403(b) Plans, Accounts or Annuities

1,816 topics in this forum

1. Automatic Rollover

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

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

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

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

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

4. FBRIC determination

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

5. purged demographic information problems

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

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

   By Mgh48, May 15, 2017
   • 4 replies
   • 512 views
   • 
   • Patricia Neal Jensen
   • June 18

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

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

8. 403b / 415 Limits

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

9. Loans to terminated participants

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

10. Deemed Loan & In-Service Distribution

    By 401(k)athryn, May 31   

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

11. 15-Year Service Catch-up and Nursing Homes

    By DTH, June 3
    • 1 reply
    • 123 views
    • 
    • Belgarath
    • June 4

12. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23
    • 5 replies
    • 164 views
    • 
    • Belgarath
    • May 29

13. need to restate before plan termination?

    By AlbanyConsultant, November 8, 2017
    • 6 replies
    • 440 views
    • 
    • Patricia Neal Jensen
    • May 29

14. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant, April 24
    • 6 replies
    • 247 views
    • 
    • Patricia Neal Jensen
    • May 7

15. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen, May 3   

    • 403(b)
    • plan document
    • 2 replies
    • 177 views
    • 
    • Patricia Neal Jensen
    • May 7

16. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10   

    • tiaa
    • annuity contracts
    • 4 replies
    • 336 views
    • 
    • Patricia Neal Jensen
    • April 26

17. 5310 for 403(b) Plan

    By Dalai Pookah, April 23   

    • 5310
    • 403(b)
    • 1 reply
    • 126 views
    • 
    • Luke Bailey
    • April 23

18. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen, April 16   

    • ppa restatement 403(b)
    • 403(b) termination
    • 4 replies
    • 253 views
    • 
    • Patricia Neal Jensen
    • April 17

19. 403(b) plan participant count

    By M Norton, April 16   

    • 403(b) participant count
    • exclusion of annuity contracts
    • 3 replies
    • 201 views
    • 
    • Patricia Neal Jensen
    • April 17

20. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3   

    • 8955 ssa
    • 7 replies
    • 379 views
    • 
    • ESOP Guy
    • April 5

21. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen, March 19   

    • 403(b) audit
    • 22 replies
    • 576 views
    • 
    • Fiduciary Guidance Counsel
    • March 29

22. 403(b) and 401a PS Plan

    By austin3515, March 2
    • 8 replies
    • 212 views
    • 
    • austin3515
    • March 21

23. Highly Compensated and post-severance compensation

    By Belgarath, February 13
    • 5 replies
    • 208 views
    • 
    • Belgarath
    • March 21

24. Non-ERISA 403(b) and QDRO's

    By Belgarath, February 21
    • 22 replies
    • 363 views
    • 
    • Carol V. Calhoun
    • March 20

25. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab, March 13   

    • church plan
    • ecprs
    • 10 replies
    • 359 views
    • 
    • G8Rs
    • March 16