403(b) Plans, Accounts or Annuities

1,997 topics in this forum

1. Moving to Single Vendor

   By khn, January 23, 2019
   • 1 reply
   • 354 views
   • 
   • Patricia Neal Jensen
   • January 24, 2019

2. Permissive aggregation for coverage/ACP testing

   By Belgarath, January 27
   • 0 replies
   • 348 views
   • 
   • Belgarath
   • January 27

3. Eligibility question

   By BG5150, May 1
   • 3 replies
   • 348 views
   • 
   • Carol V. Calhoun
   • May 2

4. "20 hour exclusion"

   By Belgarath, October 12, 2021
   • 2 replies
   • 347 views
   • 
   • Luke Bailey
   • October 13, 2021

5. Type 2 organization - automatically a controlled group?

   By AlbanyConsultant, February 20, 2018
   • 0 replies
   • 347 views
   • 
   • AlbanyConsultant
   • February 20, 2018

6. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

   By Dick, January 31, 2021
   • 2 replies
   • 345 views
   • 
   • joel
   • March 12, 2021

7. Non-ERISA 403(b) Satisfy CalSavers Exemption?

   By Patricia Neal Jensen, March 28, 2022
   • 1 reply
   • 343 views
   • 
   • Peter Gulia
   • March 28, 2022

8. Less than 20 hours a week excluded

   By austin3515, September 16, 2020
   • 3 replies
   • 341 views
   • 
   • Flyboyjohn
   • September 17, 2020

9. Any updates on Non-ERISA Governmental 401K plans

   By JOH, February 24, 2021
   • 0 replies
   • 337 views
   • 
   • JOH
   • February 24, 2021

10. Termination of 403b - Can employees rollover to another 403b?

    By KaJay, August 1
    • 5 replies
    • 334 views
    • 
    • Belgarath
    • August 3

11. "easy" eligibility question crossing the plan year

    By AlbanyConsultant, August 4, 2020
    • 2 replies
    • 332 views
    • 
    • AlbanyConsultant
    • August 4, 2020

12. Refund of Plan Loan Interest

    By waid10, July 11, 2022
    • 2 replies
    • 329 views
    • 
    • Bird
    • July 11, 2022

13. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 322 views
    • 
    • cpc0506
    • November 15, 2019

14. transfer between plans of same employer

    By AlbanyConsultant, November 1, 2017
    • 0 replies
    • 320 views
    • 
    • AlbanyConsultant
    • November 1, 2017

15. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 314 views
    • 
    • AlbanyConsultant
    • December 22, 2021

16. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 314 views
    • 
    • KaJay
    • July 14, 2021

17. Flexible discretionary matches and new documents

    By Belgarath, June 12
    • 3 replies
    • 309 views
    • 
    • Belgarath
    • June 13

18. How much must an employer contribute to get a QACA safe harbor?

    By Peter Gulia, March 15
    • 3 replies
    • 307 views
    • 
    • Patricia Neal Jensen
    • March 16

19. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 305 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

20. LTD Makes Employer Contributions

    By khn, February 12, 2021
    • 0 replies
    • 302 views
    • 
    • khn
    • February 12, 2021

21. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
    • 0 replies
    • 297 views
    • 
    • AlbanyConsultant
    • February 27, 2020

22. Employer contribution made for two terminated employees by mistake.

    By KaJay, February 9, 2021
    • 1 reply
    • 296 views
    • 
    • Peter Gulia
    • February 10, 2021

23. "Normally works more than 20 hours per week"

    By BG5150, May 17
    • 1 reply
    • 291 views
    • 
    • Belgarath
    • May 17

24. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 291 views
    • 
    • AlbanyConsultant
    • September 10, 2019

25. Employer contribution limits and timing

    By BG5150, March 1
    • 3 replies
    • 282 views
    • 
    • Peter Gulia
    • March 1