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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

2,067 topics in this forum

  1. 403b Plan Loses Church Status

    By justatester,   
    • 1 reply
    • 743 views

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

    By Belgarath,
    • 0 replies
    • 629 views

  3. School or school district mergers

    By Belgarath,
    • 4 replies
    • 896 views

  4. Period Certain Rollovers Past 70

    By ScottyD,
    • 0 replies
    • 562 views

  5. 403b match - age discrimination or not?

    By WP2017,   
    • 2 replies
    • 1.2k views
    • K2
    • K2

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

    By rocknrolls2,
    • 7 replies
    • 1.2k views

  7. Exclude adjunct professors

    By cdavis25,
    • 3 replies
    • 2.2k views

  8. Exclude from Match

    By cdavis25,
    • 2 replies
    • 677 views

  9. ERISA or NonErisa Plan

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

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

    By Florida1,   
    • 2 replies
    • 859 views

  11. Frozen 403b assets rolled into 401K

    By Guest Benecialist,
    • 8 replies
    • 3.5k views

  12. Non-excludable employee move to excludable group

    By leighl,
    • 5 replies
    • 1.6k views

  13. the latest on pre-approved documents

    By Tom Poje,
    • 1 reply
    • 765 views

  14. canadian resident in plan

    By Beemer,
    • 12 replies
    • 2.8k views

  15. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin,   
    • 5 replies
    • 2.6k views

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

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

  17. 403(b) Distributions Treated as Housing Allowance

    By DTH,
    • 3 replies
    • 8.2k views
    • DTH
    • DTH

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

    By BigERISA,   
    • 0 replies
    • 612 views

  19. Grandfathered Annuities

    By khn,
    • 0 replies
    • 1.1k views
    • khn
    • khn

  20. Exclusions due to 20 or fewer hours of service

    By leighl,
    • 1 reply
    • 728 views

  21. deleted

    By AMDG,
    • 0 replies
    • 646 views

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

    By Nancy D,
    • 6 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 5 replies
    • 1.6k views

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

    By Jim Chad,
    • 2 replies
    • 1.6k views

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

    By Belgarath,
    • 17 replies
    • 2.9k views

  26. 415 Limit

    By DTH,
    • 1 reply
    • 930 views

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

    By Belgarath,
    • 5 replies
    • 1k views

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

    By Eve Sav,   
    • 3 replies
    • 1.1k views

  29. 403(b) Non Erisa Plan Termination

    By HarleyBabe,
    • 3 replies
    • 2.8k views

  30. Establishing a 403(b) deadline

    By B21,
    • 1 reply
    • 1.1k views

  31. Student Employee exclusion

    By mattmc82,
    • 1 reply
    • 1.3k views

  32. reimbursing fees for switching to new investments

    By AlbanyConsultant,
    • 2 replies
    • 877 views

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

    By AndyH,
    • 10 replies
    • 6.4k views

  34. 403b Plan Investments

    By Earl,
    • 11 replies
    • 2k views

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

    By benefitz,
    • 1 reply
    • 888 views

  36. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515,
    • 1 reply
    • 1k views

  37. 403(b Non-ERISA and Investment Changes

    By DTH,
    • 5 replies
    • 1.5k views

  38. coverage problem

    By Earl,   
    • 6 replies
    • 1.5k views

  39. Controlled Group

    By waid10,   
    • 7 replies
    • 1.8k views

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

    By Belgarath,
    • 4 replies
    • 1.1k views

  41. Non-ERISA Church Plan Auto Enroll

    By cprisco,
    • 1 reply
    • 1.1k views

  42. 403(b) restatement

    By M Norton,   
    • 0 replies
    • 1.6k views

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

    By Pinefresh,
    • 6 replies
    • 1.6k views

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

    By Jim Chad,
    • 1 reply
    • 4.2k views

  45. 403(b) and SEP

    By Jim Chad,
    • 1 reply
    • 771 views

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

    By Combo Program Specialist,   
    • 2 replies
    • 1.3k views

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

    By rocknrolls2,
    • 0 replies
    • 1.3k views

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

    By taxllm,
    • 1 reply
    • 1.1k views

  49. 403(b) and Direct Deposit

    By Silver70,
    • 0 replies
    • 661 views

  50. Partial Plan Term Rules

    By austin3515,
    • 2 replies
    • 1.8k views
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