403(b) Plans, Accounts or Annuities

1,840 topics in this forum

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

   By TPApril, September 15, 2018
   • 15 replies
   • 410 views
   • 
   • Kevin C
   • Friday at 10:53 PM

2. 404 Deductibility Rule and Tax Exempt Sponsor?

   By Patricia Neal Jensen, Thursday at 08:17 PM   

   • 403(b); 404 deductibility limit
   • 3 replies
   • 59 views
   • 
   • Carol V. Calhoun
   • Friday at 10:24 PM

3. Error in 2009 good faith 403b document

   By Flyboyjohn, Monday at 10:21 PM
   • 5 replies
   • 152 views
   • 
   • Luke Bailey
   • Thursday at 11:01 PM

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

   By AJC, Thursday at 03:08 PM
   • 3 replies
   • 69 views
   • 
   • AJC
   • Thursday at 09:49 PM

5. Safe harbor match, employees excluded from match only

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

6. 415 limit for 403b and 401k plans

   By dmb, November 30, 2016
   • 15 replies
   • 1,130 views
   • 
   • lm64
   • January 3

7. TAMRA Plans

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

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

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

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

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

10. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 2,240 views
    • 
    • Belgarath
    • December 6, 2018

11. Failure to Make Matching Contributions

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

12. 403b Contributions in New Jersey

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

13. 403(b) ineligible employer - no 5500's

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

14. excluded compensation

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

15. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 216 views
    • 
    • Bill Sweetnam
    • October 19, 2018

16. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 139 views
    • 
    • Kevin C
    • October 17, 2018

17. controlled group - single board of directors?

    By WCC, October 9, 2018
    • 2 replies
    • 153 views
    • 
    • PensionPro
    • October 10, 2018

18. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC, October 4, 2018
    • 0 replies
    • 92 views
    • 
    • IHC
    • October 4, 2018

19. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 207 views
    • 
    • PensionPro
    • October 2, 2018

20. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 300 views
    • 
    • Griswold
    • September 28, 2018

21. Rolling IRA into 403(b) Account

    By 52626, February 6, 2015
    • 2 replies
    • 831 views
    • 
    • jlea
    • September 25, 2018

22. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 125 views
    • 
    • Luke Bailey
    • September 24, 2018

23. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19, 2018
    • 3 replies
    • 219 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

24. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 861 views
    • 
    • Appleby
    • September 11, 2018

25. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5, 2018
    • 5 replies
    • 271 views
    • 
    • BG5150
    • September 10, 2018