403(b) Plans, Accounts or Annuities

1,921 topics in this forum

1. Transfer between 403B providers

   By ronincerritos, 10 hours ago
   • 0 replies
   • 5 views
   • 
   • ronincerritos
   • 10 hours ago

2. 415 Plan Year as Limitation Year

   By austin3515, 19 hours ago
   • 1 reply
   • 15 views
   • 
   • Peter Gulia
   • 13 hours ago

3. Making ER contrib to new 401k plan?

   By AlbanyConsultant, Wednesday at 05:34 PM
   • 9 replies
   • 99 views
   • 
   • Patricia Neal Jensen
   • Thursday at 10:10 PM

4. Convert 403(b) Plan to 401k

   By arthurkagan, November 18
   • 4 replies
   • 248 views
   • 
   • Mikerbpm
   • November 20

5. Where are annuity contracts’ interest rates?

   By Peter Gulia, October 8   

   • insurance company; annuity contract
   • 5 replies
   • 364 views
   • 
   • BobbyV
   • October 9

6. ERISA 403(b) Plan - two participants

   By 401(k)athryn, October 1
   • 3 replies
   • 146 views
   • 
   • Patricia Neal Jensen
   • October 1

7. Exclusion of 1/1/09 Contracts

   By austin3515, September 28
   • 10 replies
   • 141 views
   • 
   • Belgarath
   • September 29

8. 403(b)

   By thepensionmaven, September 25
   • 1 reply
   • 91 views
   • 
   • Patricia Neal Jensen
   • September 28

9. What are the benefits for a nonprofit to offer a 401k and 403b plan?

   By Guest 401kadmin, September 1, 2005
   • 22 replies
   • 8,934 views
   • 
   • thepensionmaven
   • September 26

10. 401k to Non ERISA 403b

    By pixmax, September 22
    • 3 replies
    • 210 views
    • 
    • Patricia Neal Jensen
    • September 23

11. Less than 20 hours a week excluded

    By austin3515, September 16
    • 3 replies
    • 165 views
    • 
    • Flyboyjohn
    • September 17

12. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11
    • 3 replies
    • 134 views
    • 
    • BG5150
    • September 15

13. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11
    • 3 replies
    • 261 views
    • 
    • Sellarsian
    • September 14

14. 403b doc restatement - next cycle

    By jmartinrps, September 11
    • 0 replies
    • 77 views
    • 
    • jmartinrps
    • September 11

15. IRS tax levies on 403(b) annuities

    By Ian, August 24
    • 5 replies
    • 286 views
    • 
    • Peter Gulia
    • August 26

16. Church wants to use tax credit

    By ldr, August 6   

    • secure act
    • church
    • 3 replies
    • 300 views
    • 
    • Patricia Neal Jensen
    • August 10

17. Partial Plan Termination Vesting

    By Belgarath, August 4
    • 3 replies
    • 167 views
    • 
    • Patricia Neal Jensen
    • August 5

18. "easy" eligibility question crossing the plan year

    By AlbanyConsultant, August 4
    • 2 replies
    • 177 views
    • 
    • AlbanyConsultant
    • August 4

19. 403b pre-approved non-amenders

    By austin3515, July 22
    • 7 replies
    • 246 views
    • 
    • Carol V. Calhoun
    • July 24

20. non-ERISA 403(b)?

    By JustMe, July 10
    • 6 replies
    • 330 views
    • 
    • MWeddell
    • July 24

21. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4
    • 3 replies
    • 265 views
    • 
    • MWeddell
    • July 24

22. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19
    • 3 replies
    • 305 views
    • 
    • austin3515
    • July 10

23. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 292 views
    • 
    • Patricia Neal Jensen
    • July 9

24. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 615 views
    • 
    • Patricia Neal Jensen
    • July 9

25. Non-ERISA 403b

    By austin3515, July 7
    • 12 replies
    • 482 views
    • 
    • Patricia Neal Jensen
    • July 8