403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. inactive 403(b) plan

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

2. teachers' return to employment post-retirement

   By lexi, August 7, 2007
   • 2 replies
   • 1.2k views
   • 
   • lexi
   • August 7, 2007

3. DFVC Program

   By MBCarey, December 30, 2003
   • 0 replies
   • 1.2k views
   • 
   • MBCarey
   • December 30, 2003

4. Any word on an extension?

   By smm, December 3, 2008
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • December 3, 2008

5. Unresponsive Providers

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

6. Anybody familair with the "Zahoric Bill"

   By Guest sschullo, October 20, 2010
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 21, 2010

7. 401k Match or Nonelective

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

8. non-electing church plans

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

9. QJSA Rules for 403(b) Plans

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

10. 403(b) prototypes

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

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

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

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

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

13. Another 403(b) Question

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

14. ROTH 403(b)

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

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

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

16. Employer Paid Plan Fees - ERISA 403(b) Status

    By RPP2001, June 19, 2017
    • 5 replies
    • 1.2k views
    • 
    • Carol V. Calhoun
    • June 19, 2017

17. Limiting loans and non ERISA status

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

18. 403(b) contribution - employer and employee

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

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

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

20. Making ER contrib to new 401k plan?

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

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

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

22. 415 limit

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

23. ERISA 403b Eligibility

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

24. 5500 and TE 403b plans

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

25. 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

26. Briefly late deposit of deferrals for several years

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

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

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

28. Contract Exchange

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

29. Terminating a 403(b) Plan

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

30. 501(c)(3) double 415 limits?

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

31. Special Rule for 403b's?

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

32. Prrefunding rules

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

33. Top Paid Group election

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

34. Adding Student loan match mid-year

    By 30Rock, April 22, 2025
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • April 22, 2025

35. Information Sharing Agreements

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

36. Adjunct Professor exclusion and coverage testing

    By 30Rock, April 2, 2025
    • 9 replies
    • 1.2k views
    • 
    • Christine Oliver
    • June 9, 2025

37. Question about what to do

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

38. Does Dr need to make 401(k) plan contributions to hospital employees eligible for 403(b)?

    By Combo Program Specialist, May 11, 2016   

    • 401(k)
    • 403(b)
    • (and 2 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • hospital
      • doctor
    • 2 replies
    • 1.2k views
    • 
    • Combo Program Specialist
    • May 16, 2016

39. 403b and ABT

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

40. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru, January 17, 2025
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • January 17, 2025

41. 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

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

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

43. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 11, 2022

44. Match/Full Time/Discrimination

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

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

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

46. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • oldman63
    • July 15, 2019

47. Rolling IRA into 403(b) Account

    By 52626, February 6, 2015
    • 2 replies
    • 1.2k views
    • 
    • jlea
    • September 25, 2018

48. Terminating a 403(b)

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

49. 403(b) Controlled Groups

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

50. Employee making contributions to 403(b) custodial account

    By Guest Statler, August 28, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 28, 2009