403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. Compensation Definition for ACP

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

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

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

3. Rolling IRA into 403(b) Account

   By 52626, February 6, 2015
   • 2 replies
   • 1.1k views
   • 
   • jlea
   • September 25, 2018

4. 403b and 457 - contribute max to both?

   By SeanTankarian, February 3, 2015   

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

5. 403(b) Plan, Change of Vendor, Terminated Participants

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

6. Start up 403(b) and 5500 reporting

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

7. 403b question- adding new provider, plan document question

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

8. TIAA-CREF / Loan Program

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

9. Old TIAA Individual Contacts - Any Fiduciaries?

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

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

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

11. 403(b) - does adoption agreement trump non-ERISA status?

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

12. Terminating a 403(b)

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

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

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

14. 403B and IRA Catastrophe

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

15. 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

16. 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

17. TIAA Class Action Settlement?

    By EPCRSGuru, October 11, 2014   

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

18. Universal Availability and part time employees

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

19. Excess Deferrals - Statute of Limitations

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

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

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

21. Employee "opt out" of a 403 b

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

22. Restating for PPA for a terminated plan?

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

23. Participant Count

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

24. 403(B) with After-Tax

    By oldman, September 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 5, 2014

25. Non-ERISA 403(b) to Safe Harbor ERISA 403(b)

    By jpokusa, August 20, 2014   

    • 403(b)
    • non-ERISA 403(b)
    • (and 1 more)

      Tagged with:

      • 403(b)
      • non-ERISA 403(b)
      • safe harbor ERISA 403(b)
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 21, 2014

26. 401k and 403b at the same time?

    By cpc0506, August 15, 2014
    • 9 replies
    • 4k views
    • 
    • MWeddell
    • August 19, 2014

27. 403b plan loan problems

    By doombuggy, July 29, 2014
    • 4 replies
    • 3.7k views
    • 
    • 403BWilder
    • September 28, 2017

28. 8955-SSA & terminated plans

    By Guest M. Pederson, July 29, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • July 29, 2014

29. Excluding Pre 1/1/09 Contracts

    By austin3515, July 29, 2014
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • July 29, 2014

30. Coaches & Substitute teachers

    By Guest M. Pederson, July 22, 2014
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • July 22, 2014

31. ERISA 403(b) Plan - Trustee

    By 52626, July 22, 2014
    • 2 replies
    • 4.2k views
    • 
    • jpod
    • July 29, 2014

32. non-ERISA 403b to 401k

    By cpc0506, July 18, 2014
    • 7 replies
    • 6.2k views
    • 
    • masteff
    • July 18, 2014

33. TIAA-CREF Schedule D

    By austin3515, July 8, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 8, 2014

34. 403(b) Missed Deferrals

    By EPCRSGuru, June 28, 2014
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2014

35. 403(b) Audit

    By oldman, June 13, 2014
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • June 13, 2014

36. custodial accounts

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

37. Non-ERISA Plan Changing to ERISA Plan - Vesting

    By DTH, May 29, 2014
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • May 29, 2014

38. Eligible for TDA Plan?

    By austin3515, May 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2014

39. Deferrals on Accrued Vacation Pay

    By khn, May 9, 2014
    • 2 replies
    • 1.5k views
    • 
    • 12AX7
    • May 10, 2014

40. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 3.2k views
    • 
    • Belgarath
    • December 6, 2018

41. Revenue Ruling 2014-09

    By Guest Mark03, May 1, 2014
    • 13 replies
    • 2.8k views
    • 
    • masteff
    • May 7, 2014

42. TIAA-CREF Schedule A and Schedule D

    By austin3515, April 29, 2014
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • April 29, 2014

43. Student Employees

    By austin3515, April 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • austin3515
    • April 22, 2014

44. Universal Availability

    By austin3515, April 11, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • April 15, 2014

45. Reading up on 414(h) "Pick up Plans"

    By austin3515, April 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 4, 2014

46. Deadline to submit pre-approved plans extended

    By austin3515, March 25, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 25, 2014

47. ACP Test

    By DTH, March 10, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • March 10, 2014

48. Impermissible distributions taken from ERISA 403(b) plan

    By Belgarath, March 7, 2014
    • 10 replies
    • 2.6k views
    • 
    • Peter Gulia
    • March 10, 2014

49. 403(b) termination with annuity contracts

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

50. Can a charity get a letter ruling on its 403(b) plan?

    By Peter Gulia, March 6, 2014
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • March 6, 2014