403(b) Plans, Accounts or Annuities

2,062 topics in this forum

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

   By rocknrolls2, March 16, 2017
   • 7 replies
   • 1.1k views
   • 
   • QDROphile
   • April 1, 2017

2. Exclude adjunct professors

   By cdavis25, March 30, 2017
   • 3 replies
   • 2.1k views
   • 
   • Carol V. Calhoun
   • March 31, 2017

3. Exclude from Match

   By cdavis25, March 30, 2017
   • 2 replies
   • 645 views
   • 
   • Carol V. Calhoun
   • March 31, 2017

4. ERISA or NonErisa Plan

   By R.G., March 27, 2017
   • 2 replies
   • 699 views
   • 
   • Kevin C
   • March 27, 2017

5. 403(b) needs help w/Vol Comp Prog filing

   By Florida1, March 16, 2017   

   • 403(b); vcp;
   • 2 replies
   • 825 views
   • 
   • Flyboyjohn
   • March 17, 2017

6. Frozen 403b assets rolled into 401K

   By Guest Benecialist, September 11, 2008
   • 8 replies
   • 3.4k views
   • 
   • Lisa
   • March 15, 2017

7. Non-excludable employee move to excludable group

   By leighl, March 9, 2017
   • 5 replies
   • 1.5k views
   • 
   • KJohnson
   • March 9, 2017

8. the latest on pre-approved documents

   By Tom Poje, January 25, 2017
   • 1 reply
   • 738 views
   • 
   • Carol V. Calhoun
   • February 22, 2017

9. canadian resident in plan

   By Beemer, January 23, 2017
   • 12 replies
   • 2.7k views
   • 
   • Carol V. Calhoun
   • February 21, 2017

10. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8, 2017   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 2.4k views
    • 
    • dustin
    • February 9, 2017

11. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 951 views
    • 
    • K2
    • February 8, 2017

12. 403(b) Distributions Treated as Housing Allowance

    By DTH, February 2, 2017
    • 3 replies
    • 7.7k views
    • 
    • DTH
    • February 2, 2017

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

    By BigERISA, January 23, 2017   

    • elective deferrals
    • 401(k)
    • (and 1 more)

      Tagged with:

      • elective deferrals
      • 401(k)
      • 403(b)
    • 0 replies
    • 583 views
    • 
    • BigERISA
    • January 23, 2017

14. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 1.1k views
    • 
    • khn
    • January 19, 2017

15. Exclusions due to 20 or fewer hours of service

    By leighl, January 17, 2017
    • 1 reply
    • 703 views
    • 
    • ETA Consulting LLC
    • January 18, 2017

16. deleted

    By AMDG, January 9, 2017
    • 0 replies
    • 614 views
    • 
    • AMDG
    • January 9, 2017

17. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 1.3k views
    • 
    • Nancy D
    • December 27, 2016

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

    By AlbanyConsultant, December 5, 2016
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • December 23, 2016

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

    By Jim Chad, December 13, 2016
    • 2 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • December 13, 2016

20. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 2.7k views
    • 
    • K2retire
    • November 17, 2016

21. 415 Limit

    By DTH, November 10, 2016
    • 1 reply
    • 892 views
    • 
    • Belgarath
    • November 10, 2016

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

    By Belgarath, October 26, 2016
    • 5 replies
    • 990 views
    • 
    • Belgarath
    • October 28, 2016

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

    By Eve Sav, October 4, 2016   

    • Student Exclusion 403(b)
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • October 5, 2016

24. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 2.7k views
    • 
    • Carol V. Calhoun
    • September 27, 2016

25. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • September 23, 2016

26. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 15, 2016

27. reimbursing fees for switching to new investments

    By AlbanyConsultant, September 12, 2016
    • 2 replies
    • 840 views
    • 
    • QDROphile
    • September 14, 2016

28. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 6.3k views
    • 
    • Belgarath
    • September 6, 2016

29. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 2k views
    • 
    • QDROphile
    • August 16, 2016

30. Are mandatory 403(b) deferrals still annual additions?

    By benefitz, July 26, 2016
    • 1 reply
    • 858 views
    • 
    • Carol V. Calhoun
    • July 28, 2016

31. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 985 views
    • 
    • Peter Gulia
    • July 22, 2016

32. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • July 21, 2016

33. coverage problem

    By Earl, July 14, 2016   

    • document is no help
    • 6 replies
    • 1.4k views
    • 
    • rcline46
    • July 18, 2016

34. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

35. Any word on status of 403(b) pre-approved documents?

    By Belgarath, June 28, 2016
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • June 29, 2016

36. Non-ERISA Church Plan Auto Enroll

    By cprisco, June 17, 2016
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • June 17, 2016

37. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.5k views
    • 
    • M Norton
    • June 13, 2016

38. two 403(b) plans and transferring between them

    By Pinefresh, May 12, 2016
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2016

39. Is a 403(b) plan a "qualified Plan"?

    By Jim Chad, May 17, 2016
    • 1 reply
    • 4.1k views
    • 
    • jpod
    • May 17, 2016

40. 403(b) and SEP

    By Jim Chad, May 17, 2016
    • 1 reply
    • 728 views
    • 
    • Belgarath
    • May 17, 2016

41. Does Dr need to make 401(k) plan contributions to hospital employees eligible for 403(b)?

    By Combo Program Specialist, May 11, 2016   

    • 401(k)
    • 403(b)
    • (and 2 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • hospital
      • doctor
    • 2 replies
    • 1.2k views
    • 
    • Combo Program Specialist
    • May 16, 2016

42. 403(b) Plan-to-Plan Transfer Rules

    By rocknrolls2, May 12, 2016
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • May 12, 2016

43. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm, April 11, 2016
    • 1 reply
    • 1.1k views
    • 
    • AMDG
    • May 1, 2016

44. 403(b) and Direct Deposit

    By Silver70, April 5, 2016
    • 0 replies
    • 625 views
    • 
    • Silver70
    • April 5, 2016

45. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • March 7, 2016

46. Replacing 403(b) with 401(k)

    By Flyboyjohn, February 15, 2016
    • 1 reply
    • 1.2k views
    • 
    • AMDG
    • February 15, 2016

47. Used to be FT, now PT. Still eligible?

    By Santo Gold, November 4, 2015
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • February 8, 2016

48. ERISA 403b Eligibility

    By Earl, February 6, 2016
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • February 8, 2016

49. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.7k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

50. Hardships allowed from rollovers?

    By AlbanyConsultant, January 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • January 28, 2016