403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Reporting requireements

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

2. ACP Testing

   By French, February 20, 2002
   • 2 replies
   • 2k views
   • 
   • French
   • February 21, 2002

3. Anyone heard of Limited Involvement Erisa Exemption?

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

4. 403(b)(7) Hardship - Possible Eviction

   By Guest Pete Joachim, November 15, 2007
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 16, 2007

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

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

6. Severance pay contributed to 403b

   By Guest tws, August 4, 2003
   • 0 replies
   • 2k views
   • 
   • Guest
   • August 4, 2003

7. Non-ERISA plan and Rollover Contributions

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

8. What items fall under the definition of compensation in a church-spons

   By Guest Chuck Herbik, October 17, 2000
   • 1 reply
   • 2k views
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   • Dave Baker
   • October 18, 2000

9. Service based Discretionary Contribution

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

10. 403(b) Plan Investments

    By Nassau, May 16, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 17, 2007

11. Can employer maintain both ERISA 403b and Non-ERISA 403b plans

    By Guest PIA, May 15, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 16, 2006

12. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

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

13. 5500 Schedule C and SSA for 403(b) Plans

    By Guest Robert Collins, April 29, 1999
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • April 29, 1999

14. 15 Year Catch-up for a private school

    By cprisco, July 30, 2015   

    • 403(b)
    • catch-up
    • (and 1 more)

      Tagged with:

      • 403(b)
      • catch-up
      • 15 year catch-up
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • July 31, 2015

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

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

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. Public University 403(b) plans

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

18. 403 (b) Contribution Limits

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

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

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

20. 415(c) limitation

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

21. ERISA 403(b) fidelity bond requirements?

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

22. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant, April 20, 2018
    • 16 replies
    • 2k views
    • 
    • MWeddell
    • June 15, 2018

23. Form 5500

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

24. 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

25. 403(b) Contributions as result of USERRA

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

26. After-tax rollover to 403(b)

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

27. 401(k) vs. 403(b) Plan

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

28. Insurance Companies

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

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

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

30. Employee deferrals contribution time limits

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

31. 403(b) RFPs

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

32. terminating 403(b) Plan

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

33. severance pay--contribution?

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

34. Roll from b to k of same employer?

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

35. 403(b) plan with employer contributions

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

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

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

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

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

38. 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

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

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

40. 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

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

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

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

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

43. 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
    • 
    • Guest
    • June 10, 1999

44. 401(k) - 403(b) coverage test

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

45. 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
    • 
    • Guest
    • February 27, 2001

46. Post retirement contributions

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

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

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

48. Minimum Required Distributions not Taken

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

49. Housing allowance as 403(b) Compensation?

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

50. Terminated Employees - Final Paycheck Decuctions?

    By Guest jachapma, September 9, 2010
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 9, 2010