403(b) Plans, Accounts or Annuities

1,961 topics in this forum

1. Another 403(b) Question

   By bzorc, Wednesday at 02:17 PM
   • 7 replies
   • 185 views
   • 
   • Nate S
   • Friday at 04:41 AM

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

   By 401kology, Thursday at 05:35 PM   

   • termination
   • 1 reply
   • 46 views
   • 
   • Nate S
   • Friday at 04:28 AM

3. having 2 403b plans?

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

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

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

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

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

6. 403(b) - 410(b) coverage

   By 401Kerfuffle, February 1, 2020
   • 3 replies
   • 1.4k views
   • 
   • 401Kerfuffle
   • March 17

7. 403(b) Match Failure

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

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

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

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

   By fiddle, January 10
   • 4 replies
   • 314 views
   • 
   • fiddle
   • January 13

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

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

11. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath, December 20, 2021
    • 6 replies
    • 198 views
    • 
    • Belgarath
    • December 22, 2021

12. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril, December 18, 2021
    • 4 replies
    • 209 views
    • 
    • Luke Bailey
    • December 21, 2021

13. Failed ACP. Can I cure with QMAC?

    By SPilger, December 6, 2021
    • 0 replies
    • 139 views
    • 
    • SPilger
    • December 6, 2021

14. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant, November 15, 2021
    • 2 replies
    • 314 views
    • 
    • Peter Gulia
    • November 16, 2021

15. 403(b) and 401(k) testing

    By MetsFan86, November 15, 2021
    • 0 replies
    • 169 views
    • 
    • MetsFan86
    • November 15, 2021

16. Cycle 3 Restatement for terminated plans

    By Tom, December 22, 2020   

    • terminated plans restatement
    • 5 replies
    • 727 views
    • 
    • VeryOldMan
    • October 26, 2021

17. "20 hour exclusion"

    By Belgarath, October 12, 2021
    • 2 replies
    • 199 views
    • 
    • Luke Bailey
    • October 13, 2021

18. leased employees - don't count the time?

    By AlbanyConsultant, August 20, 2021
    • 2 replies
    • 226 views
    • 
    • AlbanyConsultant
    • August 20, 2021

19. Age Discrimination

    By Guest mif2000, February 9, 2010
    • 4 replies
    • 1.2k views
    • 
    • Viridiana Valdes
    • August 9, 2021

20. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026, July 26, 2021
    • 1 reply
    • 285 views
    • 
    • Carol V. Calhoun
    • July 26, 2021

21. 403(b)(9) Administration Questions

    By RCK13, July 13, 2021
    • 7 replies
    • 311 views
    • 
    • RCK13
    • July 16, 2021

22. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay, July 14, 2021
    • 0 replies
    • 179 views
    • 
    • KaJay
    • July 14, 2021

23. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515, July 8, 2021
    • 14 replies
    • 382 views
    • 
    • Belgarath
    • July 13, 2021

24. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant, June 29, 2021
    • 1 reply
    • 266 views
    • 
    • Madison71
    • June 30, 2021

25. Nonelecting Church plan offers a match--5500 required?

    By BG5150, May 28, 2021
    • 5 replies
    • 324 views
    • 
    • Patricia Neal Jensen
    • June 9, 2021