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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. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 791 views

  2. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 566 views

  3. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 1.5k views

  4. Deemed Loan & In-Service Distribution

    By 401(k)athryn,   
    • 6 replies
    • 1k views

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

    By Patricia Neal Jensen,   
    • 2 replies
    • 645 views

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

    By AlbanyConsultant,
    • 6 replies
    • 940 views

  7. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 1k views

  8. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 775 views

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

    By AlbanyConsultant,
    • 16 replies
    • 1.9k views

  10. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 1.1k views

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

    By Patricia Neal Jensen,   
    • 4 replies
    • 955 views

  12. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen,   
    • 5 replies
    • 1.6k views

  13. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 3.8k views

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

    By Patricia Neal Jensen,   
    • 22 replies
    • 3.3k views

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

    By kmhaab,   
    • 10 replies
    • 1.8k views

  16. Student-Teacher Exclusion

    By DTH,
    • 0 replies
    • 585 views

  17. 403(b) and 401a PS Plan

    By austin3515,
    • 8 replies
    • 1.4k views

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

    By Belgarath,
    • 2 replies
    • 695 views

  19. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria,
    • 4 replies
    • 904 views

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

    By Belgarath,
    • 22 replies
    • 3.5k views

  21. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant,
    • 0 replies
    • 515 views

  22. 401k Match or Nonelective

    By perkinsran,
    • 7 replies
    • 1.2k views

  23. 414(h)(2) and definition of compensation

    By Belgarath,
    • 1 reply
    • 1.1k views

  24. Prevailing Wage in a 403b

    By austin3515,
    • 3 replies
    • 1.3k views

  25. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 869 views

  26. Retroactive Increase Employer Contributions

    By AFJ,
    • 5 replies
    • 1.3k views

  27. Is it a Roth?

    By joel,
    • 14 replies
    • 1.5k views

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

    By jmartin,
    • 3 replies
    • 803 views

  29. ERISA or Non-ERISA 403(b) Plan

    By John Feldt ERPA CPC QPA,   
    • 0 replies
    • 603 views

  30. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 906 views

  31. Non-ERISA Plan files 5500

    By Patricia Neal Jensen,
    • 6 replies
    • 2.4k views

  32. QJSA Rules for 403(b) Plans

    By Purplemandinga,
    • 3 replies
    • 1.2k views

  33. 403b/401k combo

    By austin3515,
    • 1 reply
    • 646 views

  34. Wants 401k. Has 403b plan now.

    By coleboy,
    • 2 replies
    • 587 views

  35. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 1.9k views

  36. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 694 views

  37. transfer between plans of same employer

    By AlbanyConsultant,
    • 0 replies
    • 472 views

  38. How many 403(a) plans are there?

    By AMDG,   
    • 1 reply
    • 838 views

  39. Lete deposit of deferrals - file under VFC or not?

    By Belgarath,
    • 1 reply
    • 731 views

  40. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 793 views

  41. 403(b) safe harbor match and grandfathered formula

    By cathyw,
    • 2 replies
    • 1.1k views

  42. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 945 views

  43. Once In Always In

    By austin3515,
    • 9 replies
    • 1.9k views

  44. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 634 views

  45. 403(b) Plan Bonding Requirements

    By rocknrolls2,
    • 1 reply
    • 421 views

  46. 403(b) & 410(b) Coverage Tests

    By Good401(k),   
    • 2 replies
    • 1.2k views

  47. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 896 views

  48. Non-ERISA plan and Rollover Contributions

    By DTH,
    • 3 replies
    • 2k views

  49. Maximum ER contribution if no 404 test?

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  50. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

    By rocknrolls2,
    • 2 replies
    • 1.2k views
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