403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Fiduciary Libility in ERISA Covered 403b

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

2. Disclosure obligations/duty to monitor

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

3. Ordering Rules on TSA Withdrawals?

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

4. Compensation Exclusions

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

5. SAR for 403(b)'s

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

6. 2 year employer match

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

7. ERISA 403b to 401k

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

8. 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

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

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

10. Church Plan - Eligibility

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

11. Cycle 2 Restatement News?

    By Suzanne H, February 20, 2025
    • 5 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • February 25, 2025

12. 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

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

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

14. Auto-enroll 403b?

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

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

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

16. Dual Status Public Ed

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

17. 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

18. Participant Count

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

19. Universal availability and LTPT rules

    By JRN, January 24, 2024
    • 2 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • February 28, 2024

20. School's contractual comp after plan year end

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

21. 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

22. 401-k to 403-B

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

23. Canceling Mandatory Employer Contributions

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

24. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31, 2018   

    • 403(b)
    • deemed loan
    • 6 replies
    • 1.1k views
    • 
    • 401(k)athryn
    • June 4, 2018

25. Non-ERISA 403(b) for non-governmental 501(c)(3) tax-exempt

    By Belgarath, December 23, 2024
    • 8 replies
    • 1.1k views
    • 
    • Belgarath
    • December 26, 2024

26. Individual Contract and investment election

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

27. 403(b)(9) Administration Questions

    By RCK13, July 13, 2021
    • 7 replies
    • 1.1k views
    • 
    • RCK13
    • July 16, 2021

28. incentive for a distribution?

    By AlbanyConsultant, November 14, 2024
    • 5 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • November 19, 2024

29. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23, 2018
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • May 29, 2018

30. 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

31. Roth contract exchanges

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

32. 403b match - age discrimination or not?

    By WP2017, April 3, 2017   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 1.1k views
    • 
    • K2
    • April 3, 2017

33. Determining number of participants for audit purposes

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

34. Investment Providers

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

35. Unintended deferrals

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

36. RMDs in 403(b) Plans

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

37. Single Vendor Solution for Small 403(b)

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

38. 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

39. ACP Test

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

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

    By austin3515, April 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

41. TIAA and Full SS#'s?

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

42. Excluding Pre 1/1/09 Contracts

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

43. Can employer limit 403b contributions to employees employed on date of contribution?

    By erisageek1978, September 9, 2024
    • 3 replies
    • 1.1k views
    • 
    • erisageek1978
    • December 3, 2024

44. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2, March 16, 2017
    • 7 replies
    • 1.1k views
    • 
    • QDROphile
    • April 1, 2017

45. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 1.1k views
    • 
    • mlp0816
    • October 24, 2013

46. 403(b)

    By Guest JDK, August 10, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 10, 2007

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

    By Belgarath, June 28, 2016
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • June 29, 2016

48. Flexible discretionary matches and new documents

    By Belgarath, June 12, 2023
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • June 13, 2023

49. Participants Not on File

    By Guest mporterst, October 22, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 22, 2007

50. Plan Fiduciary in ERISA 403(b)?

    By Lori H, May 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 15, 2012