403(b) Plans, Accounts or Annuities

2,028 topics in this forum

1. Doctor w/ hospital 403b, starting 401k for practice (again)

   By AlbanyConsultant, June 14, 2022
   • 1 reply
   • 543 views
   • 
   • Luke Bailey
   • June 16, 2022

2. 403(b)(7) or 403(b)(9) for a church?

   By Guest RRS, November 11, 2000
   • 1 reply
   • 2k views
   • 
   • Ellie Lowder
   • November 11, 2000

3. $30000 Max Rule in yr of termination

   By Guest pherr, May 13, 2002
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • May 13, 2002

4. Timing of employer contributions of tax-exempts as "annual additi

   By Guest mike webb, June 30, 2000
   • 1 reply
   • 2.1k views
   • 
   • Carol V. Calhoun
   • July 5, 2000

5. non-ERISA 403(b) safe harbor plan

   By R. Butler, November 19, 2014
   • 1 reply
   • 952 views
   • 
   • Kevin C
   • November 20, 2014

6. 403(b) assets--is a trust agreement OK?

   By Felicia, February 7, 2001
   • 1 reply
   • 3.1k views
   • 
   • Carol V. Calhoun
   • February 11, 2001

7. Investment Providers

   By austin3515, September 30, 2011
   • 1 reply
   • 990 views
   • 
   • mbozek
   • October 1, 2011

8. PEO and 403(b)

   By EMB, May 22
   • 1 reply
   • 203 views
   • 
   • Gina Alsdorf
   • Monday at 01:56 PM

9. Compensation-403(b)

   By Guest dietpepsi, April 16, 2003
   • 1 reply
   • 2k views
   • 
   • Guest
   • May 1, 2003

10. "Normally works more than 20 hours per week"

    By BG5150, May 17, 2023
    • 1 reply
    • 388 views
    • 
    • Belgarath
    • May 17, 2023

11. 403b plan to plan transfer

    By Guest Serena, June 14, 2010
    • 1 reply
    • 1.8k views
    • 
    • TLGeer
    • June 17, 2010

12. ERISA 403(b) and custodial account

    By Guest philc, April 7, 2004
    • 1 reply
    • 1.5k views
    • 
    • k man
    • April 8, 2004

13. Terminating a 403(b)

    By Lori H, November 20, 2014
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • November 21, 2014

14. Post-Term Rollover from 401(a) to 403(b) Plan?

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 3, 2004

15. Church plan with employer contributions

    By Guest Margaret25, April 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 6, 2007

16. NFP need an extension to deposit ER ctb after 5/15?

    By AlbanyConsultant, February 2
    • 1 reply
    • 377 views
    • 
    • CuseFan
    • February 2

17. 403(b) or 401(k)?

    By Guest wingnut, June 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • jpod
    • June 21, 2002

18. FBRIC determination

    By etg, June 26, 2018
    • 1 reply
    • 1.1k views
    • 
    • Purplemandinga
    • June 27, 2018

19. Loss of 501(c)(3) status

    By nancy, October 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • October 23, 2001

20. Match/Full Time/Discrimination

    By Guest jcrawford24, June 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 11, 2008

21. 403(b) private letter rulings

    By Guest eba, June 3, 2002
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 4, 2002

22. Successor Plan Rules

    By waid10, February 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 23, 2010

23. J&S required under 403(b) plan?

    By Guest Pennysaver, March 3, 2011
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 7, 2011

24. Distribution Event

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

25. Can a 403(b) plan impose participation requirements for company contri

    By Guest, August 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Carol V. Calhoun
    • August 26, 2000