403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Plan Closeout; Ongoing Form 5500 Filings

   By Christine Roberts, December 6, 2001
   • 1 reply
   • 2.1k views
   • 
   • Carol V. Calhoun
   • December 6, 2001

2. Plan combination

   By Guest M. Pederson, July 13, 2012
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • July 13, 2012

3. Plan Comparison

   By Jilliandiz, April 19, 2006
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • May 3, 2006

4. Plan design modifications for 401(a)/403(b) plan sponsor : suggestions

   By Alf, March 18, 2000
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • March 26, 2000

5. Plan differences

   By Guest CChristy, May 3, 2002
   • 2 replies
   • 1.8k views
   • 
   • mbozek
   • May 20, 2002

6. Plan Doc and Collective Bargaining Agreement

   By Guest frosty, February 16, 2011
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 16, 2011

7. Plan Document

   By Randy Watson, August 14, 2008
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • August 15, 2008

8. Plan Document for ERISA 403(b) Plan

   By Guest rmwright, August 29, 2007
   • 1 reply
   • 1.7k views
   • 
   • Peter Gulia
   • August 29, 2007

9. Plan document for governmental plan

   By Guest JBeck, May 18, 2004
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • June 26, 2004

10. Plan document not updated for final 403(b) regulations

    By oldman63, January 24, 2019
    • 1 reply
    • 550 views
    • 
    • Kevin C
    • January 24, 2019

11. Plan Document requirement for multiple 403(b) programs in non-electing

    By Guest TRUST53, November 28, 2000
    • 3 replies
    • 2k views
    • 
    • Carol V. Calhoun
    • December 1, 2000

12. Plan does not benefit HCEs

    By jkharvey, November 23, 1999
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • November 29, 1999

13. Plan fiduciaries in breach of ERISA for failing to operate ERISA-cover

    By Christine Roberts, September 23, 2000
    • 4 replies
    • 2.2k views
    • 
    • MWeddell
    • October 6, 2000

14. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • May 15, 2012

15. Plan never formally adopted a plan document

    By Trisports, June 3, 2020
    • 1 reply
    • 856 views
    • 
    • justanotheradmin
    • June 3, 2020

16. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath, December 20, 2021
    • 6 replies
    • 876 views
    • 
    • Belgarath
    • December 22, 2021

17. Plan Take Over

    By Guest tthurston, January 19, 2006
    • 4 replies
    • 2.4k views
    • 
    • E as in ERISA
    • January 23, 2006

18. Plan to Plan Transfers

    By 30Rock, February 3, 2011
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • February 3, 2011

19. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 4.2k views
    • 
    • david rigby
    • April 21, 2017

20. Plans for 1 employee

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

21. Please Help Me !!!

    By Guest thestockman, February 26, 2002
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • February 27, 2002

22. Please update information.

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

23. PLOP

    By Guest Serena, June 16, 2010
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 16, 2010

24. Pooled 403b Plan??

    By austin3515, July 15, 2017
    • 3 replies
    • 940 views
    • 
    • AMDG
    • September 12, 2017

25. Pooled Separate Account allowed?

    By bzorc, August 22, 2022
    • 4 replies
    • 3.2k views
    • 
    • Patricia Neal Jensen
    • August 24, 2022

26. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26, 2022   

    • termination
    • 3 replies
    • 1.2k views
    • 
    • Nate S
    • June 1, 2022

27. Post retirement contributions

    By Guest Kolderhere, May 24, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • May 26, 2005

28. post-employment 403(b) contributions in a trust?

    By maverick, November 8, 2007
    • 2 replies
    • 2.1k views
    • 
    • maverick
    • November 8, 2007

29. Post-Term Rollover from 401(a) to 403(b) Plan?

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 3, 2004

30. PPA impact on 403(b) distributions

    By Guest trojaninvestor, September 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 20, 2006

31. PPA Safe Harbor

    By Nassau, June 19, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 19, 2007

32. Pre 1/1/09 Contracts - Participants Excluded, but not assets

    By austin3515, February 8, 2015
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 9, 2015

33. Pre 2005 Contracts

    By Randy Watson, November 20, 2008
    • 8 replies
    • 2.3k views
    • 
    • J Simmons
    • January 22, 2009

34. Pre-1987 403(b) deferrals and MRD's

    By Guest BruceM, October 30, 2002
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • October 30, 2002

35. pre-2004 contract still receiving contributions

    By Guest Philip2, May 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 13, 2008

36. Pre-2009 Contracts and the "Employer Involvement" Criterion

    By Christine Roberts, May 2, 2011
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • May 4, 2011

37. Pre-approved 403b's are Here (at least in theory)

    By austin3515, April 1, 2013
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • April 2, 2013

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

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

39. Pre/Post 89 403b contributions/distributions

    By Guest Brad Larsen, May 4, 1999
    • 2 replies
    • 4.3k views
    • 
    • jlf
    • May 4, 1999

40. Premium Interst & Penalties

    By Guest SteffyMG, June 29, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 29, 2001

41. Prevailing Wage in a 403b

    By austin3515, February 13, 2018
    • 3 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • February 14, 2018

42. Prior year 403b Contribution

    By Guest hickeybob, February 11, 2002
    • 4 replies
    • 2.8k views
    • 
    • mbozek
    • February 13, 2002

43. Prior Year Contributions for MEA

    By Guest Jeff Kropp, December 14, 1999
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • December 15, 1999

44. Professors and Adjuncts - Hours of Service

    By Guest Lane, February 9, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 26, 2012

45. Prohibiting "Vendor Jumping" During Plan Year

    By Christine Roberts, December 7, 2001
    • 1 reply
    • 1.9k views
    • 
    • Carol V. Calhoun
    • December 13, 2001

46. Proposed 403(b) Regs

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

47. Proposed Reg hearing comments

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

48. PROPOSED REGULATIONS AND PLAN TERMINATION

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

49. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 1.3k views
    • 
    • Sellarsian
    • September 14, 2020

50. Prrefunding rules

    By Guest Pension Girl, March 16, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010