403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Permissive aggregation for coverage/ACP testing

   By Belgarath, Friday at 01:26 PM
   • 0 replies
   • 47 views
   • 
   • Belgarath
   • Friday at 01:26 PM

2. "20 hour exclusion" rule and SECURE 2.0 LTPT rule

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

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

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

4. max ER contribution?

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

5. 403b auto enroll formula

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

6. "Ad Hoc" distributions - protected benefit?

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

7. Do 403b plans have trustees?

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

8. Pooled Separate Account allowed?

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

9. 403(b) plan sponsor purchases the stock of a for-profit corporation

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

10. NON-ERISA Plans and Beneficiary Designation

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

11. Refund of Plan Loan Interest

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

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

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

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

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

14. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26, 2022   

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

15. Another 403(b) Question

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

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

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

17. 403b doc restatement - next cycle

    By jmartinrps, September 11, 2020
    • 1 reply
    • 364 views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

18. having 2 403b plans?

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

19. Safe Harbor 403(b) Plan, but.....

    By bzorc, May 13, 2022
    • 12 replies
    • 247 views
    • 
    • Nate S
    • May 17, 2022

20. Non-ERISA 403(b) Satisfy CalSavers Exemption?

    By Patricia Neal Jensen, March 28, 2022
    • 1 reply
    • 269 views
    • 
    • Peter Gulia
    • March 28, 2022

21. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1, 2020
    • 3 replies
    • 1.6k views
    • 
    • 401Kerfuffle
    • March 17, 2022

22. 403(b) Match Failure

    By Coleboy1, March 15, 2022
    • 2 replies
    • 384 views
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    • Patricia Neal Jensen
    • March 16, 2022

23. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com, February 28, 2022
    • 5 replies
    • 377 views
    • 
    • austin3515
    • March 4, 2022

24. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle, January 10, 2022
    • 4 replies
    • 392 views
    • 
    • fiddle
    • January 13, 2022

25. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 270 views
    • 
    • AlbanyConsultant
    • December 22, 2021