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

    By Peter Gulia,
    • 3 replies
    • 908 views

  2. 403b pre-approved non-amenders

    By austin3515,
    • 7 replies
    • 905 views

  3. Employees working <20 hrs a week--excluded from coverage?

    By BG5150,
    • 2 replies
    • 896 views

  4. nonelective contribution limit - 401(a)(17)

    By erisageek1978,
    • 2 replies
    • 896 views

  5. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150,
    • 3 replies
    • 893 views

  6. 403(b) ACP testing and 414(s) compensation

    By leighl,   
    • 1 reply
    • 890 views
    • K2
    • K2

  7. 401(m) Coverage Failure

    By Catch22PGM,
    • 4 replies
    • 888 views

  8. How much must an employer contribute to get a QACA safe harbor?

    By Peter Gulia,
    • 3 replies
    • 885 views

  9. 403(b) to be reported with no participants?

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

  10. 403(b) for HCEs / 401k for NHCEs

    By austin3515,
    • 3 replies
    • 884 views

  11. Do late deferrals need earnings adjustment if only one or two months late?

    By KaJay,
    • 5 replies
    • 882 views

  12. Can income from a grant organization be considered compensation?

    By KaJay,
    • 3 replies
    • 881 views

  13. Change of vendors--effect on terminated participants

    By 7806akp,
    • 0 replies
    • 881 views

  14. controlled group - single board of directors?

    By WCC,
    • 2 replies
    • 880 views

  15. MEP 403(b) Plan and SECURE

    By HCE,
    • 2 replies
    • 880 views

  16. Plan never formally adopted a plan document

    By Trisports,
    • 1 reply
    • 877 views

  17. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 876 views

  18. Matching and Nonelective Contributions

    By ERISA-Bubs,
    • 1 reply
    • 876 views

  19. Company has 403b plan but participant opens simple IRA

    By jmartin,
    • 3 replies
    • 872 views

  20. using 'corporate' extension for 5500-SF?

    By AlbanyConsultant,
    • 2 replies
    • 871 views

  21. LTPT determination when the 403(b) plan excludes employees who work under 20 hours/week

    By Santo Gold,
    • 2 replies
    • 870 views

  22. Excess Contributions and W2 Corrections

    By Rebecca Ennis,
    • 1 reply
    • 868 views

  23. How many 403(a) plans are there?

    By AMDG,   
    • 1 reply
    • 865 views

  24. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 863 views

  25. leased employees - don't count the time?

    By AlbanyConsultant,
    • 2 replies
    • 861 views

  26. ER Contribution outside Plan - ERISA 403(b) Status

    By IhrtERISA,   
    • 3 replies
    • 859 views

  27. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

    By Peter Gulia,   
    • 8 replies
    • 857 views

  28. Eligibility for retirement plans of two employers

    By waid10,
    • 0 replies
    • 857 views

  29. Public School plan - union employees

    By Belgarath,
    • 3 replies
    • 857 views

  30. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant,
    • 1 reply
    • 856 views

  31. 1099-R reporting of after-tax (non-Roth) amounts

    By KaJay,
    • 2 replies
    • 852 views

  32. Davis-Bacon provisions in a 403(b)

    By Gilmore,
    • 2 replies
    • 852 views

  33. 415 Limit

    By DTH,
    • 1 reply
    • 850 views

  34. Public School / Non-ERISA Plan

    By austin3515,
    • 2 replies
    • 843 views

  35. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 842 views

  36. Eligibility question

    By BG5150,
    • 3 replies
    • 842 views

  37. 403b forfeitures to new 401k

    By TPApril,
    • 1 reply
    • 836 views

  38. 403(b) Match done on Fiscal Year compensation

    By ratherbereading,
    • 3 replies
    • 834 views

  39. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026,
    • 1 reply
    • 826 views

  40. Are mandatory 403(b) deferrals still annual additions?

    By benefitz,
    • 1 reply
    • 826 views

  41. Merging assets into 403(b)

    By MarZDoates,
    • 2 replies
    • 821 views

  42. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 819 views

  43. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 819 views

  44. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant,
    • 1 reply
    • 816 views

  45. Refund of Plan Loan Interest

    By waid10,
    • 2 replies
    • 815 views

  46. Recharacterization of ACP test failures to after-tax in a 403b plan?

    By ERISAGal,   
    • 2 replies
    • 814 views

  47. ERISA and Non-ERISA 403(b)

    By Jennifer D.,
    • 2 replies
    • 807 views

  48. School or school district mergers

    By Belgarath,
    • 4 replies
    • 804 views

  49. reimbursing fees for switching to new investments

    By AlbanyConsultant,
    • 2 replies
    • 801 views

  50. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 799 views
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