403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) - 410(b) coverage

   By 401Kerfuffle, February 1, 2020
   • 3 replies
   • 2.4k views
   • 
   • 401Kerfuffle
   • March 17, 2022

2. 403(b) - Ability to Take Over Contract

   By Suckafish, April 12, 2020
   • 2 replies
   • 705 views
   • 
   • Suckafish
   • April 16, 2020

3. 403(b) - does adoption agreement trump non-ERISA status?

   By Guest ellis14, November 20, 2014
   • 8 replies
   • 1.9k views
   • 
   • mbozek
   • November 26, 2014

4. 403(b) - ERISA Plan or Not

   By HarleyBabe, April 3, 2012
   • 6 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2012

5. 403(b) - ineligible employee fixes

   By Griswold, March 26, 2019
   • 4 replies
   • 955 views
   • 
   • Griswold
   • March 27, 2019

6. 403(b) - may an employee with a G4 visa participate?

   By Francis, August 30, 2007
   • 1 reply
   • 2.4k views
   • 
   • Peter Gulia
   • August 31, 2007

7. 403(b) -- Ineligible employees

   By Guest Ray Goetz, April 20, 1999
   • 2 replies
   • 2.3k views
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   • Guest
   • April 26, 1999

8. 403(b) "GUST" Checklist

   By Guest Fourohonekay, July 8, 2003
   • 0 replies
   • 1.4k views
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   • Guest
   • July 8, 2003

9. 403(b) "Vendor" in California

   By Guest CSEPM, April 20, 2004
   • 2 replies
   • 2.2k views
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   • Guest
   • April 25, 2004

10. 403(b) & 401(k) Co-Existence/Impact

    By JAY21, January 11, 2005
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • January 12, 2005

11. 403(b) & 410(b) Coverage Tests

    By Good401(k), September 15, 2017   

    • 403(b)
    • 410(b)
    • 2 replies
    • 1.2k views
    • 
    • Good401(k)
    • September 15, 2017

12. 403(b) & ERISA 414(l)

    By Guest Astro, August 13, 2007
    • 16 replies
    • 4.9k views
    • 
    • Guest
    • August 27, 2007

13. 403(b) & SEP

    By Guest Bob Lees, July 25, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 26, 2001

14. 403(b) 5500 and participant counts

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

15. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 16, 2001

16. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe, September 29, 2023
    • 2 replies
    • 1.1k views
    • 
    • HarleyBabe
    • October 3, 2023

17. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 849 views
    • 
    • K2
    • February 8, 2017

18. 403(b) amendments

    By Guest Kathleen Meagher, February 7, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • February 8, 1999

19. 403(b) and "deemed" 125 compensation

    By Guest mike webb, November 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • November 26, 2002

20. 403(b) and 401(a) plans. Is an audit required?

    By Guest Alison Williams, July 12, 2002
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • July 16, 2002

21. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 3k views
    • 
    • E as in ERISA
    • September 3, 2003

22. 403(b) and 401(k) Plan?

    By Jilliandiz, January 24, 2005
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • January 24, 2005

23. 403(b) and 401(k) testing

    By MetsFan86, November 15, 2021
    • 0 replies
    • 599 views
    • 
    • MetsFan86
    • November 15, 2021

24. 403(b) and 401a PS Plan

    By austin3515, March 2, 2018
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • March 21, 2018

25. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • July 23, 2003

26. 403(b) and 5500

    By Guest LWilson, July 22, 2002
    • 2 replies
    • 1.9k views
    • 
    • Ellie Lowder
    • July 22, 2002

27. 403(b) and a SEP

    By Guest condor, September 30, 1998
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • October 21, 1998

28. 403(b) and DFVCP

    By Guest CRC02, November 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • November 5, 2002

29. 403(b) and Direct Deposit

    By Silver70, April 5, 2016
    • 0 replies
    • 585 views
    • 
    • Silver70
    • April 5, 2016

30. 403(b) and EGTRRA

    By Guest Donaldson, November 5, 2002
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2002

31. 403(b) and limits when you have mandatory and elective contributions

    By Guest xab, December 14, 2005
    • 0 replies
    • 3k views
    • 
    • Guest
    • December 14, 2005

32. 403(b) and Loss of 501(c)(3) Status

    By Guest PJW, December 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 2004

33. 403(b) and Money Purchase Plan under a controlled group

    By Guest KAGrist, October 18, 2005
    • 2 replies
    • 2.6k views
    • 
    • mbozek
    • October 19, 2005

34. 403(b) and payroll deductions

    By Guest danderson_cifs, April 14, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 14, 2005

35. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 887 views
    • 
    • Bill Sweetnam
    • October 19, 2018

36. 403(b) and Roths

    By Nancy D, December 10, 2012
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2012

37. 403(b) and Safe Harbor

    By PMC, November 17, 2008
    • 3 replies
    • 4.6k views
    • 
    • Guest
    • November 22, 2008

38. 403(b) and SAR

    By Guest Jacksonj4, January 11, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 11, 2002

39. 403(b) and SAR's

    By Guest planadmin98, November 16, 2004
    • 3 replies
    • 4.4k views
    • 
    • rlb64
    • January 21, 2005

40. 403(b) and SEP

    By Jim Chad, May 17, 2016
    • 1 reply
    • 685 views
    • 
    • Belgarath
    • May 17, 2016

41. 403(b) and SEP/IRA

    By Guest condor, September 25, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • September 25, 1998

42. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16, 2021
    • 12 replies
    • 1.9k views
    • 
    • MWeddell
    • May 5, 2021

43. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 24, 2009

44. 403(b) and Summary Annual Reports

    By Guest Terri Galinato, September 5, 2000
    • 2 replies
    • 2.9k views
    • 
    • mbozek
    • November 5, 2002

45. 403(b) and Years of Service

    By Guest jgroves, January 28, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 2, 1999

46. 403(b) Annuity - possible collateral for loan?

    By Guest totanyijr, October 17, 2006
    • 0 replies
    • 3.2k views
    • 
    • Guest
    • October 17, 2006

47. 403(b) assets--is a trust agreement OK?

    By Felicia, February 7, 2001
    • 1 reply
    • 3.1k views
    • 
    • Carol V. Calhoun
    • February 11, 2001

48. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • June 13, 2014

49. 403(b) Audit/Requiring Employees to Use Catch Up election

    By Guest Jeff Kropp, June 28, 1999
    • 3 replies
    • 2.2k views
    • 
    • Dowist
    • June 30, 1999

50. 403(b) capital gains

    By Guest mschrade, January 9, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 9, 2001