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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,058 topics in this forum

  1. 403b plan - exclusion of portion of part-time employee population?

    By t.haley,
    • 0 replies
    • 558 views

  2. application of 25% deductibility limit to church plan

    By Ben Jensen,
    • 1 reply
    • 776 views

  3. mandatory cash out woes

    By AlbanyConsultant,
    • 5 replies
    • 1.3k views

  4. 403b plan with no eligibility exclusions...

    By bhodge113,
    • 2 replies
    • 593 views

  5. 403(b) Plan and disregarded entity

    By Belgarath,
    • 2 replies
    • 564 views

  6. Universal availability and LTPT rules

    By JRN,
    • 2 replies
    • 1.1k views

  7. Contribution classification correction

    By SundanceKid,
    • 3 replies
    • 662 views

  8. NFP need an extension to deposit ER ctb after 5/15?

    By AlbanyConsultant,
    • 1 reply
    • 637 views

  9. 401(m) Coverage Failure

    By Catch22PGM,
    • 4 replies
    • 875 views

  10. Once-eligible, always-eligible rule and rehires / reclassifications of employment.

    By HCE,
    • 3 replies
    • 2.1k views

  11. HCFSA

    By Christine Oliver,
    • 1 reply
    • 523 views

  12. Are 403(b) vendors allowing a participant to self-certify hardship?

    By Peter Gulia,
    • 0 replies
    • 638 views

  13. 402(g) excess--employee contributed to multiple plans

    By EPCRSGuru,
    • 2 replies
    • 599 views

  14. LTPT determination when the 403(b) plan excludes employees who work under 20 hours/week

    By Santo Gold,
    • 2 replies
    • 862 views

  15. Employees working <20 hrs a week--excluded from coverage?

    By BG5150,
    • 2 replies
    • 883 views

  16. Disqualification of School system 403(b) Plan

    By Belgarath,
    • 2 replies
    • 532 views

  17. Do late deferrals need earnings adjustment if only one or two months late?

    By KaJay,
    • 5 replies
    • 836 views

  18. Offering choice between employer-paid health insurance or a contributi

    By Guest geekster,
    • 26 replies
    • 16k views

  19. using 'corporate' extension for 5500-SF?

    By AlbanyConsultant,
    • 2 replies
    • 844 views

  20. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe,
    • 2 replies
    • 1.1k views

  21. Recharacterization of ACP test failures to after-tax in a 403b plan?

    By ERISAGal,   
    • 2 replies
    • 798 views

  22. ACP Carve out method

    By MGOAdmin,
    • 1 reply
    • 554 views

  23. Operational Failure Correction Process

    By ejohnke,
    • 4 replies
    • 1.2k views

  24. Can income from a grant organization be considered compensation?

    By KaJay,
    • 3 replies
    • 873 views

  25. Termination of 403b - Can employees rollover to another 403b?

    By KaJay,
    • 5 replies
    • 1.5k views

  26. RMD as installments/annuity when not permitted in document

    By AlbanyConsultant,
    • 3 replies
    • 757 views

  27. SECURE Act 2.0 Section 602

    By austin3515,
    • 1 reply
    • 978 views

  28. Form 5330 for late refunds in 403(b) plan?

    By BG5150,
    • 0 replies
    • 403 views

  29. Do 403(b) Plans file 5330's for late refunds?

    By BG5150,
    • 1 reply
    • 452 views

  30. Ineligible EE allowed to make deferrals: correction?

    By BG5150,
    • 2 replies
    • 566 views

  31. Flexible discretionary matches and new documents

    By Belgarath,
    • 3 replies
    • 1k views

  32. "Normally works more than 20 hours per week"

    By BG5150,
    • 1 reply
    • 680 views

  33. Eligibility question

    By BG5150,
    • 3 replies
    • 836 views

  34. How much must an employer contribute to get a QACA safe harbor?

    By Peter Gulia,
    • 3 replies
    • 847 views

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

    By Gilmore,
    • 2 replies
    • 845 views

  36. SECURE 2.0 Sec. 102 application to 403(b)?

    By Patricia Neal Jensen,
    • 4 replies
    • 760 views

  37. Employer contribution limits and timing

    By BG5150,
    • 3 replies
    • 893 views

  38. Relius question--coverage

    By BG5150,
    • 0 replies
    • 403 views

  39. Permissive aggregation for coverage/ACP testing

    By Belgarath,
    • 0 replies
    • 634 views

  40. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

    By Belgarath,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 3 replies
    • 893 views

  42. max ER contribution?

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  43. 403b auto enroll formula

    By Santo Gold,
    • 7 replies
    • 1k views

  44. "Ad Hoc" distributions - protected benefit?

    By Belgarath,
    • 3 replies
    • 1.7k views

  45. Do 403b plans have trustees?

    By Santo Gold,
    • 6 replies
    • 3.2k views

  46. Pooled Separate Account allowed?

    By bzorc,
    • 4 replies
    • 3.2k views

  47. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath,
    • 4 replies
    • 578 views

  48. NON-ERISA Plans and Beneficiary Designation

    By JOH,
    • 4 replies
    • 1.8k views

  49. Refund of Plan Loan Interest

    By waid10,
    • 2 replies
    • 810 views

  50. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun,
    • 7 replies
    • 1.1k views
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