403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b - Purpose of retirement age

   By Benefits 101, June 27, 2013
   • 2 replies
   • 1.5k views
   • 
   • Benefits 101
   • June 28, 2013

2. 403(b) custodial accounts

   By Lori Foresz, April 20, 2004
   • 2 replies
   • 2.6k views
   • 
   • mbozek
   • April 21, 2004

3. Schedule H Question

   By Stash026, July 27, 2017
   • 2 replies
   • 740 views
   • 
   • ESOP Guy
   • July 27, 2017

4. Return of Employer Contributions

   By chris, July 14, 1999
   • 2 replies
   • 2.4k views
   • 
   • Carol V. Calhoun
   • August 31, 1999

5. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4, 2020
   • 2 replies
   • 674 views
   • 
   • AlbanyConsultant
   • August 4, 2020

6. Amending a plan to make part time Participants un-eligible???

   By Craig Garner, November 4, 2025
   • 2 replies
   • 761 views
   • 
   • fmsinc
   • November 5, 2025

7. Merge 401(a) plan into a 403(b)?

   By jkharvey, February 27, 2014
   • 2 replies
   • 3.3k views
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   • jkharvey
   • February 27, 2014

8. 403b plan with no eligibility exclusions...

   By bhodge113, March 5, 2024
   • 2 replies
   • 594 views
   • 
   • Belgarath
   • March 6, 2024

9. loan repayments

   By Felicia, May 18, 2006
   • 2 replies
   • 1.4k views
   • 
   • E as in ERISA
   • May 18, 2006

10. TPA Recommendation

    By Guest friedbrain, August 25, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 26, 2009

11. forced to P/T from F/T

    By Guest tracyzimm, December 10, 2002
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • December 10, 2002

12. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 20.1k views
    • 
    • Renier
    • April 3, 2019

13. Financial Harsdship allowed for "alternative care"?

    By Guest bmurphy, January 26, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 27, 2004

14. ERISA 403(b)

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

15. reimbursing fees for switching to new investments

    By AlbanyConsultant, September 12, 2016
    • 2 replies
    • 800 views
    • 
    • QDROphile
    • September 14, 2016

16. MEA CALC AND CASH BALANCE PLANS

    By Guest Lonnie Tomlin, September 10, 1999
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • September 22, 1999

17. Refunds on 403(b) Annuities

    By Carol V. Calhoun, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • September 30, 2013

18. Does Dr need to make 401(k) plan contributions to hospital employees eligible for 403(b)?

    By Combo Program Specialist, May 11, 2016   

    • 401(k)
    • 403(b)
    • (and 2 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • hospital
      • doctor
    • 2 replies
    • 1.2k views
    • 
    • Combo Program Specialist
    • May 16, 2016

19. Cutback changes to Non-ERISA 403(b) Plan

    By oldman63, January 2, 2019
    • 2 replies
    • 670 views
    • 
    • david rigby
    • January 2, 2019

20. Consolidating multiple providers 403(b)

    By The Bartender, July 1, 2024
    • 2 replies
    • 778 views
    • 
    • The Bartender
    • July 8, 2024

21. RMDs in 403(b) Plans

    By Madison71, February 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2010

22. Two differnt match formulas in same plan

    By Nancy D, June 19, 2012
    • 2 replies
    • 1.6k views
    • 
    • Nancy D
    • June 20, 2012

23. IPERS

    By Guest Phil L, September 23, 1999
    • 2 replies
    • 3.4k views
    • 
    • jlf
    • September 24, 1999

24. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • July 23, 2003

25. Restating for PPA for a terminated plan?

    By Lori H, September 15, 2014
    • 2 replies
    • 2.4k views
    • 
    • Lori H
    • September 16, 2014

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

    By BG5150, November 3, 2023
    • 2 replies
    • 884 views
    • 
    • rocknrolls2
    • November 6, 2023

27. Why would I want to designate this plan as a profit sharing plan?

    By Guest lbach, December 14, 2001
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 14, 2001

28. 403(b) Employer Contribution

    By MBCarey, April 9, 2003
    • 2 replies
    • 3k views
    • 
    • Everett Moreland
    • April 9, 2003

29. 403(b) regs?

    By jevd, August 17, 2004
    • 2 replies
    • 2.6k views
    • 
    • g8r
    • August 18, 2004

30. Hardships allowed from rollovers?

    By AlbanyConsultant, January 28, 2016
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • January 28, 2016

31. Tax liability for non-ERISA plans?

    By Guest toddl, March 30, 2004
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • March 31, 2004

32. accidentally subject to ERISA

    By PensionNewbee, July 1, 2005
    • 2 replies
    • 2.1k views
    • 
    • Ellie Lowder
    • July 21, 2005

33. Deposits to a 403(b) Plan

    By 52626, April 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • TLGeer
    • June 2, 2007

34. 90-24 transfers and ERISA

    By Guest mike webb, September 27, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 2, 1999

35. Plan differences

    By Guest CChristy, May 3, 2002
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • May 20, 2002

36. Disqualification of School system 403(b) Plan

    By Belgarath, November 6, 2023
    • 2 replies
    • 534 views
    • 
    • Belgarath
    • November 6, 2023

37. Removal Of Excess Deferral

    By Guest AFRICA6796, July 23, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 3, 2001

38. Can priest elect not to receive profit sharing contribution?

    By Guest Rags, August 23, 2009
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 25, 2009

39. Maximum Contribution Limits

    By Felicia, October 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 1999

40. Variable Annuity within a by-pass trust

    By Guest gregoryp, June 7, 2001
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 8, 2001

41. Form 5500 Requirements

    By Guest Giovanni, September 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 27, 2002

42. New Type Of Plan -403p?

    By goldtpa, February 18, 2009
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • February 18, 2009

43. Plan Comparison

    By Jilliandiz, April 19, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 3, 2006

44. 403b and School District

    By Guest Pension Girl, March 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • fiduciary perspective
    • April 2, 2010

45. New 2000 Limits on special elections?

    By Guest AlanBEA, October 31, 1999
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 9, 1999

46. Part-time exclusion from elective deferrals under ERISA 403(b) Plan

    By Guest Pennysaver, August 19, 2011
    • 2 replies
    • 3.2k views
    • 
    • Kevin C
    • August 24, 2011

47. 415 Plan Year as Limitation Year

    By austin3515, December 4, 2020
    • 2 replies
    • 645 views
    • 
    • austin3515
    • December 6, 2020

48. 403(b) Match Failure

    By Coleboy1, March 15, 2022
    • 2 replies
    • 904 views
    • 
    • Patricia Neal Jensen
    • March 16, 2022

49. Rollover contributions by retirees

    By Guest Bosco108, July 13, 2011
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 14, 2011

50. Rollovers

    By Felicia, December 14, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2002