403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. TSA plan with issues.

   By Lori H, September 29, 2009
   • 4 replies
   • 1.6k views
   • 
   • Lori H
   • October 1, 2009

2. TSA to 401k

   By Guest tar0930, March 23, 2007
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • March 23, 2007

3. TSA to TSA transfer refused by Fund Sponsor

   By Guest ripet503, June 3, 1999
   • 2 replies
   • 2k views
   • 
   • jlf
   • June 3, 1999

4. Two 403(b) Plans

   By Guest Tad77, March 3, 2008
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 3, 2008

5. Two 403(b) plans - effective availability /anti conditioning rule

   By Guest Cher, November 4, 2008
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • November 4, 2008

6. two 403(b) plans and transferring between them

   By Pinefresh, May 12, 2016
   • 6 replies
   • 1.2k views
   • 
   • QDROphile
   • May 24, 2016

7. Two differnt match formulas in same plan

   By Nancy D, June 19, 2012
   • 2 replies
   • 1.6k views
   • 
   • Nancy D
   • June 20, 2012

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

   By AlbanyConsultant, November 15, 2021
   • 2 replies
   • 868 views
   • 
   • Peter Gulia
   • November 16, 2021

9. two years of eligibility in a 403(b) plan

   By Guest JONB, February 10, 1999
   • 2 replies
   • 2.6k views
   • 
   • Everett Moreland
   • February 19, 1999

10. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant, February 20, 2018
    • 0 replies
    • 516 views
    • 
    • AlbanyConsultant
    • February 20, 2018

11. unbundled 403b providers?

    By gregburst, February 13, 2013
    • 2 replies
    • 1.2k views
    • 
    • joel
    • March 18, 2013

12. understanding a 403b

    By K-t-F, June 22, 2006
    • 2 replies
    • 2.1k views
    • 
    • K-t-F
    • June 22, 2006

13. Unilateral transfer of 403(b) accounts to new vendor by sponsor.

    By Guest andmik, April 11, 2001
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • May 2, 2001

14. Unintended deferrals

    By 30Rock, December 30, 2010
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 30, 2010

15. Union employees

    By Guest Pension Girl, March 12, 2010
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • March 13, 2010

16. Union members were mistakenly included in 403(b) plan. Can the plan be

    By Guest deedee, March 20, 2003
    • 7 replies
    • 3.9k views
    • 
    • GBurns
    • April 5, 2003

17. Universal Availability

    By Guest rcole, November 3, 2009
    • 2 replies
    • 1.7k views
    • 
    • rcline46
    • November 16, 2009

18. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 1.4k views
    • 
    • BTG
    • June 3, 2019

19. Universal Availability

    By JRN, May 19, 2008
    • 0 replies
    • 2k views
    • 
    • JRN
    • May 19, 2008

20. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • April 15, 2014

21. Universal Availability

    By katieinny, August 24, 2007
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • August 29, 2007

22. Universal Availability

    By Guest B2Randolph, October 16, 2008
    • 18 replies
    • 5k views
    • 
    • Guest
    • October 27, 2008

23. Universal Availability

    By jpod, April 4, 2008
    • 9 replies
    • 3.4k views
    • 
    • Guest
    • July 19, 2008

24. Universal availability

    By Belgarath, February 11, 2021
    • 4 replies
    • 923 views
    • 
    • Belgarath
    • March 1, 2021

25. universal availability

    By Guest lskin, October 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 5, 2006

26. Universal Availability - Effective Opportunity

    By jpod, May 9, 2013
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • May 9, 2013

27. Universal Availability - Part-Time Employees

    By Guest Tom:, February 5, 2010
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 9, 2010

28. Universal Availability - pseudo plan termination?

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

29. Universal availability and LTPT rules

    By JRN, January 24, 2024
    • 2 replies
    • 1k views
    • 
    • AlbanyConsultant
    • February 28, 2024

30. Universal Availability and part time employees

    By Lori H, October 7, 2014
    • 3 replies
    • 942 views
    • 
    • Lori H
    • October 8, 2014

31. universal availability and the 20 hours/week rule

    By Guest Mr. Kite, July 12, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 14, 2007

32. Universal availability failure

    By Guest Pennysaver, July 11, 2011
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 16, 2011

33. Universal Availability Rule

    By katdmin, April 12, 2021
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • April 12, 2021

34. Universal Availability Rule

    By Ken Davis, October 1, 2012
    • 2 replies
    • 1.9k views
    • 
    • Ken Davis
    • October 2, 2012

35. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 4.1k views
    • 
    • Kevin C
    • April 8, 2015

36. Universal Availability--403(b)(12)

    By lkpittman, August 15, 2000
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • August 16, 2000

37. universal eligibility

    By Guest rsmelson, November 10, 1998
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • November 10, 1998

38. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com, February 28, 2022
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • March 4, 2022

39. University 403(b) Plans

    By Guest cphcs, June 19, 2008
    • 3 replies
    • 2.2k views
    • 
    • TLGeer
    • August 4, 2008

40. Unresponsive Providers

    By Randy Watson, December 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • December 9, 2008

41. Unused Leave and Separation from Service

    By Appleby, February 6, 2006
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • February 10, 2006

42. unusual benefit arrangement

    By K2retire, October 10, 2013
    • 8 replies
    • 3.3k views
    • 
    • K2retire
    • October 18, 2013

43. Updating 403(b) for Final 401(k)?

    By Guest KMP, November 6, 2006
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • November 6, 2006

44. Updating 403(b) plan docs.

    By Guest Frankie, July 12, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • July 14, 2002

45. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

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

46. Use of TIAA-CREF As Sole Investment Provider

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

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

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

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

    By AlbanyConsultant, October 11, 2023
    • 2 replies
    • 797 views
    • 
    • AlbanyConsultant
    • October 12, 2023

49. Using 403(b) Contract as Collateral for a participant Loan Under an ER

    By Guest Laura, March 21, 2003
    • 4 replies
    • 7.3k views
    • 
    • 403BWilder
    • September 28, 2017

50. VACATION PAY, SICK PAY..............

    By Guest alan24, January 24, 2005
    • 6 replies
    • 4.2k views
    • 
    • Guest
    • March 28, 2007