403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Coverage testing for ERISA and non ERISA 403b plans

   By 30Rock, August 16, 2011
   • 10 replies
   • 6k views
   • 
   • mbozek
   • August 19, 2011

2. 401(a) Match Plan and 403(b) Deferral Only

   By austin3515, January 15, 2013
   • 10 replies
   • 2.2k views
   • 
   • mbozek
   • January 16, 2013

3. Mandatory deferrals?

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

4. Frozen 403(b) plans

   By pbarrett, November 10, 1999
   • 10 replies
   • 8k views
   • 
   • ljr
   • May 27, 2004

5. Impermissible distributions taken from ERISA 403(b) plan

   By Belgarath, March 7, 2014
   • 10 replies
   • 2.6k views
   • 
   • Peter Gulia
   • March 10, 2014

6. Combining 403b with Keogh/SEP for Self-employed

   By Guest Fishchick, September 25, 2001
   • 10 replies
   • 4.5k views
   • 
   • Guest
   • February 25, 2003

7. Ineligible employee?

   By Griswold, September 25, 2018
   • 10 replies
   • 1.9k views
   • 
   • Griswold
   • September 28, 2018

8. Ellie? Carol? Define YOS for catch-up purposes...

   By Guest STLGiant, September 30, 2002
   • 10 replies
   • 2.2k views
   • 
   • Guest
   • October 1, 2002

9. 501(c)3 employer wants to obtain $42K max. TSA along with a SEP?

   By Lori H, June 9, 2005
   • 10 replies
   • 2.7k views
   • 
   • Guest
   • July 5, 2005

10. Exclude bonuses from plan's definition of compensation

    By waid10, January 25, 2013   

    • universal availability issue?
    • 10 replies
    • 8.3k views
    • 
    • ETA Consulting LLC
    • January 25, 2013

11. Other arrangements to use along with a 403(b)

    By Lori H, March 10, 2003
    • 10 replies
    • 3.4k views
    • 
    • FJR
    • March 26, 2003

12. Combine existing 403(b) and 401(a)?

    By PMC, June 4, 2007
    • 10 replies
    • 9.8k views
    • 
    • Guest
    • February 28, 2009

13. State University 403(b) Plan

    By davef, January 22, 2010
    • 10 replies
    • 3.1k views
    • 
    • mbozek
    • January 26, 2010

14. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 2.4k views
    • 
    • QDROphile
    • November 20, 2014

15. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 1.8k views
    • 
    • G8Rs
    • March 16, 2018

16. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1.5k views
    • 
    • AMDG
    • October 26, 2015

17. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • May 2, 2001

18. Late Document

    By Guest Catherine M. Peery, January 4, 2010
    • 9 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2010

19. 403b transfer to 401k

    By Guest billy bong, May 31, 2001
    • 9 replies
    • 13.7k views
    • 
    • joel
    • July 24, 2003

20. 403(b)

    By Guest TLCPension, August 26, 2003
    • 9 replies
    • 5.8k views
    • 
    • mbozek
    • August 21, 2012

21. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3k views
    • 
    • TPApril
    • August 29, 2019

22. What about Top-Heavy testing?

    By Guest fender5150, January 24, 2008
    • 9 replies
    • 10.8k views
    • 
    • Guest
    • February 11, 2008

23. Late 403(b) Plan Document

    By panther, June 2, 2010
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 2011

24. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • April 15, 2014

25. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.8k views
    • 
    • Belgarath
    • June 27, 2019

26. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • September 3, 1999

27. MEA Repeal

    By david rigby, November 27, 2001
    • 9 replies
    • 3.2k views
    • 
    • Belgarath
    • November 28, 2001

28. Making ER contrib to new 401k plan?

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

29. <20 hours per week

    By J Simmons, November 9, 2008
    • 9 replies
    • 3k views
    • 
    • Oh so SIMPLE
    • July 2, 2010

30. Separate 415 testing for 403(b) programs

    By Carol V. Calhoun, October 8, 1999
    • 9 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • December 4, 1999

31. Rabbis and 403b distributions

    By Guest robertcusick, October 16, 2001
    • 9 replies
    • 3.4k views
    • 
    • Carol V. Calhoun
    • November 28, 2001

32. Gov Plan Determination Letter Required?

    By dmwe, January 15, 2014
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • January 16, 2014

33. Another 403(b) Question

    By bzorc, May 25, 2022
    • 9 replies
    • 1.2k views
    • 
    • Nate S
    • June 1, 2022

34. 415(c) Limit Question

    By Guest wwc870, April 3, 2001
    • 9 replies
    • 3.4k views
    • 
    • Ellie Lowder
    • August 27, 2001

35. 403B$$ move to a 401K

    By Guest blb, February 2, 2001
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • August 5, 2002

36. Universal Availability

    By jpod, April 4, 2008
    • 9 replies
    • 3.4k views
    • 
    • Guest
    • July 19, 2008

37. Money Purchase Plan merging into new 403(b) Plan

    By Coleboy1, July 30
    • 9 replies
    • 900 views
    • 
    • david rigby
    • July 31

38. Adjunct Professor exclusion and coverage testing

    By 30Rock, April 2
    • 9 replies
    • 1.1k views
    • 
    • Christine Oliver
    • June 9

39. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 4k views
    • 
    • MWeddell
    • August 19, 2014

40. How to tax/pay returned employee contributions?

    By ERISAatty, February 3, 2009
    • 9 replies
    • 2k views
    • 
    • jpod
    • February 4, 2009

41. stop RMDs when rolled into 403(b)?

    By Guest getaxa, May 12, 2004
    • 9 replies
    • 3.8k views
    • 
    • Belgarath
    • May 18, 2004

42. combining 403(b) catch ups

    By Guest Frankie, September 29, 2001
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • October 17, 2001

43. Rollover Rules, not a Revenue Ruling 90-24 Transfer

    By joel, December 25, 2001
    • 9 replies
    • 3.1k views
    • 
    • Carol V. Calhoun
    • January 26, 2002

44. Once In Always In

    By austin3515, October 5, 2017
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • October 6, 2017

45. Do custodians decide whether an order is a QDRO?

    By Peter Gulia, January 30, 2014
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • January 30, 2014

46. 402(g) limits - 401(k) and 403(b)

    By Guest Melissa M., August 6, 2008
    • 9 replies
    • 7.4k views
    • 
    • Kevin C
    • January 22, 2016

47. Compliance Responsibility

    By Guest lkazden, July 15, 2002
    • 9 replies
    • 2.6k views
    • 
    • mbozek
    • July 16, 2002

48. 403(b) Safe Harbor Match for ACP Test

    By HarleyBabe, September 30, 2009
    • 8 replies
    • 7.8k views
    • 
    • Kevin C
    • October 2, 2009

49. Still Confused Over ACP Testing

    By Guest lbach, February 4, 2002
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • February 5, 2002

50. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.4k views
    • 
    • Doc Ument
    • February 13, 2019