403(b) Plans, Accounts or Annuities

1,882 topics in this forum

1. 403b Er Contribution testing

   By perkinsran, January 20
   • 5 replies
   • 175 views
   • 
   • perkinsran
   • Sunday at 11:32 PM

2. Church Plan - Eligibility

   By 401(k)athryn, December 13, 2019
   • 0 replies
   • 486 views
   • 
   • 401(k)athryn
   • December 13, 2019

3. Employee contributions 5500 requirement

   By Just Tri, November 18, 2019
   • 1 reply
   • 209 views
   • 
   • baneja
   • November 19, 2019

4. Church Plan

   By oldman63, November 15, 2019
   • 2 replies
   • 151 views
   • 
   • oldman63
   • November 18, 2019

5. Church plan and allocation hours for non-elective

   By cpc0506, November 15, 2019
   • 0 replies
   • 104 views
   • 
   • cpc0506
   • November 15, 2019

6. Anti-cutback problem?

   By Belgarath, October 24, 2019
   • 3 replies
   • 430 views
   • 
   • Belgarath
   • October 29, 2019

7. Small Amounts in 403(b) Annuities Plans

   By bveinger, October 22, 2019
   • 5 replies
   • 392 views
   • 
   • Peter Gulia
   • October 24, 2019

8. 403b hardship

   By Carike, October 17, 2019   

   • suspend
   • 5 replies
   • 392 views
   • 
   • LANDO
   • October 21, 2019

9. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, October 17, 2019
   • 1 reply
   • 377 views
   • 
   • Luke Bailey
   • October 18, 2019

10. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 439 views
    • 
    • Bird
    • October 15, 2019

11. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 278 views
    • 
    • Lou S.
    • October 10, 2019

12. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 183 views
    • 
    • Mr Bagwell
    • September 30, 2019

13. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 145 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

14. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 184 views
    • 
    • Belgarath
    • September 12, 2019

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

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 107 views
    • 
    • AlbanyConsultant
    • September 10, 2019

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

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 321 views
    • 
    • FPGuy
    • September 11, 2019

17. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 182 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

18. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 202 views
    • 
    • hr for me
    • August 31, 2019

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

    By ATM, August 15, 2019
    • 3 replies
    • 235 views
    • 
    • Luke Bailey
    • August 20, 2019

20. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 358 views
    • 
    • FPGuy
    • August 6, 2019

21. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 283 views
    • 
    • Old Lawyer
    • July 29, 2019

22. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 365 views
    • 
    • oldman63
    • July 15, 2019

23. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 180 views
    • 
    • david rigby
    • July 8, 2019

24. ETF's / Custodial Account

    By beartd, July 3, 2019
    • 1 reply
    • 257 views
    • 
    • jpod
    • July 3, 2019

25. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63, July 3, 2019
    • 1 reply
    • 218 views
    • 
    • CuseFan
    • July 3, 2019