403(b) Plans, Accounts or Annuities

1,869 topics in this forum

1. What are the benefits for a nonprofit to offer a 401k and 403b plan?

   By Guest 401kadmin, September 1, 2005
   • 21 replies
   • 8,434 views
   • 
   • Belgarath
   • 4 hours ago

2. 403b restatement effective date

   By Megandps, Thursday at 03:18 PM
   • 1 reply
   • 71 views
   • 
   • Belgarath
   • Thursday at 03:34 PM

3. ERISA plan, but plan sponsor doesn't control

   By AlbanyConsultant, September 10
   • 4 replies
   • 161 views
   • 
   • FPGuy
   • Wednesday at 07:27 PM

4. FAB 2009-02 excluded participants in a plan term situation

   By AlbanyConsultant, September 10
   • 0 replies
   • 36 views
   • 
   • AlbanyConsultant
   • September 10

5. ERISA and Non-ERISA 403(b)

   By Jennifer D., September 4
   • 2 replies
   • 105 views
   • 
   • Patricia Neal Jensen
   • September 4

6. 403b forfeitures to new 401k

   By TPApril, August 31
   • 1 reply
   • 106 views
   • 
   • hr for me
   • August 31

7. 403b - Forfs Revert to Employer

   By austin3515, November 5, 2013
   • 9 replies
   • 1,903 views
   • 
   • TPApril
   • August 29

8. less than 20/hr 410(b) test

   By ATM, August 15
   • 3 replies
   • 164 views
   • 
   • Luke Bailey
   • August 20

9. 1035 Exchange - variable annuity

   By shERPA, July 31
   • 6 replies
   • 214 views
   • 
   • FPGuy
   • August 6

10. 403(b) public school employee. Need advice

    By Brett Smith, July 26
    • 3 replies
    • 204 views
    • 
    • Old Lawyer
    • July 29

11. $5,000 Cash-Out

    By oldman63, July 12
    • 3 replies
    • 248 views
    • 
    • oldman63
    • July 15

12. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8
    • 1 reply
    • 106 views
    • 
    • david rigby
    • July 8

13. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24
    • 4 replies
    • 220 views
    • 
    • Belgarath
    • July 3

14. ETF's / Custodial Account

    By beartd, July 3
    • 1 reply
    • 206 views
    • 
    • jpod
    • July 3

15. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3
    • 1 reply
    • 169 views
    • 
    • CuseFan
    • July 3

16. 20 hour exclusion

    By Belgarath, June 18
    • 9 replies
    • 313 views
    • 
    • Belgarath
    • June 27

17. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24   

    • universal availability
    • participant notice
    • (and 1 more)

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 2 replies
    • 233 views
    • 
    • EPCRSGuru
    • June 25

18. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 4,761 views
    • 
    • nancy
    • June 13

19. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28   

    • 403(b) employer contribution?
    • 4 replies
    • 294 views
    • 
    • loserson
    • June 12

20. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5
    • 4 replies
    • 170 views
    • 
    • Patricia Neal Jensen
    • June 11

21. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6
    • 10 replies
    • 353 views
    • 
    • Belgarath
    • June 11

22. Universal Availability

    By BTG, May 30
    • 3 replies
    • 287 views
    • 
    • BTG
    • June 3

23. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21
    • 6 replies
    • 306 views
    • 
    • Patricia Neal Jensen
    • May 28

24. Public School / Non-ERISA Plan

    By austin3515, May 24
    • 2 replies
    • 206 views
    • 
    • austin3515
    • May 24

25. Can active employee contribute unused vacation time to 403(b)?

    By KaJay, April 12
    • 1 reply
    • 412 views
    • 
    • Patricia Neal Jensen
    • April 15