403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Plan Document

   By HarleyBabe, September 13, 2016
   • 12 replies
   • 2.2k views
   • 
   • benefitz
   • August 14, 2017

2. reimbursing fees for switching to new investments

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

3. 403b Plan Investments

   By Earl, August 12, 2016
   • 11 replies
   • 1.8k views
   • 
   • QDROphile
   • August 16, 2016

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

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

5. TIAA-CREF Loan provisions - Corbel Doc

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

6. 403(b Non-ERISA and Investment Changes

   By DTH, July 20, 2016
   • 5 replies
   • 1.4k views
   • 
   • Belgarath
   • July 21, 2016

7. coverage problem

   By Earl, July 14, 2016   

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

8. Controlled Group

   By waid10, June 30, 2016   

   • Nondiscrimination Testing
   • 7 replies
   • 1.6k views
   • 
   • Carol V. Calhoun
   • July 11, 2016

9. 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

10. Non-ERISA Church Plan Auto Enroll

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

11. 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

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

    By Jim Chad, May 17, 2016
    • 1 reply
    • 3.8k views
    • 
    • jpod
    • May 17, 2016

13. 403(b) and SEP

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

14. 403(b) Plan-to-Plan Transfer Rules

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

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

    By Pinefresh, May 12, 2016
    • 6 replies
    • 1.3k views
    • 
    • QDROphile
    • May 24, 2016

16. 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

17. 403(b) plan merged with 401(a) plan - how to correct

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

18. 403(b) and Direct Deposit

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

19. Partial Plan Term Rules

    By austin3515, March 7, 2016
    • 2 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • March 7, 2016

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

    By Flyboyjohn, February 15, 2016
    • 1 reply
    • 1.1k views
    • 
    • AMDG
    • February 15, 2016

21. ERISA 403b Eligibility

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

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

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 1.6k views
    • 
    • Carol V. Calhoun
    • January 31, 2016

23. Hardships allowed from rollovers?

    By AlbanyConsultant, January 28, 2016
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • January 28, 2016

24. Non-profit supposedly has "non-ERISA" 403(b) Plan

    By Belgarath, January 25, 2016
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • January 27, 2016

25. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • January 19, 2016

26. non-ERISA 403b - needs a final 5500?

    By AlbanyConsultant, January 15, 2016
    • 4 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 15, 2016

27. Dual Status Public Ed

    By DTH, November 19, 2015
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • November 19, 2015

28. 401-k to 403-B

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

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

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

30. SPD says it is a 404(c) plan under ERISA. Does this make it an ERISA Plan?

    By Jim Chad, October 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • October 6, 2015

31. Contract workers or not in 403(b) plan or not

    By TPApril, September 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • September 20, 2015

32. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1.6k views
    • 
    • AMDG
    • October 26, 2015

33. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 5k views
    • 
    • mbozek
    • August 20, 2015

34. Non-ERISA 403b Concludes it is ERISA

    By austin3515, August 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • jpod
    • August 18, 2015

35. For-Profit Subsidiaries and 403(b) Plans

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 3.6k views
    • 
    • 401 Chaos
    • August 7, 2015

36. 403(b) transfers/rollover/exchange

    By Miannette, August 4, 2015
    • 1 reply
    • 1k views
    • 
    • Carol V. Calhoun
    • August 4, 2015

37. 15 Year Catch-up for a private school

    By cprisco, July 30, 2015   

    • 403(b)
    • catch-up
    • (and 1 more)

      Tagged with:

      • 403(b)
      • catch-up
      • 15 year catch-up
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • July 31, 2015

38. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • June 25, 2015

39. Exclude Ee's working less than 20 hours per week

    By austin3515, May 26, 2015
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • May 27, 2015

40. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • April 29, 2015

41. 20 hour exclusion NOT to apply to part-time union employees

    By Belgarath, April 28, 2015
    • 17 replies
    • 2.5k views
    • 
    • K2retire
    • November 17, 2016

42. Nonvested Employer Contributions

    By erisa29, April 16, 2015
    • 3 replies
    • 1.5k views
    • 
    • AMDG
    • October 26, 2015

43. Exclusion of Pre 1/1/09 Contracts Once In a Lifetime??

    By austin3515, April 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • April 10, 2015

44. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1.8k views
    • 
    • IRA
    • April 7, 2015

45. Entry date for salary reduction only 403(b)?

    By Lori H, March 10, 2015
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015

46. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1.6k views
    • 
    • AlbanyConsultant
    • March 6, 2015

47. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 3, 2015

48. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

49. Max Deductible Limit?

    By austin3515, February 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • February 19, 2015

50. EPCRS correction on payment of back wages?

    By waid10, February 17, 2015   

    • FLSA
    • back pay
    • (and 1 more)

      Tagged with:

      • FLSA
      • back pay
      • EPCRS
    • 3 replies
    • 2.7k views
    • 
    • K2retire
    • February 18, 2015