403(b) Plans, Accounts or Annuities

1,811 topics in this forum

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

   By Mgh48, May 15, 2017
   • 4 replies
   • 427 views
   • 
   • Patricia Neal Jensen
   • Yesterday at 09:20 PM

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

   By AlbanyConsultant, April 20
   • 16 replies
   • 396 views
   • 
   • MWeddell
   • Friday at 01:20 PM

3. 403b / 415 Limits

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

4. Loans to terminated participants

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

5. Deemed Loan & In-Service Distribution

   By 401(k)athryn, May 31   

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

6. 15-Year Service Catch-up and Nursing Homes

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

7. 403(b) non-ERISA matched with a SEP

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

8. need to restate before plan termination?

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

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

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

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

    By Patricia Neal Jensen, May 3   

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

11. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10   

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

12. 5310 for 403(b) Plan

    By Dalai Pookah, April 23   

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

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

    By Patricia Neal Jensen, April 16   

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

14. 403(b) plan participant count

    By M Norton, April 16   

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

15. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3   

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

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

    By Patricia Neal Jensen, March 19   

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

17. 403(b) and 401a PS Plan

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

18. Highly Compensated and post-severance compensation

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

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

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

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

    By kmhaab, March 13   

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

21. Is it a Roth?

    By joel, February 5
    • 14 replies
    • 424 views
    • 
    • Mike Preston
    • March 10

22. Student-Teacher Exclusion

    By DTH, March 2
    • 0 replies
    • 85 views
    • 
    • DTH
    • March 2

23. Foundation with employees in U.S. and Canada

    By Belgarath, March 1
    • 2 replies
    • 102 views
    • 
    • Belgarath
    • March 1

24. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria, February 21
    • 4 replies
    • 204 views
    • 
    • Kim DiMaria
    • February 26

25. TIAA-CREF Restatements with Ascensus

    By Christine Roberts, June 18, 2010
    • 11 replies
    • 2,283 views
    • 
    • Patricia Neal Jensen
    • February 21