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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,069 topics in this forum

  1. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

    By Belgarath,
    • 5 replies
    • 1.7k views

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

    By Peter Gulia,
    • 3 replies
    • 1.4k views

  3. max ER contribution?

    By AlbanyConsultant,
    • 2 replies
    • 1.6k views

  4. 403b auto enroll formula

    By Santo Gold,
    • 7 replies
    • 1.7k views

  5. "Ad Hoc" distributions - protected benefit?

    By Belgarath,
    • 3 replies
    • 2.4k views

  6. Do 403b plans have trustees?

    By Santo Gold,
    • 6 replies
    • 4.7k views

  7. Pooled Separate Account allowed?

    By bzorc,
    • 4 replies
    • 4.4k views

  8. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath,
    • 4 replies
    • 1k views

  9. NON-ERISA Plans and Beneficiary Designation

    By JOH,
    • 4 replies
    • 3k views

  10. Refund of Plan Loan Interest

    By waid10,
    • 2 replies
    • 1.2k views

  11. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun,
    • 7 replies
    • 2.4k views

  12. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  13. Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology,   
    • 3 replies
    • 1.7k views

  14. Another 403(b) Question

    By bzorc,
    • 9 replies
    • 2k views

  15. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky,
    • 2 replies
    • 3.2k views

  16. 403b doc restatement - next cycle

    By jmartin,
    • 1 reply
    • 1.4k views

  17. having 2 403b plans?

    By AlbanyConsultant,
    • 6 replies
    • 3.3k views

  18. Safe Harbor 403(b) Plan, but.....

    By bzorc,
    • 12 replies
    • 4.1k views

  19. Non-ERISA 403(b) Satisfy CalSavers Exemption?

    By Patricia Neal Jensen,
    • 1 reply
    • 1.1k views

  20. 403(b) - 410(b) coverage

    By 401Kerfuffle,
    • 3 replies
    • 3.1k views

  21. 403(b) Match Failure

    By Coleboy1,
    • 2 replies
    • 1.2k views

  22. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com,
    • 5 replies
    • 2.2k views

  23. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle,
    • 4 replies
    • 1.6k views

  24. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant,
    • 0 replies
    • 827 views

  25. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath,
    • 6 replies
    • 1.4k views

  26. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril,
    • 4 replies
    • 1.5k views

  27. Failed ACP. Can I cure with QMAC?

    By SPilger,
    • 0 replies
    • 885 views

  28. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant,
    • 2 replies
    • 1.6k views

  29. 403(b) and 401(k) testing

    By MetsFan86,
    • 0 replies
    • 942 views

  30. Cycle 3 Restatement for terminated plans

    By Tom,   
    • 5 replies
    • 2.5k views

  31. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 972 views

  32. leased employees - don't count the time?

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

  33. Age Discrimination

    By Guest mif2000,
    • 4 replies
    • 2k views

  34. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026,
    • 1 reply
    • 1.2k views

  35. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 1.9k views

  36. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay,
    • 0 replies
    • 838 views

  37. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515,
    • 14 replies
    • 3.2k views

  38. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  39. Nonelecting Church plan offers a match--5500 required?

    By BG5150,
    • 5 replies
    • 2.5k views

  40. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe,
    • 6 replies
    • 1.5k views

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

    By ldr,   
    • 2 replies
    • 1.6k views

  42. Contribution Allocation

    By Stash026,
    • 6 replies
    • 2k views

  43. 403b Eligiblity Period?

    By austin3515,
    • 13 replies
    • 9k views

  44. Annual notice required to satisfy universal availability?

    By 403BWilder,   
    • 4 replies
    • 3.7k views

  45. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 3.8k views

  46. Annuity

    By PS,
    • 4 replies
    • 1.5k views

  47. Universal Availability Rule

    By Sotired,
    • 1 reply
    • 1.5k views

  48. 403(b) Protected Benefits?

    By Guest dietpepsi,
    • 1 reply
    • 3.5k views

  49. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick,
    • 2 replies
    • 1.8k views

  50. Taxation of 403(b) Distributions by New York State

    By joel,
    • 25 replies
    • 24.8k views
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