403(b) Plans, Accounts or Annuities

2,058 topics in this forum

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

   By BG5150, September 11, 2020
   • 3 replies
   • 1.3k views
   • 
   • Sellarsian
   • September 14, 2020

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

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

3. 403b doc restatement - next cycle

   By jmartin, September 11, 2020
   • 1 reply
   • 892 views
   • 
   • Patricia Neal Jensen
   • May 31, 2022

4. IRS tax levies on 403(b) annuities

   By Ian, August 24, 2020
   • 5 replies
   • 2.6k views
   • 
   • Peter Gulia
   • August 26, 2020

5. Church wants to use tax credit

   By ldr, August 6, 2020   

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

6. "easy" eligibility question crossing the plan year

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

7. Partial Plan Termination Vesting

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

8. 403b pre-approved non-amenders

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

9. non-ERISA 403(b)?

   By JustMe, July 10, 2020
   • 6 replies
   • 1.1k views
   • 
   • MWeddell
   • July 24, 2020

10. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 2.3k views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

11. Public School plan - union employees

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

12. 403(b) nonamenders

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

13. 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
    • 816 views
    • 
    • Peter Gulia
    • June 29, 2020

14. 403(b) Match done on Fiscal Year compensation

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

15. Plan never formally adopted a plan document

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

16. inactive 403(b) plan

    By Santo Gold, June 3, 2020
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • June 3, 2020

17. 403(b) for HCEs / 401k for NHCEs

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

18. Annuity Distribution Rollover from Break in Service

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

19. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 28, 2020

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

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

21. 403(b) - Ability to Take Over Contract

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

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

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

23. Consequence of Missed Restatement Date

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

24. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 1.2k views
    • 
    • SteveS
    • March 12, 2020

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

    By austin3515, March 9, 2020
    • 1 reply
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

26. maintaining the administrative addendum?

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

27. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • March 13, 2020

28. Charter School 403(b)

    By oldman63, February 20, 2020
    • 2 replies
    • 1.3k views
    • 
    • oldman63
    • February 21, 2020

29. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1, 2020
    • 3 replies
    • 2.4k views
    • 
    • 401Kerfuffle
    • March 17, 2022

30. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 1.7k views
    • 
    • perkinsran
    • January 26, 2020

31. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

32. Employee contributions 5500 requirement

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

33. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

34. Church plan and allocation hours for non-elective

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

35. Anti-cutback problem?

    By Belgarath, October 24, 2019
    • 3 replies
    • 986 views
    • 
    • Belgarath
    • October 29, 2019

36. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 24, 2019

37. 403b hardship

    By Carike, October 17, 2019   

    • suspend
    • 5 replies
    • 1.4k views
    • 
    • LANDO
    • October 21, 2019

38. Correcting Missed Elective Deferrals for Terminated Participants

    By Miner88, October 17, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • October 18, 2019

39. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 15, 2019

40. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 1.4k views
    • 
    • Lou S.
    • October 10, 2019

41. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 541 views
    • 
    • Mr Bagwell
    • September 30, 2019

42. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 903 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

43. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 995 views
    • 
    • Belgarath
    • September 12, 2019

44. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 468 views
    • 
    • AlbanyConsultant
    • September 10, 2019

45. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 1.1k views
    • 
    • FPGuy
    • September 11, 2019

46. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 775 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

47. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 797 views
    • 
    • hr for me
    • August 31, 2019

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

    By ATM, August 15, 2019
    • 3 replies
    • 930 views
    • 
    • Luke Bailey
    • August 20, 2019

49. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 2.7k views
    • 
    • FPGuy
    • August 6, 2019

50. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 746 views
    • 
    • Old Lawyer
    • July 29, 2019