403(b) Plans, Accounts or Annuities

1,760 topics in this forum

1. Different Plan Provisions for Multiple Vendors

   By khn, yesterday at 04:16 PM
   • 3 replies
   • 78 views
   • 
   • hr for me
   • 1 hour ago

2. 403(b) Plan Limits - Multiple Employers

   By JRG, July 19
   • 5 replies
   • 173 views
   • 
   • Luke Bailey
   • 2 hours ago

3. What is the correction for a missing document?

   By Fiduciary Guidance Counsel, yesterday at 02:05 PM   

   • 403(b); correction; vcp
   • 2 replies
   • 84 views
   • 
   • Carol V. Calhoun
   • 16 hours ago

4. Pooled 403b Plan??

   By austin3515, July 15
   • 2 replies
   • 91 views
   • 
   • austin3515
   • July 17

5. RAP and old plan document

   By mcw, July 7
   • 1 reply
   • 155 views
   • 
   • Carol V. Calhoun
   • July 7

6. ER Contribution outside Plan - ERISA 403(b) Status

   By IhrtERISA, June 26   

   • dfvcp
   • 3 replies
   • 146 views
   • 
   • ETA Consulting LLC
   • June 26

7. Auto-enroll 403b?

   By AlbanyConsultant, June 22
   • 1 reply
   • 149 views
   • 
   • AlbanyConsultant
   • June 22

8. Employer Paid Plan Fees - ERISA 403(b) Status

   By RPP2001, June 19
   • 5 replies
   • 220 views
   • 
   • Carol V. Calhoun
   • June 19

9. starting a 403(b) plan in PA for a public school

   By Santo Gold, June 13
   • 0 replies
   • 110 views
   • 
   • Santo Gold
   • June 13

10. Public Schools and Pre-approved 403(b) Plans

    By JRG, May 25
    • 0 replies
    • 155 views
    • 
    • JRG
    • May 25

11. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS, May 24
    • 3 replies
    • 148 views
    • 
    • Belgarath
    • May 25

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

    By Melgh69, May 15
    • 2 replies
    • 177 views
    • 
    • Carol V. Calhoun
    • May 15

13. new document volume submitter approval

    By Tom Poje, May 12
    • 1 reply
    • 147 views
    • 
    • Belgarath
    • May 15

14. Non-ERISA (public school) eligibility

    By Belgarath, May 5
    • 1 reply
    • 127 views
    • 
    • ETA Consulting LLC
    • May 5

15. Financial Audit of Public School 403(b) Plan

    By JRG, April 25
    • 2 replies
    • 167 views
    • 
    • Carol V. Calhoun
    • April 26

16. Can an employer transfer entire plan to new platform?

    By 401(k)athryn, April 21
    • 3 replies
    • 224 views
    • 
    • 401(k)athryn
    • April 24

17. Plan-to-Plan Transfer

    By 401(k)athryn, April 20
    • 7 replies
    • 328 views
    • 
    • david rigby
    • April 21

18. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 602 views
    • 
    • Noisy Nora
    • April 19

19. 403b Plan Loses Church Status

    By justatester, April 19   

    • how to run the abt test
    • 1 reply
    • 142 views
    • 
    • CuseFan
    • April 19

20. 403(b) pre-approved plan advisory letter

    By Belgarath, April 11
    • 0 replies
    • 191 views
    • 
    • Belgarath
    • April 11

21. School or school district mergers

    By Belgarath, March 20
    • 4 replies
    • 208 views
    • 
    • Belgarath
    • April 11

22. Period Certain Rollovers Past 70

    By ScottyD, April 4
    • 0 replies
    • 162 views
    • 
    • ScottyD
    • April 4

23. 403b match - age discrimination or not?

    By WP2017, April 3   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

      • 403b
      • discrimination
      • employer match
    • 2 replies
    • 187 views
    • 
    • kcbirm
    • April 3

24. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

    By rocknrolls2, March 16
    • 7 replies
    • 407 views
    • 
    • QDROphile
    • April 1

25. Exclude adjunct professors

    By cdavis25, March 30
    • 3 replies
    • 293 views
    • 
    • Carol V. Calhoun
    • March 31