403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 415 Excesses

   By Guest pjb, August 6, 2002
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • August 6, 2002

2. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

   By katieinny, January 17, 2013
   • 5 replies
   • 1.7k views
   • 
   • QDROphile
   • January 18, 2013

3. Change in sponsorship of 403(b) - ERISA to Non_ERISA

   By Guest Roxanne Walters, November 28, 2001
   • 1 reply
   • 1.6k views
   • 
   • Carol V. Calhoun
   • December 3, 2001

4. Controlled Group

   By waid10, June 30, 2016   

   • Nondiscrimination Testing
   • 7 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • July 11, 2016

5. Church 403(b) and ERISA

   By Guest Cutter, May 31, 2002
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • May 31, 2002

6. Chart of 415, etc. limits for the year 2000 available

   By Carol V. Calhoun, October 21, 1999
   • 0 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • October 21, 1999

7. Choosing survivor benefits after retirement

   By Guest herronisland, December 10, 2002
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • December 11, 2002

8. separate accounting?

   By Guest britneyspears, November 15, 2005
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 15, 2005

9. Payroll Deduction Error

   By Guest Kathy2006, February 7, 2007
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • February 7, 2007

10. Change in Recordkeeper & 90-24 Asset Transfer

    By Guest T-BONE, July 23, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 23, 2002

11. Matching contribution in a 403(b) plan

    By Guest cosmo01, May 28, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 28, 2003

12. bonus contribution for long-term participants

    By Santo Gold, March 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • March 28, 2012

13. 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

14. Can I bunch together years in ministry to arrive at 15 years of servic

    By Guest newlifeca, October 9, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 22, 2002

15. 403(b) Post Separation Contributions

    By Fisher, November 5, 2007
    • 0 replies
    • 1.6k views
    • 
    • Fisher
    • November 5, 2007

16. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • March 13, 2020

17. 403(b) - ERISA Plan or Not

    By HarleyBabe, April 3, 2012
    • 6 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2012

18. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 15, 2000

19. Aggregation of SEP Plan with 403(b), 401(a) for 415 limits

    By Guest kprhok, November 20, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 20, 2007

20. 403(b) Rollover?

    By Randy Watson, November 4, 2009
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 7, 2009

21. Non-ERISA Vesting

    By oldman, May 24, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2011

22. Discrimination

    By Guest BruceC, June 2, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

23. Stocks purchased in 403(b)(7) account. How is this corrected?

    By Guest AFRICA6796, February 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 23, 2001

24. 401k and 403b at same time

    By jkharvey, January 5, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • January 5, 2011

25. ACP Test for 403(b) Match Plan

    By Guest richez, October 12, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • October 13, 2004

26. Roth 403(b)

    By Guest RobO, July 28, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 2005

27. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • March 6, 2015

28. LRMs for 403(b)

    By Guest Penelope, April 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 17, 2009

29. New 403b regs

    By rlb64, May 23, 2005
    • 0 replies
    • 1.6k views
    • 
    • rlb64
    • May 23, 2005

30. Non-participant directed disclosure

    By Guest Melissa5374, July 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 17, 2012

31. 403b contributions not timely deposited

    By Guest Young1jone, July 27, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 27, 2005

32. Please update information.

    By Dave Baker, March 3, 2000
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • March 3, 2000

33. Two differnt match formulas in same plan

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

34. 403b lost check deposit

    By Guest William, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

35. What mutual fund companies or other investment services providers, if

    By Guest Kent Scrivener, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

36. Safe Harbor 401(k) Plan-2002

    By Guest Michael Anderson, September 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • September 27, 2001

37. Employee benefits site has moved!

    By Carol V. Calhoun, August 12, 1999
    • 0 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • August 12, 1999

38. Age Discrimination

    By Guest mif2000, February 9, 2010
    • 4 replies
    • 1.6k views
    • 
    • Viridiana Valdes
    • August 9, 2021

39. Passing ACP test

    By Guest perplexedbypensions, August 17, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 2006

40. Form 5500 reporting

    By LIBERTYKID, October 30, 2013   

    • 5500
    • 0 replies
    • 1.6k views
    • 
    • LIBERTYKID
    • October 30, 2013

41. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

42. 403(b) termination with annuity contracts

    By Flyboyjohn, March 6, 2014
    • 3 replies
    • 1.6k views
    • 
    • AMDG
    • October 26, 2015

43. ACP and 410(b) testing

    By AKconsult, May 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • May 11, 2011

44. 403(b) Loan eligibility- former employees

    By jane123, July 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • July 12, 2004

45. 403b's in Texas - Teachers REitrement System

    By austin3515, June 20, 2011
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • June 20, 2011

46. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.6k views
    • 
    • JRN
    • April 1, 2020

47. universal availability and the 20 hours/week rule

    By Guest Mr. Kite, July 12, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 14, 2007

48. Distribution while still receiving contributions?

    By Guest AFRICA6796, May 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • May 23, 2005

49. This looks ugly

    By Santo Gold, April 3, 2011
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • April 4, 2011

50. Lifetime Catch-Up question.

    By Silver70, February 11, 2014   

    • 403(b)
    • Lifetime Catch-up
    • 1 reply
    • 1.6k views
    • 
    • Oregon TPA
    • February 11, 2014