403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Employer contributions to non-ERISA plans

   By Guest lskin, July 13, 2006
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • July 14, 2006

2. Employer contributions to non-Title I plan

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

3. Employer Controlled Nonelective

   By Blinky the 3-eyed Fish, March 10, 2012
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • March 12, 2012

4. Employer Discontinued Contributions

   By Guest vvaughns, January 18, 2005
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 18, 2005

5. Employer dissolving as a result of asset transfer

   By britoski, October 5, 2012
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • October 10, 2012

6. Employer failed to apply Universal Availability

   By Guest sugar daddy, March 9, 2012
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • March 13, 2012

7. employer involvement

   By LIBERTYKID, December 17, 2001
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • December 28, 2001

8. Employer liability for non-ERISA 403(b)

   By MWeddell, November 3, 1998
   • 2 replies
   • 2.9k views
   • 
   • Guest
   • November 12, 1998

9. Employer loses 501(c)(3) status

   By nancy, July 8, 2010
   • 1 reply
   • 1.1k views
   • 
   • Ron Snyder
   • July 8, 2010

10. Employer Match - Severance

    By waid10, January 21, 2008
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • January 22, 2008

11. Employer match to 403(b) may include housing allowance in includible compensation

    By Guest Rick Sandlin, July 18, 2005
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 18, 2005

12. Employer Paid Plan Fees - ERISA 403(b) Status

    By RPP2001, June 19, 2017
    • 5 replies
    • 1.1k views
    • 
    • Carol V. Calhoun
    • June 19, 2017

13. Employer Responsibility for Remitting Contributions

    By Guest NPalazzolo, February 13, 2006
    • 7 replies
    • 3.1k views
    • 
    • BeckyMiller
    • July 31, 2006

14. Employer Termination of ERISA 403(b) Plan

    By Lori Foresz, August 13, 2004
    • 15 replies
    • 6.1k views
    • 
    • Lori Friedman
    • September 3, 2004

15. Employer won't let me move my 403(b)7 money unless I quit or die. See

    By Guest Joseph Hoffman, January 16, 2001
    • 12 replies
    • 5.6k views
    • 
    • Guest
    • February 7, 2001

16. Employer's Limited Involvement

    By austin3515, November 21, 2012
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • November 24, 2012

17. Entry date for salary reduction only 403(b)?

    By Lori H, March 10, 2015
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015

18. Entry dates/Salary Deferrals/403b

    By Guest DebN, March 16, 2001
    • 13 replies
    • 6.6k views
    • 
    • Kevin C
    • September 13, 2010

19. EPCRS

    By Nassau, April 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • PLAN MAN
    • April 3, 2008

20. EPCRS

    By lexi, January 24, 2007
    • 0 replies
    • 1.2k views
    • 
    • lexi
    • January 24, 2007

21. EPCRS correction on payment of back wages?

    By waid10, February 17, 2015   

    • FLSA
    • back pay
    • (and 1 more)

      Tagged with:

      • FLSA
      • back pay
      • EPCRS
    • 3 replies
    • 2.6k views
    • 
    • K2retire
    • February 18, 2015

22. ER contribs to ERISA 403b Plan

    By J Simmons, December 23, 2008
    • 0 replies
    • 1.6k views
    • 
    • J Simmons
    • December 23, 2008

23. ER Contribution outside Plan - ERISA 403(b) Status

    By IhrtERISA, June 26, 2017   

    • dfvcp
    • 3 replies
    • 824 views
    • 
    • ETA Consulting LLC
    • June 26, 2017

24. ER forgot to submit deferral contributions for eligible EE

    By blue, January 3, 2007
    • 3 replies
    • 1.9k views
    • 
    • blue
    • January 3, 2007

25. ERISA 403(b)

    By rlb64, December 6, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lori Friedman
    • December 6, 2004

26. ERISA 403(b) administration

    By Guest JPotosky, July 2, 2001
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2001

27. ERISA 403(b) and custodial account

    By Guest philc, April 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • k man
    • April 8, 2004

28. ERISA 403(b) fidelity bond requirements?

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

29. ERISA 403(b) or not?

    By Guest DianeC, August 8, 2000
    • 4 replies
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 9, 2000

30. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

    By rocknrolls2, August 27, 2017
    • 2 replies
    • 1.2k views
    • 
    • Insurance
    • November 8, 2017

31. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 4.2k views
    • 
    • jpod
    • July 29, 2014

32. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 688 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

33. Erisa 403(b) to Non-Erisa 403(b)

    By Jilliandiz, May 4, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • May 5, 2006

34. ERISA 403(b) to non-ERISA 403(b)

    By Guest evenstar38, January 6, 2012
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 11, 2012

35. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky, April 10, 2002
    • 2 replies
    • 2.9k views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

36. ERISA 403B Distribution and RMD

    By rfahey, October 25, 2013
    • 0 replies
    • 1.5k views
    • 
    • rfahey
    • October 25, 2013

37. ERISA 403b Eligibility

    By Earl, February 6, 2016
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • February 8, 2016

38. ERISA 403b Fiduciary Liability

    By sloble@crowleyfleck.com, September 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • September 23, 2004

39. ERISA 403b for a public charter school

    By gregburst, October 30, 2013
    • 4 replies
    • 4.8k views
    • 
    • mbozek
    • October 31, 2013

40. ERISA 403b paired with Non-ERISA 403b

    By RatherBeGolfing, November 12, 2024
    • 4 replies
    • 952 views
    • 
    • RatherBeGolfing
    • November 14, 2024

41. ERISA 403b to 401k

    By Spencer, November 1, 2012
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 1, 2012

42. ERISA and 403(b)

    By Guest JONB, January 21, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • January 21, 1999

43. ERISA and 403(b) plans

    By Guest aem2, October 19, 2001
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 2001

44. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 775 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

45. ERISA applicability to post termination employer contribution

    By Guest dob, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

46. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 30, 2000

47. ERISA Coverage

    By joel, July 13, 2007
    • 14 replies
    • 4.5k views
    • 
    • Guest
    • July 23, 2007

48. ERISA Covered 403(b) Plan - Prudent Selection and Monitoring of Investments

    By Guest JVH, March 22, 2005
    • 7 replies
    • 2.6k views
    • 
    • GBurns
    • March 28, 2005

49. ERISA or non ERISA 403b?

    By Guest TrustMe401k, December 18, 2002
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • December 19, 2002

50. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA, January 12, 2018   

    • exempt
    • non-erisa
    • 0 replies
    • 603 views
    • 
    • John Feldt ERPA CPC QPA
    • January 12, 2018