403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Vanguard 5500 Statements, Vanguard 5500 Statements Not User-Friendly

   By Guest JKE, February 23, 2009
   • 1 reply
   • 1.4k views
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   • Below Ground
   • February 24, 2009

2. ACP Carve out method

   By MGOAdmin, September 21, 2023
   • 1 reply
   • 537 views
   • 
   • Patricia Neal Jensen
   • September 25, 2023

3. Nondiscrimination Testing for Two Identical Plans of the Employer

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

4. 403b forfeitures to new 401k

   By TPApril, August 31, 2019
   • 1 reply
   • 797 views
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   • hr for me
   • August 31, 2019

5. hardship withdrawals in 403(b)

   By AKconsult, June 4, 2009
   • 1 reply
   • 1.9k views
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   • J Simmons
   • June 6, 2009

6. Treatment of Excess 402(g) Elective Deferrals in IRS Audits

   By Guest Harvey Carruth, April 28, 2000
   • 1 reply
   • 2k views
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   • Ellie Lowder
   • April 29, 2000

7. Loans & Hardships

   By Felicia, September 14, 2000
   • 1 reply
   • 2k views
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   • Guest
   • September 20, 2000

8. Election not to participate in 403(b) plan and testing.

   By Guest, March 15, 2001
   • 1 reply
   • 2k views
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   • Carol V. Calhoun
   • May 10, 2001

9. Church Plan "Correction" - Improper Match

   By Guest AEA, October 1, 2002
   • 1 reply
   • 2.1k views
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   • mbozek
   • October 1, 2002

10. Changing from ERISA to Non-ERISA 403(b) Plans

    By Guest BDS, May 1, 2000
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • May 2, 2000

11. Spousal Consent

    By Felicia, September 14, 2000
    • 1 reply
    • 2.5k views
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    • Carol V. Calhoun
    • September 23, 2000

12. Addition of salary deferral only 403(b) program

    By smm, December 4, 2000
    • 1 reply
    • 2k views
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    • MWeddell
    • December 5, 2000

13. RFP posted for School District

    By Guest tuckerc, April 27, 2000
    • 1 reply
    • 1.7k views
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    • Carol V. Calhoun
    • May 3, 2000

14. Entry date for salary reduction only 403(b)?

    By Lori H, March 10, 2015
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015

15. Service based Discretionary Contribution

    By Christine Roberts, May 4, 2000
    • 1 reply
    • 2k views
    • 
    • Dowist
    • May 5, 2000

16. Safe Harbor 401(k) Plan-2002

    By Guest Michael Anderson, September 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • wmyer
    • September 27, 2001

17. Deferrals from paycheck after retirement

    By Guest getaxa, May 30, 2002
    • 1 reply
    • 1.8k views
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    • mbozek
    • June 3, 2002

18. 5 year 403(b) catch-up?

    By Guest Lee Burns, February 4, 2003
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 4, 2003

19. New Regs?

    By Guest Michael Anderson, September 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • joel
    • September 10, 2005

20. Anti-Conditioning Question

    By Guest cphcs, March 18, 2009
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • June 7, 2009

21. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan, May 8, 2000
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • May 11, 2000

22. Employer loses 501(c)(3) status

    By nancy, July 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • July 8, 2010

23. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 540 views
    • 
    • david rigby
    • July 8, 2019

24. in-service difference between annuity and custodial accounts

    By Belgarath, June 3, 2013
    • 1 reply
    • 2.1k views
    • 
    • Josh62
    • June 7, 2013

25. New RMD rules for non-ERISA TSAs--what needs to happen?

    By Guest danmar, February 6, 2001
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • February 6, 2001

26. Church 403(b) and ERISA

    By Guest Cutter, May 31, 2002
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • May 31, 2002

27. Auto-enroll 403b?

    By AlbanyConsultant, June 22, 2017
    • 1 reply
    • 1.1k views
    • 
    • AlbanyConsultant
    • June 22, 2017

28. early withdrawl of annuity

    By Guest mayovern, June 12, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • June 13, 2000

29. 403(b) Reporting requireements

    By Guest asonneberg, April 15, 2003
    • 1 reply
    • 2k views
    • 
    • Ellie Lowder
    • May 7, 2003

30. 403b Document

    By austin3515, December 21, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • December 29, 2009

31. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

32. IRC Section 501(c)(18)(D) Plans

    By Guest Thornton, March 4, 2004
    • 1 reply
    • 14.1k views
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    • mbozek
    • March 9, 2004

33. Follow up question

    By Guest Taj, June 15, 2000
    • 1 reply
    • 1.6k views
    • 
    • Michael Devault
    • June 15, 2000

34. Church plan exemptions

    By Guest richez, December 18, 2003
    • 1 reply
    • 2.3k views
    • 
    • smm
    • December 18, 2003

35. Irrevocable elections

    By JJD, December 22, 2006
    • 1 reply
    • 1.7k views
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    • JJD
    • December 22, 2006

36. ABT and 403b deferrals

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

37. Excise tax applicable in relation to excess 403(b) deferral?

    By Guest Diane DuFresne, December 5, 2000
    • 1 reply
    • 1.9k views
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    • Carol V. Calhoun
    • December 11, 2000

38. Final question on Roth rollover

    By Guest Taj, June 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • Michael Devault
    • June 16, 2000

39. 401(k) regs

    By Felicia, January 4, 2005
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • January 5, 2005

40. AutoEnroll bringing 403(b) plans into ERISA?

    By Guest ames, August 1, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 1, 2008

41. Participant-directed employer contributions

    By Guest bsl120, March 19, 2004
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 22, 2004

42. Determining Plan Document date for a non-ERISA 403(b)changing to an ER

    By Guest, December 27, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 28, 2000

43. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 621 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

44. 403(b) church plan rollover

    By Guest mullis, June 22, 2000
    • 1 reply
    • 1.8k views
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    • Carol V. Calhoun
    • June 28, 2000

45. 403b and Form 5500

    By cpc0506, March 20, 2010
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 20, 2010

46. 403(B)Exclusion Allowance

    By Guest Foster, June 29, 2000
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2000

47. New portability provisions in tax law force TIAA/CREF roll-over?

    By Guest Jeff Salisbury, June 15, 2001
    • 1 reply
    • 2.3k views
    • 
    • rcline46
    • June 15, 2001

48. Eligibility in 403(b) plan

    By nancy, December 17, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • December 17, 2002

49. 403(b) Issues

    By Guest TitusracerX, May 29, 2003
    • 1 reply
    • 3.1k views
    • 
    • mbozek
    • June 1, 2003

50. Deadline for Updating Plan Doc for Regs

    By Guest ScarletKnight, June 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • June 6, 2008