Jump to content

403(b) Plans, Accounts or Annuities

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

2,058 topics in this forum

  1. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven,
    • 4 replies
    • 943 views

  2. 403b filed 2010-2011 but not 2009

    By TPApril,
    • 0 replies
    • 943 views

  3. Universal Availability and part time employees

    By Lori H,
    • 3 replies
    • 942 views

  4. Pooled 403b Plan??

    By austin3515,
    • 3 replies
    • 940 views
    • AMDG
    • AMDG

  5. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant,
    • 6 replies
    • 940 views

  6. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515,
    • 1 reply
    • 938 views

  7. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

    By katieinny,
    • 0 replies
    • 937 views

  8. Annuity

    By PS,
    • 4 replies
    • 935 views

  9. TIAA Cref Hardships

    By austin3515,
    • 0 replies
    • 934 views

  10. ASPPA Conference - any word on 403(b) document approval?

    By Belgarath,
    • 5 replies
    • 932 views

  11. less than 20/hr 410(b) test

    By ATM,
    • 3 replies
    • 930 views

  12. Fee disclosures in 403(b)'s

    By kwalified,
    • 0 replies
    • 929 views

  13. Limiting Loans and Hardships to Single Vendor

    By 30Rock,
    • 0 replies
    • 926 views

  14. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS,
    • 3 replies
    • 925 views

  15. 403b a5 year catch-up

    By perkinsran,
    • 0 replies
    • 924 views

  16. RAP and old plan document

    By mcw,
    • 1 reply
    • 923 views

  17. Service Requirement for Employer Contributions

    By oldman,
    • 1 reply
    • 923 views

  18. Terminating small, ERISA 403(b)

    By Lori H,
    • 1 reply
    • 923 views

  19. Universal availability

    By Belgarath,
    • 4 replies
    • 923 views

  20. Supplemental Retirement Account?

    By Dennis Povloski,
    • 0 replies
    • 918 views

  21. Can a 403(b) favor tenured employees?

    By kwalified,
    • 1 reply
    • 915 views

  22. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe,
    • 6 replies
    • 914 views

  23. Is the ER limited to 25% of comp when making a 403(b) contribution?

    By katieinny,
    • 2 replies
    • 913 views

  24. 403(b) Cash or Deferred?

    By Patricia Neal Jensen,   
    • 4 replies
    • 911 views

  25. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 906 views

  26. Partial Plan Termination Vesting

    By Belgarath,
    • 3 replies
    • 906 views

  27. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria,
    • 4 replies
    • 904 views

  28. For Profit Sub of 501c3

    By austin3515,
    • 5 replies
    • 904 views

  29. Boys and Girls Club

    By cpc0506,
    • 2 replies
    • 903 views

  30. Foundation in Controlled Group with School District?

    By austin3515,
    • 4 replies
    • 902 views

  31. Fee Disclosure

    By Nassau,
    • 0 replies
    • 900 views

  32. Money Purchase Plan merging into new 403(b) Plan

    By Coleboy1,
    • 9 replies
    • 900 views

  33. ABPT Testing in 403(b) Plans

    By PensionPro,
    • 0 replies
    • 898 views

  34. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 896 views

  35. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick,
    • 2 replies
    • 896 views

  36. Non-ERISA 403(b) Plans

    By Belgarath,
    • 2 replies
    • 895 views

  37. 403b doc restatement - next cycle

    By jmartin,
    • 1 reply
    • 892 views

  38. 403(b) and PEO

    By 52626,
    • 2 replies
    • 887 views

  39. Church wants to use tax credit

    By ldr,   
    • 3 replies
    • 887 views

  40. 403(b) Match Failure

    By Coleboy1,
    • 2 replies
    • 884 views

  41. 403b pre-approved non-amenders

    By austin3515,
    • 7 replies
    • 882 views

  42. May a 403(b) employer add provisions beyond the IRS-preapproved document?

    By Peter Gulia,
    • 3 replies
    • 882 views

  43. Safe harbor match, employees excluded from match only

    By Belgarath,
    • 5 replies
    • 882 views

  44. Consequence of Missed Restatement Date

    By Patricia Neal Jensen,
    • 5 replies
    • 882 views

  45. 403(b) to be reported with no participants?

    By Guest Michael Scott,
    • 0 replies
    • 877 views
    • Guest
    • Guest

  46. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath,
    • 6 replies
    • 876 views

  47. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril,
    • 4 replies
    • 873 views

  48. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 869 views

  49. Change of vendors--effect on terminated participants

    By 7806akp,
    • 0 replies
    • 868 views

  50. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant,
    • 2 replies
    • 868 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept