403(b) Plans, Accounts or Annuities

1,767 topics in this forum

1. 403(b) Plan Bonding Requirements

   By rocknrolls2, 9 hours ago
   • 0 replies
   • 7 views
   • 
   • rocknrolls2
   • 9 hours ago

2. 403(b) & 410(b) Coverage Tests

   By Kevin Good, Friday at 06:22 AM   

   • 403(b)
   • 410(b)
   • 2 replies
   • 41 views
   • 
   • Kevin Good
   • Friday at 10:12 PM

3. Match to separate plan destroys ERISA exemption

   By Flyboyjohn, Wednesday at 07:13 PM   

   • 403b
   • erisa exemption
   • 2 replies
   • 68 views
   • 
   • CuseFan
   • Wednesday at 07:27 PM

4. Non-ERISA plan and Rollover Contributions

   By DTH, Wednesday at 02:09 PM
   • 3 replies
   • 115 views
   • 
   • Belgarath
   • Wednesday at 06:16 PM

5. Pooled 403b Plan??

   By austin3515, July 15
   • 3 replies
   • 151 views
   • 
   • AMDG
   • September 12

6. Maximum ER contribution if no 404 test?

   By AlbanyConsultant, September 5
   • 2 replies
   • 128 views
   • 
   • CuseFan
   • September 5

7. ERISA 403(b) Plan - Sponsor Has Never Had ERISA Bond

   By rocknrolls2, August 27
   • 1 reply
   • 132 views
   • 
   • Belgarath
   • August 28

8. new document volume submitter approval

   By Tom Poje, May 12
   • 3 replies
   • 294 views
   • 
   • Carol V. Calhoun
   • August 21

9. 403(b) Plan Document

   By HarleyBabe, September 13, 2016
   • 12 replies
   • 695 views
   • 
   • benefitz
   • August 14

10. Schedule H Question

    By Stash026, July 27
    • 2 replies
    • 132 views
    • 
    • ESOP Guy
    • July 27

11. Different Plan Provisions for Multiple Vendors

    By khn, July 24
    • 3 replies
    • 253 views
    • 
    • hr for me
    • July 25

12. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19
    • 5 replies
    • 285 views
    • 
    • Luke Bailey
    • July 25

13. What is the correction for a missing document?

    By Fiduciary Guidance Counsel, July 24   

    • 403(b); correction; vcp
    • 2 replies
    • 212 views
    • 
    • Carol V. Calhoun
    • July 25

14. RAP and old plan document

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

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

    By IhrtERISA, June 26   

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

16. Auto-enroll 403b?

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

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

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

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

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

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

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

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

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

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

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

22. Non-ERISA (public school) eligibility

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

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

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

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

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

25. Plan-to-Plan Transfer

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