403(b) Plans, Accounts or Annuities

1,901 topics in this forum

1. Public School plan - union employees

   By Belgarath, Friday at 12:15 PM
   • 1 reply
   • 29 views
   • 
   • Peter Gulia
   • Friday at 01:00 PM

2. 403(b) nonamenders

   By Belgarath, Thursday at 05:33 PM
   • 0 replies
   • 20 views
   • 
   • Belgarath
   • Thursday at 05:33 PM

3. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

   By Peter Gulia, June 26   

   • 403(b); hardship; vendor
   • 8 replies
   • 126 views
   • 
   • Peter Gulia
   • Monday at 08:10 PM

4. 403(b) Match done on Fiscal Year compensation

   By ratherbereading, June 4
   • 2 replies
   • 171 views
   • 
   • ratherbereading
   • June 4

5. Plan never formally adopted a plan document

   By Trisports, June 3
   • 1 reply
   • 112 views
   • 
   • justanotheradmin
   • June 3

6. inactive 403(b) plan

   By Santo Gold, June 3
   • 1 reply
   • 104 views
   • 
   • Peter Gulia
   • June 3

7. 403(b) for HCEs / 401k for NHCEs

   By austin3515, May 19
   • 1 reply
   • 193 views
   • 
   • EBECatty
   • May 19

8. Annuity Distribution Rollover from Break in Service

   By DeborahPal, May 7
   • 2 replies
   • 175 views
   • 
   • david rigby
   • May 7

9. 403(b) Controlled Groups

   By 52626, April 28
   • 2 replies
   • 265 views
   • 
   • Kevin C
   • April 28

10. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12
    • 2 replies
    • 219 views
    • 
    • Suckafish
    • April 16

11. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14
    • 0 replies
    • 106 views
    • 
    • Peter Gulia
    • April 14

12. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 666 views
    • 
    • JRN
    • April 1

13. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23
    • 0 replies
    • 138 views
    • 
    • QP_Guy
    • March 23

14. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17
    • 5 replies
    • 320 views
    • 
    • G8Rs
    • March 20

15. Non ERISA 403B HELP

    By jesse12, February 21
    • 3 replies
    • 494 views
    • 
    • Luke Bailey
    • March 13

16. Question about what to do

    By Tom72981, March 12
    • 4 replies
    • 194 views
    • 
    • SteveS
    • March 12

17. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9
    • 1 reply
    • 219 views
    • 
    • Patricia Neal Jensen
    • March 9

18. maintaining the administrative addendum?

    By AlbanyConsultant, February 27
    • 0 replies
    • 140 views
    • 
    • AlbanyConsultant
    • February 27

19. Charter School 403(b)

    By oldman63, February 20
    • 2 replies
    • 140 views
    • 
    • oldman63
    • February 21

20. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1
    • 2 replies
    • 616 views
    • 
    • Belgarath
    • February 4

21. 403b Er Contribution testing

    By perkinsran, January 20
    • 5 replies
    • 309 views
    • 
    • perkinsran
    • January 26

22. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 0 replies
    • 541 views
    • 
    • 401(k)athryn
    • December 13, 2019

23. Employee contributions 5500 requirement

    By Just Tri, November 18, 2019
    • 1 reply
    • 249 views
    • 
    • baneja
    • November 19, 2019

24. Church Plan

    By oldman63, November 15, 2019
    • 2 replies
    • 208 views
    • 
    • oldman63
    • November 18, 2019

25. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 171 views
    • 
    • cpc0506
    • November 15, 2019