403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

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

2. 403(b) plan document question

   By Guest jc1457, August 4, 2009
   • 0 replies
   • 1.2k views
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   • Guest
   • August 4, 2009

3. 403(b) Plan - Form 5500 Questions

   By rocknrolls2, April 5, 2013
   • 0 replies
   • 1.2k views
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   • rocknrolls2
   • April 5, 2013

4. Exchanges

   By Guest Margaret25, October 30, 2007
   • 0 replies
   • 1.2k views
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   • Guest
   • October 30, 2007

5. $5,000 Cash-Out

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

6. 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

7. Rolling IRA into 403(b) Account

   By 52626, February 6, 2015
   • 2 replies
   • 1.1k views
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   • jlea
   • September 25, 2018

8. 403b plan beginning of year count

   By Guest Jennyb473, July 14, 2011
   • 1 reply
   • 1.1k views
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   • ETA Consulting LLC
   • July 14, 2011

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

   By RPP2001, June 19, 2017
   • 5 replies
   • 1.1k views
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   • Carol V. Calhoun
   • June 19, 2017

10. Plan Doc and Collective Bargaining Agreement

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

11. Investments

    By Randy Watson, October 1, 2008
    • 2 replies
    • 1.1k views
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    • Guest
    • October 2, 2008

12. 403(b) safe harbor match and grandfathered formula

    By cathyw, October 12, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • October 13, 2017

13. In-service withdrawals

    By Guest Not yet catch-up eligible, May 13, 2010
    • 0 replies
    • 1.1k views
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    • Guest
    • May 13, 2010

14. Excess Deferrals - Statute of Limitations

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

15. Maximum ER contribution if no 404 test?

    By AlbanyConsultant, September 5, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • September 5, 2017

16. 403(b) Plan correction - failure to make mandatory distribution/rollover

    By holdco, June 19, 2012
    • 0 replies
    • 1.1k views
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    • holdco
    • June 19, 2012

17. Effective date of new 403(b) plan

    By Guest hb95, January 31, 2014
    • 0 replies
    • 1.1k views
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    • Guest
    • January 31, 2014

18. Adding Student loan match mid-year

    By 30Rock, April 22
    • 0 replies
    • 1.1k views
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    • 30Rock
    • April 22

19. 403(B) with After-Tax

    By oldman, September 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 5, 2014

20. 403 (b) plan

    By Guest irothenberg, September 10, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 11, 2012

21. Hardships allowed from rollovers?

    By AlbanyConsultant, January 28, 2016
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • January 28, 2016

22. Terminating a 403(b) with individual custodial accounts

    By katieinny, November 17, 2010
    • 0 replies
    • 1.1k views
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    • katieinny
    • November 17, 2010

23. Can an employer transfer entire plan to new platform?

    By 401(k)athryn, April 21, 2017
    • 4 replies
    • 1.1k views
    • 
    • benefitz
    • September 28, 2017

24. Operational Failure Correction Process

    By ejohnke, August 24, 2023
    • 4 replies
    • 1.1k views
    • 
    • ejohnke
    • August 29, 2023

25. Plain Vanilla TIAA-CREF Contract

    By austin3515, November 17, 2010
    • 0 replies
    • 1.1k views
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    • austin3515
    • November 17, 2010

26. Govt. 403(b) plan with service based employer allocation

    By dmb, March 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 7, 2009

27. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 15, 2016

28. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 1.1k views
    • 
    • BobbyV
    • October 9, 2020

29. 59.5 transfer to IRA

    By Guest bigred, July 10, 2013
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 10, 2013

30. 403(b) title I exemption

    By Beemer, January 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Beemer
    • January 25, 2010

31. non-ERISA 403(b)?

    By JustMe, July 10, 2020
    • 6 replies
    • 1.1k views
    • 
    • MWeddell
    • July 24, 2020

32. Year of Service Match

    By 30Rock, March 4
    • 10 replies
    • 1.1k views
    • 
    • 30Rock
    • March 7

33. Loan Trust for 403(b) plans

    By Guest CG40, June 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 19, 2007

34. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe, September 29, 2023
    • 2 replies
    • 1.1k views
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    • HarleyBabe
    • October 3, 2023

35. 403b w/ match in 401a

    By austin3515, December 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • December 12, 2012

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

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

37. Universal Availability Rule

    By katdmin, April 12, 2021
    • 1 reply
    • 1.1k views
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    • Belgarath
    • April 12, 2021

38. Expatriate Roth 403(b)

    By Guest BED, January 12, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 12, 2007

39. Issues Regarding Employer Contributions not Included in DB Plan Testing

    By Rolf Trautmann, December 7, 2011
    • 0 replies
    • 1.1k views
    • 
    • Rolf Trautmann
    • December 7, 2011

40. Disclosure obligations/duty to monitor

    By LIBERTYKID, November 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • November 11, 2011

41. Fiduciary Libility in ERISA Covered 403b

    By austin3515, November 20, 2012
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • November 21, 2012

42. Ordering Rules on TSA Withdrawals?

    By Guest SharonV, March 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 4, 2011

43. 2 year employer match

    By Lori H, February 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Lori H
    • February 17, 2011

44. ERISA 403b to 401k

    By Spencer, November 1, 2012
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 1, 2012

45. SAR for 403(b)'s

    By austin3515, January 13, 2011
    • 0 replies
    • 1.1k views
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    • austin3515
    • January 13, 2011

46. "Reclassified Employees" - it's oddball week!

    By Belgarath, July 31, 2024
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • July 31, 2024

47. Employer loses 501(c)(3) status

    By nancy, July 8, 2010
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • July 8, 2010

48. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 1.1k views
    • 
    • PensionPro
    • October 2, 2018

49. max ER contribution?

    By AlbanyConsultant, November 15, 2022
    • 2 replies
    • 1.1k views
    • 
    • ErnieG
    • November 16, 2022

50. SPD says it is a 404(c) plan under ERISA. Does this make it an ERISA Plan?

    By Jim Chad, October 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 6, 2015