403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. 403b Limits Deferrals to 20%

   By austin3515, October 26, 2011
   • 7 replies
   • 1.4k views
   • 
   • mbozek
   • October 27, 2011

2. 403b loan question

   By Guest Jphagg, December 18, 2011
   • 7 replies
   • 1.5k views
   • 
   • MARYMM
   • December 20, 2011

3. Exclusion of Students for Coverage Testing

   By Guest Lane, February 1, 2012
   • 7 replies
   • 1.6k views
   • 
   • Belgarath
   • March 28, 2019

4. Church 403(b) HELP

   By Guest JerLon, April 9, 2012
   • 7 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • April 10, 2012

5. % Withholding differences

   By Guest bigred, July 11, 2013
   • 7 replies
   • 1.1k views
   • 
   • jevd
   • July 16, 2013

6. 403b distributions

   By gregburst, October 28, 2013   

   • Must J&S be offered
   • 7 replies
   • 3.5k views
   • 
   • Belgarath
   • October 30, 2013

7. 403b and 401k / Aggregation of ER Contribs for Testing

   By austin3515, November 3, 2013
   • 7 replies
   • 3.6k views
   • 
   • austin3515
   • December 9, 2015

8. non-ERISA 403b to 401k

   By cpc0506, July 18, 2014
   • 7 replies
   • 5.4k views
   • 
   • masteff
   • July 18, 2014

9. Max Deductible Limit?

   By austin3515, February 18, 2015
   • 7 replies
   • 984 views
   • 
   • austin3515
   • February 19, 2015

10. Exclude Ee's working less than 20 hours per week

    By austin3515, May 26, 2015
    • 7 replies
    • 1.1k views
    • 
    • Kevin C
    • May 27, 2015

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

    By Santo Gold, November 4, 2015
    • 7 replies
    • 1k views
    • 
    • Kevin C
    • February 8, 2016

12. Plan Administrator liability

    By Santo Gold, January 18, 2016
    • 7 replies
    • 2k views
    • 
    • QDROphile
    • January 19, 2016

13. Controlled Group

    By waid10, June 30, 2016   

    • Nondiscrimination Testing
    • 7 replies
    • 1.1k views
    • 
    • Carol V. Calhoun
    • July 11, 2016

14. QDRO payout

    By Pension RC, December 21, 2016
    • 7 replies
    • 1.2k views
    • 
    • Noisy Nora
    • April 19, 2017

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

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

16. Plan-to-Plan Transfer

    By 401(k)athryn, April 20, 2017
    • 7 replies
    • 2.8k views
    • 
    • david rigby
    • April 21, 2017

17. 401k Match or Nonelective

    By perkinsran, February 15, 2018
    • 7 replies
    • 555 views
    • 
    • BG5150
    • February 16, 2018

18. Failure to File 8955 SSA

    By Patricia Neal Jensen, April 3, 2018   

    • 8955 ssa
    • 7 replies
    • 2k views
    • 
    • ESOP Guy
    • April 5, 2018

19. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • December 3, 2018

20. 403b pre-approved non-amenders

    By austin3515, July 22, 2020
    • 7 replies
    • 393 views
    • 
    • Carol V. Calhoun
    • July 24, 2020

21. 403(b)(9) Administration Questions

    By RCK13, July 13, 2021
    • 7 replies
    • 355 views
    • 
    • RCK13
    • July 16, 2021

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

    By Carol V. Calhoun, July 7, 2022
    • 7 replies
    • 269 views
    • 
    • Luke Bailey
    • July 11, 2022

23. 403b auto enroll formula

    By Santo Gold, October 25, 2022
    • 7 replies
    • 299 views
    • 
    • Santo Gold
    • November 9, 2022

24. Ineligible 403(b)

    By Guest Jim Brennan, September 2, 1998
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • September 23, 1998

25. Less Than 20 Hours Per Week Employees

    By Scott, July 1, 1999
    • 6 replies
    • 3.6k views
    • 
    • Dowist
    • August 30, 1999