403(b) Plans, Accounts or Annuities

1,913 topics in this forum

1. 401k to Non ERISA 403b

   By pixmax, Tuesday at 06:17 PM
   • 3 replies
   • 54 views
   • 
   • Patricia Neal Jensen
   • 7 hours ago

2. Less than 20 hours a week excluded

   By austin3515, September 16
   • 3 replies
   • 123 views
   • 
   • Flyboyjohn
   • September 17

3. Nonelecting (maybe) Church plan stops filing 5500. Problem?

   By BG5150, September 11
   • 3 replies
   • 93 views
   • 
   • BG5150
   • September 15

4. Pros of a Church Plan electing to be covered by ERISA

   By BG5150, September 11
   • 3 replies
   • 218 views
   • 
   • Sellarsian
   • September 14

5. 403b doc restatement - next cycle

   By jmartinrps, September 11
   • 0 replies
   • 49 views
   • 
   • jmartinrps
   • September 11

6. IRS tax levies on 403(b) annuities

   By Ian, August 24
   • 5 replies
   • 241 views
   • 
   • Peter Gulia
   • August 26

7. Church wants to use tax credit

   By ldr, August 6   

   • secure act
   • church
   • 3 replies
   • 258 views
   • 
   • Patricia Neal Jensen
   • August 10

8. Partial Plan Termination Vesting

   By Belgarath, August 4
   • 3 replies
   • 134 views
   • 
   • Patricia Neal Jensen
   • August 5

9. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4
   • 2 replies
   • 161 views
   • 
   • AlbanyConsultant
   • August 4

10. 403b pre-approved non-amenders

    By austin3515, July 22
    • 7 replies
    • 221 views
    • 
    • Carol V. Calhoun
    • July 24

11. non-ERISA 403(b)?

    By JustMe, July 10
    • 6 replies
    • 294 views
    • 
    • MWeddell
    • July 24

12. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4
    • 3 replies
    • 237 views
    • 
    • MWeddell
    • July 24

13. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19
    • 3 replies
    • 277 views
    • 
    • austin3515
    • July 10

14. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 265 views
    • 
    • Patricia Neal Jensen
    • July 9

15. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 588 views
    • 
    • Patricia Neal Jensen
    • July 9

16. Non-ERISA 403b

    By austin3515, July 7
    • 12 replies
    • 431 views
    • 
    • Patricia Neal Jensen
    • July 8

17. 403(b) nonamenders

    By Belgarath, July 2
    • 2 replies
    • 235 views
    • 
    • Belgarath
    • July 7

18. Public School plan - union employees

    By Belgarath, July 3
    • 3 replies
    • 170 views
    • 
    • Luke Bailey
    • July 6

19. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

    By Peter Gulia, June 26   

    • 403(b); hardship; vendor
    • 8 replies
    • 199 views
    • 
    • Peter Gulia
    • June 29

20. Plan never formally adopted a plan document

    By Trisports, June 3
    • 1 reply
    • 184 views
    • 
    • justanotheradmin
    • June 3

21. inactive 403(b) plan

    By Santo Gold, June 3
    • 1 reply
    • 169 views
    • 
    • Peter Gulia
    • June 3

22. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7
    • 2 replies
    • 222 views
    • 
    • david rigby
    • May 7

23. 403(b) Controlled Groups

    By 52626, April 28
    • 2 replies
    • 322 views
    • 
    • Kevin C
    • April 28

24. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12
    • 2 replies
    • 257 views
    • 
    • Suckafish
    • April 16

25. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14
    • 0 replies
    • 149 views
    • 
    • Peter Gulia
    • April 14