403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

   By Patricia Neal Jensen, March 28, 2022
   • 1 reply
   • 672 views
   • 
   • Peter Gulia
   • March 28, 2022

2. Non-ERISA 403(b) started automatic contributions

   By Jeff Kirtner, May 21, 2019
   • 6 replies
   • 1.2k views
   • 
   • Patricia Neal Jensen
   • May 28, 2019

3. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

   By jpokusa, August 20, 2014   

   • 403(b)
   • non-ERISA 403(b)
   • (and 1 more)

     Tagged with:

     • 403(b)
     • non-ERISA 403(b)
     • safe harbor ERISA 403(b)
   • 4 replies
   • 2.1k views
   • 
   • MWeddell
   • August 21, 2014

4. non-ERISA 403(b)?

   By JustMe, July 10, 2020
   • 6 replies
   • 1.1k views
   • 
   • MWeddell
   • July 24, 2020

5. Non-ERISA 403b

   By austin3515, July 7, 2020
   • 12 replies
   • 2.3k views
   • 
   • Patricia Neal Jensen
   • July 8, 2020

6. non-ERISA 403b - needs a final 5500?

   By AlbanyConsultant, January 15, 2016
   • 4 replies
   • 1.3k views
   • 
   • AlbanyConsultant
   • January 15, 2016

7. Non-ERISA 403b Concludes it is ERISA

   By austin3515, August 13, 2015
   • 3 replies
   • 1.2k views
   • 
   • jpod
   • August 18, 2015

8. non-ERISA 403b to 401k

   By cpc0506, July 18, 2014
   • 7 replies
   • 6.2k views
   • 
   • masteff
   • July 18, 2014

9. Non-ERISA and loans

   By John Feldt ERPA CPC QPA, June 16, 2010
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • June 19, 2010

10. Non-ERISA Church Plan Auto Enroll

    By cprisco, June 17, 2016
    • 1 reply
    • 997 views
    • 
    • Peter Gulia
    • June 17, 2016

11. Non-ERISA Church Plans

    By Nassau, November 20, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • November 20, 2008

12. Non-ERISA merging into ERISA §403(b)

    By Guest CJK, October 26, 2001
    • 1 reply
    • 2.4k views
    • 
    • Carol V. Calhoun
    • October 27, 2001

13. Non-ERISA Plan - Employer Liability

    By Christine Roberts, March 31, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • March 31, 2000

14. Non-ERISA plan and Rollover Contributions

    By DTH, September 13, 2017
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • September 13, 2017

15. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • May 29, 2014

16. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 2.4k views
    • 
    • jpod
    • January 25, 2018

17. Non-ERISA Plan issues

    By Guest brp, February 18, 2003
    • 19 replies
    • 6k views
    • 
    • Guest
    • April 22, 2003

18. Non-ERISA Plan Restated as ERISA Plan

    By Christine Roberts, August 21, 2003
    • 3 replies
    • 3.8k views
    • 
    • mbozek
    • September 15, 2003

19. NON-ERISA Plans and Beneficiary Designation

    By JOH, July 19, 2022
    • 4 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • July 20, 2022

20. NON-ERISA TO ERISA

    By Guest padmin, July 21, 2004
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • July 21, 2004

21. Non-ERISA to ERISA 403(b)

    By Guest cease, June 26, 2003
    • 3 replies
    • 1.6k views
    • 
    • GBurns
    • June 27, 2003

22. Non-ERISA Vesting

    By oldman, May 24, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2011

23. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities, September 19, 2016   

    • Non-ERISA vs. ERISA
    • Form 5500
    • 5 replies
    • 3.5k views
    • 
    • Patricia Neal Jensen
    • December 12, 2017

24. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • KJohnson
    • March 9, 2017

25. Non-participant directed disclosure

    By Guest Melissa5374, July 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • July 17, 2012

26. non-profit has a 401k, wants to start a 403b

    By Santo Gold, April 25, 2009
    • 2 replies
    • 1.8k views
    • 
    • jw721
    • June 16, 2009

27. Non-Profit Healthcare Agency Takeover Question

    By ubermax, December 14, 2011
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • December 21, 2011

28. Non-profit supposedly has "non-ERISA" 403(b) Plan

    By Belgarath, January 25, 2016
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • January 27, 2016

29. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

    By Guest SEFinnegan, October 21, 2014
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2014

30. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3, 2019
    • 1 reply
    • 621 views
    • 
    • CuseFan
    • July 3, 2019

31. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11, 2020
    • 3 replies
    • 864 views
    • 
    • BG5150
    • September 15, 2020

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

    By BG5150, May 28, 2021
    • 5 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • June 9, 2021

33. nonelective contribution limit - 401(a)(17)

    By erisageek1978, November 18, 2024
    • 2 replies
    • 840 views
    • 
    • Peter Gulia
    • November 18, 2024

34. Nonelective contributions--definition

    By Felicia, October 12, 2000
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • October 13, 2000

35. NonERISA 403b to ERISA 403b or 401k

    By Guest sjpilger, June 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 22, 2004

36. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

37. Nonresident Alien-please

    By jane123, March 12, 2003
    • 4 replies
    • 1.8k views
    • 
    • jane123
    • March 17, 2003

38. Nonvested Employer Contributions

    By erisa29, April 16, 2015
    • 3 replies
    • 1.4k views
    • 
    • AMDG
    • October 26, 2015

39. Not accepting new 403(b) contributions

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • December 23, 2008

40. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

    By katieinny, November 23, 2010
    • 0 replies
    • 937 views
    • 
    • katieinny
    • November 23, 2010

41. Notification onus

    By Guest STLGiant, January 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 18, 2002

42. Obama Regulations

    By ACox, March 9, 2009
    • 4 replies
    • 1.4k views
    • 
    • joel
    • March 11, 2009

43. Obtaining 403(b) plan documents

    By Guest Stacey L Miller, April 29, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 30, 1999

44. Offering choice between employer-paid health insurance or a contributi

    By Guest geekster, March 27, 2000
    • 26 replies
    • 15.9k views
    • 
    • gc@chimentowebb.com
    • October 13, 2023

45. OK to set up profit sharing plan for non-profit emlpoyer's discretiona

    By FJR, February 10, 2003
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • February 12, 2003

46. Okay for a 403(b) sponsor to have more than one 403(b) plan

    By katieinny, February 17, 2009
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 18, 2009

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

    By austin3515, July 8, 2021
    • 14 replies
    • 1.9k views
    • 
    • Belgarath
    • July 13, 2021

48. Old TIAA Individual Contacts - Any Fiduciaries?

    By austin3515, December 22, 2014
    • 26 replies
    • 4.4k views
    • 
    • mbozek
    • January 10, 2015

49. Once In Always In

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

50. Once-eligible, always-eligible rule and rehires / reclassifications of employment.

    By HCE, December 11, 2023
    • 3 replies
    • 2k views
    • 
    • ERISA-Bubs
    • December 19, 2023