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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,058 topics in this forum

  1. Professors and Adjuncts - Hours of Service

    By Guest Lane,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  2. Can priest elect not to receive profit sharing contribution?

    By Guest Rags,
    • 2 replies
    • 1k views

  3. Can a charity get a letter ruling on its 403(b) plan?

    By Peter Gulia,
    • 2 replies
    • 1k views

  4. 403b match - age discrimination or not?

    By WP2017,   
    • 2 replies
    • 1k views
    • K2
    • K2

  5. Participants Not on File

    By Guest mporterst,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  6. 403(b)(1), 5500, and small plan

    By Guest Key Lime Pie,
    • 1 reply
    • 1k views

  7. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 1k views

  8. Grandfathered Annuities

    By khn,
    • 0 replies
    • 1k views
    • khn
    • khn

  9. Pre 1/1/09 Contracts - Participants Excluded, but not assets

    By austin3515,
    • 1 reply
    • 1k views

  10. Cycle 2 Restatement News?

    By Suzanne H,
    • 5 replies
    • 1k views

  11. Flexible discretionary matches and new documents

    By Belgarath,
    • 3 replies
    • 1k views

  12. Church Plan

    By oldman63,
    • 3 replies
    • 1k views

  13. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm,
    • 1 reply
    • 1k views

  14. non-ERISA 403(b) safe harbor plan

    By R. Butler,
    • 1 reply
    • 1k views

  15. Rollover contributions by retirees

    By Guest Bosco108,
    • 2 replies
    • 1k views

  16. Late non-ERISA 403(b) creation, then termination?

    By Guest mcleod9,
    • 0 replies
    • 1k views
    • Guest
    • Guest

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

    By rocknrolls2,
    • 7 replies
    • 1k views

  18. RMD's from multiple 403 (b) plans

    By Guest philkatz,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  19. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen,   
    • 4 replies
    • 1k views

  20. 403b auto enroll formula

    By Santo Gold,
    • 7 replies
    • 1k views

  21. Plan combination

    By Guest M. Pederson,
    • 1 reply
    • 1k views

  22. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 1k views

  23. pre-2004 contract still receiving contributions

    By Guest Philip2,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  24. 5500 for a 403b plan

    By austin3515,
    • 2 replies
    • 998 views

  25. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd,
    • 0 replies
    • 998 views
    • Guest
    • Guest

  26. Non-ERISA Church Plan Auto Enroll

    By cprisco,
    • 1 reply
    • 997 views

  27. 403(b) transfers/rollover/exchange

    By Miannette,
    • 1 reply
    • 996 views

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

    By erisageek1978,
    • 3 replies
    • 995 views

  29. Which States don't follow Roth tax treatment?

    By Peter Gulia,   
    • 0 replies
    • 995 views

  30. 403b restatement effective date

    By Megandps,
    • 1 reply
    • 995 views

  31. Match based on compensation?

    By Guest sueczer,
    • 1 reply
    • 991 views

  32. Anti-cutback problem?

    By Belgarath,
    • 3 replies
    • 986 views

  33. College student exclusion being challengeed by IRS auditor due to summer employment

    By Eve Sav,   
    • 3 replies
    • 986 views

  34. incentive for a distribution?

    By AlbanyConsultant,
    • 5 replies
    • 984 views

  35. Establishing a 403(b) deadline

    By B21,
    • 1 reply
    • 980 views

  36. Changing the Plan Year

    By Randy Watson,
    • 0 replies
    • 974 views

  37. 401k to Non ERISA 403b

    By pixmax,
    • 3 replies
    • 967 views

  38. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC,
    • 0 replies
    • 962 views
    • IHC
    • IHC

  39. Question on a Plan Provision

    By austin3515,
    • 0 replies
    • 961 views

  40. Is this "coloring outside the lines" too much?

    By Belgarath,
    • 5 replies
    • 961 views

  41. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen,   
    • 4 replies
    • 955 views

  42. 403(b) - ineligible employee fixes

    By Griswold,
    • 4 replies
    • 955 views

  43. safe harbor

    By Guest G Mann,
    • 0 replies
    • 954 views
    • Guest
    • Guest

  44. SSA for 403b's

    By austin3515,
    • 1 reply
    • 954 views

  45. ERISA 403b paired with Non-ERISA 403b

    By RatherBeGolfing,
    • 4 replies
    • 951 views

  46. SECURE Act 2.0 Section 602

    By austin3515,
    • 1 reply
    • 950 views

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

    By Belgarath,
    • 8 replies
    • 947 views

  48. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle,
    • 4 replies
    • 947 views

  49. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 945 views

  50. Found answer - don't know how to delete post

    By Earl,
    • 0 replies
    • 943 views
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