403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Can active employee contribute unused vacation time to 403(b)?

   By KaJay, April 12, 2019
   • 1 reply
   • 2k views
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   • Patricia Neal Jensen
   • April 15, 2019

2. Service based Discretionary Contribution

   By Christine Roberts, May 4, 2000
   • 1 reply
   • 2k views
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   • Dowist
   • May 5, 2000

3. Can existing 403(b) providers survive in the ERSA market?

   By Guest Yanikoski, February 5, 2003
   • 3 replies
   • 2k views
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   • mbozek
   • February 6, 2003

4. Anyone heard of Limited Involvement Erisa Exemption?

   By Guest dannilamb, February 12, 2001
   • 1 reply
   • 2k views
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   • BeckyMiller
   • February 19, 2001

5. 403 (b) Contribution Limits

   By Guest ErikandDeena, July 29, 2002
   • 1 reply
   • 2k views
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   • Guest
   • August 5, 2002

6. GUST and 403(b) Plans Subject to ERISA

   By Guest lbach, February 15, 2002
   • 2 replies
   • 2k views
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   • Guest
   • February 16, 2002

7. Allocation of Plan Admin Expenses in 403(b) Plan

   By Christine Roberts, April 23, 2004
   • 0 replies
   • 2k views
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   • Christine Roberts
   • April 23, 2004

8. Public University 403(b) plans

   By Guest Carolie, April 16, 1999
   • 1 reply
   • 2k views
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   • Guest
   • April 16, 1999

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

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

10. Form 5500

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

11. 403(b) Reporting requireements

    By Guest asonneberg, April 15, 2003
    • 1 reply
    • 2k views
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    • Ellie Lowder
    • May 7, 2003

12. 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

13. ERISA 403(b) fidelity bond requirements?

    By Lori H, March 5, 2013
    • 1 reply
    • 2k views
    • 
    • Flyboyjohn
    • March 8, 2013

14. 415(c) limitation

    By Ken Davis, July 19, 2004
    • 3 replies
    • 2k views
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    • mbozek
    • August 23, 2004

15. Non-ERISA plan and Rollover Contributions

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

16. After-tax rollover to 403(b)

    By jane123, October 28, 2004
    • 0 replies
    • 2k views
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    • jane123
    • October 28, 2004

17. Employee deferrals contribution time limits

    By Guest bblack, February 27, 2002
    • 4 replies
    • 2k views
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    • mbozek
    • March 1, 2002

18. severance pay--contribution?

    By Felicia, July 16, 2004
    • 0 replies
    • 2k views
    • 
    • Felicia
    • July 16, 2004

19. Insurance Companies

    By Jilliandiz, June 1, 2006
    • 6 replies
    • 2k views
    • 
    • E as in ERISA
    • June 8, 2006

20. Anything preventing an Employer from offerring two 403(b) plans?

    By mariemonroe, January 10, 2005
    • 5 replies
    • 2k views
    • 
    • joel
    • January 11, 2005

21. Roll from b to k of same employer?

    By John A, July 11, 2001
    • 8 replies
    • 2k views
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    • PMC
    • August 7, 2001

22. 401(k) vs. 403(b) Plan

    By Guest Jennk, March 26, 2009
    • 3 replies
    • 2k views
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    • Lori Friedman
    • March 27, 2009

23. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
    • 0 replies
    • 2k views
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    • Guest
    • August 25, 2005

24. 403(b) plan with employer contributions

    By Guest Melissa Winslow, April 4, 2002
    • 2 replies
    • 2k views
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    • mbozek
    • April 4, 2002

25. terminating 403(b) Plan

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

26. 403(b) RFPs

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

27. Election not to participate in 403(b) plan and testing.

    By Guest, March 15, 2001
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • May 10, 2001

28. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

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

29. Is this a Match or a PS Contribution?

    By austin3515, June 12, 2007
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 20, 2007

30. Catch-up Contributions - EE not yet age 50

    By Guest Empoweryourmind, December 17, 2004
    • 3 replies
    • 2k views
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    • GBurns
    • January 4, 2005

31. Tricky Non-ERISA 403(b) Contribution Question

    By Guest James CFP, April 12, 2006
    • 3 replies
    • 2k views
    • 
    • joel
    • June 22, 2006

32. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 2k views
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    • Carol V. Calhoun
    • December 1, 2000

33. Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

    By Belgarath, September 24, 2024
    • 12 replies
    • 2k views
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    • Peter Gulia
    • October 23, 2024

34. If you have started RMD (above 70&1/2) and start working again for

    By Guest Laresh Jayasanker, February 27, 2001
    • 0 replies
    • 2k views
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    • Guest
    • February 27, 2001

35. Can a 403(b) and a 401(k) plan be set up in one trust?

    By Guest Rob Morgan, June 9, 1999
    • 1 reply
    • 2k views
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    • Guest
    • June 10, 1999

36. Post retirement contributions

    By Guest Kolderhere, May 24, 2005
    • 1 reply
    • 2k views
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    • Guest
    • May 26, 2005

37. Minimum Required Distributions not Taken

    By MarZDoates, June 3, 2004
    • 4 replies
    • 2k views
    • 
    • Appleby
    • June 4, 2004

38. Addition of salary deferral only 403(b) program

    By smm, December 4, 2000
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • December 5, 2000

39. Can 403(b) assets move to 401(k) plan?

    By Guest EditInIllinois, October 28, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2009

40. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 2k views
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    • Carol V. Calhoun
    • March 31, 2017

41. Is the unitization of a target-date fund in a 403(b) permissible?

    By Guest BenefitsGal5, April 29, 2010
    • 3 replies
    • 2k views
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    • TLGeer
    • April 29, 2010

42. 401(k) - 403(b) coverage test

    By waid10, October 6, 2008
    • 1 reply
    • 2k views
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    • Guest
    • October 6, 2008

43. Housing allowance as 403(b) Compensation?

    By Guest RITA HOLDER, October 2, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 2, 2001

44. 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

45. Employer contributions to non-Title I plan

    By Felicia, February 14, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 17, 2001

46. Universal Availability

    By JRN, May 19, 2008
    • 0 replies
    • 2k views
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    • JRN
    • May 19, 2008

47. 403(b) plan mergers

    By Nassau, May 25, 2007
    • 4 replies
    • 2k views
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    • Guest
    • May 27, 2007

48. 403b merge into 401k

    By Guest SJP, March 17, 2003
    • 0 replies
    • 2k views
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    • Guest
    • March 17, 2003

49. Confused on 403(b) Basics in 2009

    By Below Ground, October 31, 2008
    • 7 replies
    • 2k views
    • 
    • J Simmons
    • November 5, 2008

50. Contributions after retirement.

    By jane123, October 31, 2005
    • 2 replies
    • 2k views
    • 
    • jane123
    • November 1, 2005