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403(b) Plans, Accounts or Annuities

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

2,058 topics in this forum

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

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

  2. 403(b) Moves from Insurance to Mutual Funds

    By austin3515,
    • 3 replies
    • 906 views

  3. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities,   
    • 5 replies
    • 3.5k views

  4. QJSA Rules for 403(b) Plans

    By Purplemandinga,
    • 3 replies
    • 1.2k views

  5. 403b/401k combo

    By austin3515,
    • 1 reply
    • 646 views

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

    By coleboy,
    • 2 replies
    • 587 views

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

    By rocknrolls2,
    • 2 replies
    • 1.2k views

  8. removal of QJ&SA

    By AlbanyConsultant,
    • 1 reply
    • 694 views

  9. transfer between plans of same employer

    By AlbanyConsultant,
    • 0 replies
    • 472 views

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

    By AMDG,   
    • 1 reply
    • 838 views

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

    By Belgarath,
    • 1 reply
    • 731 views

  12. Lost earnings... on rollover?

    By AlbanyConsultant,
    • 4 replies
    • 793 views

  13. 403(b) safe harbor match and grandfathered formula

    By cathyw,
    • 2 replies
    • 1.1k views

  14. Missing Participating Employers

    By AMDG,   
    • 2 replies
    • 945 views

  15. Once In Always In

    By austin3515,
    • 9 replies
    • 1.9k views

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

    By 401(k)athryn,
    • 4 replies
    • 1.1k views

  17. 403b plan loan problems

    By doombuggy,
    • 4 replies
    • 3.7k views

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

    By Guest Laura,
    • 4 replies
    • 7.3k views

  19. missing MetLife RetireServe basic plan document

    By traveler,   
    • 0 replies
    • 634 views

  20. 403(b) Plan Bonding Requirements

    By rocknrolls2,
    • 1 reply
    • 421 views

  21. 403(b) & 410(b) Coverage Tests

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

  22. Match to separate plan destroys ERISA exemption

    By Flyboyjohn,   
    • 2 replies
    • 896 views

  23. Non-ERISA plan and Rollover Contributions

    By DTH,
    • 3 replies
    • 2k views

  24. Pooled 403b Plan??

    By austin3515,
    • 3 replies
    • 940 views
    • AMDG
    • AMDG

  25. Maximum ER contribution if no 404 test?

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  26. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 767 views

  27. 403(b) Plan Document

    By HarleyBabe,
    • 12 replies
    • 2.2k views

  28. Schedule H Question

    By Stash026,
    • 2 replies
    • 725 views

  29. Different Plan Provisions for Multiple Vendors

    By khn,
    • 3 replies
    • 1.3k views

  30. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 851 views

  31. RAP and old plan document

    By mcw,
    • 1 reply
    • 922 views

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

    By IhrtERISA,   
    • 3 replies
    • 824 views

  33. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

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

    By RPP2001,
    • 5 replies
    • 1.1k views

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

    By Santo Gold,
    • 0 replies
    • 559 views

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

    By JRG,
    • 0 replies
    • 558 views

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

    By SavingsRUS,
    • 3 replies
    • 925 views

  38. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 627 views

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

    By JRG,
    • 2 replies
    • 539 views

  40. Plan-to-Plan Transfer

    By 401(k)athryn,
    • 7 replies
    • 4.2k views

  41. QDRO payout

    By Pension RC,
    • 7 replies
    • 1.7k views

  42. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 646 views

  43. 403(b) pre-approved plan advisory letter

    By Belgarath,
    • 0 replies
    • 561 views

  44. School or school district mergers

    By Belgarath,
    • 4 replies
    • 772 views

  45. Period Certain Rollovers Past 70

    By ScottyD,
    • 0 replies
    • 503 views

  46. 403b match - age discrimination or not?

    By WP2017,   
    • 2 replies
    • 1k views
    • K2
    • K2

  47. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2,
    • 7 replies
    • 1k views

  48. Exclude adjunct professors

    By cdavis25,
    • 3 replies
    • 2k views

  49. Exclude from Match

    By cdavis25,
    • 2 replies
    • 589 views

  50. ERISA or NonErisa Plan

    By R.G.,
    • 2 replies
    • 628 views
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