403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Vesting of employoer contributions under 403(b)

   By Guest PGH.ERISA, January 30, 2008
   • 1 reply
   • 2.2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 30, 2008

2. Church 403(b) Late Deposits

   By oldman, July 12, 2011
   • 1 reply
   • 1.7k views
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   • movedon
   • July 12, 2011

3. Match based on compensation?

   By Guest sueczer, April 6, 2010
   • 1 reply
   • 997 views
   • 
   • TLGeer
   • April 6, 2010

4. 403(b)(7) Custodial Accounts - Who is the custodian?

   By Guest brewbren, August 14, 2000
   • 1 reply
   • 3.4k views
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   • Michael Devault
   • August 14, 2000

5. 403(b) Plan Documents

   By Guest Lynn West, September 15, 1999
   • 1 reply
   • 2k views
   • 
   • Guest
   • September 16, 1999

6. 415 Limit

   By DTH, November 10, 2016
   • 1 reply
   • 848 views
   • 
   • Belgarath
   • November 10, 2016

7. Continuance of Deferrals?

   By WDIK, February 24, 2006
   • 1 reply
   • 1.9k views
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   • Guest
   • February 24, 2006

8. 5500 needed for 403(b)(7) program of church employer?

   By Dave Baker, September 23, 1999
   • 1 reply
   • 2.4k views
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   • Carol V. Calhoun
   • September 23, 1999

9. 403(b) plan and bonding

   By Guest jim williams, August 30, 2001
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • August 31, 2001

10. Deferred compensation limits at state level

    By Guest Barney Byrd, November 4, 2001
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • November 10, 2001

11. Salary reduction contribution

    By joel, May 4, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 4, 2012

12. Are 403(b) plans subject to 401(a)(26)?

    By MWeddell, September 24, 1999
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • September 24, 1999

13. 403(b) Plan

    By Rai401k, September 28, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 28, 2010

14. removal of QJ&SA

    By AlbanyConsultant, November 2, 2017
    • 1 reply
    • 707 views
    • 
    • ETA Consulting LLC
    • November 2, 2017

15. Employee deferral remittance time limt

    By Guest cpamichael, September 29, 2004
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • October 4, 2004

16. Mandatory & elective deferrals

    By SheilaD, March 29, 2012
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • March 29, 2012

17. TRA '99 and 402(g)(8)

    By Guest mike webb, September 27, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • September 28, 1999

18. ACP Testing

    By metsfan026, September 9, 2024
    • 1 reply
    • 740 views
    • 
    • Peter Gulia
    • September 9, 2024

19. 403(b) Plan After Acquisition

    By Guest sar-ihs, September 20, 2005
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 20, 2005

20. 15-Year Service Catch-up and Nursing Homes

    By DTH, June 3, 2018
    • 1 reply
    • 608 views
    • 
    • Belgarath
    • June 4, 2018

21. RMD from 403(b)

    By Guest Donaldson, November 4, 2003
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • November 5, 2003

22. 403(b) Loan Note Rollover

    By Guest Grumpy456, January 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

23. 403b and EGTRRA Restatement due date

    By cpc0506, April 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2010

24. Matching and Nonelective Contributions

    By ERISA-Bubs, December 11, 2012
    • 1 reply
    • 874 views
    • 
    • MWeddell
    • December 11, 2012

25. 403(b) combined with New Comp plan

    By dmb, February 1, 2006
    • 1 reply
    • 2.2k views
    • 
    • AndyH
    • February 1, 2006

26. 403b lost check deposit

    By Guest William, December 13, 2006
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • December 13, 2006

27. Can a 403(b) plan (deferrals only -- no Employer contributions) be offered in a discriminatory fashion to only certain groups of employees?

    By katieinny, March 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • March 30, 2004

28. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

29. What is the Deadline for Remitting Employer Contributions to a 403(b)?

    By Guest rocnrols2, February 13, 2004
    • 1 reply
    • 3.3k views
    • 
    • mbozek
    • February 27, 2004

30. 403b w/ match in 401a

    By austin3515, December 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • December 12, 2012

31. Assuming a 403(b) plan accepts rollover contributions, may an alternat

    By Guest Bob Collins, October 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • Felicia
    • October 29, 1999

32. Choosing survivor benefits after retirement

    By Guest herronisland, December 10, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • December 11, 2002

33. 403(b) plan sponsor

    By Guest Billy Permenter, February 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • February 18, 2003

34. Return to 403(b)

    By bzorc, June 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • June 11, 2003

35. Proposed 403(b) Regs

    By Archimage, June 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Ellie Lowder
    • June 27, 2006

36. Compliance Issues in 403(b)

    By Guest Karenm, September 24, 2007
    • 1 reply
    • 2.1k views
    • 
    • TLGeer
    • October 17, 2007

37. TIAA Traditional and Gains

    By austin3515, September 29, 2010
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • September 30, 2010

38. Coverage under Title II

    By Guest Rookie, November 10, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • November 10, 1999

39. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 15, 2016

40. An individual participant may not, under 403(b)(8), rollover 403(b) as

    By Guest SA Becker, November 15, 1999
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • November 16, 1999

41. 403(b) and DFVCP

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

42. Mandatory disaggregation

    By Guest Mike Melnick, March 25, 2003
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 25, 2003

43. 403b plan consolidation

    By Guest GinaD, July 3, 2013   

    • 403b plan
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 3, 2013

44. 403(b)

    By Guest R V Parish, January 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • January 15, 2007

45. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 29, 2014

46. rolling after-tax contributions to annuity

    By Guest mam, November 17, 1999
    • 1 reply
    • 1.9k views
    • 
    • Michael Devault
    • November 17, 1999

47. Final 411(d)(6) Regs Permit Elimination of QJSA Benefit Option?

    By Guest SCUDDESLER, September 11, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 25, 2000

48. Spin-Off Termination of Portions of 403(b) and 401(k) Covering Former Employees?

    By Übernerd, January 20, 2005
    • 1 reply
    • 2.9k views
    • 
    • Übernerd
    • January 21, 2005

49. changing plan years, contribution limits for short plan year

    By Lori H, May 10, 2005
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • May 10, 2005

50. Parsonage Allowance

    By Guest Form5500, November 13, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • November 13, 2009