403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Excluded employees

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

2. controlled group - single board of directors?

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

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

   By IHC, October 4, 2018
   • 0 replies
   • 1.1k views
   • 
   • IHC
   • October 4, 2018

4. 403(b) Plan Compensation Issues

   By PensionPro, October 2, 2018
   • 4 replies
   • 1.2k views
   • 
   • PensionPro
   • October 2, 2018

5. Ineligible employee?

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

6. Rolling IRA into 403(b) Account

   By 52626, February 6, 2015
   • 2 replies
   • 1.2k views
   • 
   • jlea
   • September 25, 2018

7. 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
   • 2.1k views
   • 
   • Luke Bailey
   • September 24, 2018

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

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

9. 403(b) Plan Limits - Multiple Employers

   By JRG, July 19, 2017
   • 6 replies
   • 2.8k views
   • 
   • Appleby
   • September 11, 2018

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

    By beartd, September 5, 2018
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • September 10, 2018

11. Merging assets into 403(b)

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

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

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

13. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24, 2018
    • 1 reply
    • 1.5k views
    • 
    • Ebplans
    • August 27, 2018

14. Automatic Rollover

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

15. 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

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

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

17. FBRIC determination

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

18. purged demographic information problems

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

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

    By Mel_1999, May 15, 2017
    • 4 replies
    • 3.3k views
    • 
    • Patricia Neal Jensen
    • June 18, 2018

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

    By AlbanyConsultant, April 20, 2018
    • 16 replies
    • 2k views
    • 
    • MWeddell
    • June 15, 2018

21. 403b / 415 Limits

    By austin3515, June 13, 2018
    • 5 replies
    • 844 views
    • 
    • JamesK
    • June 13, 2018

22. Loans to terminated participants

    By 30Rock, June 1, 2018
    • 6 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • June 5, 2018

23. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31, 2018   

    • 403(b)
    • deemed loan
    • 6 replies
    • 1.1k views
    • 
    • 401(k)athryn
    • June 4, 2018

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

    By DTH, June 3, 2018
    • 1 reply
    • 624 views
    • 
    • Belgarath
    • June 4, 2018

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

    By Belgarath, April 23, 2018
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • May 29, 2018

26. need to restate before plan termination?

    By AlbanyConsultant, November 8, 2017
    • 6 replies
    • 2k views
    • 
    • Patricia Neal Jensen
    • May 29, 2018

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

    By AlbanyConsultant, April 24, 2018
    • 6 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

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

    By Patricia Neal Jensen, May 3, 2018   

    • 403(b)
    • plan document
    • 2 replies
    • 717 views
    • 
    • Patricia Neal Jensen
    • May 7, 2018

29. 5310 for 403(b) Plan

    By Dalai Pookah, April 23, 2018   

    • 5310
    • 403(b)
    • 1 reply
    • 837 views
    • 
    • Luke Bailey
    • April 23, 2018

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

    By Patricia Neal Jensen, April 16, 2018   

    • ppa restatement 403(b)
    • 403(b) termination
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

31. 403(b) plan participant count

    By M Norton, April 16, 2018   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • April 17, 2018

32. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3, 2018   

    • 8955 ssa
    • 7 replies
    • 3.9k views
    • 
    • ESOP Guy
    • April 5, 2018

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

    By Patricia Neal Jensen, March 19, 2018   

    • 403(b) audit
    • 22 replies
    • 3.5k views
    • 
    • Peter Gulia
    • March 29, 2018

34. 403(b) and 401a PS Plan

    By austin3515, March 2, 2018
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • March 21, 2018

35. Highly Compensated and post-severance compensation

    By Belgarath, February 13, 2018
    • 5 replies
    • 942 views
    • 
    • Belgarath
    • March 21, 2018

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

    By Belgarath, February 21, 2018
    • 22 replies
    • 3.7k views
    • 
    • Carol V. Calhoun
    • March 20, 2018

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

    By kmhaab, March 13, 2018   

    • church plan
    • ecprs
    • 10 replies
    • 2k views
    • 
    • G8Rs
    • March 16, 2018

38. Is it a Roth?

    By joel, February 5, 2018
    • 14 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 10, 2018

39. Student-Teacher Exclusion

    By DTH, March 2, 2018
    • 0 replies
    • 658 views
    • 
    • DTH
    • March 2, 2018

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

    By Belgarath, March 1, 2018
    • 2 replies
    • 748 views
    • 
    • Belgarath
    • March 1, 2018

41. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria, February 21, 2018
    • 4 replies
    • 980 views
    • 
    • Kim DiMaria
    • February 26, 2018

42. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 4k views
    • 
    • Patricia Neal Jensen
    • February 21, 2018

43. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant, February 20, 2018
    • 0 replies
    • 572 views
    • 
    • AlbanyConsultant
    • February 20, 2018

44. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • February 16, 2018

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

    By Belgarath, February 14, 2018
    • 1 reply
    • 1.1k views
    • 
    • Luke Bailey
    • February 14, 2018

46. Prevailing Wage in a 403b

    By austin3515, February 13, 2018
    • 3 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • February 14, 2018

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

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.7k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

48. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 9, 2018

49. Non-ERISA Plan files 5500

    By Patricia Neal Jensen, December 4, 2017
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • January 25, 2018

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

    By jmartin, January 19, 2018
    • 3 replies
    • 916 views
    • 
    • Luke Bailey
    • January 22, 2018