403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. $5,000 Cash-Out

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

2. Plan Amendment Effective, but Late Adopted

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

3. ETF's / Custodial Account

   By beartd, July 3, 2019
   • 2 replies
   • 1.9k views
   • 
   • Luke Bailey
   • January 26, 2021

4. Nondiscrimination Testing for Two Identical Plans of the Employer

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

5. 401(a) profit sharing and 403(b) annuity

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

6. Annual notice required to satisfy universal availability?

   By 403BWilder, June 24, 2019   

   • universal availability
   • participant notice
   • (and 1 more)

     Tagged with:

     • universal availability
     • participant notice
     • nondiscrimination testing
   • 4 replies
   • 3k views
   • 
   • ERISADC
   • May 19, 2021

7. 20 hour exclusion

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

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

   By BG5150, June 6, 2019
   • 10 replies
   • 2.4k views
   • 
   • Belgarath
   • June 11, 2019

9. 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

10. Universal Availability

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

11. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

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

12. Public School / Non-ERISA Plan

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

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

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

14. 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

15. 403(b) - ineligible employee fixes

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

16. 403b HCE

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

17. 401k and 403b Sponsored

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

18. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 3.5k views
    • 
    • Doc Ument
    • February 13, 2019

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

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

20. Moving to Single Vendor

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

21. Compensation Exclusions

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

22. 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

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

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

24. Error in 2009 good faith 403b document

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

25. Safe harbor match, employees excluded from match only

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

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

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

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

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

28. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 2.3k views
    • 
    • lm64
    • January 3, 2019

29. Failure to Make Matching Contributions

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

30. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 7.7k views
    • 
    • Bird
    • December 3, 2018

31. 403(b) ineligible employer - no 5500's

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

32. excluded compensation

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

33. 403(b) and PEO

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

34. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 665 views
    • 
    • Kevin C
    • October 17, 2018

35. controlled group - single board of directors?

    By WCC, October 9, 2018
    • 2 replies
    • 874 views
    • 
    • PensionPro
    • October 10, 2018

36. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC, October 4, 2018
    • 0 replies
    • 1k views
    • 
    • IHC
    • October 4, 2018

37. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 1.1k views
    • 
    • PensionPro
    • October 2, 2018

38. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 2k views
    • 
    • Griswold
    • September 28, 2018

39. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 1.9k views
    • 
    • Luke Bailey
    • September 24, 2018

40. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19, 2018
    • 3 replies
    • 781 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

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

    By TPApril, September 15, 2018
    • 23 replies
    • 5.6k views
    • 
    • Belgarath
    • February 1, 2019

42. Merging assets into 403(b)

    By MarZDoates, September 6, 2018
    • 2 replies
    • 816 views
    • 
    • MarZDoates
    • September 6, 2018

43. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 10, 2018

44. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 617 views
    • 
    • kmhaab
    • August 28, 2018

45. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24, 2018
    • 1 reply
    • 1.4k views
    • 
    • Ebplans
    • August 27, 2018

46. Automatic Rollover

    By oldman63, July 23, 2018
    • 3 replies
    • 728 views
    • 
    • 30Rock
    • July 25, 2018

47. Merge 403(b) plan into 401(k) plan?

    By David Peckham, July 3, 2018
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 3, 2018

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

    By Jennifer D., June 27, 2018
    • 2 replies
    • 689 views
    • 
    • QDROphile
    • June 28, 2018

49. FBRIC determination

    By etg, June 26, 2018
    • 1 reply
    • 1.4k views
    • 
    • Purplemandinga
    • June 27, 2018

50. purged demographic information problems

    By AlbanyConsultant, June 21, 2018
    • 3 replies
    • 788 views
    • 
    • AlbanyConsultant
    • June 22, 2018