403(b) Plans, Accounts or Annuities

1,751 topics in this forum

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

   By JRG, yesterday at 06:27 PM
   • 0 replies
   • 22 views
   • 
   • JRG
   • Yesterday at 06:27 PM

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

   By SavingsRUS, Wednesday at 06:35 PM
   • 3 replies
   • 43 views
   • 
   • Belgarath
   • Yesterday at 04:15 PM

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

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

4. new document volume submitter approval

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

5. Non-ERISA (public school) eligibility

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

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

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

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

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

8. Plan-to-Plan Transfer

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

9. QDRO payout

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

10. 403b Plan Loses Church Status

    By justatester, April 19   

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

11. 403(b) pre-approved plan advisory letter

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

12. School or school district mergers

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

13. Period Certain Rollovers Past 70

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

14. 403b match - age discrimination or not?

    By WP2017, April 3   

    • 403b
    • discrimination
    • (and 1 more)

      Tagged with:

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

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

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

16. Exclude adjunct professors

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

17. Exclude from Match

    By cdavis25, March 30
    • 2 replies
    • 94 views
    • 
    • Carol V. Calhoun
    • March 31

18. ERISA or NonErisa Plan

    By R.G., March 27
    • 2 replies
    • 118 views
    • 
    • Kevin C
    • March 27

19. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16   

    • 403(b); vcp;
    • 2 replies
    • 145 views
    • 
    • Flyboyjohn
    • March 17

20. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 1,841 views
    • 
    • Lisa
    • March 15

21. Non-excludable employee move to excludable group

    By leighl, March 9
    • 5 replies
    • 205 views
    • 
    • KJohnson
    • March 9

22. the latest on pre-approved documents

    By Tom Poje, January 25
    • 1 reply
    • 280 views
    • 
    • Carol V. Calhoun
    • February 22

23. canadian resident in plan

    By Beemer, January 23
    • 12 replies
    • 384 views
    • 
    • Carol V. Calhoun
    • February 21

24. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 311 views
    • 
    • dustin
    • February 9

25. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7   

    • 414(s) and acp
    • 1 reply
    • 165 views
    • 
    • kcbirm
    • February 8