403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Financial Audit of Public School 403(b) Plan

   By JRG, April 25, 2017
   • 2 replies
   • 403 views
   • 
   • Carol V. Calhoun
   • April 26, 2017

2. Plan-to-Plan Transfer

   By 401(k)athryn, April 20, 2017
   • 7 replies
   • 2.7k views
   • 
   • david rigby
   • April 21, 2017

3. QDRO payout

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

4. 403b Plan Loses Church Status

   By justatester, April 19, 2017   

   • how to run the abt test
   • 1 reply
   • 477 views
   • 
   • CuseFan
   • April 19, 2017

5. 403(b) pre-approved plan advisory letter

   By Belgarath, April 11, 2017
   • 0 replies
   • 416 views
   • 
   • Belgarath
   • April 11, 2017

6. School or school district mergers

   By Belgarath, March 20, 2017
   • 4 replies
   • 484 views
   • 
   • Belgarath
   • April 11, 2017

7. Period Certain Rollovers Past 70

   By ScottyD, April 4, 2017
   • 0 replies
   • 406 views
   • 
   • ScottyD
   • April 4, 2017

8. 403b match - age discrimination or not?

   By WP2017, April 3, 2017   

   • 403b
   • discrimination
   • (and 1 more)

     Tagged with:

     • 403b
     • discrimination
     • employer match
   • 2 replies
   • 558 views
   • 
   • K2
   • April 3, 2017

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

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

10. Exclude adjunct professors

    By cdavis25, March 30, 2017
    • 3 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • March 31, 2017

11. Exclude from Match

    By cdavis25, March 30, 2017
    • 2 replies
    • 402 views
    • 
    • Carol V. Calhoun
    • March 31, 2017

12. ERISA or NonErisa Plan

    By R.G., March 27, 2017
    • 2 replies
    • 442 views
    • 
    • Kevin C
    • March 27, 2017

13. 403(b) needs help w/Vol Comp Prog filing

    By Florida1, March 16, 2017   

    • 403(b); vcp;
    • 2 replies
    • 404 views
    • 
    • Flyboyjohn
    • March 17, 2017

14. Frozen 403b assets rolled into 401K

    By Guest Benecialist, September 11, 2008
    • 8 replies
    • 2.7k views
    • 
    • Lisa
    • March 15, 2017

15. Non-excludable employee move to excludable group

    By leighl, March 9, 2017
    • 5 replies
    • 719 views
    • 
    • KJohnson
    • March 9, 2017

16. the latest on pre-approved documents

    By Tom Poje, January 25, 2017
    • 1 reply
    • 566 views
    • 
    • Carol V. Calhoun
    • February 22, 2017

17. canadian resident in plan

    By Beemer, January 23, 2017
    • 12 replies
    • 1.7k views
    • 
    • Carol V. Calhoun
    • February 21, 2017

18. Surrender Fees Considerations when Terminating Group Annuity Plan

    By dustin, February 8, 2017   

    • 403b
    • surrender fees
    • (and 2 more)

      Tagged with:

      • 403b
      • surrender fees
      • annuity
      • termination
    • 5 replies
    • 1.2k views
    • 
    • dustin
    • February 9, 2017

19. 403(b) ACP testing and 414(s) compensation

    By leighl, February 7, 2017   

    • 414(s) and acp
    • 1 reply
    • 622 views
    • 
    • K2
    • February 8, 2017

20. 403(b) Distributions Treated as Housing Allowance

    By DTH, February 2, 2017
    • 3 replies
    • 4.9k views
    • 
    • DTH
    • February 2, 2017

21. Counting Pre-Break Service for Post-Break Vesting

    By BigERISA, January 23, 2017   

    • elective deferrals
    • 401(k)
    • (and 1 more)

      Tagged with:

      • elective deferrals
      • 401(k)
      • 403(b)
    • 0 replies
    • 382 views
    • 
    • BigERISA
    • January 23, 2017

22. Grandfathered Annuities

    By khn, January 19, 2017
    • 0 replies
    • 644 views
    • 
    • khn
    • January 19, 2017

23. Exclusions due to 20 or fewer hours of service

    By leighl, January 17, 2017
    • 1 reply
    • 467 views
    • 
    • ETA Consulting LLC
    • January 18, 2017

24. deleted

    By AMDG, January 9, 2017
    • 0 replies
    • 455 views
    • 
    • AMDG
    • January 9, 2017

25. 403(b) mess no document no 5500s

    By Nancy D, December 20, 2016
    • 6 replies
    • 803 views
    • 
    • Nancy D
    • December 27, 2016