403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) - does adoption agreement trump non-ERISA status?

   By Guest ellis14, November 20, 2014
   • 8 replies
   • 1.7k views
   • 
   • mbozek
   • November 26, 2014

2. 403(b) - ERISA Plan or Not

   By HarleyBabe, April 3, 2012
   • 6 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • April 9, 2012

3. 403(b) - ineligible employee fixes

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

4. 403(b) - may an employee with a G4 visa participate?

   By Francis, August 30, 2007
   • 1 reply
   • 2.3k views
   • 
   • Peter Gulia
   • August 31, 2007

5. 403(b) -- Ineligible employees

   By Guest Ray Goetz, April 20, 1999
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • April 26, 1999

6. 403(b) "GUST" Checklist

   By Guest Fourohonekay, July 8, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 8, 2003

7. 403(b) "Vendor" in California

   By Guest CSEPM, April 20, 2004
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 25, 2004

8. 403(b) & 401(k) Co-Existence/Impact

   By JAY21, January 11, 2005
   • 3 replies
   • 1.7k views
   • 
   • WDIK
   • January 12, 2005

9. 403(b) & 410(b) Coverage Tests

   By Good401(k), September 15, 2017   

   • 403(b)
   • 410(b)
   • 2 replies
   • 979 views
   • 
   • Good401(k)
   • September 15, 2017

10. 403(b) & ERISA 414(l)

    By Guest Astro, August 13, 2007
    • 16 replies
    • 4.5k views
    • 
    • Guest
    • August 27, 2007

11. 403(b) & SEP

    By Guest Bob Lees, July 25, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 26, 2001

12. 403(b) 5500 and participant counts

    By Belgarath, September 25, 2013
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

13. 403(b) ACP test

    By Richard Anderson, October 10, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • October 16, 2001

14. 403(b) ACP test failed, refunds not returned prior to the following 12 month period - options

    By HarleyBabe, September 29, 2023
    • 2 replies
    • 623 views
    • 
    • HarleyBabe
    • October 3, 2023

15. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 716 views
    • 
    • K2
    • February 8, 2017

16. 403(b) amendments

    By Guest Kathleen Meagher, February 7, 1999
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • February 8, 1999

17. 403(b) and "deemed" 125 compensation

    By Guest mike webb, November 25, 2002
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • November 26, 2002

18. 403(b) and 401(a) plans. Is an audit required?

    By Guest Alison Williams, July 12, 2002
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • July 16, 2002

19. 403(b) and 401(k)

    By Guest braunbj1, August 30, 2003
    • 3 replies
    • 2.9k views
    • 
    • E as in ERISA
    • September 3, 2003

20. 403(b) and 401(k) Plan?

    By Jilliandiz, January 24, 2005
    • 4 replies
    • 2.3k views
    • 
    • Lori Friedman
    • January 24, 2005

21. 403(b) and 401(k) testing

    By MetsFan86, November 15, 2021
    • 0 replies
    • 387 views
    • 
    • MetsFan86
    • November 15, 2021

22. 403(b) and 401a PS Plan

    By austin3515, March 2, 2018
    • 8 replies
    • 1k views
    • 
    • austin3515
    • March 21, 2018

23. 403(b) and 401k

    By Guest slanq, July 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • July 23, 2003

24. 403(b) and 5500

    By Guest LWilson, July 22, 2002
    • 2 replies
    • 1.8k views
    • 
    • Ellie Lowder
    • July 22, 2002

25. 403(b) and a SEP

    By Guest condor, September 30, 1998
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • October 21, 1998