403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Final 403(b) Regs - Redlined Version?

   By Christine Roberts, July 27, 2007
   • 0 replies
   • 1.1k views
   • 
   • Christine Roberts
   • July 27, 2007

2. Church Plan - Eligibility

   By 401(k)athryn, December 13, 2019
   • 1 reply
   • 1.1k views
   • 
   • Patricia Neal Jensen
   • July 9, 2020

3. 403(b) Plans And SEP's Under New 403(b) Regs

   By Guest cyocum@lbg1.com, September 25, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 25, 2007

4. Participant Count

   By Guest M. Pederson, September 10, 2014
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • September 10, 2014

5. Canceling Mandatory Employer Contributions

   By rocknrolls2, October 24, 2012
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • October 24, 2012

6. Dual Status Public Ed

   By DTH, November 19, 2015
   • 2 replies
   • 1.1k views
   • 
   • QDROphile
   • November 19, 2015

7. School's contractual comp after plan year end

   By AlbanyConsultant, February 7, 2011
   • 0 replies
   • 1.1k views
   • 
   • AlbanyConsultant
   • February 7, 2011

8. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

   By Belgarath, January 17, 2023
   • 5 replies
   • 1.1k views
   • 
   • Cassopy
   • January 20, 2023

9. Individual Contract and investment election

   By Guest Serena, July 12, 2010
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • July 13, 2010

10. Auto-enroll 403b?

    By AlbanyConsultant, June 22, 2017
    • 1 reply
    • 1.1k views
    • 
    • AlbanyConsultant
    • June 22, 2017

11. Going from ERISA 403(b) status to Non-ERISA 403(b) status

    By ldr, June 3, 2021   

    • 403(b)
    • 2 replies
    • 1.1k views
    • 
    • ldr
    • June 4, 2021

12. Roth contract exchanges

    By Felicia, September 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 3, 2010

13. Investment Providers

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

14. Unintended deferrals

    By 30Rock, December 30, 2010
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 30, 2010

15. Adjunct Professor exclusion and coverage testing

    By 30Rock, April 2
    • 9 replies
    • 1.1k views
    • 
    • Christine Oliver
    • June 9

16. 414(h)(2) and definition of compensation

    By Belgarath, February 14, 2018
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • February 14, 2018

17. Determining number of participants for audit purposes

    By Lori H, January 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 21, 2013

18. RMDs in 403(b) Plans

    By Madison71, February 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2010

19. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

20. 402(g) Limit Question for Fidelity Recordkeeping Clients

    By EPCRSGuru, January 17
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • January 17

21. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • January 22, 2019

22. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • July 29, 2014

23. Single Vendor Solution for Small 403(b)

    By Guest JerLon, February 25, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2012

24. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • FPGuy
    • September 11, 2019

25. 401-k to 403-B

    By KevinMc, November 17, 2015
    • 5 replies
    • 1.1k views
    • 
    • QDROphile
    • November 18, 2015

26. TIAA and Full SS#'s?

    By austin3515, September 28, 2010
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • September 28, 2010

27. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

28. ACP Test

    By DTH, March 10, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • March 10, 2014

29. Employer Controlled Nonelective

    By Blinky the 3-eyed Fish, March 10, 2012
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 12, 2012

30. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 10, 2007

31. Exclusion of Pre 1/1/09 Contracts Once In a Lifetime??

    By austin3515, April 10, 2015
    • 1 reply
    • 1k views
    • 
    • mbozek
    • April 10, 2015

32. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 1k views
    • 
    • mlp0816
    • October 24, 2013

33. Universal availability and LTPT rules

    By JRN, January 24, 2024
    • 2 replies
    • 1k views
    • 
    • AlbanyConsultant
    • February 28, 2024

34. SECURE 2.0 mandatory Roth - special 15 year catch-up?

    By WCC, February 25
    • 1 reply
    • 1k views
    • 
    • Tom Veal
    • February 26

35. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1k views
    • 
    • mbozek
    • May 15, 2012

36. Salary reduction contribution

    By joel, May 4, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 4, 2012

37. 403(b) plan terminations....who must be 100% vested?

    By Guest benefitsnewbie, October 23, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 23, 2012

38. Any word on status of 403(b) pre-approved documents?

    By Belgarath, June 28, 2016
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • June 29, 2016

39. Non-Discrimination Testing for 403(b) Plan

    By metsfan026, June 20, 2024
    • 7 replies
    • 1k views
    • 
    • BG5150
    • June 20, 2024

40. 403B Plan to 401k

    By KevinMc, February 7, 2012
    • 2 replies
    • 1k views
    • 
    • rcline46
    • February 7, 2012

41. 403(b) Plan

    By Rai401k, September 28, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 28, 2010

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

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • July 11, 2022

43. Second Edition of Governmental Plans Answer Book Published, November 22, 2006

    By Carol V. Calhoun, December 11, 2006
    • 0 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • December 11, 2006

44. Limit correction period to 3 years for late deferrals?

    By katieinny, December 9, 2010
    • 0 replies
    • 1k views
    • 
    • katieinny
    • December 9, 2010

45. 403(b) and SEPs

    By Guest Inhouse ERISA, November 24, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 24, 2009

46. Roth Account Transfer to a DB Plan to Purchase Service Credits

    By DTH, June 27, 2011
    • 0 replies
    • 1k views
    • 
    • DTH
    • June 27, 2011

47. Roth and pre tax contributions

    By Nancy D, February 7, 2013
    • 3 replies
    • 1k views
    • 
    • Nancy D
    • February 7, 2013

48. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 29, 2014

49. 401k and 403b contribution limit

    By Santo Gold, November 15, 2012
    • 3 replies
    • 1k views
    • 
    • Santo Gold
    • November 16, 2012

50. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31, 2018   

    • 403(b)
    • deemed loan
    • 6 replies
    • 1k views
    • 
    • 401(k)athryn
    • June 4, 2018