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

    By Madeline Regueral,
    • 2 replies
    • 1.2k views

  2. 403b plan with no eligibility exclusions...

    By bhodge113,
    • 2 replies
    • 569 views

  3. 403(b) Plan and disregarded entity

    By Belgarath,
    • 2 replies
    • 546 views

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

    By AlbanyConsultant,
    • 1 reply
    • 616 views

  5. Universal availability and LTPT rules

    By JRN,
    • 2 replies
    • 1k views

  6. Contribution classification correction

    By SundanceKid,
    • 3 replies
    • 647 views

  7. 403(b) plan termination

    By Beemer,
    • 3 replies
    • 1.4k views

  8. 401(m) Coverage Failure

    By Catch22PGM,
    • 4 replies
    • 850 views

  9. HCFSA

    By Christine Oliver,
    • 1 reply
    • 517 views

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

    By Peter Gulia,
    • 0 replies
    • 606 views

  11. 402(g) excess--employee contributed to multiple plans

    By EPCRSGuru,
    • 2 replies
    • 579 views

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

    By HCE,
    • 3 replies
    • 2k views

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

    By Santo Gold,
    • 2 replies
    • 840 views

  14. Disqualification of School system 403(b) Plan

    By Belgarath,
    • 2 replies
    • 524 views

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

    By BG5150,
    • 2 replies
    • 859 views

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

    By KaJay,
    • 5 replies
    • 800 views

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

    By AlbanyConsultant,
    • 2 replies
    • 796 views

  18. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe,
    • 2 replies
    • 1.1k views

  19. ACP Carve out method

    By MGOAdmin,
    • 1 reply
    • 537 views

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

    By ERISAGal,   
    • 2 replies
    • 766 views

  21. Operational Failure Correction Process

    By ejohnke,
    • 4 replies
    • 1.1k views

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

    By KaJay,
    • 3 replies
    • 855 views

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

    By KaJay,
    • 5 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 3 replies
    • 741 views

  25. SECURE Act 2.0 Section 602

    By austin3515,
    • 1 reply
    • 950 views

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

    By BG5150,
    • 0 replies
    • 385 views

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

    By BG5150,
    • 1 reply
    • 437 views

  28. Ineligible EE allowed to make deferrals: correction?

    By BG5150,
    • 2 replies
    • 552 views

  29. Flexible discretionary matches and new documents

    By Belgarath,
    • 3 replies
    • 1k views

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

    By BG5150,
    • 1 reply
    • 655 views

  31. Eligibility question

    By BG5150,
    • 3 replies
    • 810 views

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

    By Peter Gulia,
    • 3 replies
    • 813 views

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

    By Gilmore,
    • 2 replies
    • 795 views

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

    By Patricia Neal Jensen,
    • 4 replies
    • 739 views

  35. Employer contribution limits and timing

    By BG5150,
    • 3 replies
    • 856 views

  36. Relius question--coverage

    By BG5150,
    • 0 replies
    • 391 views

  37. Permissive aggregation for coverage/ACP testing

    By Belgarath,
    • 0 replies
    • 616 views

  38. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

    By Belgarath,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 3 replies
    • 882 views

  40. max ER contribution?

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  41. 403b auto enroll formula

    By Santo Gold,
    • 7 replies
    • 1k views

  42. "Ad Hoc" distributions - protected benefit?

    By Belgarath,
    • 3 replies
    • 1.6k views

  43. Do 403b plans have trustees?

    By Santo Gold,
    • 6 replies
    • 3.1k views

  44. Pooled Separate Account allowed?

    By bzorc,
    • 4 replies
    • 3.2k views

  45. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath,
    • 4 replies
    • 561 views

  46. NON-ERISA Plans and Beneficiary Designation

    By JOH,
    • 4 replies
    • 1.7k views

  47. Refund of Plan Loan Interest

    By waid10,
    • 2 replies
    • 796 views

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

    By Carol V. Calhoun,
    • 7 replies
    • 1k views

  49. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant,
    • 1 reply
    • 828 views

  50. Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology,   
    • 3 replies
    • 1.2k views
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