403(b) Plans, Accounts or Annuities

1,949 topics in this forum

1. two NFPs merge, one with a 401k plan... what happens to that money?

   By AlbanyConsultant, November 15
   • 2 replies
   • 216 views
   • 
   • Peter Gulia
   • November 16

2. 403(b) and 401(k) testing

   By MetsFan86, November 15
   • 0 replies
   • 94 views
   • 
   • MetsFan86
   • November 15

3. Cycle 3 Restatement for terminated plans

   By Tom, December 22, 2020   

   • terminated plans restatement
   • 5 replies
   • 563 views
   • 
   • VeryOldMan
   • October 26

4. "20 hour exclusion"

   By Belgarath, October 12
   • 2 replies
   • 135 views
   • 
   • Luke Bailey
   • October 13

5. leased employees - don't count the time?

   By AlbanyConsultant, August 20
   • 2 replies
   • 152 views
   • 
   • AlbanyConsultant
   • August 20

6. Age Discrimination

   By Guest mif2000, February 9, 2010
   • 4 replies
   • 1.1k views
   • 
   • Viridiana Valdes
   • August 9

7. Can 501(c)(13) Establish A 403(b) Plan?

   By metsfan026, July 26
   • 1 reply
   • 231 views
   • 
   • Carol V. Calhoun
   • July 26

8. 403(b)(9) Administration Questions

   By RCK13, July 13
   • 7 replies
   • 243 views
   • 
   • RCK13
   • July 16

9. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

   By KaJay, July 14
   • 0 replies
   • 114 views
   • 
   • KaJay
   • July 14

10. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515, July 8
    • 14 replies
    • 306 views
    • 
    • Belgarath
    • July 13

11. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant, June 29
    • 1 reply
    • 166 views
    • 
    • Madison71
    • June 30

12. Nonelecting Church plan offers a match--5500 required?

    By BG5150, May 28
    • 5 replies
    • 216 views
    • 
    • Patricia Neal Jensen
    • June 9

13. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe, June 6
    • 6 replies
    • 203 views
    • 
    • QDROphile
    • June 7

14. Going from ERISA 403(b) status to Non-ERISA 403(b) status

    By ldr, June 3   

    • 403(b)
    • 2 replies
    • 265 views
    • 
    • ldr
    • June 4

15. Contribution Allocation

    By Stash026, May 21
    • 6 replies
    • 287 views
    • 
    • Patricia Neal Jensen
    • May 24

16. 403b Eligiblity Period?

    By austin3515, September 24, 2010
    • 13 replies
    • 5.6k views
    • 
    • Patricia Neal Jensen
    • May 19

17. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24, 2019   

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

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 4 replies
    • 1.6k views
    • 
    • ERISADC
    • May 19

18. 403(b) and Separate 401(a) Plan

    By Cassopy, April 16
    • 12 replies
    • 395 views
    • 
    • MWeddell
    • May 5

19. Annuity

    By PS, April 30
    • 4 replies
    • 281 views
    • 
    • Luke Bailey
    • May 3

20. Universal Availability Rule

    By katdmin, April 12
    • 1 reply
    • 222 views
    • 
    • Belgarath
    • April 12

21. 403(b) Protected Benefits?

    By Guest dietpepsi, September 5, 2003
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • March 15

22. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick, January 31
    • 2 replies
    • 229 views
    • 
    • joel
    • March 12

23. Taxation of 403(b) Distributions by New York State 1 2

    By joel, February 17
    • 25 replies
    • 2.1k views
    • 
    • joel
    • March 8

24. Universal availability

    By Belgarath, February 11
    • 4 replies
    • 289 views
    • 
    • Belgarath
    • March 1

25. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice, January 24   

    • annuity
    • tsp plan
    • 6 replies
    • 338 views
    • 
    • joel
    • February 27