403(b) Plans, Accounts or Annuities

1,875 topics in this forum

1. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, Thursday at 06:54 PM
   • 1 reply
   • 42 views
   • 
   • Luke Bailey
   • 21 hours ago

2. 403b hardship

   By Carike, Thursday at 08:07 PM   

   • suspend
   • 1 reply
   • 165 views
   • 
   • Luke Bailey
   • 21 hours ago

3. Distribution of 401k

   By MarieD, October 12
   • 4 replies
   • 323 views
   • 
   • Bird
   • Tuesday at 01:44 PM

4. Form 5500

   By ag780, July 13, 2011
   • 2 replies
   • 839 views
   • 
   • TPApril
   • October 10

5. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8   

   • 403b
   • forfeitures
   • 4 replies
   • 164 views
   • 
   • Lou S.
   • October 10

6. 403(b) to 401(k) - Apologies if redundant

   By HarleyBabe, September 29
   • 2 replies
   • 121 views
   • 
   • Mr Bagwell
   • September 30

7. Boys and Girls Club

   By cpc0506, September 25
   • 2 replies
   • 101 views
   • 
   • Patricia Neal Jensen
   • September 25

8. What are the benefits for a nonprofit to offer a 401k and 403b plan?

   By Guest 401kadmin, September 1, 2005
   • 21 replies
   • 8,528 views
   • 
   • Belgarath
   • September 16

9. 403b restatement effective date

   By Megandps, September 12
   • 1 reply
   • 113 views
   • 
   • Belgarath
   • September 12

10. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10
    • 4 replies
    • 234 views
    • 
    • FPGuy
    • September 11

11. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10
    • 0 replies
    • 57 views
    • 
    • AlbanyConsultant
    • September 10

12. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4
    • 2 replies
    • 132 views
    • 
    • Patricia Neal Jensen
    • September 4

13. 403b forfeitures to new 401k

    By TPApril, August 31
    • 1 reply
    • 127 views
    • 
    • hr for me
    • August 31

14. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 1,930 views
    • 
    • TPApril
    • August 29

15. less than 20/hr 410(b) test

    By ATM, August 15
    • 3 replies
    • 185 views
    • 
    • Luke Bailey
    • August 20

16. 1035 Exchange - variable annuity

    By shERPA, July 31
    • 6 replies
    • 248 views
    • 
    • FPGuy
    • August 6

17. 403(b) public school employee. Need advice

    By Brett Smith, July 26
    • 3 replies
    • 223 views
    • 
    • Old Lawyer
    • July 29

18. $5,000 Cash-Out

    By oldman63, July 12
    • 3 replies
    • 285 views
    • 
    • oldman63
    • July 15

19. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8
    • 1 reply
    • 125 views
    • 
    • david rigby
    • July 8

20. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven, June 24
    • 4 replies
    • 245 views
    • 
    • Belgarath
    • July 3

21. ETF's / Custodial Account

    By beartd, July 3
    • 1 reply
    • 224 views
    • 
    • jpod
    • July 3

22. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3
    • 1 reply
    • 182 views
    • 
    • CuseFan
    • July 3

23. 20 hour exclusion

    By Belgarath, June 18
    • 9 replies
    • 340 views
    • 
    • Belgarath
    • June 27

24. Annual notice required to satisfy universal availability?

    By 403BWilder, June 24   

    • universal availability
    • participant notice
    • (and 1 more)

      Tagged with:

      • universal availability
      • participant notice
      • nondiscrimination testing
    • 2 replies
    • 273 views
    • 
    • EPCRSGuru
    • June 25

25. 403(b) Money Purchase Pension Plan?

    By chris, January 27, 2011
    • 20 replies
    • 4,812 views
    • 
    • nancy
    • June 13