403(b) Plans, Accounts or Annuities

1,904 topics in this forum

1. 403b pre-approved non-amenders

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

2. non-ERISA 403(b)?

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

3. 403(b) Match done on Fiscal Year compensation

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

4. 403(b) for HCEs / 401k for NHCEs

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

5. Church Plan

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

6. Church Plan - Eligibility

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

7. Non-ERISA 403b

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

8. 403(b) nonamenders

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

9. Public School plan - union employees

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

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

    By Peter Gulia, June 26   

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

11. Plan never formally adopted a plan document

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

12. inactive 403(b) plan

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

13. Annuity Distribution Rollover from Break in Service

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

14. 403(b) Controlled Groups

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

15. 403(b) - Ability to Take Over Contract

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

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

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

17. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 682 views
    • 
    • JRN
    • April 1

18. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23
    • 0 replies
    • 153 views
    • 
    • QP_Guy
    • March 23

19. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17
    • 5 replies
    • 333 views
    • 
    • G8Rs
    • March 20

20. Non ERISA 403B HELP

    By jesse12, February 21
    • 3 replies
    • 511 views
    • 
    • Luke Bailey
    • March 13

21. Question about what to do

    By Tom72981, March 12
    • 4 replies
    • 209 views
    • 
    • SteveS
    • March 12

22. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9
    • 1 reply
    • 240 views
    • 
    • Patricia Neal Jensen
    • March 9

23. maintaining the administrative addendum?

    By AlbanyConsultant, February 27
    • 0 replies
    • 146 views
    • 
    • AlbanyConsultant
    • February 27

24. Charter School 403(b)

    By oldman63, February 20
    • 2 replies
    • 152 views
    • 
    • oldman63
    • February 21

25. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1
    • 2 replies
    • 648 views
    • 
    • Belgarath
    • February 4