403(b) Plans, Accounts or Annuities

1,849 topics in this forum

1. Non-ERISA 403(b) started automatic contributions

   By Jeff Kirtner, yesterday at 02:03 AM
   • 2 replies
   • 64 views
   • 
   • Fiduciary Guidance Counsel
   • 4 hours ago

2. Can active employee contribute unused vacation time to 403(b)?

   By KaJay, April 12
   • 1 reply
   • 338 views
   • 
   • Patricia Neal Jensen
   • April 15

3. 414(h) plan

   By Guest Dick Lane, September 21, 1999
   • 2 replies
   • 16,044 views
   • 
   • Renier
   • April 3

4. Exclusion of Students for Coverage Testing

   By Guest Lane, February 1, 2012
   • 7 replies
   • 1,225 views
   • 
   • Belgarath
   • March 28

5. 403(b) - ineligible employee fixes

   By Griswold, March 26
   • 4 replies
   • 111 views
   • 
   • Griswold
   • March 27

6. 403b HCE

   By Dougsbpc, March 18
   • 2 replies
   • 168 views
   • 
   • Dougsbpc
   • March 19

7. 401k and 403b Sponsored

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

8. Safe harbor match - eligibility

   By Retirement Geek, February 6   

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

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

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

10. Moving to Single Vendor

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

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

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

12. Compensation Exclusions

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

13. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17   

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

14. Error in 2009 good faith 403b document

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

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

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

16. Safe harbor match, employees excluded from match only

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

17. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 1,280 views
    • 
    • lm64
    • January 3

18. TAMRA Plans

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

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

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

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

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

21. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 2,290 views
    • 
    • Belgarath
    • December 6, 2018

22. Failure to Make Matching Contributions

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

23. 403b Contributions in New Jersey

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

24. 403(b) ineligible employer - no 5500's

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

25. excluded compensation

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