403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Form 5500

   By ag780, July 13, 2011
   • 2 replies
   • 1.3k views
   • 
   • TPApril
   • October 10, 2019

2. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8, 2019   

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

3. 403(b) to 401(k) - Apologies if redundant

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

4. Boys and Girls Club

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

5. 403b restatement effective date

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

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

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

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

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

8. ERISA and Non-ERISA 403(b)

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

9. 403b forfeitures to new 401k

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

10. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3k views
    • 
    • TPApril
    • August 29, 2019

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

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

12. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 2.8k views
    • 
    • FPGuy
    • August 6, 2019

13. 403(b) public school employee. Need advice

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

14. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • oldman63
    • July 15, 2019

15. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 544 views
    • 
    • david rigby
    • July 8, 2019

16. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24, 2019
    • 4 replies
    • 950 views
    • 
    • Belgarath
    • July 3, 2019

17. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3, 2019
    • 1 reply
    • 628 views
    • 
    • CuseFan
    • July 3, 2019

18. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.8k views
    • 
    • Belgarath
    • June 27, 2019

19. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 7.1k views
    • 
    • nancy
    • June 13, 2019

20. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 922 views
    • 
    • loserson
    • June 12, 2019

21. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 2.1k views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

22. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 2.3k views
    • 
    • Belgarath
    • June 11, 2019

23. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 1.5k views
    • 
    • BTG
    • June 3, 2019

24. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • May 28, 2019

25. Public School / Non-ERISA Plan

    By austin3515, May 24, 2019
    • 2 replies
    • 830 views
    • 
    • austin3515
    • May 24, 2019

26. Can active employee contribute unused vacation time to 403(b)?

    By KaJay, April 12, 2019
    • 1 reply
    • 2k views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

27. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 20.1k views
    • 
    • Renier
    • April 3, 2019

28. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 2.2k views
    • 
    • Belgarath
    • March 28, 2019

29. 403(b) - ineligible employee fixes

    By Griswold, March 26, 2019
    • 4 replies
    • 963 views
    • 
    • Griswold
    • March 27, 2019

30. 403b HCE

    By Dougsbpc, March 18, 2019
    • 2 replies
    • 636 views
    • 
    • Dougsbpc
    • March 19, 2019

31. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 635 views
    • 
    • Belgarath
    • February 21, 2019

32. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.4k views
    • 
    • Doc Ument
    • February 13, 2019

33. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 5.5k views
    • 
    • Belgarath
    • February 1, 2019

34. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 634 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

35. Plan document not updated for final 403(b) regulations

    By oldman63, January 24, 2019
    • 1 reply
    • 560 views
    • 
    • Kevin C
    • January 24, 2019

36. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • January 22, 2019

37. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

38. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 17, 2019

39. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17, 2019
    • 3 replies
    • 1.4k views
    • 
    • AJC
    • January 17, 2019

40. Safe harbor match, employees excluded from match only

    By Belgarath, January 8, 2019
    • 5 replies
    • 890 views
    • 
    • Belgarath
    • January 11, 2019

41. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 4k views
    • 
    • lm64
    • January 3, 2019

42. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 2.2k views
    • 
    • lm64
    • January 3, 2019

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

    By oldman63, January 2, 2019
    • 2 replies
    • 663 views
    • 
    • david rigby
    • January 2, 2019

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

    By kmhaab, December 28, 2018
    • 3 replies
    • 752 views
    • 
    • kmhaab
    • December 31, 2018

45. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • December 6, 2018

46. Failure to Make Matching Contributions

    By oldman63, December 4, 2018
    • 2 replies
    • 718 views
    • 
    • Luke Bailey
    • December 5, 2018

47. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 7.5k views
    • 
    • Bird
    • December 3, 2018

48. 403(b) ineligible employer - no 5500's

    By WCC, November 12, 2018
    • 1 reply
    • 628 views
    • 
    • Carol V. Calhoun
    • November 13, 2018

49. excluded compensation

    By Earl, October 24, 2018
    • 1 reply
    • 632 views
    • 
    • PensionPro
    • October 24, 2018

50. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 905 views
    • 
    • Bill Sweetnam
    • October 19, 2018