403(b) Plans, Accounts or Annuities

1,880 topics in this forum

1. Employee contributions 5500 requirement

   By Just Tri, November 18
   • 1 reply
   • 150 views
   • 
   • baneja
   • November 19

2. Church Plan

   By oldman63, November 15
   • 2 replies
   • 115 views
   • 
   • oldman63
   • November 18

3. Church plan and allocation hours for non-elective

   By cpc0506, November 15
   • 0 replies
   • 61 views
   • 
   • cpc0506
   • November 15

4. Anti-cutback problem?

   By Belgarath, October 24
   • 3 replies
   • 367 views
   • 
   • Belgarath
   • October 29

5. Small Amounts in 403(b) Annuities Plans

   By bveinger, October 22
   • 5 replies
   • 346 views
   • 
   • Peter Gulia
   • October 24

6. 403b hardship

   By Carike, October 17   

   • suspend
   • 5 replies
   • 328 views
   • 
   • LANDO
   • October 21

7. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, October 17
   • 1 reply
   • 334 views
   • 
   • Luke Bailey
   • October 18

8. Distribution of 401k

   By MarieD, October 12
   • 4 replies
   • 392 views
   • 
   • Bird
   • October 15

9. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8   

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

10. 403(b) to 401(k) - Apologies if redundant

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

11. Boys and Girls Club

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

12. 403b restatement effective date

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

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

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

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

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

15. ERISA and Non-ERISA 403(b)

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

16. 403b forfeitures to new 401k

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

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

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

18. 1035 Exchange - variable annuity

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

19. 403(b) public school employee. Need advice

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

20. $5,000 Cash-Out

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

21. Plan Amendment Effective, but Late Adopted

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

22. ETF's / Custodial Account

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

23. Nondiscrimination Testing for Two Identical Plans of the Employer

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

24. 401(a) profit sharing and 403(b) annuity

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

25. 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
    • 390 views
    • 
    • EPCRSGuru
    • June 25