403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Assistance on advising the Advisor...Protocol and procedure?

   By Guest WLP 1863, October 28, 2003
   • 5 replies
   • 3.1k views
   • 
   • IRC401
   • November 29, 2003

2. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

   By Belgarath, January 17, 2023
   • 5 replies
   • 1.1k views
   • 
   • Cassopy
   • January 20, 2023

3. 5500/SAR question

   By Santo Gold, August 15, 2007
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • August 17, 2007

4. ACA question

   By Belgarath, February 26
   • 5 replies
   • 863 views
   • 
   • Peter Gulia
   • March 10

5. Hours of Service

   By Guest kjk, May 17, 2002
   • 5 replies
   • 2.8k views
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   • mbozek
   • July 15, 2002

6. Merger of DC Plan into 403(b)

   By Guest AEA, October 29, 2003
   • 5 replies
   • 3.2k views
   • 
   • mbozek
   • November 24, 2003

7. TPA Loan Fee in 403(b) - Reasonable?

   By beartd, September 5, 2018
   • 5 replies
   • 1.2k views
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   • BG5150
   • September 10, 2018

8. Termination of 403(b) plan

   By Guest Lonnie Tomlin, December 7, 1998
   • 5 replies
   • 3.2k views
   • 
   • Guest
   • January 15, 1999

9. ACP failure on 403b plan

   By Guest Peggy806, April 5, 2011
   • 5 replies
   • 2.6k views
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   • Lou S.
   • April 11, 2011

10. Employer contributions to non-Title I plan

    By Felicia, February 14, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 17, 2001

11. Retroactive Increase Employer Contributions

    By AFJ, February 8, 2018
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 9, 2018

12. 403(b), or maybe not

    By John Feldt ERPA CPC QPA, June 23, 2010
    • 5 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 24, 2010

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

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

14. Boggs and 403(b) accounts with Bypass Trust Planning

    By Guest chriss, March 22, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • March 26, 2002

15. Roth

    By FJR, October 7, 2005
    • 5 replies
    • 2.8k views
    • 
    • wmyer
    • October 11, 2005

16. I need help on 403(b)

    By Guest treewv, December 1, 2004
    • 5 replies
    • 2.2k views
    • 
    • joel
    • December 7, 2004

17. 403(b) plan with irrevocable election; FICA issues

    By QDROphile, October 27, 2000
    • 5 replies
    • 3.8k views
    • 
    • QDROphile
    • October 31, 2000

18. 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
    • 1.9k views
    • 
    • dustin
    • February 9, 2017

19. 401-k to 403-B

    By KevinMc, November 17, 2015
    • 5 replies
    • 1.1k views
    • 
    • QDROphile
    • November 18, 2015

20. Highly Compensated and post-severance compensation

    By Belgarath, February 13, 2018
    • 5 replies
    • 869 views
    • 
    • Belgarath
    • March 21, 2018

21. Changing 403(b) custodians

    By Guest medinael, July 17, 2003
    • 5 replies
    • 3.1k views
    • 
    • Locust
    • July 18, 2003

22. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • April 4, 2015

23. Effect of repeal of s. 415(e)

    By Guest MAnglim, May 26, 1999
    • 5 replies
    • 1.9k views
    • 
    • AndyH
    • December 11, 2000

24. Do late deferrals need earnings adjustment if only one or two months late?

    By KaJay, October 25, 2023
    • 5 replies
    • 800 views
    • 
    • KaJay
    • October 30, 2023

25. 415 Limitations

    By Guest Sieve, June 22, 2009
    • 5 replies
    • 1.6k views
    • 
    • TLGeer
    • June 23, 2009

26. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com, February 28, 2022
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • March 4, 2022

27. Church 403b7 & Employer Contributions

    By Guest gregg_gg, December 28, 2005
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • January 5, 2006

28. 403(b) Employer Contribution Eligibility

    By Guest PAINPA, September 19, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2006

29. custodial accounts

    By 52626, May 30, 2014
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • November 4, 2015

30. Is this "coloring outside the lines" too much?

    By Belgarath, May 16
    • 5 replies
    • 961 views
    • 
    • austin3515
    • May 20

31. Transfer from one 403(b) vendor to another

    By waid10, September 11, 2012
    • 5 replies
    • 2.7k views
    • 
    • rcline46
    • September 17, 2012

32. 403(b) Document Requirement Update?

    By Guest ajames, February 23, 2006
    • 5 replies
    • 2.8k views
    • 
    • GBurns
    • April 15, 2006

33. Individual 403(b) plan anyone?

    By Guest Mr. Relaxation, November 3, 2003
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • November 4, 2003

34. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 1.7k views
    • 
    • perkinsran
    • January 26, 2020

35. Common Remitter

    By austin3515, July 11, 2011
    • 5 replies
    • 7.2k views
    • 
    • austin3515
    • July 12, 2011

36. 403(b) and Roths

    By Nancy D, December 10, 2012
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2012

37. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 1.6k views
    • 
    • JRN
    • April 1, 2020

38. 403b "converted"to 401(k) plan?

    By Guest stashu, January 2, 2006
    • 5 replies
    • 6.8k views
    • 
    • Guest
    • January 3, 2006

39. $5,000 cash out in Church Plans

    By Guest andmik, September 5, 2002
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • September 6, 2002

40. Plan document for governmental plan

    By Guest JBeck, May 18, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • June 26, 2004

41. 403(b) Vendor Selection for non-ERISA plans

    By Guest smithgd, September 26, 1999
    • 5 replies
    • 2.6k views
    • 
    • jlf
    • October 5, 1999

42. Governmental Plans Answer Book

    By Carol V. Calhoun, January 23, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 24, 2002

43. 403(b) not qualified

    By Bird, October 22, 2007
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

44. Vesting requirements 403(b)

    By Guest yorkPA814, May 28, 2009
    • 5 replies
    • 3.2k views
    • 
    • jpod
    • May 28, 2009

45. $3,000 Catch-up under 402(g)(7)

    By austin3515, July 13, 2011
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • July 18, 2011

46. Can a company offering a 403(b) also sponsor a 401(k)?

    By Guest WyrickL, October 16, 2002
    • 5 replies
    • 4.3k views
    • 
    • mbozek
    • December 2, 2002

47. Does the existence of an ERISA 403(b) automatically make and non-ERISA plan subject to ERISA?

    By katieinny, January 17, 2013
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 18, 2013

48. How long must plan administrator retain a participant's records after the plan has terminated?

    By Guest ooota, September 23, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 23, 2003

49. 415 Limit on catch up contributions

    By Hoard1, November 18, 1999
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • November 19, 1999

50. Safe harbor match, employees excluded from match only

    By Belgarath, January 8, 2019
    • 5 replies
    • 882 views
    • 
    • Belgarath
    • January 11, 2019