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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,058 topics in this forum

  1. Replacing 403(b) with 401(k)

    By Flyboyjohn,
    • 1 reply
    • 1.1k views

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

    By oldman63,
    • 1 reply
    • 550 views

  3. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant,
    • 1 reply
    • 828 views

  4. 403(b)(7) or 403(b)(9) for a church?

    By Guest RRS,
    • 1 reply
    • 2.1k views

  5. $30000 Max Rule in yr of termination

    By Guest pherr,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  6. Timing of employer contributions of tax-exempts as "annual additi

    By Guest mike webb,
    • 1 reply
    • 2.2k views

  7. non-ERISA 403(b) safe harbor plan

    By R. Butler,
    • 1 reply
    • 1k views

  8. 403(b) assets--is a trust agreement OK?

    By Felicia,
    • 1 reply
    • 3.1k views

  9. Investment Providers

    By austin3515,
    • 1 reply
    • 1.1k views

  10. PEO and 403(b)

    By EMB,
    • 1 reply
    • 744 views

  11. Compensation-403(b)

    By Guest dietpepsi,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  12. "Normally works more than 20 hours per week"

    By BG5150,
    • 1 reply
    • 655 views

  13. 403b plan to plan transfer

    By Guest Serena,
    • 1 reply
    • 1.9k views

  14. ERISA 403(b) and custodial account

    By Guest philc,
    • 1 reply
    • 1.6k views

  15. Terminating a 403(b)

    By Lori H,
    • 1 reply
    • 1.2k views

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

    By Christine Roberts,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  17. Church plan with employer contributions

    By Guest Margaret25,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  18. NFP need an extension to deposit ER ctb after 5/15?

    By AlbanyConsultant,
    • 1 reply
    • 616 views

  19. 403(b) or 401(k)?

    By Guest wingnut,
    • 1 reply
    • 1.7k views

  20. FBRIC determination

    By etg,
    • 1 reply
    • 1.4k views

  21. Loss of 501(c)(3) status

    By nancy,
    • 1 reply
    • 1.8k views

  22. Match/Full Time/Discrimination

    By Guest jcrawford24,
    • 1 reply
    • 1.2k views

  23. 403(b) private letter rulings

    By Guest eba,
    • 1 reply
    • 2.2k views

  24. Successor Plan Rules

    By waid10,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  25. J&S required under 403(b) plan?

    By Guest Pennysaver,
    • 1 reply
    • 1.4k views

  26. Distribution Event

    By ERISA25,
    • 1 reply
    • 1.2k views

  27. Can a 403(b) plan impose participation requirements for company contri

    By Guest,
    • 1 reply
    • 1.8k views

  28. Remedial Amendment Period for 403(b) Plans?

    By katieinny,
    • 1 reply
    • 2.8k views

  29. Want to confirm that new regulations have not changed 415 limits

    By Guest esi-jht,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  30. Excess Deferrals - Statute of Limitations

    By bzorc,
    • 1 reply
    • 1.1k views

  31. the latest on pre-approved documents

    By Tom Poje,
    • 1 reply
    • 686 views

  32. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 627 views

  33. self-employed ministers and 403(b) plans

    By Guest Frankie,
    • 1 reply
    • 2.3k views

  34. 403(b)(7) Tax-Credit

    By Guest brp,
    • 1 reply
    • 1.7k views
    • MGB
    • MGB

  35. New 403b regs

    By joel,
    • 1 reply
    • 1.9k views

  36. discrimination testing for 401(k) and 403(b)

    By Guest Rocky,
    • 1 reply
    • 2.1k views

  37. 403(b) Distributions

    By Nassau,
    • 1 reply
    • 1.8k views

  38. Terminated Employees - Final Paycheck Decuctions?

    By Guest jachapma,
    • 1 reply
    • 2k views

  39. Employer contribution made for two terminated employees by mistake.

    By KaJay,
    • 1 reply
    • 549 views

  40. Updating 403(b) plan docs.

    By Guest Frankie,
    • 1 reply
    • 1.7k views

  41. tax-sheltered annuities

    By Nassau,
    • 1 reply
    • 1.3k views

  42. 403(b) prototypes

    By SMB,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  43. 403(b) Set-up

    By Guest RJF,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  44. can a gov'l, 501(c)(3) non-education emer have a 403(b)?

    By EGB,
    • 1 reply
    • 1.8k views

  45. Automatic enrollment for public school employees

    By Guest DIY,
    • 1 reply
    • 1.5k views

  46. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas,
    • 1 reply
    • 2.5k views

  47. 100% deferral???

    By Guest Zeus369,
    • 1 reply
    • 1.7k views

  48. 403(b) plans subject to 15% excise tax on late deposits?

    By Guest CherylV,
    • 1 reply
    • 2.1k views

  49. Employer Contribution as a Death Benefit?

    By Randy Watson,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  50. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau,
    • 1 reply
    • 1.5k views
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