403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403b and 401k / Aggregation of ER Contribs for Testing

   By austin3515, November 3, 2013
   • 7 replies
   • 4.3k views
   • 
   • austin3515
   • December 9, 2015

2. Dual Status Public Ed

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

3. 401-k to 403-B

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

4. custodial accounts

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

5. 403(b) termination with annuity contracts

   By Flyboyjohn, March 6, 2014
   • 3 replies
   • 1.6k views
   • 
   • AMDG
   • October 26, 2015

6. 403(b) Plan, Change of Vendor, Terminated Participants

   By Tinman, January 30, 2015
   • 2 replies
   • 1.9k views
   • 
   • AMDG
   • October 26, 2015

7. 403(b) IRS-preapproved documents

   By Peter Gulia, September 8, 2015   

   • prototype; volume-submitter
   • 10 replies
   • 1.5k views
   • 
   • AMDG
   • October 26, 2015

8. Nonvested Employer Contributions

   By erisa29, April 16, 2015
   • 3 replies
   • 1.4k views
   • 
   • AMDG
   • October 26, 2015

9. 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

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

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

11. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 3.7k views
    • 
    • Kevin C
    • September 3, 2015

12. 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

13. Non-ERISA 403b Concludes it is ERISA

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

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

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 3.5k views
    • 
    • 401 Chaos
    • August 7, 2015

15. 403(b) transfers/rollover/exchange

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

16. 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

17. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • June 25, 2015

18. 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

19. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • April 29, 2015

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

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

21. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 4.1k views
    • 
    • Kevin C
    • April 8, 2015

22. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1.7k views
    • 
    • IRA
    • April 7, 2015

23. Transfers Out of TIAA

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

24. 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

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

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

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

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 998 views
    • 
    • Guest
    • March 3, 2015

27. NonErisa plan document requirement?

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

28. Max Deductible Limit?

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

29. 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
    • 2.6k views
    • 
    • K2retire
    • February 18, 2015

30. Compensation Definition for ACP

    By leighl, February 16, 2015
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • February 16, 2015

31. Pre 1/1/09 Contracts - Participants Excluded, but not assets

    By austin3515, February 8, 2015
    • 1 reply
    • 1k views
    • 
    • mbozek
    • February 9, 2015

32. 403b and 457 - contribute max to both?

    By SeanTankarian, February 3, 2015   

    • 457b 403b
    • 3 replies
    • 2.2k views
    • 
    • Lou S.
    • February 3, 2015

33. 403b question- adding new provider, plan document question

    By Sido, January 7, 2015
    • 3 replies
    • 2.7k views
    • 
    • Sido
    • January 31, 2015

34. Start up 403(b) and 5500 reporting

    By Lori H, January 26, 2015
    • 4 replies
    • 1.6k views
    • 
    • Lori H
    • January 27, 2015

35. Old TIAA Individual Contacts - Any Fiduciaries?

    By austin3515, December 22, 2014
    • 26 replies
    • 4.4k views
    • 
    • mbozek
    • January 10, 2015

36. TIAA-CREF / Loan Program

    By austin3515, January 5, 2015
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • January 6, 2015

37. Contribution Limits for 403(b) and SEP IRA

    By Guest soccermom, December 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 16, 2014

38. 403(b) - does adoption agreement trump non-ERISA status?

    By Guest ellis14, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • mbozek
    • November 26, 2014

39. Terminating a 403(b)

    By Lori H, November 20, 2014
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 21, 2014

40. non-ERISA 403(b) safe harbor plan

    By R. Butler, November 19, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • November 20, 2014

41. 403B and IRA Catastrophe

    By Guest 401kguy, November 18, 2014
    • 10 replies
    • 2.4k views
    • 
    • QDROphile
    • November 20, 2014

42. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 403(b)
    • 0 replies
    • 995 views
    • 
    • Peter Gulia
    • November 10, 2014

43. TIAA Class Action Settlement?

    By EPCRSGuru, October 11, 2014   

    • Bauer-Ramazani
    • 1 reply
    • 2.4k views
    • 
    • traveler
    • October 23, 2014

44. Non-Profit with a SEP and Non-ERISA Plan Doc, allowed?

    By Guest SEFinnegan, October 21, 2014
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2014

45. Employee "opt out" of a 403 b

    By KevinMc, September 30, 2014
    • 2 replies
    • 2.3k views
    • 
    • EPCRSGuru
    • October 11, 2014

46. Universal Availability and part time employees

    By Lori H, October 7, 2014
    • 3 replies
    • 942 views
    • 
    • Lori H
    • October 8, 2014

47. Excess Deferrals - Statute of Limitations

    By bzorc, October 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • Carol V. Calhoun
    • October 4, 2014

48. RMD's from multiple 403 (b) plans

    By Guest philkatz, October 3, 2014
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 3, 2014

49. Restating for PPA for a terminated plan?

    By Lori H, September 15, 2014
    • 2 replies
    • 2.4k views
    • 
    • Lori H
    • September 16, 2014

50. Participant Count

    By Guest M. Pederson, September 10, 2014
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 10, 2014