403(b) Plans, Accounts or Annuities

1,829 topics in this forum

1. 403(b) and PEO

   By 52626, Wednesday at 05:17 PM
   • 2 replies
   • 156 views
   • 
   • Bill Sweetnam
   • Friday at 02:41 PM

2. Excluded employees

   By pixmax, Wednesday at 04:43 PM
   • 1 reply
   • 93 views
   • 
   • Kevin C
   • Wednesday at 10:31 PM

3. controlled group - single board of directors?

   By WCC, October 9
   • 2 replies
   • 102 views
   • 
   • PensionPro
   • October 10

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

   By IHC, October 4
   • 0 replies
   • 52 views
   • 
   • IHC
   • October 4

5. 403(b) Plan Compensation Issues

   By PensionPro, October 2
   • 4 replies
   • 176 views
   • 
   • PensionPro
   • October 2

6. Ineligible employee?

   By Griswold, September 25
   • 10 replies
   • 248 views
   • 
   • Griswold
   • September 28

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

   By TPApril, September 15
   • 11 replies
   • 292 views
   • 
   • CJ Allen
   • September 26

8. Rolling IRA into 403(b) Account

   By 52626, February 6, 2015
   • 2 replies
   • 815 views
   • 
   • jlea
   • September 25

9. Roth 403(b) Contributions and W2 reporting

   By John Cross, September 23   

   • roth
   • 403(b)
   • (and 2 more)

     Tagged with:

     • roth
     • 403(b)
     • wages
     • ira earnings test
   • 1 reply
   • 58 views
   • 
   • Luke Bailey
   • September 24

10. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19
    • 3 replies
    • 180 views
    • 
    • Patricia Neal Jensen
    • September 20

11. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 788 views
    • 
    • Appleby
    • September 11

12. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5
    • 5 replies
    • 237 views
    • 
    • BG5150
    • September 10

13. Merging assets into 403(b)

    By MarZDoates, September 6
    • 2 replies
    • 136 views
    • 
    • MarZDoates
    • September 6

14. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28
    • 0 replies
    • 97 views
    • 
    • kmhaab
    • August 28

15. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24
    • 1 reply
    • 105 views
    • 
    • Ebplans
    • August 27

16. Automatic Rollover

    By oldman63, July 23
    • 3 replies
    • 266 views
    • 
    • 30Rock
    • July 25

17. Merge 403(b) plan into 401(k) plan?

    By David Peckham, July 3
    • 2 replies
    • 369 views
    • 
    • John Feldt ERPA CPC QPA
    • July 3

18. Gov't Non-Erisa 403(b) Match

    By Jennifer D., June 27
    • 2 replies
    • 167 views
    • 
    • QDROphile
    • June 28

19. FBRIC determination

    By etg, June 26
    • 1 reply
    • 123 views
    • 
    • Purplemandinga
    • June 27

20. purged demographic information problems

    By AlbanyConsultant, June 21
    • 3 replies
    • 191 views
    • 
    • AlbanyConsultant
    • June 22

21. Merge 401(a) into a 403(b) Plan

    By Mel_1999, May 15, 2017
    • 4 replies
    • 648 views
    • 
    • Patricia Neal Jensen
    • June 18

22. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant, April 20
    • 16 replies
    • 498 views
    • 
    • MWeddell
    • June 15

23. 403b / 415 Limits

    By austin3515, June 13
    • 5 replies
    • 178 views
    • 
    • JamesK
    • June 13

24. Loans to terminated participants

    By 30Rock, June 1
    • 6 replies
    • 313 views
    • 
    • Patricia Neal Jensen
    • June 5

25. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31   

    • 403(b)
    • deemed loan
    • 6 replies
    • 232 views
    • 
    • 401(k)athryn
    • June 4