403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Rollover of Funds

   By Ellie Lowder, March 31, 2000
   • 2 replies
   • 1.7k views
   • 
   • Michael Devault
   • March 31, 2000

2. New MRD rules from the IRS

   By Guest bill mahoney, January 16, 2001
   • 2 replies
   • 2.2k views
   • 
   • jlf
   • February 27, 2001

3. Summary of Material Modifications

   By Guest lkazden, June 18, 2002
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • June 19, 2002

4. ERISA 403b Eligibility

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

5. Universal availability and LTPT rules

   By JRN, January 24, 2024
   • 2 replies
   • 1k views
   • 
   • AlbanyConsultant
   • February 28, 2024

6. 403b termination process & transition process into 457 plan. Also

   By Guest Mike Moore, January 10, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 10, 2002

7. Stocks in 403(b) plan

   By Guest Randy Ehle, March 31, 2000
   • 2 replies
   • 1.8k views
   • 
   • Ellie Lowder
   • April 2, 2000

8. Elective deferrals to 403b plans

   By Guest jyork, January 19, 2007
   • 2 replies
   • 2.4k views
   • 
   • joel
   • January 19, 2007

9. 403(b) Plans and ECPRS

   By Guest HRD, November 14, 2008
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • November 14, 2008

10. Municipality considering options to implement 403b/401k?

    By Bruddah Kimo, October 1, 2010
    • 2 replies
    • 3.4k views
    • 
    • david rigby
    • October 1, 2010

11. Involuntary IRC Section 403(b) Contributions

    By bzorc, April 5, 2012
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • April 5, 2012

12. Prrefunding rules

    By Guest Pension Girl, March 16, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010

13. Contributing to a Roth IRA vs. making non-matched 403(b) contributions

    By Guest BWinn, October 18, 2000
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • October 18, 2000

14. Applicability of 401(a)(14) to 403(b)

    By Guest PGH.ERISA, June 4, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2008

15. Participant Counts for 5500

    By Guest mickiemurphy, November 18, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2009

16. Required Participation

    By Guest pmcgroine, August 20, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • August 21, 2002

17. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2009

18. Reversion of unvested employer contributions in an ERISA 403(b) plan.

    By Guest JPotosky, December 1, 2003
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • December 3, 2003

19. 403(b) and Money Purchase Plan under a controlled group

    By Guest KAGrist, October 18, 2005
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • October 19, 2005

20. Title I to Non-Title I plans

    By Felicia, April 7, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • April 19, 2000

21. Financial Audit of Public School 403(b) Plan

    By JRG, April 25, 2017
    • 2 replies
    • 539 views
    • 
    • Carol V. Calhoun
    • April 26, 2017

22. ACP testing under 403(b) plan with matching feature and after-tax cont

    By Guest Joanne Blythe, February 23, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 28, 2001

23. Permissive Aggregation for ACP Test

    By Guest jefe96, March 12, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2007

24. ETF's / Custodial Account

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

25. 403(b) Loans - a.s.a.p. please

    By Guest STLGiant, June 19, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 19, 2002

26. 403(b) testing

    By doombuggy, May 31, 2013
    • 2 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • June 1, 2013

27. can you exclude employees who work less than 30 hours a week?

    By Lori H, April 26, 2004
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • April 28, 2004

28. 2009 Fom 5500 - employee count in error

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 2 replies
    • 1.6k views
    • 
    • K2retire
    • January 23, 2013

29. nonelective contribution limit - 401(a)(17)

    By erisageek1978, November 18, 2024
    • 2 replies
    • 840 views
    • 
    • Peter Gulia
    • November 18, 2024

30. 403(b) Plan Loans

    By Guest lawkid, May 30, 2002
    • 2 replies
    • 3k views
    • 
    • mbozek
    • May 31, 2002

31. rollover from 403(b) to 401(k)

    By Scuba 401, February 21, 2003
    • 2 replies
    • 1.6k views
    • 
    • Scuba 401
    • February 24, 2003

32. Does this smell right?

    By kwalified, January 27, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 29, 2012

33. 10b-10 confirmations

    By Guest dietpepsi, January 8, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • January 8, 2008

34. Employee "opt out" of a 403 b

    By KevinMc, September 30, 2014
    • 2 replies
    • 2.3k views
    • 
    • EPCRSGuru
    • October 11, 2014

35. ERISA and Non-ERISA 403(b)

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

36. How can money in an annuity be divided among 8 children when only two

    By Guest ksadler, December 27, 2000
    • 2 replies
    • 2.8k views
    • 
    • Mary Kay Foss
    • December 27, 2000

37. IRS Revenue Ruling 90-24 "asset transfer"

    By dh003i, November 11, 2003
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • November 11, 2003

38. 403(b) title I exemption

    By Beemer, January 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Beemer
    • January 25, 2010

39. Is life insurance permissible in a 403(b) Plan?

    By Santo Gold, April 10, 2012
    • 2 replies
    • 4.1k views
    • 
    • Peter Gulia
    • April 11, 2012

40. 402(g) limit & 415 limit for a not for profit K plan and B plan

    By HarleyBabe, December 4, 2013
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • December 5, 2013

41. 403b HCE

    By Dougsbpc, March 18, 2019
    • 2 replies
    • 632 views
    • 
    • Dougsbpc
    • March 19, 2019

42. Employer contribution deadline for non-profit

    By Santo Gold, March 13, 2007
    • 2 replies
    • 5.9k views
    • 
    • zimbo
    • March 22, 2007

43. Custodial Choice re: Allowing purchase of past service credits

    By Guest rightsaidfred, April 27, 2004
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 28, 2004

44. Large Plan or Small Plan - 80-120 Rule

    By KateSmithPA, March 2, 2011
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • March 14, 2011

45. GUST and 403(b) Plans Subject to ERISA

    By Guest lbach, February 15, 2002
    • 2 replies
    • 2k views
    • 
    • Guest
    • February 16, 2002

46. Eliminate Hardship

    By Guest Tom:, June 21, 2011
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 22, 2011

47. group annuity & individual in 1 plan?

    By Guest DLA, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2003

48. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7, 2020
    • 2 replies
    • 577 views
    • 
    • david rigby
    • May 7, 2020

49. RMD from Multiple 403(b)s

    By Guest Donaldson, October 21, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • October 22, 2003

50. Church plans

    By Guest Brian0925, July 11, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • July 11, 2006