403(b) Plans, Accounts or Annuities

1,875 topics in this forum

1. 403b hardship

   By Carike, Thursday at 08:07 PM   

   • suspend
   • 1 reply
   • 165 views
   • 
   • Luke Bailey
   • Friday at 10:42 PM

2. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, Thursday at 06:54 PM
   • 1 reply
   • 165 views
   • 
   • Luke Bailey
   • Friday at 10:50 PM

3. Distribution of 401k

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

4. Use of Non-Vested Participant Balances Early

   By ERISAGal, October 8   

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

5. 403(b) to 401(k) - Apologies if redundant

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

6. Boys and Girls Club

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

7. 403b restatement effective date

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

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

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

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

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

10. ERISA and Non-ERISA 403(b)

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

11. 403b forfeitures to new 401k

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

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

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

13. 1035 Exchange - variable annuity

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

14. 403(b) public school employee. Need advice

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

15. $5,000 Cash-Out

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

16. Plan Amendment Effective, but Late Adopted

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

17. ETF's / Custodial Account

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

18. Nondiscrimination Testing for Two Identical Plans of the Employer

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

19. 401(a) profit sharing and 403(b) annuity

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

20. 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

21. 20 hour exclusion

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

22. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150, June 6
    • 10 replies
    • 381 views
    • 
    • Belgarath
    • June 11

23. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5
    • 4 replies
    • 213 views
    • 
    • Patricia Neal Jensen
    • June 11

24. Universal Availability

    By BTG, May 30
    • 3 replies
    • 310 views
    • 
    • BTG
    • June 3

25. 403(b) Cash or Deferred?

    By Patricia Neal Jensen, May 28   

    • 403(b) employer contribution?
    • 4 replies
    • 317 views
    • 
    • loserson
    • June 12