403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. ERISA or non-ERISA?

   By Guest flyfisher, February 23, 2005
   • 2 replies
   • 2.1k views
   • 
   • E as in ERISA
   • February 23, 2005

2. ERISA or NonErisa Plan

   By R.G., March 27, 2017
   • 2 replies
   • 628 views
   • 
   • Kevin C
   • March 27, 2017

3. ERISA Plan Defect Prior to 01/01/09

   By Guest Tom:, January 29, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 4, 2010

4. ERISA plan, but plan sponsor doesn't control

   By AlbanyConsultant, September 10, 2019
   • 4 replies
   • 1.1k views
   • 
   • FPGuy
   • September 11, 2019

5. ERISA Plans Doomed to Fail Universal Availability?

   By austin3515, July 8, 2010
   • 8 replies
   • 2.3k views
   • 
   • Guest
   • September 1, 2010

6. ERISA TSA or not?

   By Guest getaxa, January 8, 2004
   • 2 replies
   • 5.2k views
   • 
   • Carol V. Calhoun
   • January 22, 2004

7. erisa vs non erisa 403b and testing

   By Guest brapshwing, April 2, 2007
   • 3 replies
   • 9.1k views
   • 
   • J Simmons
   • June 2, 2007

8. ERISA vs Non Erisa Plan

   By rfahey, September 30, 2009
   • 0 replies
   • 2k views
   • 
   • rfahey
   • September 30, 2009

9. ERISA vs Non-ERISA

   By Guest Catherine M. Peery, December 7, 2009
   • 7 replies
   • 3.5k views
   • 
   • Guest
   • February 3, 2010

10. ERISA vs Non-ERISA 403b plans

    By Guest william2, March 11, 2004
    • 3 replies
    • 31.7k views
    • 
    • Guest
    • March 15, 2004

11. erisa vs. non-erisa

    By Guest shaun, December 2, 1998
    • 2 replies
    • 3.6k views
    • 
    • Guest
    • December 4, 1998

12. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 5k views
    • 
    • mbozek
    • August 20, 2015

13. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 17, 2019

14. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 980 views
    • 
    • Peter Gulia
    • September 23, 2016

15. Establishment of a 403(b) Plan

    By joel, August 8, 2012
    • 24 replies
    • 4.2k views
    • 
    • joel
    • August 13, 2012

16. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 4 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • October 21, 1999

17. ETF's / Custodial Account

    By beartd, July 3, 2019
    • 2 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 26, 2021

18. evaluating the pension (defined benefit) component of a job offer.

    By Guest Ginny1, March 8, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 11, 1999

19. Exception to 10% early withdrawl penalty?

    By Guest Don M, March 17, 2000
    • 4 replies
    • 2.3k views
    • 
    • pjkoehler
    • April 1, 2000

20. Excess 403(b) match - any thoughts?

    By ERISAatty, April 16, 2004
    • 12 replies
    • 5.3k views
    • 
    • Guest
    • September 2, 2009

21. excess contributions

    By Guest Christine, April 14, 1999
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 21, 2001

22. Excess Contributions and W2 Corrections

    By Rebecca Ennis, January 13, 2021
    • 1 reply
    • 822 views
    • 
    • BG5150
    • January 14, 2021

23. Excess Deferrals - Statute of Limitations

    By bzorc, October 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • October 4, 2014

24. Excess deferrals when an employee contributes to both a 403(b) and 457

    By Guest SandiY, March 1, 2000
    • 5 replies
    • 2.2k views
    • 
    • Ellie Lowder
    • March 14, 2000

25. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 26, 2008

26. Exchange Traded Funds in a 403(b)7 - is it doable?

    By Guest scottyd, April 2, 2004
    • 8 replies
    • 5.6k views
    • 
    • mbozek
    • April 20, 2004

27. Exchanges

    By Guest Margaret25, October 30, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2007

28. Excise tax applicable in relation to excess 403(b) deferral?

    By Guest Diane DuFresne, December 5, 2000
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 11, 2000

29. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • March 31, 2017

30. Exclude bonuses from plan's definition of compensation

    By waid10, January 25, 2013   

    • universal availability issue?
    • 10 replies
    • 8.3k views
    • 
    • ETA Consulting LLC
    • January 25, 2013

31. Exclude Ee's working less than 20 hours per week

    By austin3515, May 26, 2015
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • May 27, 2015

32. exclude from 403b if eligible for other salary def plan (401k)

    By Earl, June 28, 2013
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • June 28, 2013

33. Exclude from Match

    By cdavis25, March 30, 2017
    • 2 replies
    • 589 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

34. excluded compensation

    By Earl, October 24, 2018
    • 1 reply
    • 626 views
    • 
    • PensionPro
    • October 24, 2018

35. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 615 views
    • 
    • Kevin C
    • October 17, 2018

36. Excluding EEs who worked less than 20 hours/week

    By blue, March 16, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • March 26, 2009

37. excluding less than 20 hr/week employees

    By Guest penfirn, December 24, 1998
    • 4 replies
    • 2.8k views
    • 
    • MWeddell
    • January 6, 1999

38. Excluding Medical Residents from 403(b) Participation?

    By Christine Roberts, July 25, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 14, 2002

39. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • July 29, 2014

40. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

    By rocknrolls2, March 21, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 26, 2000

41. exclusion for those working less than 20 hours/week

    By Santo Gold, September 13, 2011
    • 2 replies
    • 2.8k views
    • 
    • Kevin C
    • September 13, 2011

42. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 1.3k views
    • 
    • Belgarath
    • September 29, 2020

43. Exclusion of Eligible Participants

    By oldman, October 3, 2012
    • 4 replies
    • 1.7k views
    • 
    • oldman
    • October 3, 2012

44. Exclusion of Pre 1/1/09 Contracts Once In a Lifetime??

    By austin3515, April 10, 2015
    • 1 reply
    • 1k views
    • 
    • mbozek
    • April 10, 2015

45. Exclusion of Students During Summer

    By Guest Lane, April 4, 2012
    • 6 replies
    • 3.3k views
    • 
    • GMK
    • April 5, 2012

46. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • March 28, 2019

47. Exclusions due to 20 or fewer hours of service

    By leighl, January 17, 2017
    • 1 reply
    • 647 views
    • 
    • ETA Consulting LLC
    • January 18, 2017

48. Exempt or Not Exempt

    By Below Ground, December 10, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 11, 2008

49. Exemption from non-discrimination rules?

    By Guest newlifeca, June 12, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • June 12, 2001

50. Expatriate Roth 403(b)

    By Guest BED, January 12, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 12, 2007