403(b) Plans, Accounts or Annuities

2,068 topics in this forum

1. Charter School 403(b)

   By oldman63, February 20, 2020
   • 2 replies
   • 1.8k views
   • 
   • oldman63
   • February 21, 2020

2. 403b Er Contribution testing

   By perkinsran, January 20, 2020
   • 5 replies
   • 2.4k views
   • 
   • perkinsran
   • January 26, 2020

3. Employee contributions 5500 requirement

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

4. Church plan and allocation hours for non-elective

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

5. due date for non-profit ER contribution

   By Santo Gold, March 2, 2012
   • 3 replies
   • 8.9k views
   • 
   • TPApril
   • November 15, 2019

6. Anti-cutback problem?

   By Belgarath, October 24, 2019
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • October 29, 2019

7. Small Amounts in 403(b) Annuities Plans

   By bveinger, October 22, 2019
   • 5 replies
   • 1.7k views
   • 
   • Peter Gulia
   • October 24, 2019

8. 403b hardship

   By Carike, October 17, 2019   

   • suspend
   • 5 replies
   • 1.8k views
   • 
   • LANDO
   • October 21, 2019

9. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, October 17, 2019
   • 1 reply
   • 1.7k views
   • 
   • Luke Bailey
   • October 18, 2019

10. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • October 15, 2019

11. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 1.5k views
    • 
    • TPApril
    • October 10, 2019

12. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 1.9k views
    • 
    • Lou S.
    • October 10, 2019

13. 403(b) to 401(k) - Apologies if redundant

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

14. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

15. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • September 12, 2019

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

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 1.5k views
    • 
    • FPGuy
    • September 11, 2019

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

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

18. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

19. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 1.1k views
    • 
    • hr for me
    • August 31, 2019

20. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 3.5k views
    • 
    • TPApril
    • August 29, 2019

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

    By ATM, August 15, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 20, 2019

22. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 4.8k views
    • 
    • FPGuy
    • August 6, 2019

23. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 1.2k views
    • 
    • Old Lawyer
    • July 29, 2019

24. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 1.4k views
    • 
    • oldman63
    • July 15, 2019

25. Plan Amendment Effective, but Late Adopted

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

26. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24, 2019
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • July 3, 2019

27. Nondiscrimination Testing for Two Identical Plans of the Employer

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

28. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 2.2k views
    • 
    • Belgarath
    • June 27, 2019

29. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 8.2k views
    • 
    • nancy
    • June 13, 2019

30. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 1.4k views
    • 
    • loserson
    • June 12, 2019

31. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 2.8k views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

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

    By BG5150, June 6, 2019
    • 10 replies
    • 2.9k views
    • 
    • Belgarath
    • June 11, 2019

33. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 1.9k views
    • 
    • BTG
    • June 3, 2019

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

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • May 28, 2019

35. Public School / Non-ERISA Plan

    By austin3515, May 24, 2019
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • May 24, 2019

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

    By KaJay, April 12, 2019
    • 1 reply
    • 2.4k views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

37. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 22.9k views
    • 
    • Renier
    • April 3, 2019

38. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 2.5k views
    • 
    • Belgarath
    • March 28, 2019

39. 403(b) - ineligible employee fixes

    By Griswold, March 26, 2019
    • 4 replies
    • 1.3k views
    • 
    • Griswold
    • March 27, 2019

40. 403b HCE

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

41. 401k and 403b Sponsored

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

42. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 4.2k views
    • 
    • Doc Ument
    • February 13, 2019

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

    By TPApril, September 15, 2018
    • 23 replies
    • 7.9k views
    • 
    • Belgarath
    • February 1, 2019

44. Moving to Single Vendor

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

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

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

46. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • January 22, 2019

47. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

48. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • January 17, 2019

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

    By AJC, January 17, 2019
    • 3 replies
    • 1.8k views
    • 
    • AJC
    • January 17, 2019

50. Safe harbor match, employees excluded from match only

    By Belgarath, January 8, 2019
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • January 11, 2019