderson_cifs, April 14, 2005
    • 3 replies
    • 1.7k views
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    • Guest
    • April 14, 2005

28. FICA withholding

    By Guest jetfaninmn, September 24, 2005
    • 3 replies
    • 3.1k views
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    • Guest
    • September 29, 2005

29. Contribution classification correction

    By SundanceKid, January 23, 2024
    • 3 replies
    • 647 views
    • 
    • Luke Bailey
    • February 7, 2024

30. Transfers v. rollovers - differences & definitions

    By Guest dani_o, October 18, 2000
    • 3 replies
    • 2.2k views
    • 
    • Michael Devault
    • October 18, 2000

31. 403(b): Title I?

    By Felicia, February 5, 2001
    • 3 replies
    • 2.5k views
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    • Felicia
    • February 7, 2001

32. Guidance on "distributable events"

    By Guest bmurphy, September 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 7, 2003

33. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17, 2019
    • 3 replies
    • 1.4k views
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    • AJC
    • January 17, 2019

34. Need 403(b) elective deferral limits from 1973 to 1994

    By Guest Patricia Denny, September 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2003

35. Administrative Responsibilities

    By Guest Kevin1, August 28, 2008
    • 3 replies
    • 1.6k views
    • 
    • ERISAnut
    • August 28, 2008

36. 403B ROLLED TO PROFIT SHARING PLAN

    By cpc0506, June 10, 2010
    • 3 replies
    • 2.5k views
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    • TLGeer
    • June 10, 2010

37. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 2.6k views
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    • Carol V. Calhoun
    • September 27, 2016

38. Is it really going to happen on January 1, 2006?

    By Guest PB&J, August 30, 2005
    • 3 replies
    • 2.4k views
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    • Guest
    • September 2, 2005

39. 403b NEC accrual requirement

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

40. Multiple 403(b) plans

    By Guest mbw, February 23, 2009
    • 3 replies
    • 1.4k views
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    • Guest
    • April 15, 2010

41. 403(b) plan mergers - distribution restrictions

    By Guest Louise76, April 15, 2010
    • 3 replies
    • 1.9k views
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    • TLGeer
    • April 17, 2010

42. 403(b) loans

    By Felicia, April 7, 2000
    • 3 replies
    • 2.1k views
    • 
    • MWeddell
    • April 18, 2000

43. 403(b) TSA - When are they subject to ERISA and when are they not?

    By Guest mapiro, March 29, 2002
    • 3 replies
    • 3.6k views
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    • Carol V. Calhoun
    • April 2, 2002

44. Exempt or Not Exempt

    By Below Ground, December 10, 2008
    • 3 replies
    • 1.2k views
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    • Guest
    • December 11, 2008

45. Multiple 403(b) accounts

    By Guest GPQuinn, April 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • Carol V. Calhoun
    • April 21, 2000

46. 403(b)(9) Accounts - Real or Urban Legend?

    By Guest Patrick Foley, May 16, 2005
    • 3 replies
    • 2.6k views
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    • mbozek
    • May 17, 2005

47. Availability of self correction for 403(b) plans/programs.

    By Guest Grumpy455, July 11, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • July 11, 2005

48. 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

49. adp/acp in 403b plan

    By Guest Laura Browne, July 30, 2004
    • 3 replies
    • 5.3k views
    • 
    • Lori Friedman
    • July 30, 2004

50. 403(b) and Safe Harbor

    By PMC, November 17, 2008
    • 3 replies
    • 4.6k views
    • 
    • Guest
    • November 22, 2008