403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. New 403(b) Regs

   By Guest Jason_V, December 1, 2005
   • 1 reply
   • 2k views
   • 
   • MWeddell
   • December 1, 2005

2. 403b

   By Guest Sally Gordon, January 22, 2002
   • 1 reply
   • 1.9k views
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   • Carol V. Calhoun
   • January 22, 2002

3. 403 (b) plan

   By Guest irothenberg, September 10, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 11, 2012

4. Minimum Funding Requirements-Are TSAs subject to them?

   By Guest Lonnie Tomlin, July 12, 1999
   • 1 reply
   • 2.9k views
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   • Everett Moreland
   • July 12, 1999

5. Can active employee contribute unused vacation time to 403(b)?

   By KaJay, April 12, 2019
   • 1 reply
   • 2k views
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   • Patricia Neal Jensen
   • April 15, 2019

6. Can a TSA section 403(b) be part of a section 125 cafeteria plan?

   By Guest Bruce Rich, July 4, 1999
   • 1 reply
   • 3.8k views
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   • Guest
   • July 12, 1999

7. Are elective/contributory LTD premiums considered a 403(b) Plan?

   By Guest lindy, June 5, 2001
   • 1 reply
   • 2.8k views
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   • Guest
   • June 6, 2001

8. testing 403b plan

   By Guest Betsy Oakey, January 14, 2011
   • 1 reply
   • 1.4k views
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   • Guest
   • January 14, 2011

9. 2 year eligibility with a Safe Harbor 403(b)?

   By Lori H, February 20, 2013
   • 1 reply
   • 1.8k views
   • 
   • MWeddell
   • February 21, 2013

10. Lete deposit of deferrals - file under VFC or not?

    By Belgarath, October 27, 2017
    • 1 reply
    • 731 views
    • 
    • Flyboyjohn
    • October 27, 2017

11. To (b) or not to (b)?

    By SMB, August 10, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • August 10, 2000

12. 403(b) IRS filing requirements

    By Guest Betsy Oakey, February 28, 2008
    • 1 reply
    • 1.7k views
    • 
    • Lori Friedman
    • February 28, 2008

13. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • July 22, 2014

14. Distinguishing investment plan differences.

    By Guest Kate Meyer, December 13, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 20, 2000

15. 403(b) RMD Question

    By Guest RPSS, August 27, 2003
    • 1 reply
    • 2.8k views
    • 
    • Ellie Lowder
    • September 8, 2003

16. Substantially Equal Periodic Payments

    By Felicia, June 20, 2006
    • 1 reply
    • 1.9k views
    • 
    • Felicia
    • June 28, 2006

17. 403(b) 5500 and participant counts

    By Belgarath, September 25, 2013
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

18. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 1.8k views
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    • Patricia Neal Jensen
    • March 9, 2020

19. inactive 403(b) plan

    By Santo Gold, June 3, 2020
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • June 3, 2020

20. Changing from Mandatory to Discretionary Match

    By metsfan026, October 30
    • 1 reply
    • 260 views
    • 
    • Peter Gulia
    • October 30

21. Deferrals (403(b)) as Condition of Employment

    By PMC, June 23, 2008
    • 1 reply
    • 2k views
    • 
    • mariemonroe
    • July 11, 2008

22. Can a 501(c)(3) have a 403(b) plan and a 457 plan?

    By Guest Rick Vessell, July 24, 1999
    • 1 reply
    • 2.5k views
    • 
    • Everett Moreland
    • July 26, 1999

23. Annual Service Requirement for Mandatory Employee Contributions?

    By ECSmith, October 31, 2024
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • October 31, 2024

24. 403b rollover to 401(k) plan

    By PensionNewbee, August 28, 2003
    • 1 reply
    • 2.9k views
    • 
    • Belgarath
    • August 28, 2003

25. 403(b), coverage question.

    By Guest dietpepsi, July 22, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 28, 2004

26. Information Sharing Agreements

    By austin3515, July 8, 2011
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • July 9, 2011

27. Plan never formally adopted a plan document

    By Trisports, June 3, 2020
    • 1 reply
    • 855 views
    • 
    • justanotheradmin
    • June 3, 2020

28. Rollover by a surviving spouse

    By Guest MAnglim, May 2, 2002
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • May 3, 2002

29. Top Heavy 403b's

    By Guest ronny890, March 22, 2006
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • March 22, 2006

30. Universal Availability - Part-Time Employees

    By Guest Tom:, February 5, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 9, 2010

31. 403(b) Plan Bonding Requirements

    By rocknrolls2, September 19, 2017
    • 1 reply
    • 421 views
    • 
    • Belgarath
    • September 19, 2017

32. Employee Plan Examination Guidelines and IRC 402(g)(8)

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ellie Lowder
    • August 4, 1999

33. Annual reqmts.

    By Guest cascigm, July 30, 1999
    • 1 reply
    • 1.8k views
    • 
    • Ellie Lowder
    • August 5, 1999

34. 403(b) early distributions

    By Guest Vicki, June 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 6, 2001

35. Charges Related to Tax-Free Exchange Between Contracts

    By Guest PGH.ERISA, January 29, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 4, 2008

36. Can a 403(b) favor tenured employees?

    By kwalified, August 1, 2012
    • 1 reply
    • 915 views
    • 
    • QDROphile
    • August 1, 2012

37. 401(a)(17) ($160,000) compensation cap and the 403(b)(2) exclusion all

    By Guest mike webb, August 3, 1999
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 6, 1999

38. Repace ERISA 403(b) with non-ERISA 403(b) and SEP

    By Guest junior11, September 28, 2004
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • October 4, 2004

39. Merge MPPP into 403(b)

    By jkharvey, June 24, 2008
    • 1 reply
    • 2k views
    • 
    • rcline46
    • June 24, 2008

40. ERISA bond and 403(b) custodial accounts

    By QDROphile, November 27, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 30, 2000

41. Participant's contributions improperly stopped in August. Any way to

    By Guest lbach, January 7, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • January 7, 2002

42. How many 403(a) plans are there?

    By AMDG, October 31, 2017   

    • 403(a)
    • group annuity
    • (and 1 more)

      Tagged with:

      • 403(a)
      • group annuity
      • qualified plan
    • 1 reply
    • 838 views
    • 
    • ETA Consulting LLC
    • October 31, 2017

43. Canceling Mandatory Employer Contributions

    By rocknrolls2, October 24, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 24, 2012

44. Annual disclosure statement required for 403(b)participants?

    By pbarrett, July 18, 2000
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • July 20, 2000

45. 415(c) rules for 403(b) annuities

    By Carol V. Calhoun, August 19, 1999
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 24, 1999

46. filing schedule A?

    By Lori H, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ellie Lowder
    • April 24, 2006

47. SECURE Act 2.0 Section 602

    By austin3515, June 25, 2023
    • 1 reply
    • 950 views
    • 
    • austin3515
    • June 25, 2023

48. 1,000 hour question

    By Guest Benmark, August 11, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • August 14, 2000

49. SPD says it is a 404(c) plan under ERISA. Does this make it an ERISA Plan?

    By Jim Chad, October 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 6, 2015

50. 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