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403(b) Plans, Accounts or Annuities

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

2,058 topics in this forum

  1. Another 403(b) Question

    By bzorc,
    • 9 replies
    • 1.2k views

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

    By bzorc,
    • 12 replies
    • 2.7k views

  3. having 2 403b plans?

    By AlbanyConsultant,
    • 6 replies
    • 2.1k views

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

    By Patricia Neal Jensen,
    • 1 reply
    • 672 views

  5. 403(b) Match Failure

    By Coleboy1,
    • 2 replies
    • 884 views

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

    By gc@chimentowebb.com,
    • 5 replies
    • 1.3k views

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

    By fiddle,
    • 4 replies
    • 947 views

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

    By AlbanyConsultant,
    • 0 replies
    • 583 views

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

    By Belgarath,
    • 6 replies
    • 876 views

  10. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril,
    • 4 replies
    • 873 views

  11. Failed ACP. Can I cure with QMAC?

    By SPilger,
    • 0 replies
    • 568 views

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

    By AlbanyConsultant,
    • 2 replies
    • 868 views

  13. 403(b) and 401(k) testing

    By MetsFan86,
    • 0 replies
    • 599 views

  14. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 636 views

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

    By AlbanyConsultant,
    • 2 replies
    • 814 views

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

    By metsfan026,
    • 1 reply
    • 794 views

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

    By KaJay,
    • 0 replies
    • 591 views

  18. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 1k views

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

    By austin3515,
    • 14 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 1 reply
    • 791 views

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

    By HarleyBabe,
    • 6 replies
    • 914 views

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

    By ldr,   
    • 2 replies
    • 1.1k views

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

    By BG5150,
    • 5 replies
    • 1.7k views

  24. Contribution Allocation

    By Stash026,
    • 6 replies
    • 1.5k views

  25. Annuity

    By PS,
    • 4 replies
    • 935 views

  26. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 1.9k views

  27. Universal Availability Rule

    By katdmin,
    • 1 reply
    • 1.1k views

  28. Any updates on Non-ERISA Governmental 401K plans

    By JOH,
    • 0 replies
    • 580 views
    • JOH
    • JOH

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

    By joel,
    • 25 replies
    • 16.7k views

  30. LTD Makes Employer Contributions

    By khn,
    • 0 replies
    • 546 views
    • khn
    • khn

  31. Universal availability

    By Belgarath,
    • 4 replies
    • 923 views

  32. Employer contribution made for two terminated employees by mistake.

    By KaJay,
    • 1 reply
    • 549 views

  33. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen,
    • 4 replies
    • 1.5k views

  34. 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
    • 895 views

  35. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 807 views

  36. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice,   
    • 6 replies
    • 1.4k views

  37. Excess Contributions and W2 Corrections

    By Rebecca Ennis,
    • 1 reply
    • 822 views

  38. Cycle 3 Restatement for terminated plans

    By Tom,   
    • 5 replies
    • 2k views

  39. For Profit Sub of 501c3

    By austin3515,
    • 5 replies
    • 904 views

  40. IRRs and TPA Approval

    By JOH,
    • 6 replies
    • 1.3k views

  41. Transfer between 403B providers

    By ronincerritos,
    • 15 replies
    • 4.2k views

  42. 415 Plan Year as Limitation Year

    By austin3515,
    • 2 replies
    • 622 views

  43. Making ER contrib to new 401k plan?

    By AlbanyConsultant,
    • 9 replies
    • 1.2k views

  44. Convert 403(b) Plan to 401k

    By arthurkagan,
    • 4 replies
    • 1.7k views

  45. Where are annuity contracts’ interest rates?

    By Peter Gulia,   
    • 5 replies
    • 1.1k views

  46. ERISA 403(b) Plan - two participants

    By 401(k)athryn,
    • 3 replies
    • 688 views

  47. Exclusion of 1/1/09 Contracts

    By austin3515,
    • 10 replies
    • 1.3k views

  48. 403(b)

    By thepensionmaven,
    • 1 reply
    • 578 views

  49. 401k to Non ERISA 403b

    By pixmax,
    • 3 replies
    • 967 views

  50. Less than 20 hours a week excluded

    By austin3515,
    • 3 replies
    • 683 views
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