403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Loan eligibility- former employees

   By jane123, July 7, 2004
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • July 12, 2004

2. Please update information.

   By Dave Baker, March 3, 2000
   • 1 reply
   • 1.6k views
   • 
   • Carol V. Calhoun
   • March 3, 2000

3. ACP Test

   By DTH, March 10, 2014
   • 1 reply
   • 1.1k views
   • 
   • MWeddell
   • March 10, 2014

4. 403(b) pre-1987 grandfathered contributions

   By Guest MBeck, November 7, 2003
   • 1 reply
   • 3.6k views
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   • Michael Devault
   • November 7, 2003

5. If an employee separates after more than 15 years of service with a qu

   By Guest mruppert, March 3, 2000
   • 1 reply
   • 1.6k views
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   • Michael Devault
   • March 6, 2000

6. Non profit agency merges, changes 403b vendors, can I transfer the old

   By Guest R. Kerst, January 15, 2001
   • 1 reply
   • 1.7k views
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   • Carol V. Calhoun
   • January 23, 2001

7. 401(k) vs 403(b)

   By Guest L, March 6, 2000
   • 1 reply
   • 1.8k views
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   • Dave Baker
   • March 6, 2000

8. PROPOSED REGULATIONS AND PLAN TERMINATION

   By Guest alan24, January 24, 2005
   • 1 reply
   • 1.5k views
   • 
   • GBurns
   • January 24, 2005

9. ERISA 403(b) fidelity bond requirements?

   By Lori H, March 5, 2013
   • 1 reply
   • 2k views
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   • Flyboyjohn
   • March 8, 2013

10. Non-ERISA 403(b) and SPD/document issues

    By AndyH, January 6, 2003
    • 1 reply
    • 2.7k views
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    • mbozek
    • January 6, 2003

11. Roth IRA maximum contribution vs 403(b) max

    By Guest Shannon B, March 11, 2000
    • 1 reply
    • 2k views
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    • Michael Devault
    • March 11, 2000

12. 403b nonelective contributions

    By Guest Rachel Israel, November 7, 2001
    • 1 reply
    • 2.6k views
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    • Carol V. Calhoun
    • November 10, 2001

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

    By metsfan026, July 26, 2021
    • 1 reply
    • 794 views
    • 
    • Carol V. Calhoun
    • July 26, 2021

14. 403(b) salary reductions

    By Nassau, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

15. 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

16. Non-Erisa 403(b) Plan

    By Guest jc1457, May 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 2, 2009

17. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 938 views
    • 
    • Peter Gulia
    • July 22, 2016

18. 5310 for 403(b) Plan

    By Dalai Pookah, April 23, 2018   

    • 5310
    • 403(b)
    • 1 reply
    • 775 views
    • 
    • Luke Bailey
    • April 23, 2018

19. Non-ERISA 403(b) Plans

    By Nassau, February 7, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 7, 2008

20. small nfp -- 403b versus 401k

    By Guest spoon, November 13, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • November 14, 2008

21. Unresponsive Providers

    By Randy Watson, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 9, 2008

22. When are plans subject to ERISA and reporting on form 5500?

    By Guest BBishop, December 1, 2000
    • 1 reply
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

23. Exclusion Allowance - Are SEP, SARSEP, SIMPLE contributions included i

    By rocknrolls2, March 21, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 26, 2000

24. Plan Administrator's Manual

    By LIBERTYKID, September 24, 2008
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • September 24, 2008

25. 403(b) plan compensation, ministers, and housing allowances

    By Carol V. Calhoun, March 28, 2000
    • 1 reply
    • 2.9k views
    • 
    • Dowist
    • March 28, 2000

26. 403(b) Protected Benefits?

    By Guest dietpepsi, September 5, 2003
    • 1 reply
    • 3.2k views
    • 
    • MWeddell
    • March 15, 2021

27. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 980 views
    • 
    • Peter Gulia
    • September 23, 2016

28. 403b/401k combo

    By austin3515, November 16, 2017
    • 1 reply
    • 646 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

29. Non-ERISA Plan - Employer Liability

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

30. Any list available of mutual funds that actually offer 403b's?

    By Guest sheard, February 5, 2001
    • 1 reply
    • 1.8k views
    • 
    • BeckyMiller
    • February 8, 2001

31. 403(b) Document

    By Dougsbpc, April 30, 2007
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 2, 2007

32. Correcting Missed Elective Deferrals for Terminated Participants

    By Miner88, October 17, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • October 18, 2019

33. 403(b) successor plan?

    By Guest mike webb, February 14, 2002
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • February 14, 2002

34. What mutual fund companies or other investment services providers, if

    By Guest Kent Scrivener, April 7, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 12, 2000

35. 403 (b) Contribution Limits

    By Guest ErikandDeena, July 29, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 5, 2002

36. 403b and a SEP

    By Guest LSULLIVAN, February 7, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 8, 2006

37. Roth contract exchanges

    By Felicia, September 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 3, 2010

38. Exclusions due to 20 or fewer hours of service

    By leighl, January 17, 2017
    • 1 reply
    • 647 views
    • 
    • ETA Consulting LLC
    • January 18, 2017

39. Salary Reduction Agreement and timing of implementation

    By Guest kerryb, January 10, 2002
    • 1 reply
    • 1.8k views
    • 
    • KJohnson
    • January 10, 2002

40. 403 b

    By Guest emk459, March 30, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 2006

41. Compliance with federal legislation.

    By Guest slt, March 27, 2000
    • 1 reply
    • 1.5k views
    • 
    • Carol V. Calhoun
    • April 18, 2000

42. Tax implications upon death

    By Guest Carl C, September 4, 2001
    • 1 reply
    • 2.3k views
    • 
    • Michael Devault
    • September 5, 2001

43. Multiple employer plan

    By Guest mshaw, August 15, 2003
    • 1 reply
    • 2.3k views
    • 
    • mbozek
    • August 15, 2003

44. Match in Separate Plan Triggers ERISA?

    By Christine Roberts, August 22, 2000
    • 1 reply
    • 2.2k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

45. Paired 401k/403b and Top-Heavy

    By austin3515, September 26, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 26, 2012

46. Are mandatory 403(b) deferrals still annual additions?

    By benefitz, July 26, 2016
    • 1 reply
    • 810 views
    • 
    • Carol V. Calhoun
    • July 28, 2016

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

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

48. application of 25% deductibility limit to church plan

    By Ben Jensen, March 18, 2024
    • 1 reply
    • 739 views
    • 
    • CuseFan
    • March 18, 2024

49. 403B loan default

    By Guest TAG, September 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • September 20, 2000

50. 403(b) and "deemed" 125 compensation

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