403(b) Plans, Accounts or Annuities

1,971 topics in this forum

1. max ER contribution?

   By AlbanyConsultant, November 15
   • 2 replies
   • 246 views
   • 
   • ErnieG
   • November 16

2. 403b auto enroll formula

   By Santo Gold, October 25
   • 7 replies
   • 179 views
   • 
   • Santo Gold
   • November 9

3. "Ad Hoc" distributions - protected benefit?

   By Belgarath, September 28
   • 3 replies
   • 248 views
   • 
   • TPABob
   • September 29

4. Do 403b plans have trustees?

   By Santo Gold, August 26
   • 6 replies
   • 253 views
   • 
   • Patricia Neal Jensen
   • August 30

5. Pooled Separate Account allowed?

   By bzorc, August 22
   • 4 replies
   • 197 views
   • 
   • Patricia Neal Jensen
   • August 24

6. 403(b) plan sponsor purchases the stock of a for-profit corporation

   By Belgarath, July 28
   • 4 replies
   • 163 views
   • 
   • Belgarath
   • August 2

7. NON-ERISA Plans and Beneficiary Designation

   By JOH, July 19
   • 4 replies
   • 245 views
   • 
   • Patricia Neal Jensen
   • July 20

8. Refund of Plan Loan Interest

   By waid10, July 11
   • 2 replies
   • 169 views
   • 
   • Bird
   • July 11

9. Distributions from individual annuity contracts after 403(b) termination

   By Carol V. Calhoun, July 7
   • 7 replies
   • 236 views
   • 
   • Luke Bailey
   • July 11

10. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant, June 14
    • 1 reply
    • 299 views
    • 
    • Luke Bailey
    • June 16

11. 403b Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology, May 26   

    • termination
    • 3 replies
    • 264 views
    • 
    • Nate S
    • June 1

12. Another 403(b) Question

    By bzorc, May 25
    • 9 replies
    • 337 views
    • 
    • Nate S
    • June 1

13. Safe Harbor 403(b) Plan, but.....

    By bzorc, May 13
    • 12 replies
    • 221 views
    • 
    • Nate S
    • May 17

14. having 2 403b plans?

    By AlbanyConsultant, May 2
    • 6 replies
    • 326 views
    • 
    • Nate S
    • May 17

15. Non-ERISA 403(b) Satisfy CalSavers Exemption?

    By Patricia Neal Jensen, March 28
    • 1 reply
    • 252 views
    • 
    • Peter Gulia
    • March 28

16. 403(b) Match Failure

    By Coleboy1, March 15
    • 2 replies
    • 350 views
    • 
    • Patricia Neal Jensen
    • March 16

17. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com, February 28
    • 5 replies
    • 363 views
    • 
    • austin3515
    • March 4

18. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle, January 10
    • 4 replies
    • 376 views
    • 
    • fiddle
    • January 13

19. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant, December 22, 2021
    • 0 replies
    • 252 views
    • 
    • AlbanyConsultant
    • December 22, 2021

20. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath, December 20, 2021
    • 6 replies
    • 248 views
    • 
    • Belgarath
    • December 22, 2021

21. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril, December 18, 2021
    • 4 replies
    • 255 views
    • 
    • Luke Bailey
    • December 21, 2021

22. Failed ACP. Can I cure with QMAC?

    By SPilger, December 6, 2021
    • 0 replies
    • 195 views
    • 
    • SPilger
    • December 6, 2021

23. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant, November 15, 2021
    • 2 replies
    • 376 views
    • 
    • Peter Gulia
    • November 16, 2021

24. 403(b) and 401(k) testing

    By MetsFan86, November 15, 2021
    • 0 replies
    • 228 views
    • 
    • MetsFan86
    • November 15, 2021

25. "20 hour exclusion"

    By Belgarath, October 12, 2021
    • 2 replies
    • 243 views
    • 
    • Luke Bailey
    • October 13, 2021