403(b) Plans, Accounts or Annuities

1,980 topics in this forum

1. "Normally works more than 20 hours per week"

   By BG5150, May 17
   • 1 reply
   • 202 views
   • 
   • Belgarath
   • May 17

2. Eligibility question

   By BG5150, May 1
   • 3 replies
   • 207 views
   • 
   • Carol V. Calhoun
   • May 2

3. How much must an employer contribute to get a QACA safe harbor?

   By Peter Gulia, March 15
   • 3 replies
   • 207 views
   • 
   • Patricia Neal Jensen
   • March 16

4. Davis-Bacon provisions in a 403(b)

   By Gilmore, March 8
   • 2 replies
   • 159 views
   • 
   • Peter Gulia
   • March 9

5. SECURE 2.0 Sec. 102 application to 403(b)?

   By Patricia Neal Jensen, March 2
   • 4 replies
   • 144 views
   • 
   • Peter Gulia
   • March 6

6. Employer contribution limits and timing

   By BG5150, March 1
   • 3 replies
   • 192 views
   • 
   • Peter Gulia
   • March 1

7. Relius question--coverage

   By BG5150, February 28
   • 0 replies
   • 89 views
   • 
   • BG5150
   • February 28

8. Permissive aggregation for coverage/ACP testing

   By Belgarath, January 27
   • 0 replies
   • 277 views
   • 
   • Belgarath
   • January 27

9. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

   By Belgarath, January 17
   • 5 replies
   • 412 views
   • 
   • Cassopy
   • January 20

10. May a 403(b) employer add provisions beyond the IRS-preapproved document?

    By Peter Gulia, December 5, 2022
    • 3 replies
    • 497 views
    • 
    • AMDG
    • December 8, 2022

11. max ER contribution?

    By AlbanyConsultant, November 15, 2022
    • 2 replies
    • 436 views
    • 
    • ErnieG
    • November 16, 2022

12. 403b auto enroll formula

    By Santo Gold, October 25, 2022
    • 7 replies
    • 329 views
    • 
    • Santo Gold
    • November 9, 2022

13. "Ad Hoc" distributions - protected benefit?

    By Belgarath, September 28, 2022
    • 3 replies
    • 444 views
    • 
    • TPABob
    • September 29, 2022

14. Do 403b plans have trustees?

    By Santo Gold, August 26, 2022
    • 6 replies
    • 500 views
    • 
    • Patricia Neal Jensen
    • August 30, 2022

15. Pooled Separate Account allowed?

    By bzorc, August 22, 2022
    • 4 replies
    • 312 views
    • 
    • Patricia Neal Jensen
    • August 24, 2022

16. 403(b) plan sponsor purchases the stock of a for-profit corporation

    By Belgarath, July 28, 2022
    • 4 replies
    • 199 views
    • 
    • Belgarath
    • August 2, 2022

17. NON-ERISA Plans and Beneficiary Designation

    By JOH, July 19, 2022
    • 4 replies
    • 314 views
    • 
    • Patricia Neal Jensen
    • July 20, 2022

18. Refund of Plan Loan Interest

    By waid10, July 11, 2022
    • 2 replies
    • 206 views
    • 
    • Bird
    • July 11, 2022

19. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 289 views
    • 
    • Luke Bailey
    • July 11, 2022

20. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant, June 14, 2022
    • 1 reply
    • 342 views
    • 
    • Luke Bailey
    • June 16, 2022

21. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26, 2022   

    • termination
    • 3 replies
    • 344 views
    • 
    • Nate S
    • June 1, 2022

22. Another 403(b) Question

    By bzorc, May 25, 2022
    • 9 replies
    • 380 views
    • 
    • Nate S
    • June 1, 2022

23. ERISA 403b conversion to non-ERISA 403b

    By Guest JPotosky, April 10, 2002
    • 2 replies
    • 2.5k views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

24. 403b doc restatement - next cycle

    By jmartin, September 11, 2020
    • 1 reply
    • 443 views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

25. having 2 403b plans?

    By AlbanyConsultant, May 2, 2022
    • 6 replies
    • 370 views
    • 
    • Nate S
    • May 17, 2022