403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Unresponsive Providers

   By Randy Watson, December 9, 2008
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • December 9, 2008

2. 403(b) prototypes

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

3. 403(b) mess no document no 5500s

   By Nancy D, December 20, 2016
   • 6 replies
   • 1.2k views
   • 
   • Nancy D
   • December 27, 2016

4. inactive 403(b) plan

   By Santo Gold, June 3, 2020
   • 1 reply
   • 1.2k views
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   • Peter Gulia
   • June 3, 2020

5. non-electing church plans

   By Felicia, February 12, 2010
   • 0 replies
   • 1.2k views
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   • Felicia
   • February 12, 2010

6. ROTH 403(b)

   By Felicia, December 14, 2006
   • 0 replies
   • 1.2k views
   • 
   • Felicia
   • December 14, 2006

7. Correcting a 403(b) plan failure under the new EPCRS

   By holdco, March 26, 2013
   • 0 replies
   • 1.2k views
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   • holdco
   • March 26, 2013

8. Limiting loans and non ERISA status

   By 30Rock, March 14, 2011
   • 0 replies
   • 1.2k views
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   • 30Rock
   • March 14, 2011

9. two 403(b) plans and transferring between them

   By Pinefresh, May 12, 2016
   • 6 replies
   • 1.2k views
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   • QDROphile
   • May 24, 2016

10. Two 403(b) plans - effective availability /anti conditioning rule

    By Guest Cher, November 4, 2008
    • 1 reply
    • 1.2k views
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    • J Simmons
    • November 4, 2008

11. 403(b) contribution - employer and employee

    By Guest mcube, April 8, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 8, 2007

12. QJSA Rules for 403(b) Plans

    By Purplemandinga, November 22, 2017
    • 3 replies
    • 1.2k views
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    • Flyboyjohn
    • November 24, 2017

13. Briefly late deposit of deferrals for several years

    By Guest Penelope, August 9, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 9, 2010

14. Reading up on 414(h) "Pick up Plans"

    By austin3515, April 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 4, 2014

15. 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

16. Contract Exchange

    By Guest Boilerburm1, August 22, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 22, 2007

17. Non-profit supposedly has "non-ERISA" 403(b) Plan

    By Belgarath, January 25, 2016
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • January 27, 2016

18. Terminating a 403(b) Plan

    By Lori H, January 19, 2010
    • 3 replies
    • 1.2k views
    • 
    • Lori H
    • January 25, 2010

19. 5500 and TE 403b plans

    By Guest Serena, July 7, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 7, 2010

20. 415 limit

    By Fisher, November 26, 2008
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 28, 2008

21. Special Rule for 403b's?

    By austin3515, February 7, 2013
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • February 7, 2013

22. Prrefunding rules

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

23. 501(c)(3) double 415 limits?

    By Flyboyjohn, February 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 17, 2014

24. ERISA 403b Eligibility

    By Earl, February 6, 2016
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • February 8, 2016

25. Contract workers or not in 403(b) plan or not

    By TPApril, September 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

26. Top Paid Group election

    By Lori H, February 19, 2013
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 19, 2013

27. Information Sharing Agreements

    By austin3515, July 8, 2011
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • July 9, 2011

28. 403(b) & 410(b) Coverage Tests

    By Good401(k), September 15, 2017   

    • 403(b)
    • 410(b)
    • 2 replies
    • 1.2k views
    • 
    • Good401(k)
    • September 15, 2017

29. 403(b), or maybe not

    By John Feldt ERPA CPC QPA, June 23, 2010
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

30. Making ER contrib to new 401k plan?

    By AlbanyConsultant, December 2, 2020
    • 9 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • December 3, 2020

31. Another 403(b) Question

    By bzorc, May 25, 2022
    • 9 replies
    • 1.2k views
    • 
    • Nate S
    • June 1, 2022

32. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • February 16, 2018

33. Match/Full Time/Discrimination

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

34. unbundled 403b providers?

    By gregburst, February 13, 2013
    • 2 replies
    • 1.2k views
    • 
    • joel
    • March 18, 2013

35. TIAA CREF - Again with Schedule A

    By austin3515, June 15, 2012
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • June 15, 2012

36. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 1.2k views
    • 
    • SteveS
    • March 12, 2020

37. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 10, 2018

38. Form 5500

    By Guest Sieve, December 22, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2010

39. Does this smell right?

    By kwalified, January 27, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 29, 2012

40. Terminating a 403(b)

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

41. Distribution Event

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

42. Exempt or Not Exempt

    By Below Ground, December 10, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 11, 2008

43. 403b and ABT

    By 30Rock, October 31, 2013
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • October 31, 2013

44. Non-ERISA 403b Concludes it is ERISA

    By austin3515, August 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • August 18, 2015

45. 1099 on 403b forfeiture

    By Guest PeteJ, February 3, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 3, 2011

46. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

    By rocknrolls2, August 27, 2017
    • 2 replies
    • 1.2k views
    • 
    • Insurance
    • November 8, 2017

47. New to the 403b world - a question: Should income be taxable?

    By tuni88, September 30, 2008
    • 3 replies
    • 1.2k views
    • 
    • J Simmons
    • September 30, 2008

48. 2009 ERISA 403(b) 5500

    By Lori H, August 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Lori H
    • August 11, 2009

49. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 28, 2020

50. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • May 28, 2019