403(b) Plans, Accounts or Annuities

2,032 topics in this forum

1. 403(b) to 401(k) - Apologies if redundant

   By HarleyBabe, September 29, 2019
   • 2 replies
   • 417 views
   • 
   • Mr Bagwell
   • September 30, 2019

2. Boys and Girls Club

   By cpc0506, September 25, 2019
   • 2 replies
   • 629 views
   • 
   • Patricia Neal Jensen
   • September 25, 2019

3. 403b restatement effective date

   By Megandps, September 12, 2019
   • 1 reply
   • 872 views
   • 
   • Belgarath
   • September 12, 2019

4. ERISA plan, but plan sponsor doesn't control

   By AlbanyConsultant, September 10, 2019
   • 4 replies
   • 745 views
   • 
   • FPGuy
   • September 11, 2019

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

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

6. ERISA and Non-ERISA 403(b)

   By Jennifer D., September 4, 2019
   • 2 replies
   • 549 views
   • 
   • Patricia Neal Jensen
   • September 4, 2019

7. 403b forfeitures to new 401k

   By TPApril, August 31, 2019
   • 1 reply
   • 606 views
   • 
   • hr for me
   • August 31, 2019

8. 403b - Forfs Revert to Employer

   By austin3515, November 5, 2013
   • 9 replies
   • 2.5k views
   • 
   • TPApril
   • August 29, 2019

9. less than 20/hr 410(b) test

   By ATM, August 15, 2019
   • 3 replies
   • 779 views
   • 
   • Luke Bailey
   • August 20, 2019

10. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 1.5k views
    • 
    • FPGuy
    • August 6, 2019

11. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 502 views
    • 
    • Old Lawyer
    • July 29, 2019

12. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 816 views
    • 
    • oldman63
    • July 15, 2019

13. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 433 views
    • 
    • david rigby
    • July 8, 2019

14. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24, 2019
    • 4 replies
    • 741 views
    • 
    • Belgarath
    • July 3, 2019

15. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3, 2019
    • 1 reply
    • 491 views
    • 
    • CuseFan
    • July 3, 2019

16. 20 hour exclusion

    By Belgarath, June 18, 2019
    • 9 replies
    • 1.5k views
    • 
    • Belgarath
    • June 27, 2019

17. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 6.3k views
    • 
    • nancy
    • June 13, 2019

18. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28, 2019   

    • 403(b) employer contribution?
    • 4 replies
    • 719 views
    • 
    • loserson
    • June 12, 2019

19. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 1.8k views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

20. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6, 2019
    • 10 replies
    • 1.6k views
    • 
    • Belgarath
    • June 11, 2019

21. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 1.2k views
    • 
    • BTG
    • June 3, 2019

22. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 932 views
    • 
    • Patricia Neal Jensen
    • May 28, 2019

23. Public School / Non-ERISA Plan

    By austin3515, May 24, 2019
    • 2 replies
    • 638 views
    • 
    • austin3515
    • May 24, 2019

24. Can active employee contribute unused vacation time to 403(b)?

    By KaJay, April 12, 2019
    • 1 reply
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

25. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 19.3k views
    • 
    • Renier
    • April 3, 2019