403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b Determination LEtter Program

   By austin3515, January 9, 2013
   • 0 replies
   • 1.4k views
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   • austin3515
   • January 9, 2013

2. 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
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   • QDROphile
   • March 30, 2004

3. Compensation Definition for ACP

   By leighl, February 16, 2015
   • 1 reply
   • 1.4k views
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   • ETA Consulting LLC
   • February 16, 2015

4. New Pinnacle Consulting Group

   By Christine Roberts, October 27, 2010
   • 0 replies
   • 1.4k views
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   • Christine Roberts
   • October 27, 2010

5. coverage problem

   By Earl, July 14, 2016   

   • document is no help
   • 6 replies
   • 1.4k views
   • 
   • rcline46
   • July 18, 2016

6. Pre-Tax purchase of retirement benefits. Part of 402(g)?

   By Guest fiddler, March 23, 2004
   • 3 replies
   • 1.4k views
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   • Guest
   • March 29, 2004

7. controlled groups

   By Guest George Chimento, March 18, 2006
   • 0 replies
   • 1.4k views
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   • Guest
   • March 18, 2006

8. ERISA applicability to post termination employer contribution

   By Guest dob, September 23, 2004
   • 0 replies
   • 1.4k views
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   • Guest
   • September 23, 2004

9. mandatory cash out woes

   By AlbanyConsultant, March 12, 2024
   • 5 replies
   • 1.4k views
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   • CuseFan
   • March 13, 2024

10. Church 403b transfer

    By Guest eric24, August 30, 2002
    • 0 replies
    • 1.4k views
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    • Guest
    • August 30, 2002

11. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 1.4k views
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    • Belgarath
    • September 29, 2020

12. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.4k views
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    • Kevin C
    • June 25, 2015

13. Proposed Reg hearing comments

    By Guest Kolderhere, February 16, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • February 16, 2005

14. Vesting in 403(b) plan, 3-year 100 percent

    By Madeline Regueral, March 9, 2024
    • 2 replies
    • 1.4k views
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    • Madeline Regueral
    • June 2, 2024

15. Can non-profit employer base contributions on grants received from other sources?

    By Guest mfchristopher, November 29, 2004
    • 1 reply
    • 1.4k views
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    • mbozek
    • November 30, 2004

16. Audit requirement for 401(k) plan that has 403(b) matching contributions

    By Guest newto403b, October 4, 2004
    • 0 replies
    • 1.4k views
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    • Guest
    • October 4, 2004

17. 457(f) income and "includible compensation"

    By Ken Davis, May 24, 2012
    • 0 replies
    • 1.4k views
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    • Ken Davis
    • May 24, 2012

18. Not accepting new 403(b) contributions

    By Guest Statler, December 22, 2008
    • 1 reply
    • 1.4k views
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    • J Simmons
    • December 23, 2008

19. force out small balances to inherited IRAs?

    By AlbanyConsultant, June 24, 2024
    • 7 replies
    • 1.4k views
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    • AlbanyConsultant
    • June 26, 2024

20. DOL safe harbor for non-ERISA 403(b) plans

    By Guest Pennysaver, June 2, 2011
    • 0 replies
    • 1.4k views
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    • Guest
    • June 2, 2011

21. A Pay for Play Arrangement Disguised as a Union Sponsorhip

    By joel, December 20, 2003
    • 0 replies
    • 1.4k views
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    • joel
    • December 20, 2003

22. 403(b) merger

    By cdavis25, January 22, 2014
    • 4 replies
    • 1.3k views
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    • cdavis25
    • January 22, 2014

23. ABT and 403b deferrals

    By 30Rock, March 24, 2011
    • 1 reply
    • 1.3k views
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    • PensionPro
    • March 24, 2011

24. Plan Administrator's Manual

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

25. 403b audits

    By Tom Poje, December 15, 2010
    • 3 replies
    • 1.3k views
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    • mbozek
    • December 15, 2010

26. 403(b)/401(k) Combo

    By oldman, May 10, 2011
    • 1 reply
    • 1.3k views
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    • QDROphile
    • May 10, 2011

27. Deadline for Interim Amendments

    By Guest EB36, October 11, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • October 11, 2010

28. IRRs and TPA Approval

    By JOH, December 11, 2020
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 17, 2020

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

    By gc@chimentowebb.com, February 28, 2022
    • 5 replies
    • 1.3k views
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    • austin3515
    • March 4, 2022

30. Loans

    By Guest Sieve, May 20, 2009
    • 1 reply
    • 1.3k views
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    • Belgarath
    • May 20, 2009

31. Roth 403(b)s

    By Felicia, October 10, 2006
    • 0 replies
    • 1.3k views
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    • Felicia
    • October 10, 2006

32. Non ERISA 403(b) and employer SEP

    By Lori H, December 15, 2009
    • 1 reply
    • 1.3k views
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    • mbozek
    • December 21, 2009

33. Written Plan document relief

    By Guest Sieve, December 11, 2008
    • 4 replies
    • 1.3k views
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    • IRA
    • December 15, 2008

34. tax-sheltered annuities

    By Nassau, July 9, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • July 10, 2008

35. NDT

    By Guest furiousfurrball, June 8, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • June 8, 2009

36. Any 403(b) Plan Administrators?

    By Dougsbpc, May 12, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • May 28, 2010

37. Different Plan Provisions for Multiple Vendors

    By khn, July 24, 2017
    • 3 replies
    • 1.3k views
    • 
    • hr for me
    • July 25, 2017

38. Correcting for Universal Availability

    By J Simmons, November 10, 2008
    • 0 replies
    • 1.3k views
    • 
    • J Simmons
    • November 10, 2008

39. Solutions for all your tax needs

    By Guest Kristopher, October 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 31, 2006

40. Excess match deposit - is there a deminimis for no refund

    By Guest SuzieQNEC, March 26, 2008
    • 0 replies
    • 1.3k views
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    • Guest
    • March 26, 2008

41. Independent School District

    By Felicia, July 15, 2004
    • 0 replies
    • 1.3k views
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    • Felicia
    • July 15, 2004

42. TIAA Schedule C

    By austin3515, September 8, 2010
    • 0 replies
    • 1.3k views
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    • austin3515
    • September 8, 2010

43. Late deferrals under a 403(b) plan

    By katieinny, December 7, 2010
    • 0 replies
    • 1.3k views
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    • katieinny
    • December 7, 2010

44. Max Deductible Limit?

    By austin3515, February 18, 2015
    • 7 replies
    • 1.3k views
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    • austin3515
    • February 19, 2015

45. Termination of employer contributions

    By Guest mshaw, July 7, 2003
    • 0 replies
    • 1.3k views
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    • Guest
    • July 7, 2003

46. Deferrals in excess of plan limit

    By Guest Serena, June 28, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • June 28, 2010

47. Plans for 1 employee

    By Guest Jan Reynolds, May 18, 2009
    • 2 replies
    • 1.3k views
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    • K2retire
    • May 19, 2009

48. 403(b) Plan Hours of Service

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 1.3k views
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    • Guest
    • October 26, 2010

49. Correcting Missed Elective Deferrals for Terminated Participants

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

50. TDA with Safe Harbor Contribution

    By MBCarey, November 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 3, 2008