403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Counting Pre-Break Service for Post-Break Vesting

   By BigERISA, January 23, 2017   

   • elective deferrals
   • 401(k)
   • (and 1 more)

     Tagged with:

     • elective deferrals
     • 401(k)
     • 403(b)
   • 0 replies
   • 526 views
   • 
   • BigERISA
   • January 23, 2017

2. coverage problem

   By Earl, July 14, 2016   

   • document is no help
   • 6 replies
   • 1.3k views
   • 
   • rcline46
   • July 18, 2016

3. coverage rules 403b

   By Guest Peggy806, March 31, 2011
   • 2 replies
   • 1.7k views
   • 
   • Kevin C
   • April 1, 2011

4. coverage testing - 403(b) plans

   By jw721, June 16, 2009
   • 1 reply
   • 2.5k views
   • 
   • Kevin C
   • June 19, 2009

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

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

6. Coverage under Title II

   By Guest Rookie, November 10, 1999
   • 1 reply
   • 1.7k views
   • 
   • Carol V. Calhoun
   • November 10, 1999

7. CPI Qualified Plan Consultants

   By Guest ft6, January 20, 2008
   • 3 replies
   • 6.6k views
   • 
   • Guest
   • January 31, 2008

8. CREF and College Professors

   By GBurns, October 26, 2004
   • 14 replies
   • 5.2k views
   • 
   • WDIK
   • October 29, 2004

9. Cross Testing in 403(b)?

   By Christine Roberts, August 5, 2001
   • 6 replies
   • 3.4k views
   • 
   • Guest
   • March 7, 2002

10. Current employer allows employees to contribute to their former employers' 403(b)s?

    By mariemonroe, July 11, 2008
    • 11 replies
    • 2.9k views
    • 
    • joel
    • August 6, 2008

11. custodial accounts

    By 52626, May 30, 2014
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • November 4, 2015

12. Custodial Accounts

    By Archimage, July 2, 2002
    • 6 replies
    • 2.1k views
    • 
    • mbozek
    • August 7, 2002

13. CUSTODIAL ACCOUNTS 403(B)(7)

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

14. Custodial Accounts After Plan Termination

    By Guest dogsbody, October 27, 2003
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 27, 2003

15. Custodial Agreement Required?

    By BTG, October 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • GBurns
    • October 19, 2008

16. Custodial Choice re: Allowing purchase of past service credits

    By Guest rightsaidfred, April 27, 2004
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 28, 2004

17. Cutback changes to Non-ERISA 403(b) Plan

    By oldman63, January 2, 2019
    • 2 replies
    • 648 views
    • 
    • david rigby
    • January 2, 2019

18. Cutback When Moving From Group Annuity to Custodial Accounts?

    By Christine Roberts, January 28, 2002
    • 0 replies
    • 1.7k views
    • 
    • Christine Roberts
    • January 28, 2002

19. Cycle 2 Restatement News?

    By Suzanne H, February 20
    • 5 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • February 25

20. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

    • terminated plans restatement
    • 5 replies
    • 2k views
    • 
    • VeryOldMan
    • October 26, 2021

21. Davis-Bacon provisions in a 403(b)

    By Gilmore, March 8, 2023
    • 2 replies
    • 795 views
    • 
    • Peter Gulia
    • March 9, 2023

22. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 11, 2010

23. Deadline for Updating Plan Doc for Regs

    By Guest ScarletKnight, June 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • June 6, 2008

24. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

25. Death before RMD Taken

    By MarZDoates, January 31, 2005
    • 1 reply
    • 2k views
    • 
    • mbozek
    • January 31, 2005

26. Death benefit to Niece or Spouse?

    By Lori H, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • Craig Garner
    • June 19, 2013

27. Death Distributions

    By Guest BDS, May 8, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 8, 2000

28. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31, 2018   

    • 403(b)
    • deemed loan
    • 6 replies
    • 1k views
    • 
    • 401(k)athryn
    • June 4, 2018

29. Defaulted 403(b) Contract Loan

    By Guest JFTN, February 26, 2013   

    • defaulted loans
    • 403b
    • (and 2 more)

      Tagged with:

      • defaulted loans
      • 403b
      • Mutual of America
      • 1099R
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 26, 2013

30. deferral limit

    By Guest esw, January 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 14, 2002

31. Deferral of unused vacation pay at termination

    By Guest JRL, January 12, 2005
    • 4 replies
    • 3.1k views
    • 
    • mbozek
    • January 13, 2005

32. Deferrals (403(b)) as Condition of Employment

    By PMC, June 23, 2008
    • 1 reply
    • 2k views
    • 
    • mariemonroe
    • July 11, 2008

33. Deferrals from paycheck after retirement

    By Guest getaxa, May 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • June 3, 2002

34. Deferrals in excess of plan limit

    By Guest Serena, June 28, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2010

35. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 10, 2014

36. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 10, 2001

37. Definition of Compensation

    By Guest Bob Collins, November 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • November 23, 1999

38. Definition of Compensation for 89-23

    By wmyer, February 3, 2005
    • 0 replies
    • 1.6k views
    • 
    • wmyer
    • February 3, 2005

39. Delegating Loan Processing Responsibility--Foolish?

    By sloble@crowleyfleck.com, September 23, 2004
    • 0 replies
    • 1.5k views
    • 
    • sloble@crowleyfleck.com
    • September 23, 2004

40. deleted

    By AMDG, January 9, 2017
    • 0 replies
    • 558 views
    • 
    • AMDG
    • January 9, 2017

41. Delinquent 403(b) 5500s

    By Guest jim williams, September 12, 2001
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • October 8, 2001

42. Delinquent Filer Voluntary Compliance Program

    By Guest Tim Finn, May 20, 2002
    • 1 reply
    • 2k views
    • 
    • jpod
    • May 20, 2002

43. Deposits to a 403(b) Plan

    By 52626, April 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • TLGeer
    • June 2, 2007

44. Determining eligibility of participants in new 403(b) plan (terminating existing DB plan)

    By Guest nadiarott, November 17, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 2004

45. Determining number of participants for audit purposes

    By Lori H, January 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 21, 2013

46. Determining Plan Document date for a non-ERISA 403(b)changing to an ER

    By Guest, December 27, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 28, 2000

47. DFVC Program

    By MBCarey, December 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • MBCarey
    • December 30, 2003

48. DFVC Still Available?

    By Guest EBBeginner, December 3, 2004
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • January 6, 2005

49. Different Plan Provisions for Multiple Vendors

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

50. Different Q on new 403(b) regs

    By Bird, November 29, 2004
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • November 30, 2004