403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b)

   By Guest Ralph Amadio, June 25, 2002
   • 8 replies
   • 2.5k views
   • 
   • mbozek
   • September 23, 2002

2. rollover transactions

   By Guest brookdaletsa, October 22, 1998
   • 8 replies
   • 3.4k views
   • 
   • Guest
   • October 30, 1998

3. 403(b) Plan In Combination With A Qualified Plan

   By Guest merlin, November 7, 2007
   • 8 replies
   • 2.5k views
   • 
   • QDROphile
   • November 7, 2007

4. Non-Amender

   By oldman, April 19, 2012
   • 8 replies
   • 2.9k views
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   • John Feldt ERPA CPC QPA
   • October 5, 2012

5. May a non-profit terminate a 403b and start a 401k plan in the same year?

   By wcj99, February 8, 2013
   • 8 replies
   • 6.5k views
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   • Carol V. Calhoun
   • April 11, 2013

6. Freezing a 403(b) Plan - Vesting Required?

   By Guest cphcs, May 24, 2010
   • 8 replies
   • 5.2k views
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   • Guest
   • May 27, 2010

7. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 3.3k views
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   • Lisa
   • March 15, 2017

8. Merger of 401(k) Plan into 403(b) Plan - possible under new law?

   By traveler, June 22, 2001
   • 8 replies
   • 11.4k views
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   • CassandraS
   • February 29, 2012

9. Vesting in 403(b) plan

   By Guest cjthornton, May 14, 2003
   • 8 replies
   • 4.1k views
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   • QDROphile
   • May 20, 2003

10. Getting MEA Info from Employees

    By Scott, February 12, 1999
    • 8 replies
    • 2.5k views
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    • Guest
    • March 12, 1999

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

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

12. Comp Exclusions for Deferrals

    By Guest Serena, July 23, 2010
    • 8 replies
    • 2.9k views
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    • Guest
    • December 15, 2011

13. IRS Audit of Public University 403(b) Plan

    By Guest gaham, August 9, 2013
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • August 9, 2013

14. Frozen 403(b) - is there a way to force the sole remaining participan

    By Guest Nadia, December 12, 2001
    • 8 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • January 8, 2002

15. SBJPA Amendment Deadline

    By Christine Roberts, July 18, 1999
    • 8 replies
    • 2.1k views
    • 
    • Christine Roberts
    • July 30, 1999

16. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

17. Code Section 415(k)(4) and 403(b)'s

    By traveler, January 23, 2002
    • 8 replies
    • 3.2k views
    • 
    • Carol V. Calhoun
    • April 19, 2002

18. Use of TIAA-CREF As Sole Investment Provider

    By Christine Roberts, December 30, 2002
    • 8 replies
    • 2.9k views
    • 
    • QDROphile
    • January 28, 2003

19. 403b Universal Availability

    By austin3515, July 12, 2011
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • July 12, 2011

20. Universal Availability - pseudo plan termination?

    By Guest wiltony, May 21, 2013
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2013

21. Confusing 403(b) elgibility provisions.

    By Lori H, November 20, 2013
    • 8 replies
    • 5.7k views
    • 
    • Tom Poje
    • December 16, 2013

22. In-Service Distribution

    By Randy Watson, June 30, 2009
    • 8 replies
    • 3.2k views
    • 
    • Lori H
    • November 17, 2009

23. 403(b) and 401a PS Plan

    By austin3515, March 2, 2018
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • March 21, 2018

24. MEA Calculations-Need help!

    By Guest Benmark, December 22, 1999
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • March 26, 2000

25. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 3.4k views
    • 
    • K2retire
    • October 18, 2013

26. Exchange Traded Funds in a 403(b)7 - is it doable?

    By Guest scottyd, April 2, 2004
    • 8 replies
    • 5.8k views
    • 
    • mbozek
    • April 20, 2004

27. 403(b)Plan documents

    By Guest Kent Scrivener, March 13, 2000
    • 8 replies
    • 2.6k views
    • 
    • Alf
    • April 18, 2000

28. W2 Compensation To Use For Testing

    By metsfan026, September 23, 2024
    • 8 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • September 24, 2024

29. Final Regulations

    By Randy Watson, May 1, 2007
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2007

30. ERISA Plans Doomed to Fail Universal Availability?

    By austin3515, July 8, 2010
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • September 1, 2010

31. 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
    • 832 views
    • 
    • Peter Gulia
    • June 29, 2020

32. 403(b) QDROs

    By IRA, October 16, 2013
    • 8 replies
    • 5.9k views
    • 
    • mbozek
    • October 25, 2013

33. 403(b) - does adoption agreement trump non-ERISA status?

    By Guest ellis14, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • mbozek
    • November 26, 2014

34. Control Group

    By Madison71, March 23, 2010
    • 8 replies
    • 3.2k views
    • 
    • TLGeer
    • April 6, 2010

35. Question about defining "compensation"

    By mariemonroe, May 12, 2008
    • 8 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • May 14, 2008

36. 403(b) contributions - law changed?

    By Guest Mary Ann, October 23, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 25, 2002

37. Roll from b to k of same employer?

    By John A, July 11, 2001
    • 8 replies
    • 2k views
    • 
    • PMC
    • August 7, 2001

38. Pre 2005 Contracts

    By Randy Watson, November 20, 2008
    • 8 replies
    • 2.3k views
    • 
    • J Simmons
    • January 22, 2009

39. Hardships

    By rlb64, February 16, 2005
    • 7 replies
    • 3.4k views
    • 
    • joel
    • February 22, 2005

40. Failure of employer/custodian to timely enroll employee

    By Guest skiprx, December 16, 2004
    • 7 replies
    • 2.2k views
    • 
    • E as in ERISA
    • December 17, 2004

41. Used to be FT, now PT. Still eligible?

    By Santo Gold, November 4, 2015
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • February 8, 2016

42. Exclude Ee's working less than 20 hours per week

    By austin3515, May 26, 2015
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • May 27, 2015

43. 403(b) and a SEP

    By Guest condor, September 30, 1998
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • October 21, 1998

44. 403b distributions

    By gregburst, October 28, 2013   

    • Must J&S be offered
    • 7 replies
    • 4.2k views
    • 
    • Belgarath
    • October 30, 2013

45. Allowable Options for Non-ERISA 403(b)

    By Chalk R. Palin, October 30, 2008
    • 7 replies
    • 2.4k views
    • 
    • Peter Gulia
    • November 1, 2008

46. Faculty, Hours and Summer Months

    By austin3515, August 8, 2011
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • August 10, 2011

47. Eligibility Issues: Equivalancies

    By Guest STLGiant, March 6, 2002
    • 7 replies
    • 2.5k views
    • 
    • mbozek
    • March 7, 2002

48. Confused on 403(b) Basics in 2009

    By Below Ground, October 31, 2008
    • 7 replies
    • 2k views
    • 
    • J Simmons
    • November 5, 2008

49. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 1.1k views
    • 
    • Luke Bailey
    • July 11, 2022

50. 403b and 401k / Aggregation of ER Contribs for Testing

    By austin3515, November 3, 2013
    • 7 replies
    • 4.4k views
    • 
    • austin3515
    • December 9, 2015