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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,026 topics in this forum

  1. hardship withdrawals in 403(b)

    By AKconsult,
    • 1 reply
    • 1.8k views

  2. Treatment of Excess 402(g) Elective Deferrals in IRS Audits

    By Guest Harvey Carruth,
    • 1 reply
    • 1.9k views

  3. Loans & Hardships

    By Felicia,
    • 1 reply
    • 1.9k views

  4. Election not to participate in 403(b) plan and testing.

    By Guest,
    • 1 reply
    • 1.9k views

  5. Church Plan "Correction" - Improper Match

    By Guest AEA,
    • 1 reply
    • 1.8k views

  6. Changing from ERISA to Non-ERISA 403(b) Plans

    By Guest BDS,
    • 1 reply
    • 2.7k views

  7. Spousal Consent

    By Felicia,
    • 1 reply
    • 2.2k views

  8. Addition of salary deferral only 403(b) program

    By smm,
    • 1 reply
    • 1.9k views

  9. RFP posted for School District

    By Guest tuckerc,
    • 1 reply
    • 1.7k views

  10. Entry date for salary reduction only 403(b)?

    By Lori H,
    • 1 reply
    • 1.5k views

  11. Service based Discretionary Contribution

    By Christine Roberts,
    • 1 reply
    • 1.9k views

  12. Safe Harbor 401(k) Plan-2002

    By Guest Michael Anderson,
    • 1 reply
    • 1.5k views

  13. Deferrals from paycheck after retirement

    By Guest getaxa,
    • 1 reply
    • 1.7k views

  14. 5 year 403(b) catch-up?

    By Guest Lee Burns,
    • 1 reply
    • 1.3k views

  15. New Regs?

    By Guest Michael Anderson,
    • 1 reply
    • 2.1k views

  16. Anti-Conditioning Question

    By Guest cphcs,
    • 1 reply
    • 2.7k views

  17. 403(b) plan with employer contributions and one to two employees

    By Guest peter Sheehan,
    • 1 reply
    • 1.6k views

  18. Employer loses 501(c)(3) status

    By nancy,
    • 1 reply
    • 1k views

  19. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21,
    • 1 reply
    • 430 views

  20. in-service difference between annuity and custodial accounts

    By Belgarath,
    • 1 reply
    • 1.9k views

  21. New RMD rules for non-ERISA TSAs--what needs to happen?

    By Guest danmar,
    • 1 reply
    • 2.7k views

  22. Church 403(b) and ERISA

    By Guest Cutter,
    • 1 reply
    • 1.6k views

  23. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 856 views

  24. early withdrawl of annuity

    By Guest mayovern,
    • 1 reply
    • 1.7k views

  25. 403(b) Reporting requireements

    By Guest asonneberg,
    • 1 reply
    • 1.9k views
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