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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. Excluded employees

    By pixmax,
    • 1 reply
    • 680 views

  2. controlled group - single board of directors?

    By WCC,
    • 2 replies
    • 888 views

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

    By IHC,
    • 0 replies
    • 1.1k views
    • IHC
    • IHC

  4. 403(b) Plan Compensation Issues

    By PensionPro,
    • 4 replies
    • 1.1k views

  5. Ineligible employee?

    By Griswold,
    • 10 replies
    • 2k views

  6. Rolling IRA into 403(b) Account

    By 52626,
    • 2 replies
    • 1.2k views
    • jlea
    • jlea

  7. Roth 403(b) Contributions and W2 reporting

    By John Cross,   
    • 1 reply
    • 2k views

  8. 2 plans - one non-ERISA and one ERISA

    By cpc0506,
    • 3 replies
    • 805 views

  9. 403(b) Plan Limits - Multiple Employers

    By JRG,
    • 6 replies
    • 2.7k views

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

    By beartd,
    • 5 replies
    • 1.2k views

  11. Merging assets into 403(b)

    By MarZDoates,
    • 2 replies
    • 830 views

  12. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab,
    • 0 replies
    • 631 views

  13. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix,
    • 1 reply
    • 1.5k views

  14. Automatic Rollover

    By oldman63,
    • 3 replies
    • 735 views

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

    By David Peckham,
    • 2 replies
    • 1.9k views

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

    By Jennifer D.,
    • 2 replies
    • 703 views

  17. FBRIC determination

    By etg,
    • 1 reply
    • 1.4k views

  18. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 798 views

  19. Merge 401(a) into a 403(b) Plan

    By Mel_1999,
    • 4 replies
    • 3.2k views

  20. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant,
    • 16 replies
    • 2k views

  21. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 822 views

  22. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 1.6k views

  23. Deemed Loan & In-Service Distribution

    By 401(k)athryn,   
    • 6 replies
    • 1.1k views

  24. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 617 views

  25. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 1.1k views

  26. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 2k views

  27. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  28. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen,   
    • 2 replies
    • 704 views

  29. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 824 views

  30. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen,   
    • 4 replies
    • 1k views

  31. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 1.1k views

  32. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 3.9k views

  33. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen,   
    • 22 replies
    • 3.5k views

  34. 403(b) and 401a PS Plan

    By austin3515,
    • 8 replies
    • 1.5k views

  35. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 927 views

  36. Non-ERISA 403(b) and QDRO's

    By Belgarath,
    • 22 replies
    • 3.6k views

  37. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab,   
    • 10 replies
    • 2k views

  38. Is it a Roth?

    By joel,
    • 14 replies
    • 1.6k views

  39. Student-Teacher Exclusion

    By DTH,
    • 0 replies
    • 642 views

  40. Foundation with employees in U.S. and Canada

    By Belgarath,
    • 2 replies
    • 737 views

  41. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria,
    • 4 replies
    • 966 views

  42. TIAA-CREF Restatements with Ascensus

    By Christine Roberts,
    • 11 replies
    • 3.9k views

  43. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant,
    • 0 replies
    • 563 views

  44. 401k Match or Nonelective

    By perkinsran,
    • 7 replies
    • 1.2k views

  45. 414(h)(2) and definition of compensation

    By Belgarath,
    • 1 reply
    • 1.1k views

  46. Prevailing Wage in a 403b

    By austin3515,
    • 3 replies
    • 1.3k views

  47. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath,
    • 10 replies
    • 4.6k views

  48. Retroactive Increase Employer Contributions

    By AFJ,
    • 5 replies
    • 1.4k views

  49. Non-ERISA Plan files 5500

    By Patricia Neal Jensen,
    • 6 replies
    • 2.5k views

  50. Company has 403b plan but participant opens simple IRA

    By jmartin,
    • 3 replies
    • 886 views
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