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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. Form 5500

    By ag780,
    • 2 replies
    • 1.3k views

  2. Use of Non-Vested Participant Balances Early

    By ERISAGal,   
    • 4 replies
    • 1.5k views

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

    By HarleyBabe,
    • 2 replies
    • 596 views

  4. Boys and Girls Club

    By cpc0506,
    • 2 replies
    • 982 views

  5. 403b restatement effective date

    By Megandps,
    • 1 reply
    • 1k views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 0 replies
    • 519 views

  8. ERISA and Non-ERISA 403(b)

    By Jennifer D.,
    • 2 replies
    • 836 views

  9. 403b forfeitures to new 401k

    By TPApril,
    • 1 reply
    • 862 views

  10. 403b - Forfs Revert to Employer

    By austin3515,
    • 9 replies
    • 3k views

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

    By ATM,
    • 3 replies
    • 982 views

  12. 1035 Exchange - variable annuity

    By shERPA,
    • 6 replies
    • 3.2k views

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

    By Brett Smith,
    • 3 replies
    • 787 views

  14. $5,000 Cash-Out

    By oldman63,
    • 3 replies
    • 1.2k views

  15. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21,
    • 1 reply
    • 568 views

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

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  17. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63,
    • 1 reply
    • 660 views

  18. 20 hour exclusion

    By Belgarath,
    • 9 replies
    • 1.9k views

  19. 403(b) Money Purchase Pension Plan?

    By chris,
    • 20 replies
    • 7.4k views

  20. 403(b) Cash or Deferred?

    By Patricia Neal Jensen,   
    • 4 replies
    • 981 views

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

    By 401(k)athryn,
    • 4 replies
    • 2.2k views

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

    By BG5150,
    • 10 replies
    • 2.5k views

  23. Universal Availability

    By BTG,
    • 3 replies
    • 1.5k views

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

    By Jeff Kirtner,
    • 6 replies
    • 1.2k views

  25. Public School / Non-ERISA Plan

    By austin3515,
    • 2 replies
    • 856 views

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

    By KaJay,
    • 1 reply
    • 2.1k views

  27. 414(h) plan

    By Guest Dick Lane,
    • 2 replies
    • 20.8k views

  28. Exclusion of Students for Coverage Testing

    By Guest Lane,
    • 7 replies
    • 2.2k views

  29. 403(b) - ineligible employee fixes

    By Griswold,
    • 4 replies
    • 1k views

  30. 403b HCE

    By Dougsbpc,
    • 2 replies
    • 679 views

  31. 401k and 403b Sponsored

    By austin3515,
    • 1 reply
    • 667 views

  32. Safe harbor match - eligibility

    By Retirement Geek,   
    • 8 replies
    • 3.6k views

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

    By TPApril,
    • 23 replies
    • 5.9k views

  34. Moving to Single Vendor

    By khn,
    • 1 reply
    • 672 views

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

    By oldman63,
    • 1 reply
    • 588 views

  36. Compensation Exclusions

    By Brigid,
    • 5 replies
    • 1.1k views

  37. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen,   
    • 4 replies
    • 1.1k views

  38. Error in 2009 good faith 403b document

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

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

    By AJC,
    • 3 replies
    • 1.5k views
    • AJC
    • AJC

  40. Safe harbor match, employees excluded from match only

    By Belgarath,
    • 5 replies
    • 947 views

  41. 415 limit for 403b and 401k plans

    By dmb,
    • 15 replies
    • 4.5k views

  42. TAMRA Plans

    By austin3515,
    • 2 replies
    • 2.3k views

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

    By oldman63,
    • 2 replies
    • 692 views

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

    By kmhaab,
    • 3 replies
    • 801 views

  45. Contributions Based on Deferral Election

    By 401_noob,
    • 6 replies
    • 3.2k views

  46. Failure to Make Matching Contributions

    By oldman63,
    • 2 replies
    • 753 views

  47. 403b Contributions in New Jersey

    By austin3515,
    • 7 replies
    • 8.5k views

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

    By WCC,
    • 1 reply
    • 650 views

  49. excluded compensation

    By Earl,
    • 1 reply
    • 670 views

  50. 403(b) and PEO

    By 52626,
    • 2 replies
    • 970 views
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