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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. 2 plans - one non-ERISA and one ERISA

    By cpc0506,
    • 3 replies
    • 751 views

  2. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 751 views

  3. 403(b) public school employee. Need advice

    By Brett Smith,
    • 3 replies
    • 746 views

  4. PEO and 403(b)

    By EMB,
    • 1 reply
    • 744 views

  5. RMD as installments/annuity when not permitted in document

    By AlbanyConsultant,
    • 3 replies
    • 741 views

  6. Midyear vesting change adopted 12/31 and anti-cutback rules

    By kmhaab,
    • 3 replies
    • 739 views

  7. application of 25% deductibility limit to church plan

    By Ben Jensen,
    • 1 reply
    • 739 views

  8. SECURE 2.0 Sec. 102 application to 403(b)?

    By Patricia Neal Jensen,
    • 4 replies
    • 739 views

  9. Lete deposit of deferrals - file under VFC or not?

    By Belgarath,
    • 1 reply
    • 731 views

  10. Should a plan sponsor continue, or get rid of, its automatic-contribution arrangement?

    By Peter Gulia,
    • 3 replies
    • 727 views

  11. 403(b) needs help w/Vol Comp Prog filing

    By Florida1,   
    • 2 replies
    • 727 views

  12. Schedule H Question

    By Stash026,
    • 2 replies
    • 725 views

  13. Consolidating multiple providers 403(b)

    By The Bartender,
    • 2 replies
    • 715 views

  14. Failure to Make Matching Contributions

    By oldman63,
    • 2 replies
    • 715 views

  15. Advisory letter used for (ostensibly) pre-approved plan, ostensibly dated 9/30/2014

    By Belgarath,
    • 4 replies
    • 708 views

  16. 403(b) - Ability to Take Over Contract

    By Suckafish,
    • 2 replies
    • 705 views

  17. ACP Testing

    By metsfan026,
    • 1 reply
    • 701 views

  18. Foundation with employees in U.S. and Canada

    By Belgarath,
    • 2 replies
    • 695 views

  19. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 694 views

  20. ERISA 403(b) Plan - two participants

    By 401(k)athryn,
    • 3 replies
    • 688 views

  21. the latest on pre-approved documents

    By Tom Poje,
    • 1 reply
    • 686 views

  22. 403(b) and SEP

    By Jim Chad,
    • 1 reply
    • 685 views

  23. Automatic Rollover

    By oldman63,
    • 3 replies
    • 684 views

  24. Less than 20 hours a week excluded

    By austin3515,
    • 3 replies
    • 683 views

  25. Non-ERISA 403(b) Satisfy CalSavers Exemption?

    By Patricia Neal Jensen,
    • 1 reply
    • 672 views

  26. Adding last day

    By 30Rock,
    • 2 replies
    • 662 views

  27. "Normally works more than 20 hours per week"

    By BG5150,
    • 1 reply
    • 655 views

  28. Amending a plan to make part time Participants un-eligible???

    By Craig Garner,
    • 2 replies
    • 654 views

  29. "easy" eligibility question crossing the plan year

    By AlbanyConsultant,
    • 2 replies
    • 653 views

  30. Gov't Non-Erisa 403(b) Match

    By Jennifer D.,
    • 2 replies
    • 652 views

  31. Cutback changes to Non-ERISA 403(b) Plan

    By oldman63,
    • 2 replies
    • 648 views

  32. Contribution classification correction

    By SundanceKid,
    • 3 replies
    • 647 views

  33. Exclusions due to 20 or fewer hours of service

    By leighl,
    • 1 reply
    • 647 views

  34. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 646 views

  35. 403b/401k combo

    By austin3515,
    • 1 reply
    • 646 views

  36. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen,   
    • 2 replies
    • 645 views

  37. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 636 views

  38. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 634 views

  39. 403b HCE

    By Dougsbpc,
    • 2 replies
    • 632 views

  40. Form 5300 not on pay.gov ??

    By gc@chimentowebb.com,
    • 0 replies
    • 631 views

  41. 401k and 403b Sponsored

    By austin3515,
    • 1 reply
    • 630 views

  42. Church plan mergers - 401a/k merging into 403b

    By 30Rock,
    • 0 replies
    • 629 views

  43. ERISA or NonErisa Plan

    By R.G.,
    • 2 replies
    • 628 views

  44. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 627 views

  45. excluded compensation

    By Earl,
    • 1 reply
    • 626 views

  46. Automatic enrollment exemption if plans merge?

    By AlbanyConsultant,
    • 0 replies
    • 624 views

  47. 415 Plan Year as Limitation Year

    By austin3515,
    • 2 replies
    • 622 views

  48. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63,
    • 1 reply
    • 621 views

  49. Moving to Single Vendor

    By khn,
    • 1 reply
    • 621 views

  50. 403(b) ineligible employer - no 5500's

    By WCC,
    • 1 reply
    • 619 views
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