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403(b) Plans, Accounts or Annuities

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

2,069 topics in this forum

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

    By Belgarath,
    • 2 replies
    • 1k views

  2. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria,
    • 4 replies
    • 1.4k views

  3. TIAA-CREF Restatements with Ascensus

    By Christine Roberts,
    • 11 replies
    • 4.6k views

  4. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant,
    • 0 replies
    • 778 views

  5. 401k Match or Nonelective

    By perkinsran,
    • 7 replies
    • 1.9k views

  6. 414(h)(2) and definition of compensation

    By Belgarath,
    • 1 reply
    • 1.3k views

  7. Prevailing Wage in a 403b

    By austin3515,
    • 3 replies
    • 1.6k views

  8. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath,
    • 10 replies
    • 5.2k views

  9. Retroactive Increase Employer Contributions

    By AFJ,
    • 5 replies
    • 1.8k views

  10. Non-ERISA Plan files 5500

    By Patricia Neal Jensen,
    • 6 replies
    • 3.1k views

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

    By jmartin,
    • 3 replies
    • 1.2k views

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

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

  13. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 1.4k views

  14. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities,   
    • 5 replies
    • 3.9k views

  15. QJSA Rules for 403(b) Plans

    By Purplemandinga,
    • 3 replies
    • 1.6k views

  16. 403b/401k combo

    By austin3515,
    • 1 reply
    • 1k views

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

    By coleboy,
    • 2 replies
    • 860 views

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

    By rocknrolls2,
    • 2 replies
    • 1.4k views

  19. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 1k views

  20. transfer between plans of same employer

    By AlbanyConsultant,
    • 0 replies
    • 781 views

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

    By AMDG,   
    • 1 reply
    • 1.2k views

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

    By Belgarath,
    • 1 reply
    • 990 views

  23. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

  24. 403(b) safe harbor match and grandfathered formula

    By cathyw,
    • 2 replies
    • 1.5k views

  25. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 1.3k views

  26. Once In Always In

    By austin3515,
    • 9 replies
    • 2.3k views

  27. Can an employer transfer entire plan to new platform?

    By 401(k)athryn,
    • 4 replies
    • 1.5k views

  28. 403b plan loan problems

    By doombuggy,
    • 4 replies
    • 4.1k views

  29. Using 403(b) Contract as Collateral for a participant Loan Under an ER

    By Guest Laura,
    • 4 replies
    • 8.3k views

  30. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 854 views

  31. 403(b) Plan Bonding Requirements

    By rocknrolls2,
    • 1 reply
    • 650 views

  32. 403(b) & 410(b) Coverage Tests

    By Good401(k),   
    • 2 replies
    • 1.5k views

  33. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 1.2k views

  34. Non-ERISA plan and Rollover Contributions

    By DTH,
    • 3 replies
    • 2.4k views

  35. Pooled 403b Plan??

    By austin3515,
    • 3 replies
    • 1.3k views
    • AMDG
    • AMDG

  36. Maximum ER contribution if no 404 test?

    By AlbanyConsultant,
    • 2 replies
    • 1.4k views

  37. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 1.2k views

  38. 403(b) Plan Document

    By HarleyBabe,
    • 12 replies
    • 2.8k views

  39. Schedule H Question

    By Stash026,
    • 2 replies
    • 1k views

  40. Different Plan Provisions for Multiple Vendors

    By khn,
    • 3 replies
    • 1.7k views

  41. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 1.2k views

  42. RAP and old plan document

    By mcw,
    • 1 reply
    • 1.3k views

  43. ER Contribution outside Plan - ERISA 403(b) Status

    By IhrtERISA,   
    • 3 replies
    • 1.2k views

  44. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 1.3k views

  45. Employer Paid Plan Fees - ERISA 403(b) Status

    By RPP2001,
    • 5 replies
    • 1.6k views

  46. starting a 403(b) plan in PA for a public school

    By Santo Gold,
    • 0 replies
    • 706 views

  47. Public Schools and Pre-approved 403(b) Plans

    By JRG,
    • 0 replies
    • 746 views

  48. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS,
    • 3 replies
    • 1.2k views

  49. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 912 views

  50. Financial Audit of Public School 403(b) Plan

    By JRG,
    • 2 replies
    • 784 views
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