403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Limiting Loans to Contracts with Approved Vendors

   By Guest ebailey, April 22, 2009
   • 10 replies
   • 1.9k views
   • 
   • J Simmons
   • April 23, 2009

2. Loan Contract

   By katieinny, February 19, 2003
   • 7 replies
   • 1.9k views
   • 
   • katieinny
   • February 20, 2003

3. Loan Policy

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

4. Loan provisions in 403(b)'s...?

   By Guest Garry, August 20, 1998
   • 3 replies
   • 3.6k views
   • 
   • Guest
   • September 11, 1998

5. Loan Repayments

   By Guest Serena, July 20, 2010
   • 3 replies
   • 1.5k views
   • 
   • TLGeer
   • July 25, 2010

6. loan repayments

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

7. Loan Trust for 403(b) plans

   By Guest CG40, June 19, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 19, 2007

8. loans

   By jpod, May 15, 2002
   • 5 replies
   • 2.1k views
   • 
   • mbozek
   • May 20, 2002

9. Loans

   By Guest Sieve, May 20, 2009
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • May 20, 2009

10. Loans

    By oldman, June 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • June 3, 2013

11. Loans & Hardships

    By Felicia, September 14, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 20, 2000

12. Loans from 401(k) to a 403(b)

    By jkharvey, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • March 6, 2001

13. Loans from a 403(b)(7) Arrangement

    By Guest Maria, November 4, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 4, 1998

14. Loans to terminated participants

    By 30Rock, June 1, 2018
    • 6 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • June 5, 2018

15. Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

    By Belgarath, September 24, 2024
    • 12 replies
    • 2k views
    • 
    • Peter Gulia
    • October 23, 2024

16. Loss of 501(c)(3) status

    By nancy, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

17. Lost earnings... on rollover?

    By AlbanyConsultant, October 26, 2017
    • 4 replies
    • 793 views
    • 
    • hr for me
    • October 27, 2017

18. Low cost 403b vendor

    By Benefits 101, February 25, 2013
    • 21 replies
    • 6.2k views
    • 
    • joel
    • March 22, 2013

19. LRMs for 403(b)

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

20. LTD Makes Employer Contributions

    By khn, February 12, 2021
    • 0 replies
    • 546 views
    • 
    • khn
    • February 12, 2021

21. 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

22. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
    • 0 replies
    • 438 views
    • 
    • AlbanyConsultant
    • February 27, 2020

23. Making ER contrib to new 401k plan?

    By AlbanyConsultant, December 2, 2020
    • 9 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • December 3, 2020

24. Mandatory & elective deferrals

    By SheilaD, March 29, 2012
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • March 29, 2012

25. Mandatory Auto Enrollment under S2.0 and ERISA Exemption

    By austin3515, October 26
    • 6 replies
    • 469 views
    • 
    • Peter Gulia
    • November 7

26. mandatory cash out woes

    By AlbanyConsultant, March 12, 2024
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • March 13, 2024

27. Mandatory Contributions - Def of Comp

    By austin3515, August 24, 2010
    • 0 replies
    • 2k views
    • 
    • austin3515
    • August 24, 2010

28. Mandatory deferrals?

    By wvbeachgirl, December 26, 2007
    • 10 replies
    • 16.4k views
    • 
    • austin3515
    • August 24, 2010

29. Mandatory disaggregation

    By Guest Mike Melnick, March 25, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 25, 2003

30. Mandatory Ee Contributions

    By austin3515, September 7, 2010
    • 5 replies
    • 4k views
    • 
    • Guest
    • September 7, 2010

31. Mandatory participation

    By Guest bobmeyer58, April 21, 2003
    • 17 replies
    • 4.5k views
    • 
    • GBurns
    • April 29, 2003

32. match 529 contribution into 403(b)?

    By Guest mike webb, August 31, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 31, 2001

33. Match based on compensation?

    By Guest sueczer, April 6, 2010
    • 1 reply
    • 992 views
    • 
    • TLGeer
    • April 6, 2010

34. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

35. Match to separate plan destroys ERISA exemption

    By Flyboyjohn, September 13, 2017   

    • 403b
    • erisa exemption
    • 2 replies
    • 896 views
    • 
    • CuseFan
    • September 13, 2017

36. Match/Full Time/Discrimination

    By Guest jcrawford24, June 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • June 11, 2008

37. Matching and Nonelective Contributions

    By ERISA-Bubs, December 11, 2012
    • 1 reply
    • 865 views
    • 
    • MWeddell
    • December 11, 2012

38. Matching contribution in a 403(b) plan

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

39. Material on DROP Programs

    By Ellie Lowder, February 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • Ellie Lowder
    • February 10, 2000

40. Max 403b employer contribution...

    By Guest kjpsig, November 29, 2002
    • 5 replies
    • 2.8k views
    • 
    • mbozek
    • December 2, 2002

41. Max Deductible Limit?

    By austin3515, February 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • February 19, 2015

42. max ER contribution?

    By AlbanyConsultant, November 15, 2022
    • 2 replies
    • 1.1k views
    • 
    • ErnieG
    • November 16, 2022

43. Maximum Annual Exclusion Allowance

    By Guest Boilerburm1, January 17, 2008
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 17, 2008

44. Maximum Contribution Limits

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

45. Maximum ER contribution if no 404 test?

    By AlbanyConsultant, September 5, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 5, 2017

46. Maximum time permitted from payroll deduction

    By Guest BL, December 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 23, 1999

47. May a 403(b) employer add provisions beyond the IRS-preapproved document?

    By Peter Gulia, December 5, 2022
    • 3 replies
    • 882 views
    • 
    • AMDG
    • December 8, 2022

48. May a non-profit terminate a 403b and start a 401k plan in the same year?

    By wcj99, February 8, 2013
    • 8 replies
    • 6.5k views
    • 
    • Carol V. Calhoun
    • April 11, 2013

49. MEA CALC AND CASH BALANCE PLANS

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

50. MEA Calculations and IRC Sec. 415

    By Guest Benmark, April 18, 2000
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • April 26, 2000