403(b) Plans, Accounts or Annuities

2,067 topics in this forum

1. 403b Plan Loses Church Status

   By justatester, April 19, 2017   

   • how to run the abt test
   • 1 reply
   • 778 views
   • 
   • CuseFan
   • April 19, 2017

2. 403(b) pre-approved plan advisory letter

   By Belgarath, April 11, 2017
   • 0 replies
   • 663 views
   • 
   • Belgarath
   • April 11, 2017

3. School or school district mergers

   By Belgarath, March 20, 2017
   • 4 replies
   • 960 views
   • 
   • Belgarath
   • April 11, 2017

4. Period Certain Rollovers Past 70

   By ScottyD, April 4, 2017
   • 0 replies
   • 607 views
   • 
   • ScottyD
   • April 4, 2017

5. 403b match - age discrimination or not?

   By WP2017, April 3, 2017   

   • 403b
   • discrimination
   • (and 1 more)

     Tagged with:

     • 403b
     • discrimination
     • employer match
   • 2 replies
   • 1.3k views
   • 
   • K2
   • April 3, 2017

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

   By rocknrolls2, March 16, 2017
   • 7 replies
   • 1.3k views
   • 
   • QDROphile
   • April 1, 2017

7. Exclude adjunct professors

   By cdavis25, March 30, 2017
   • 3 replies
   • 2.3k views
   • 
   • Carol V. Calhoun
   • March 31, 2017

8. Exclude from Match

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

9. ERISA or NonErisa Plan

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

10. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

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

11. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 3.6k views
    • 
    • Lisa
    • March 15, 2017

12. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • March 9, 2017

13. the latest on pre-approved documents

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

14. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 3k views
    • 
    • Carol V. Calhoun
    • February 21, 2017

15. 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
    • 2.8k views
    • 
    • dustin
    • February 9, 2017

16. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

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

17. 403(b) Distributions Treated as Housing Allowance

    By DTH, February 2, 2017
    • 3 replies
    • 8.6k views
    • 
    • DTH
    • February 2, 2017

18. 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
    • 674 views
    • 
    • BigERISA
    • January 23, 2017

19. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 1.2k views
    • 
    • khn
    • January 19, 2017

20. Exclusions due to 20 or fewer hours of service

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

21. deleted

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

22. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 1.5k views
    • 
    • Nancy D
    • December 27, 2016

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

    By AlbanyConsultant, December 5, 2016
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • December 23, 2016

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

    By Jim Chad, December 13, 2016
    • 2 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • December 13, 2016

25. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 2.9k views
    • 
    • K2retire
    • November 17, 2016

26. 415 Limit

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

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

    By Belgarath, October 26, 2016
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • October 28, 2016

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

    By Eve Sav, October 4, 2016   

    • Student Exclusion 403(b)
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • October 5, 2016

29. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 2.8k views
    • 
    • Carol V. Calhoun
    • September 27, 2016

30. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • September 23, 2016

31. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • September 15, 2016

32. reimbursing fees for switching to new investments

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

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

    By AndyH, April 10, 2002
    • 10 replies
    • 6.5k views
    • 
    • Belgarath
    • September 6, 2016

34. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 2.1k views
    • 
    • QDROphile
    • August 16, 2016

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

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

36. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • July 22, 2016

37. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • July 21, 2016

38. coverage problem

    By Earl, July 14, 2016   

    • document is no help
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • July 18, 2016

39. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 1.8k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

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

    By Belgarath, June 28, 2016
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • June 29, 2016

41. Non-ERISA Church Plan Auto Enroll

    By cprisco, June 17, 2016
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • June 17, 2016

42. 403(b) restatement

    By M Norton, June 13, 2016   

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

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.6k views
    • 
    • M Norton
    • June 13, 2016

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

    By Pinefresh, May 12, 2016
    • 6 replies
    • 1.7k views
    • 
    • QDROphile
    • May 24, 2016

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

    By Jim Chad, May 17, 2016
    • 1 reply
    • 4.3k views
    • 
    • jpod
    • May 17, 2016

45. 403(b) and SEP

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

46. 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
    • 1.3k views
    • 
    • Combo Program Specialist
    • May 16, 2016

47. 403(b) Plan-to-Plan Transfer Rules

    By rocknrolls2, May 12, 2016
    • 0 replies
    • 1.4k views
    • 
    • rocknrolls2
    • May 12, 2016

48. 403(b) plan merged with 401(a) plan - how to correct

    By taxllm, April 11, 2016
    • 1 reply
    • 1.2k views
    • 
    • AMDG
    • May 1, 2016

49. 403(b) and Direct Deposit

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

50. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.9k views
    • 
    • Carol V. Calhoun
    • March 7, 2016