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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. Schedule H Question

    By Stash026,
    • 2 replies
    • 740 views

  2. Different Plan Provisions for Multiple Vendors

    By khn,
    • 3 replies
    • 1.3k views

  3. What is the correction for a missing document?

    By Peter Gulia,   
    • 2 replies
    • 863 views

  4. 403(b) Plan Limits - Multiple Employers

    By JRG,
    • 6 replies
    • 2.7k views

  5. Pooled 403b Plan??

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

  6. RAP and old plan document

    By mcw,
    • 1 reply
    • 955 views

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

    By IhrtERISA,   
    • 3 replies
    • 843 views

  8. Auto-enroll 403b?

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

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

    By RPP2001,
    • 5 replies
    • 1.2k views

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

    By Santo Gold,
    • 0 replies
    • 574 views

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

    By JRG,
    • 0 replies
    • 579 views

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

    By SavingsRUS,
    • 3 replies
    • 953 views

  13. Merge 401(a) into a 403(b) Plan

    By Mel_1999,
    • 4 replies
    • 3.1k views

  14. new document volume submitter approval

    By Tom Poje,
    • 3 replies
    • 787 views

  15. Non-ERISA (public school) eligibility

    By Belgarath,
    • 1 reply
    • 646 views

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

    By JRG,
    • 2 replies
    • 556 views

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

    By 401(k)athryn,
    • 4 replies
    • 1.2k views

  18. Plan-to-Plan Transfer

    By 401(k)athryn,
    • 7 replies
    • 4.3k views

  19. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 662 views

  20. 403(b) pre-approved plan advisory letter

    By Belgarath,
    • 0 replies
    • 574 views

  21. Period Certain Rollovers Past 70

    By ScottyD,
    • 0 replies
    • 515 views

  22. 403b match - age discrimination or not?

    By WP2017,   
    • 2 replies
    • 1.1k views
    • K2
    • K2

  23. Exclude from Match

    By cdavis25,
    • 2 replies
    • 598 views

  24. Exclude adjunct professors

    By cdavis25,
    • 3 replies
    • 2k views

  25. ERISA or NonErisa Plan

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

  26. School or school district mergers

    By Belgarath,
    • 4 replies
    • 798 views

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

    By rocknrolls2,
    • 7 replies
    • 1k views

  28. 403(b) needs help w/Vol Comp Prog filing

    By Florida1,   
    • 2 replies
    • 752 views

  29. Non-excludable employee move to excludable group

    By leighl,
    • 5 replies
    • 1.4k views

  30. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin,   
    • 5 replies
    • 2k views

  31. 403(b) ACP testing and 414(s) compensation

    By leighl,   
    • 1 reply
    • 882 views
    • K2
    • K2

  32. 403(b) Distributions Treated as Housing Allowance

    By DTH,
    • 3 replies
    • 6.9k views
    • DTH
    • DTH

  33. the latest on pre-approved documents

    By Tom Poje,
    • 1 reply
    • 703 views

  34. canadian resident in plan

    By Beemer,
    • 12 replies
    • 2.6k views

  35. Counting Pre-Break Service for Post-Break Vesting

    By BigERISA,   
    • 0 replies
    • 547 views

  36. Grandfathered Annuities

    By khn,
    • 0 replies
    • 1k views
    • khn
    • khn

  37. Exclusions due to 20 or fewer hours of service

    By leighl,
    • 1 reply
    • 668 views

  38. deleted

    By AMDG,
    • 0 replies
    • 574 views

  39. QDRO payout

    By Pension RC,
    • 7 replies
    • 1.7k views

  40. 403(b) mess no document no 5500s

    By Nancy D,
    • 6 replies
    • 1.3k views

  41. Non QJSA 403(b) spousal waiver for beneficiary

    By Jim Chad,
    • 2 replies
    • 1.4k views

  42. EE now working <20 hrs/wk... exclude going forward?

    By AlbanyConsultant,
    • 5 replies
    • 1.4k views

  43. 415 limit for 403b and 401k plans

    By dmb,
    • 15 replies
    • 4.1k views

  44. 415 Limit

    By DTH,
    • 1 reply
    • 848 views

  45. ASPPA Conference - any word on 403(b) document approval?

    By Belgarath,
    • 5 replies
    • 948 views

  46. College student exclusion being challengeed by IRS auditor due to summer employment

    By Eve Sav,   
    • 3 replies
    • 1k views

  47. 403(b) Non Erisa Plan Termination

    By HarleyBabe,
    • 3 replies
    • 2.6k views

  48. Establishing a 403(b) deadline

    By B21,
    • 1 reply
    • 999 views

  49. Non-ERISA vs. ERISA & Form 5500

    By JADSecurities,   
    • 5 replies
    • 3.5k views

  50. Student Employee exclusion

    By mattmc82,
    • 1 reply
    • 1.1k views
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