403(b) Plans, Accounts or Annuities

2,064 topics in this forum

1. Non-ERISA 403(b) Investment Contributions Curtailed

   By Patricia Neal Jensen, February 5, 2021
   • 4 replies
   • 1.7k views
   • 
   • Patricia Neal Jensen
   • February 8, 2021

2. 403b Employer contribution miscalculated over 10 years. Correction?

   By ABC empl, January 29, 2021
   • 2 replies
   • 1k views
   • 
   • Luke Bailey
   • February 1, 2021

3. ETF's / Custodial Account

   By beartd, July 3, 2019
   • 2 replies
   • 2.3k views
   • 
   • Luke Bailey
   • January 26, 2021

4. Excess Contributions and W2 Corrections

   By Rebecca Ennis, January 13, 2021
   • 1 reply
   • 995 views
   • 
   • BG5150
   • January 14, 2021

5. IRRs and TPA Approval

   By JOH, December 11, 2020
   • 6 replies
   • 1.5k views
   • 
   • RatherBeGolfing
   • December 17, 2020

6. For Profit Sub of 501c3

   By austin3515, December 14, 2020
   • 5 replies
   • 1.1k views
   • 
   • Patricia Neal Jensen
   • December 14, 2020

7. Transfer between 403B providers

   By ronincerritos, December 5, 2020
   • 15 replies
   • 5.9k views
   • 
   • ronincerritos
   • December 11, 2020

8. 415 Plan Year as Limitation Year

   By austin3515, December 4, 2020
   • 2 replies
   • 743 views
   • 
   • austin3515
   • December 6, 2020

9. Making ER contrib to new 401k plan?

   By AlbanyConsultant, December 2, 2020
   • 9 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • December 3, 2020

10. Convert 403(b) Plan to 401k

    By arthurkagan, November 18, 2020
    • 4 replies
    • 2.1k views
    • 
    • Mikerbpm
    • November 20, 2020

11. Where are annuity contracts’ interest rates?

    By Peter Gulia, October 8, 2020   

    • insurance company; annuity contract
    • 5 replies
    • 1.4k views
    • 
    • BobbyV
    • October 9, 2020

12. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 821 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

13. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 1.5k views
    • 
    • Belgarath
    • September 29, 2020

14. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 715 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

15. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 22 replies
    • 11.3k views
    • 
    • thepensionmaven
    • September 26, 2020

16. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

17. Less than 20 hours a week excluded

    By austin3515, September 16, 2020
    • 3 replies
    • 810 views
    • 
    • Flyboyjohn
    • September 17, 2020

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

    By BG5150, September 11, 2020
    • 3 replies
    • 991 views
    • 
    • BG5150
    • September 15, 2020

19. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 1.5k views
    • 
    • Sellarsian
    • September 14, 2020

20. IRS tax levies on 403(b) annuities

    By Ian, August 24, 2020
    • 5 replies
    • 3.1k views
    • 
    • Peter Gulia
    • August 26, 2020

21. Church wants to use tax credit

    By ldr, August 6, 2020   

    • secure act
    • church
    • 3 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • August 10, 2020

22. Partial Plan Termination Vesting

    By Belgarath, August 4, 2020
    • 3 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • August 5, 2020

23. "easy" eligibility question crossing the plan year

    By AlbanyConsultant, August 4, 2020
    • 2 replies
    • 758 views
    • 
    • AlbanyConsultant
    • August 4, 2020

24. 403b pre-approved non-amenders

    By austin3515, July 22, 2020
    • 7 replies
    • 1k views
    • 
    • Carol V. Calhoun
    • July 24, 2020

25. non-ERISA 403(b)?

    By JustMe, July 10, 2020
    • 6 replies
    • 1.3k views
    • 
    • MWeddell
    • July 24, 2020

26. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4, 2020
    • 3 replies
    • 1k views
    • 
    • MWeddell
    • July 24, 2020

27. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19, 2020
    • 3 replies
    • 975 views
    • 
    • austin3515
    • July 10, 2020

28. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

29. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

30. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 2.7k views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

31. 403(b) nonamenders

    By Belgarath, July 2, 2020
    • 2 replies
    • 712 views
    • 
    • Belgarath
    • July 7, 2020

32. Public School plan - union employees

    By Belgarath, July 3, 2020
    • 3 replies
    • 948 views
    • 
    • Luke Bailey
    • July 6, 2020

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

    By Peter Gulia, June 26, 2020   

    • 403(b); hardship; vendor
    • 8 replies
    • 984 views
    • 
    • Peter Gulia
    • June 29, 2020

34. Plan never formally adopted a plan document

    By Trisports, June 3, 2020
    • 1 reply
    • 953 views
    • 
    • justanotheradmin
    • June 3, 2020

35. inactive 403(b) plan

    By Santo Gold, June 3, 2020
    • 1 reply
    • 1.4k views
    • 
    • Peter Gulia
    • June 3, 2020

36. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7, 2020
    • 2 replies
    • 718 views
    • 
    • david rigby
    • May 7, 2020

37. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • April 28, 2020

38. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12, 2020
    • 2 replies
    • 829 views
    • 
    • Suckafish
    • April 16, 2020

39. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14, 2020
    • 0 replies
    • 480 views
    • 
    • Peter Gulia
    • April 14, 2020

40. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.8k views
    • 
    • JRN
    • April 1, 2020

41. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 662 views
    • 
    • QP_Guy
    • March 23, 2020

42. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17, 2020
    • 5 replies
    • 1k views
    • 
    • G8Rs
    • March 20, 2020

43. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.8k views
    • 
    • Luke Bailey
    • March 13, 2020

44. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 1.3k views
    • 
    • SteveS
    • March 12, 2020

45. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 2.1k views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

46. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
    • 0 replies
    • 512 views
    • 
    • AlbanyConsultant
    • February 27, 2020

47. Charter School 403(b)

    By oldman63, February 20, 2020
    • 2 replies
    • 1.7k views
    • 
    • oldman63
    • February 21, 2020

48. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 2.1k views
    • 
    • perkinsran
    • January 26, 2020

49. Employee contributions 5500 requirement

    By Just Tri, November 18, 2019
    • 1 reply
    • 700 views
    • 
    • baneja
    • November 19, 2019

50. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 647 views
    • 
    • cpc0506
    • November 15, 2019