403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Electronic distribution of QPSA Notice

   By French, December 14, 2005
   • 2 replies
   • 2.5k views
   • 
   • E as in ERISA
   • January 4, 2006

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

   By Santo Gold, November 30, 2023
   • 2 replies
   • 840 views
   • 
   • LauraH
   • November 30, 2023

3. Parsonage Payment Distributions from 403(b)s / Tax Reporting

   By Guest paulg, August 4, 2008
   • 2 replies
   • 3.4k views
   • 
   • masteff
   • August 4, 2008

4. Universal Availability Rule

   By Ken Davis, October 1, 2012
   • 2 replies
   • 1.9k views
   • 
   • Ken Davis
   • October 2, 2012

5. Going from ERISA 403(b) status to Non-ERISA 403(b) status

   By ldr, June 3, 2021   

   • 403(b)
   • 2 replies
   • 1.1k views
   • 
   • ldr
   • June 4, 2021

6. teachers' return to employment post-retirement

   By lexi, August 7, 2007
   • 2 replies
   • 1.2k views
   • 
   • lexi
   • August 7, 2007

7. 403b salary reduction agreements for 2002

   By Guest Pat Rutledge, September 29, 2001
   • 2 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • October 8, 2001

8. Loan Policy

   By Guest Serena, June 15, 2010
   • 2 replies
   • 1.6k views
   • 
   • TLGeer
   • June 17, 2010

9. controlled group - single board of directors?

   By WCC, October 9, 2018
   • 2 replies
   • 854 views
   • 
   • PensionPro
   • October 10, 2018

10. Can a Christian Day care do 403b

    By Guest NoName, October 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 23, 2002

11. Terminating a Group Tax Sheltered Annuity Contract

    By Guest PB&J, August 10, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2005

12. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen, May 3, 2018   

    • 403(b)
    • plan document
    • 2 replies
    • 645 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

13. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe, September 29, 2023
    • 2 replies
    • 1.1k views
    • 
    • HarleyBabe
    • October 3, 2023

14. terminate 403(b) upon severance of employement

    By Guest caroline isherwood, May 13, 2002
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 20, 2002

15. Special 403(b) Church Group Elections

    By Guest Frankie, July 31, 2001
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • August 3, 2001

16. deferral limit

    By Guest esw, January 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • MWeddell
    • January 14, 2002

17. 5500 for church 403(b)

    By Guest SarahB, May 12, 2008
    • 2 replies
    • 4k views
    • 
    • Guest
    • May 14, 2008

18. Individual Contract and investment election

    By Guest Serena, July 12, 2010
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • July 13, 2010

19. "Reclassified Employees" - it's oddball week!

    By Belgarath, July 31, 2024
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • July 31, 2024

20. Spousal Consent

    By Nassau, April 25, 2011
    • 2 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 26, 2011

21. 403(b) Non-ERISA Plan

    By Nassau, June 6, 2007
    • 2 replies
    • 2.6k views
    • 
    • Peter Gulia
    • June 14, 2007

22. 403(b) nonamenders

    By Belgarath, July 2, 2020
    • 2 replies
    • 609 views
    • 
    • Belgarath
    • July 7, 2020

23. 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

24. Gov't Non-Erisa 403(b) Match

    By Jennifer D., June 27, 2018
    • 2 replies
    • 652 views
    • 
    • QDROphile
    • June 28, 2018

25. What agency can help us compel Lincoln Life to honor their contract?

    By Guest dougej, November 12, 2001
    • 2 replies
    • 1.9k views
    • 
    • GBurns
    • November 14, 2001

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

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

27. ERISA or non ERISA 403b?

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

28. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

    • 403(b); vcp;
    • 2 replies
    • 727 views
    • 
    • Flyboyjohn
    • March 17, 2017

29. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 10, 2014

30. universal availability

    By Guest lskin, October 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 5, 2006

31. Failure to Make Matching Contributions

    By oldman63, December 4, 2018
    • 2 replies
    • 715 views
    • 
    • Luke Bailey
    • December 5, 2018

32. Is this 403b plan really terminated?

    By Santo Gold, October 4, 2024
    • 2 replies
    • 821 views
    • 
    • Peter Gulia
    • October 4, 2024

33. 403(b) Plan fidelity bond requirements

    By Guest ewhitmore, June 16, 2010
    • 2 replies
    • 5.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 16, 2010

34. 403(b)(7) Custodial Account - need some clarification

    By HarleyBabe, July 23, 2013
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • July 23, 2013

35. MEP 403(b) Plan and SECURE

    By HCE, December 3, 2024
    • 2 replies
    • 827 views
    • 
    • G8Rs
    • December 4, 2024

36. When did mutual funds become 403(b)eligible?

    By Guest John L. Olsen, CLU, ChFC, August 26, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 28, 2000

37. Can 403(b) assets move to 401(k) plan?

    By Guest EditInIllinois, October 28, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 2, 2009

38. tax-treatment of 403(b)'s given to non-profit-organizations upon death

    By dh003i, November 2, 2004
    • 2 replies
    • 2.3k views
    • 
    • dh003i
    • November 2, 2004

39. Investments

    By Randy Watson, October 1, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 2, 2008

40. If ER sponsors both 403b and 401k and participant also owns more than 50% of his own business..

    By Guest esi-jht, December 16, 2005
    • 2 replies
    • 2.1k views
    • 
    • SoCalActuary
    • December 17, 2005

41. Church Plan Documents

    By Guest Pension Girl, May 11, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 12, 2009

42. $5,000 Cash out in 403(b) plans?

    By Guest rkaplan, October 24, 2000
    • 2 replies
    • 3k views
    • 
    • Guest
    • November 30, 2000

43. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2014

44. 403(b) Plan, Change of Vendor, Terminated Participants

    By Tinman, January 30, 2015
    • 2 replies
    • 1.9k views
    • 
    • AMDG
    • October 26, 2015

45. 403(b)

    By Guest dob, August 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • August 29, 2002

46. Employer contributions

    By Guest JBeck, November 12, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • November 14, 2002

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

    By Gilmore, March 8, 2023
    • 2 replies
    • 795 views
    • 
    • Peter Gulia
    • March 9, 2023

48. Missing Participating Employers

    By AMDG, October 10, 2017   

    • 403(b)
    • prototype
    • (and 5 more)

      Tagged with:

      • 403(b)
      • prototype
      • volume submitter
      • plan
      • partipation agreement
      • fis
      • sungard
    • 2 replies
    • 945 views
    • 
    • Larry Starr
    • October 11, 2017

49. 403(b) reporting requirements

    By dmb, April 6, 2006
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • April 11, 2006

50. 403b to IRA-any benefit

    By Guest nahe3, August 26, 1998
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • August 29, 1998