403(b) Plans, Accounts or Annuities

1,846 topics in this forum

1. 403b HCE

   By Dougsbpc, Monday at 09:09 PM
   • 2 replies
   • 112 views
   • 
   • Dougsbpc
   • Tuesday at 05:50 PM

2. 401k and 403b Sponsored

   By austin3515, February 21
   • 1 reply
   • 187 views
   • 
   • Belgarath
   • February 21

3. Safe harbor match - eligibility

   By Retirement Geek, February 6   

   • safe habor
   • match
   • 8 replies
   • 335 views
   • 
   • Doc Ument
   • February 13

4. can one become ineligible once eligible in 403(b)?

   By TPApril, September 15, 2018
   • 23 replies
   • 608 views
   • 
   • Belgarath
   • February 1

5. Moving to Single Vendor

   By khn, January 23
   • 1 reply
   • 88 views
   • 
   • Patricia Neal Jensen
   • January 24

6. Plan document not updated for final 403(b) regulations

   By oldman63, January 24
   • 1 reply
   • 96 views
   • 
   • Kevin C
   • January 24

7. Compensation Exclusions

   By Brigid, January 22
   • 5 replies
   • 227 views
   • 
   • CuseFan
   • January 22

8. 404 Deductibility Rule and Tax Exempt Sponsor?

   By Patricia Neal Jensen, January 17   

   • 403(b); 404 deductibility limit
   • 4 replies
   • 202 views
   • 
   • Patricia Neal Jensen
   • January 22

9. Error in 2009 good faith 403b document

   By Flyboyjohn, January 14
   • 5 replies
   • 212 views
   • 
   • Luke Bailey
   • January 17

10. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17
    • 3 replies
    • 124 views
    • 
    • AJC
    • January 17

11. Safe harbor match, employees excluded from match only

    By Belgarath, January 8
    • 5 replies
    • 221 views
    • 
    • Belgarath
    • January 11

12. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 1,211 views
    • 
    • lm64
    • January 3

13. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 203 views
    • 
    • lm64
    • January 3

14. Cutback changes to Non-ERISA 403(b) Plan

    By oldman63, January 2
    • 2 replies
    • 101 views
    • 
    • david rigby
    • January 2

15. Midyear vesting change adopted 12/31 and anti-cutback rules

    By kmhaab, December 28, 2018
    • 3 replies
    • 177 views
    • 
    • kmhaab
    • December 31, 2018

16. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 2,264 views
    • 
    • Belgarath
    • December 6, 2018

17. Failure to Make Matching Contributions

    By oldman63, December 4, 2018
    • 2 replies
    • 89 views
    • 
    • Luke Bailey
    • December 5, 2018

18. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 229 views
    • 
    • Bird
    • December 3, 2018

19. 403(b) ineligible employer - no 5500's

    By WCC, November 12, 2018
    • 1 reply
    • 165 views
    • 
    • Carol V. Calhoun
    • November 13, 2018

20. excluded compensation

    By Earl, October 24, 2018
    • 1 reply
    • 221 views
    • 
    • PensionPro
    • October 24, 2018

21. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 232 views
    • 
    • Bill Sweetnam
    • October 19, 2018

22. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 154 views
    • 
    • Kevin C
    • October 17, 2018

23. controlled group - single board of directors?

    By WCC, October 9, 2018
    • 2 replies
    • 175 views
    • 
    • PensionPro
    • October 10, 2018

24. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC, October 4, 2018
    • 0 replies
    • 124 views
    • 
    • IHC
    • October 4, 2018

25. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 220 views
    • 
    • PensionPro
    • October 2, 2018