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403(b) Plans, Accounts or Annuities

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

2,067 topics in this forum

  1. Tax-exempt entity controlled group aggregation rules under 1.414(c)-5

    By Guest Pennysaver,
    • 5 replies
    • 5.7k views

  2. 403(b) plan termination

    By Beemer,
    • 3 replies
    • 1.9k views

  3. Consolidating multiple providers 403(b)

    By The Bartender,
    • 2 replies
    • 1k views

  4. force out small balances to inherited IRAs?

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  5. 403(b) Plan irrevocable election

    By Mark Va,
    • 6 replies
    • 2.7k views

  6. Non-Discrimination Testing for 403(b) Plan

    By metsfan026,
    • 7 replies
    • 1.7k views

  7. 8955 needed for 403(b)?

    By Tom,
    • 1 reply
    • 783 views

  8. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com,
    • 0 replies
    • 803 views

  9. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral,
    • 2 replies
    • 1.8k views

  10. 403b plan - exclusion of portion of part-time employee population?

    By t.haley,
    • 0 replies
    • 671 views

  11. application of 25% deductibility limit to church plan

    By Ben Jensen,
    • 1 reply
    • 908 views

  12. mandatory cash out woes

    By AlbanyConsultant,
    • 5 replies
    • 1.7k views

  13. 403b plan with no eligibility exclusions...

    By bhodge113,
    • 2 replies
    • 758 views

  14. 403(b) Plan and disregarded entity

    By Belgarath,
    • 2 replies
    • 711 views

  15. Universal availability and LTPT rules

    By JRN,
    • 2 replies
    • 1.4k views

  16. Contribution classification correction

    By SundanceKid,
    • 3 replies
    • 828 views

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

    By AlbanyConsultant,
    • 1 reply
    • 758 views

  18. 401(m) Coverage Failure

    By Catch22PGM,
    • 4 replies
    • 1k views

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

    By HCE,
    • 3 replies
    • 3.1k views

  20. HCFSA

    By Christine Oliver,
    • 1 reply
    • 585 views

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

    By Peter Gulia,
    • 0 replies
    • 729 views

  22. 402(g) excess--employee contributed to multiple plans

    By EPCRSGuru,
    • 2 replies
    • 763 views

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

    By Santo Gold,
    • 2 replies
    • 984 views

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

    By BG5150,
    • 2 replies
    • 1k views

  25. Disqualification of School system 403(b) Plan

    By Belgarath,
    • 2 replies
    • 655 views

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

    By KaJay,
    • 5 replies
    • 1.1k views

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

    By Guest geekster,
    • 26 replies
    • 17k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  29. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe,
    • 2 replies
    • 1.3k views

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

    By ERISAGal,   
    • 2 replies
    • 965 views

  31. ACP Carve out method

    By MGOAdmin,
    • 1 reply
    • 655 views

  32. Operational Failure Correction Process

    By ejohnke,
    • 4 replies
    • 1.3k views

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

    By KaJay,
    • 3 replies
    • 999 views

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

    By KaJay,
    • 5 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 3 replies
    • 874 views

  36. SECURE Act 2.0 Section 602

    By austin3515,
    • 1 reply
    • 1.2k views

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

    By BG5150,
    • 0 replies
    • 494 views

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

    By BG5150,
    • 1 reply
    • 538 views

  39. Ineligible EE allowed to make deferrals: correction?

    By BG5150,
    • 2 replies
    • 721 views

  40. Flexible discretionary matches and new documents

    By Belgarath,
    • 3 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 796 views

  42. Eligibility question

    By BG5150,
    • 3 replies
    • 950 views

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views

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

    By Gilmore,
    • 2 replies
    • 956 views

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

    By Patricia Neal Jensen,
    • 4 replies
    • 952 views

  46. Employer contribution limits and timing

    By BG5150,
    • 3 replies
    • 1.1k views

  47. Relius question--coverage

    By BG5150,
    • 0 replies
    • 476 views

  48. Permissive aggregation for coverage/ACP testing

    By Belgarath,
    • 0 replies
    • 728 views

  49. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

    By Belgarath,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 1.1k views
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