403(b) Plans, Accounts or Annuities

1,906 topics in this forum

1. 403(b) and SEP

   By Jim Chad, May 17, 2016
   • 1 reply
   • 459 views
   • 
   • Belgarath
   • May 17, 2016

2. Does Dr need to make 401(k) plan contributions to hospital employees eligible for 403(b)?

   By Combo Program Specialist, May 11, 2016   

   • 401(k)
   • 403(b)
   • (and 2 more)

     Tagged with:

     • 401(k)
     • 403(b)
     • hospital
     • doctor
   • 2 replies
   • 845 views
   • 
   • Combo Program Specialist
   • May 16, 2016

3. 403(b) Plan-to-Plan Transfer Rules

   By rocknrolls2, May 12, 2016
   • 0 replies
   • 821 views
   • 
   • rocknrolls2
   • May 12, 2016

4. 403(b) plan merged with 401(a) plan - how to correct

   By taxllm, April 11, 2016
   • 1 reply
   • 752 views
   • 
   • AMDG
   • May 1, 2016

5. 403(b) and Direct Deposit

   By Silver70, April 5, 2016
   • 0 replies
   • 427 views
   • 
   • Silver70
   • April 5, 2016

6. Partial Plan Term Rules

   By austin3515, March 7, 2016
   • 2 replies
   • 1,009 views
   • 
   • Carol V. Calhoun
   • March 7, 2016

7. Replacing 403(b) with 401(k)

   By Flyboyjohn, February 15, 2016
   • 1 reply
   • 798 views
   • 
   • AMDG
   • February 15, 2016

8. Used to be FT, now PT. Still eligible?

   By Santo Gold, November 4, 2015
   • 7 replies
   • 949 views
   • 
   • Kevin C
   • February 8, 2016

9. ERISA 403b Eligibility

   By Earl, February 6, 2016
   • 2 replies
   • 676 views
   • 
   • Earl
   • February 8, 2016

10. Application of 401(a)(17) limit to 403(b) elective deferrals?

    By SRNPEBT, January 28, 2016
    • 1 reply
    • 943 views
    • 
    • Carol V. Calhoun
    • January 31, 2016

11. Hardships allowed from rollovers?

    By AlbanyConsultant, January 28, 2016
    • 2 replies
    • 685 views
    • 
    • QDROphile
    • January 28, 2016

12. Non-profit supposedly has "non-ERISA" 403(b) Plan

    By Belgarath, January 25, 2016
    • 3 replies
    • 857 views
    • 
    • GBurns
    • January 27, 2016

13. 402(g) limits - 401(k) and 403(b)

    By Guest Melissa M., August 6, 2008
    • 10 replies
    • 6,061 views
    • 
    • Kevin C
    • January 22, 2016

14. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 1,431 views
    • 
    • QDROphile
    • January 19, 2016

15. non-ERISA 403b - needs a final 5500?

    By AlbanyConsultant, January 15, 2016
    • 4 replies
    • 954 views
    • 
    • AlbanyConsultant
    • January 15, 2016

16. 403b and 401k / Aggregation of ER Contribs for Testing

    By austin3515, November 3, 2013
    • 7 replies
    • 3,161 views
    • 
    • austin3515
    • December 9, 2015

17. Dual Status Public Ed

    By DTH, November 19, 2015
    • 2 replies
    • 719 views
    • 
    • QDROphile
    • November 19, 2015

18. 401-k to 403-B

    By KevinMc, November 17, 2015
    • 5 replies
    • 802 views
    • 
    • QDROphile
    • November 18, 2015

19. custodial accounts

    By 52626, May 30, 2014
    • 5 replies
    • 1,516 views
    • 
    • mbozek
    • November 4, 2015

20. 403(b) termination with annuity contracts

    By Flyboyjohn, March 6, 2014
    • 3 replies
    • 1,213 views
    • 
    • AMDG
    • October 26, 2015

21. 403(b) Plan, Change of Vendor, Terminated Participants

    By Tinman, January 30, 2015
    • 2 replies
    • 1,430 views
    • 
    • AMDG
    • October 26, 2015

22. 403(b) IRS-preapproved documents

    By Peter Gulia, September 8, 2015   

    • prototype; volume-submitter
    • 10 replies
    • 1,150 views
    • 
    • AMDG
    • October 26, 2015

23. Nonvested Employer Contributions

    By erisa29, April 16, 2015
    • 3 replies
    • 1,196 views
    • 
    • AMDG
    • October 26, 2015

24. SPD says it is a 404(c) plan under ERISA. Does this make it an ERISA Plan?

    By Jim Chad, October 5, 2015
    • 1 reply
    • 801 views
    • 
    • rcline46
    • October 6, 2015

25. Contract workers or not in 403(b) plan or not

    By TPApril, September 17, 2015
    • 2 replies
    • 766 views
    • 
    • GBurns
    • September 20, 2015