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403(b) Plans, Accounts or Annuities

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

2,062 topics in this forum

  1. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath,
    • 10 replies
    • 4.8k views

  2. Retroactive Increase Employer Contributions

    By AFJ,
    • 5 replies
    • 1.5k views

  3. Non-ERISA Plan files 5500

    By Patricia Neal Jensen,
    • 6 replies
    • 2.6k views

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

    By jmartin,
    • 3 replies
    • 989 views

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

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

  6. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 1k views

  7. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities,   
    • 5 replies
    • 3.5k views

  8. QJSA Rules for 403(b) Plans

    By Purplemandinga,
    • 3 replies
    • 1.3k views

  9. 403b/401k combo

    By austin3515,
    • 1 reply
    • 703 views

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

    By coleboy,
    • 2 replies
    • 654 views

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

    By rocknrolls2,
    • 2 replies
    • 1.2k views

  12. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 761 views

  13. transfer between plans of same employer

    By AlbanyConsultant,
    • 0 replies
    • 511 views

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

    By AMDG,   
    • 1 reply
    • 893 views

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

    By Belgarath,
    • 1 reply
    • 768 views

  16. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 919 views

  17. 403(b) safe harbor match and grandfathered formula

    By cathyw,
    • 2 replies
    • 1.2k views

  18. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 1k views

  19. Once In Always In

    By austin3515,
    • 9 replies
    • 2k views

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

    By 401(k)athryn,
    • 4 replies
    • 1.3k views

  21. 403b plan loan problems

    By doombuggy,
    • 4 replies
    • 3.9k views

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

    By Guest Laura,
    • 4 replies
    • 7.7k views

  23. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 688 views

  24. 403(b) Plan Bonding Requirements

    By rocknrolls2,
    • 1 reply
    • 463 views

  25. 403(b) & 410(b) Coverage Tests

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

  26. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 982 views

  27. Non-ERISA plan and Rollover Contributions

    By DTH,
    • 3 replies
    • 2.1k views

  28. Pooled 403b Plan??

    By austin3515,
    • 3 replies
    • 1k views
    • AMDG
    • AMDG

  29. Maximum ER contribution if no 404 test?

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  30. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 831 views

  31. 403(b) Plan Document

    By HarleyBabe,
    • 12 replies
    • 2.3k views

  32. Schedule H Question

    By Stash026,
    • 2 replies
    • 774 views

  33. Different Plan Provisions for Multiple Vendors

    By khn,
    • 3 replies
    • 1.4k views

  34. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 922 views

  35. RAP and old plan document

    By mcw,
    • 1 reply
    • 1k views

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

    By IhrtERISA,   
    • 3 replies
    • 902 views

  37. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

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

    By RPP2001,
    • 5 replies
    • 1.3k views

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

    By Santo Gold,
    • 0 replies
    • 604 views

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

    By JRG,
    • 0 replies
    • 611 views

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

    By SavingsRUS,
    • 3 replies
    • 1k views

  42. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 674 views

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

    By JRG,
    • 2 replies
    • 595 views

  44. Plan-to-Plan Transfer

    By 401(k)athryn,
    • 7 replies
    • 4.7k views

  45. QDRO payout

    By Pension RC,
    • 7 replies
    • 1.9k views

  46. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 710 views

  47. 403(b) pre-approved plan advisory letter

    By Belgarath,
    • 0 replies
    • 609 views

  48. School or school district mergers

    By Belgarath,
    • 4 replies
    • 854 views

  49. Period Certain Rollovers Past 70

    By ScottyD,
    • 0 replies
    • 548 views

  50. 403b match - age discrimination or not?

    By WP2017,   
    • 2 replies
    • 1.2k views
    • K2
    • K2
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