403(b) Plans, Accounts or Annuities

1,917 topics in this forum

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

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

2. 403b and 401k / Aggregation of ER Contribs for Testing

   By austin3515, November 3, 2013
   • 7 replies
   • 3,196 views
   • 
   • austin3515
   • December 9, 2015

3. Dual Status Public Ed

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

4. 401-k to 403-B

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

5. custodial accounts

   By 52626, May 30, 2014
   • 5 replies
   • 1,535 views
   • 
   • mbozek
   • November 4, 2015

6. 403(b) termination with annuity contracts

   By Flyboyjohn, March 6, 2014
   • 3 replies
   • 1,220 views
   • 
   • AMDG
   • October 26, 2015

7. 403(b) Plan, Change of Vendor, Terminated Participants

   By Tinman, January 30, 2015
   • 2 replies
   • 1,440 views
   • 
   • AMDG
   • October 26, 2015

8. 403(b) IRS-preapproved documents

   By Peter Gulia, September 8, 2015   

   • prototype; volume-submitter
   • 10 replies
   • 1,156 views
   • 
   • AMDG
   • October 26, 2015

9. Nonvested Employer Contributions

   By erisa29, April 16, 2015
   • 3 replies
   • 1,205 views
   • 
   • AMDG
   • October 26, 2015

10. 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
    • 809 views
    • 
    • rcline46
    • October 6, 2015

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

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

12. $200 in 403(b) Deferrals

    By Guest PGH.ERISA, April 3, 2008
    • 6 replies
    • 2,754 views
    • 
    • Kevin C
    • September 3, 2015

13. ERISA-covered 403(b) Plan and 4975

    By John Feldt ERPA CPC QPA, August 19, 2015   

    • 4975
    • excise tax
    • (and 1 more)

      Tagged with:

      • 4975
      • excise tax
      • ERISA covered
    • 21 replies
    • 2,790 views
    • 
    • mbozek
    • August 20, 2015

14. Non-ERISA 403b Concludes it is ERISA

    By austin3515, August 13, 2015
    • 3 replies
    • 920 views
    • 
    • jpod
    • August 18, 2015

15. For-Profit Subsidiaries and 403(b) Plans

    By 401 Chaos, August 6, 2015
    • 6 replies
    • 1,866 views
    • 
    • 401 Chaos
    • August 7, 2015

16. 403(b) transfers/rollover/exchange

    By Miannette, August 4, 2015
    • 1 reply
    • 802 views
    • 
    • Carol V. Calhoun
    • August 4, 2015

17. 15 Year Catch-up for a private school

    By cprisco, July 30, 2015   

    • 403(b)
    • catch-up
    • (and 1 more)

      Tagged with:

      • 403(b)
      • catch-up
      • 15 year catch-up
    • 4 replies
    • 1,343 views
    • 
    • Belgarath
    • July 31, 2015

18. Safe Harbor with multiple divisions

    By Craig Garner, June 23, 2015
    • 1 reply
    • 975 views
    • 
    • Kevin C
    • June 25, 2015

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

    By austin3515, May 26, 2015
    • 7 replies
    • 1,036 views
    • 
    • Kevin C
    • May 27, 2015

20. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1,127 views
    • 
    • QDROphile
    • April 29, 2015

21. Exclusion of Pre 1/1/09 Contracts Once In a Lifetime??

    By austin3515, April 10, 2015
    • 1 reply
    • 849 views
    • 
    • mbozek
    • April 10, 2015

22. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 3,450 views
    • 
    • Kevin C
    • April 8, 2015

23. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1,294 views
    • 
    • IRA
    • April 7, 2015

24. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 1,584 views
    • 
    • mbozek
    • April 4, 2015

25. Entry date for salary reduction only 403(b)?

    By Lori H, March 10, 2015
    • 1 reply
    • 1,105 views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015