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403(b) Plans, Accounts or Annuities

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

2,064 topics in this forum

  1. 414(h)(2) and definition of compensation

    By Belgarath,
    • 1 reply
    • 1.2k views

  2. Prevailing Wage in a 403b

    By austin3515,
    • 3 replies
    • 1.4k views

  3. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath,
    • 10 replies
    • 4.9k views

  4. Retroactive Increase Employer Contributions

    By AFJ,
    • 5 replies
    • 1.5k views

  5. Non-ERISA Plan files 5500

    By Patricia Neal Jensen,
    • 6 replies
    • 2.7k views

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

    By jmartin,
    • 3 replies
    • 1.1k views

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

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

  8. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 1.1k views

  9. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities,   
    • 5 replies
    • 3.6k views

  10. QJSA Rules for 403(b) Plans

    By Purplemandinga,
    • 3 replies
    • 1.3k views

  11. 403b/401k combo

    By austin3515,
    • 1 reply
    • 722 views

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

    By coleboy,
    • 2 replies
    • 671 views

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

    By rocknrolls2,
    • 2 replies
    • 1.2k views

  14. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 780 views

  15. transfer between plans of same employer

    By AlbanyConsultant,
    • 0 replies
    • 525 views

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

    By AMDG,   
    • 1 reply
    • 906 views

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

    By Belgarath,
    • 1 reply
    • 785 views

  18. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 936 views

  19. 403(b) safe harbor match and grandfathered formula

    By cathyw,
    • 2 replies
    • 1.2k views

  20. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 1k views

  21. Once In Always In

    By austin3515,
    • 9 replies
    • 2k views

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

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

  23. 403b plan loan problems

    By doombuggy,
    • 4 replies
    • 3.9k views

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

    By Guest Laura,
    • 4 replies
    • 7.8k views

  25. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 699 views

  26. 403(b) Plan Bonding Requirements

    By rocknrolls2,
    • 1 reply
    • 487 views

  27. 403(b) & 410(b) Coverage Tests

    By Good401(k),   
    • 2 replies
    • 1.3k views

  28. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 1k views

  29. Non-ERISA plan and Rollover Contributions

    By DTH,
    • 3 replies
    • 2.1k views

  30. Pooled 403b Plan??

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

  31. Maximum ER contribution if no 404 test?

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  32. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 852 views

  33. 403(b) Plan Document

    By HarleyBabe,
    • 12 replies
    • 2.4k views

  34. Schedule H Question

    By Stash026,
    • 2 replies
    • 792 views

  35. Different Plan Provisions for Multiple Vendors

    By khn,
    • 3 replies
    • 1.5k views

  36. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 951 views

  37. RAP and old plan document

    By mcw,
    • 1 reply
    • 1k views

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

    By IhrtERISA,   
    • 3 replies
    • 926 views

  39. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

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

    By RPP2001,
    • 5 replies
    • 1.3k views

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

    By Santo Gold,
    • 0 replies
    • 621 views

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

    By JRG,
    • 0 replies
    • 626 views

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

    By SavingsRUS,
    • 3 replies
    • 1k views

  44. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 692 views

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

    By JRG,
    • 2 replies
    • 610 views

  46. Plan-to-Plan Transfer

    By 401(k)athryn,
    • 7 replies
    • 4.8k views

  47. QDRO payout

    By Pension RC,
    • 7 replies
    • 2k views

  48. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 729 views

  49. 403(b) pre-approved plan advisory letter

    By Belgarath,
    • 0 replies
    • 623 views

  50. School or school district mergers

    By Belgarath,
    • 4 replies
    • 884 views
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