403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

   By Flyboyjohn, February 15, 2016
   • 1 reply
   • 1.1k views
   • 
   • AMDG
   • February 15, 2016

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

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

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

   By AlbanyConsultant, June 14, 2022
   • 1 reply
   • 850 views
   • 
   • Luke Bailey
   • June 16, 2022

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

   By Guest RRS, November 11, 2000
   • 1 reply
   • 2.1k views
   • 
   • Ellie Lowder
   • November 11, 2000

5. $30000 Max Rule in yr of termination

   By Guest pherr, May 13, 2002
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • May 13, 2002

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

   By Guest mike webb, June 30, 2000
   • 1 reply
   • 2.2k views
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   • Carol V. Calhoun
   • July 5, 2000

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

   By R. Butler, November 19, 2014
   • 1 reply
   • 1k views
   • 
   • Kevin C
   • November 20, 2014

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

   By Felicia, February 7, 2001
   • 1 reply
   • 3.1k views
   • 
   • Carol V. Calhoun
   • February 11, 2001

9. Investment Providers

   By austin3515, September 30, 2011
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • October 1, 2011

10. PEO and 403(b)

    By EMB, May 22, 2024
    • 1 reply
    • 774 views
    • 
    • Gina Alsdorf
    • September 9, 2024

11. Compensation-403(b)

    By Guest dietpepsi, April 16, 2003
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 1, 2003

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

    By BG5150, May 17, 2023
    • 1 reply
    • 681 views
    • 
    • Belgarath
    • May 17, 2023

13. 403b plan to plan transfer

    By Guest Serena, June 14, 2010
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 17, 2010

14. ERISA 403(b) and custodial account

    By Guest philc, April 7, 2004
    • 1 reply
    • 1.6k views
    • 
    • k man
    • April 8, 2004

15. Terminating a 403(b)

    By Lori H, November 20, 2014
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 21, 2014

16. 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

17. Church plan with employer contributions

    By Guest Margaret25, April 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 6, 2007

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

    By AlbanyConsultant, February 2, 2024
    • 1 reply
    • 638 views
    • 
    • CuseFan
    • February 2, 2024

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

    By Guest wingnut, June 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • June 21, 2002

20. FBRIC determination

    By etg, June 26, 2018
    • 1 reply
    • 1.4k views
    • 
    • Purplemandinga
    • June 27, 2018

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

    By nancy, October 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

22. Match/Full Time/Discrimination

    By Guest jcrawford24, June 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • June 11, 2008

23. 403(b) private letter rulings

    By Guest eba, June 3, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • June 4, 2002

24. Successor Plan Rules

    By waid10, February 23, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 23, 2010

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

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • March 7, 2011

26. Distribution Event

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

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

    By Guest, August 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

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

    By katieinny, September 30, 2003
    • 1 reply
    • 2.8k views
    • 
    • mbozek
    • September 30, 2003

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

    By Guest esi-jht, December 15, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 2005

30. Excess Deferrals - Statute of Limitations

    By bzorc, October 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • October 4, 2014

31. the latest on pre-approved documents

    By Tom Poje, January 25, 2017
    • 1 reply
    • 703 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

32. Non-ERISA (public school) eligibility

    By Belgarath, May 5, 2017
    • 1 reply
    • 646 views
    • 
    • ETA Consulting LLC
    • May 5, 2017

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

    By Guest Frankie, July 31, 2001
    • 1 reply
    • 2.3k views
    • 
    • Carol V. Calhoun
    • August 3, 2001

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

    By Guest brp, February 25, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • February 25, 2003

35. New 403b regs

    By joel, August 7, 2007
    • 1 reply
    • 2k views
    • 
    • Felicia
    • August 15, 2007

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

    By Guest Rocky, October 5, 2007
    • 1 reply
    • 2.1k views
    • 
    • TLGeer
    • October 17, 2007

37. 403(b) Distributions

    By Nassau, June 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 9, 2008

38. Terminated Employees - Final Paycheck Decuctions?

    By Guest jachapma, September 9, 2010
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • September 9, 2010

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

    By KaJay, February 9, 2021
    • 1 reply
    • 563 views
    • 
    • Peter Gulia
    • February 10, 2021

40. Updating 403(b) plan docs.

    By Guest Frankie, July 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • July 14, 2002

41. tax-sheltered annuities

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

42. 403(b) prototypes

    By SMB, March 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 23, 2010

43. 403(b) Set-up

    By Guest RJF, August 10, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 11, 2006

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

    By EGB, December 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • Locust
    • December 15, 2005

45. Automatic enrollment for public school employees

    By Guest DIY, December 15, 2008
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • December 15, 2008

46. Ministers - MEA, Housing Allowance Compensation

    By Guest JThomas, August 26, 2000
    • 1 reply
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 26, 2000

47. 100% deferral???

    By Guest Zeus369, December 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 18, 2002

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

    By Guest CherylV, March 22, 2004
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 23, 2004

49. Employer Contribution as a Death Benefit?

    By Randy Watson, December 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 3, 2010

50. Hardship Withdrawal from Roth 401(k) Contributions

    By Nassau, May 17, 2011
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • May 17, 2011