403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. IRS tax levies on 403(b) annuities

   By Ian, August 24, 2020
   • 5 replies
   • 926 views
   • 
   • Peter Gulia
   • August 26, 2020

2. Church wants to use tax credit

   By ldr, August 6, 2020   

   • secure act
   • church
   • 3 replies
   • 635 views
   • 
   • Patricia Neal Jensen
   • August 10, 2020

3. Partial Plan Termination Vesting

   By Belgarath, August 4, 2020
   • 3 replies
   • 493 views
   • 
   • Patricia Neal Jensen
   • August 5, 2020

4. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4, 2020
   • 2 replies
   • 333 views
   • 
   • AlbanyConsultant
   • August 4, 2020

5. 403b pre-approved non-amenders

   By austin3515, July 22, 2020
   • 7 replies
   • 430 views
   • 
   • Carol V. Calhoun
   • July 24, 2020

6. non-ERISA 403(b)?

   By JustMe, July 10, 2020
   • 6 replies
   • 705 views
   • 
   • MWeddell
   • July 24, 2020

7. 403(b) Match done on Fiscal Year compensation

   By ratherbereading, June 4, 2020
   • 3 replies
   • 482 views
   • 
   • MWeddell
   • July 24, 2020

8. 403(b) for HCEs / 401k for NHCEs

   By austin3515, May 19, 2020
   • 3 replies
   • 522 views
   • 
   • austin3515
   • July 10, 2020

9. Church Plan

   By oldman63, November 15, 2019
   • 3 replies
   • 701 views
   • 
   • Patricia Neal Jensen
   • July 9, 2020

10. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 861 views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

11. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

12. 403(b) nonamenders

    By Belgarath, July 2, 2020
    • 2 replies
    • 426 views
    • 
    • Belgarath
    • July 7, 2020

13. Public School plan - union employees

    By Belgarath, July 3, 2020
    • 3 replies
    • 427 views
    • 
    • Luke Bailey
    • July 6, 2020

14. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

    By Peter Gulia, June 26, 2020   

    • 403(b); hardship; vendor
    • 8 replies
    • 561 views
    • 
    • Peter Gulia
    • June 29, 2020

15. Plan never formally adopted a plan document

    By Trisports, June 3, 2020
    • 1 reply
    • 572 views
    • 
    • justanotheradmin
    • June 3, 2020

16. inactive 403(b) plan

    By Santo Gold, June 3, 2020
    • 1 reply
    • 799 views
    • 
    • Peter Gulia
    • June 3, 2020

17. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7, 2020
    • 2 replies
    • 402 views
    • 
    • david rigby
    • May 7, 2020

18. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 704 views
    • 
    • Kevin C
    • April 28, 2020

19. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12, 2020
    • 2 replies
    • 469 views
    • 
    • Suckafish
    • April 16, 2020

20. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14, 2020
    • 0 replies
    • 280 views
    • 
    • Peter Gulia
    • April 14, 2020

21. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.1k views
    • 
    • JRN
    • April 1, 2020

22. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 359 views
    • 
    • QP_Guy
    • March 23, 2020

23. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17, 2020
    • 5 replies
    • 637 views
    • 
    • G8Rs
    • March 20, 2020

24. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 13, 2020

25. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 819 views
    • 
    • SteveS
    • March 12, 2020