403(b) Plans, Accounts or Annuities

2,012 topics in this forum

1. No HCEs in 403(b) Plan. Does Universal Availability Still Apply?

   By rocknrolls2, March 16, 2017
   • 7 replies
   • 837 views
   • 
   • QDROphile
   • April 1, 2017

2. 414(h)(2) and definition of compensation

   By Belgarath, February 14, 2018
   • 1 reply
   • 830 views
   • 
   • Luke Bailey
   • February 14, 2018

3. TIAA-CREF Loan provisions - Corbel Doc

   By austin3515, July 21, 2016
   • 1 reply
   • 827 views
   • 
   • Peter Gulia
   • July 22, 2016

4. Terminating small, ERISA 403(b)

   By Lori H, May 6, 2013
   • 1 reply
   • 826 views
   • 
   • Carol V. Calhoun
   • May 7, 2013

5. Any word on status of 403(b) pre-approved documents?

   By Belgarath, June 28, 2016
   • 4 replies
   • 826 views
   • 
   • Kevin C
   • June 29, 2016

6. Not-for-Profit has a 403(b) plan. The NFP recently purchased the assets of a for profit business and set up a new LLC

   By katieinny, November 23, 2010
   • 0 replies
   • 825 views
   • 
   • katieinny
   • November 23, 2010

7. Employer Paid Plan Fees - ERISA 403(b) Status

   By RPP2001, June 19, 2017
   • 5 replies
   • 824 views
   • 
   • Carol V. Calhoun
   • June 19, 2017

8. Fee Disclosure

   By Nassau, December 3, 2012
   • 0 replies
   • 822 views
   • 
   • Nassau
   • December 3, 2012

9. 403(b) plan participant count

   By M Norton, April 16, 2018   

   • 403(b) participant count
   • exclusion of annuity contracts
   • 3 replies
   • 813 views
   • 
   • Patricia Neal Jensen
   • April 17, 2018

10. Auto-enroll 403b?

    By AlbanyConsultant, June 22, 2017
    • 1 reply
    • 812 views
    • 
    • AlbanyConsultant
    • June 22, 2017

11. "Ad Hoc" distributions - protected benefit?

    By Belgarath, September 28, 2022
    • 3 replies
    • 810 views
    • 
    • TPABob
    • September 29, 2022

12. ABPT Testing in 403(b) Plans

    By PensionPro, January 16, 2013
    • 0 replies
    • 810 views
    • 
    • PensionPro
    • January 16, 2013

13. Limiting Loans and Hardships to Single Vendor

    By 30Rock, September 7, 2010
    • 0 replies
    • 806 views
    • 
    • 30Rock
    • September 7, 2010

14. TIAA Cref Hardships

    By austin3515, November 3, 2010
    • 0 replies
    • 802 views
    • 
    • austin3515
    • November 3, 2010

15. non-ERISA 403(b)?

    By JustMe, July 10, 2020
    • 6 replies
    • 801 views
    • 
    • MWeddell
    • July 24, 2020

16. 403b a5 year catch-up

    By perkinsran, September 24, 2010
    • 0 replies
    • 797 views
    • 
    • perkinsran
    • September 24, 2010

17. Matching and Nonelective Contributions

    By ERISA-Bubs, December 11, 2012
    • 1 reply
    • 794 views
    • 
    • MWeddell
    • December 11, 2012

18. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 793 views
    • 
    • Kevin C
    • April 28, 2020

19. 403(b) non-ERISA matched with a SEP

    By Belgarath, April 23, 2018
    • 5 replies
    • 793 views
    • 
    • Belgarath
    • May 29, 2018

20. 403(b) to be reported with no participants?

    By Guest Michael Scott, September 17, 2010
    • 0 replies
    • 790 views
    • 
    • Guest
    • September 17, 2010

21. Non-ERISA 403(b) plan changed to ERISA 403(b) plan in restatement?

    By SavingsRUS, May 24, 2017
    • 3 replies
    • 786 views
    • 
    • Belgarath
    • May 25, 2017

22. ASPPA Conference - any word on 403(b) document approval?

    By Belgarath, October 26, 2016
    • 5 replies
    • 784 views
    • 
    • Belgarath
    • October 28, 2016

23. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 782 views
    • 
    • CuseFan
    • January 22, 2019

24. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 778 views
    • 
    • PensionPro
    • October 2, 2018

25. Anti-cutback problem?

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