403(b) Plans, Accounts or Annuities

1,907 topics in this forum

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

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

2. $200 in 403(b) Deferrals

   By Guest PGH.ERISA, April 3, 2008
   • 6 replies
   • 2,735 views
   • 
   • Kevin C
   • September 3, 2015

3. 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
   • 2,743 views
   • 
   • mbozek
   • August 20, 2015

4. Non-ERISA 403b Concludes it is ERISA

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

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

   By 401 Chaos, August 6, 2015
   • 6 replies
   • 1,779 views
   • 
   • 401 Chaos
   • August 7, 2015

6. 403(b) transfers/rollover/exchange

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

7. 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
   • 1,330 views
   • 
   • Belgarath
   • July 31, 2015

8. Safe Harbor with multiple divisions

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

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

   By austin3515, May 26, 2015
   • 7 replies
   • 1,029 views
   • 
   • Kevin C
   • May 27, 2015

10. Convert Loan Balance into In-service Withdrawal?

    By jaxon1225, April 29, 2015
    • 2 replies
    • 1,116 views
    • 
    • QDROphile
    • April 29, 2015

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

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

12. Universal Availability still has me confused!

    By Guest Boilerburm1, September 17, 2008
    • 11 replies
    • 3,441 views
    • 
    • Kevin C
    • April 8, 2015

13. ADP Refunds

    By Steve Waddo, March 12, 2015
    • 3 replies
    • 1,287 views
    • 
    • IRA
    • April 7, 2015

14. Transfers Out of TIAA

    By austin3515, July 6, 2011
    • 5 replies
    • 1,578 views
    • 
    • mbozek
    • April 4, 2015

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

    By Lori H, March 10, 2015
    • 1 reply
    • 1,096 views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2015

16. When to count BoD... and maybe a MEP?

    By AlbanyConsultant, March 4, 2015
    • 4 replies
    • 1,180 views
    • 
    • AlbanyConsultant
    • March 6, 2015

17. Life Insurance In 403(b) For Retired Participant

    By Guest scottyd, March 3, 2015
    • 0 replies
    • 859 views
    • 
    • Guest scottyd
    • March 3, 2015

18. NonErisa plan document requirement?

    By Lori H, February 19, 2015
    • 8 replies
    • 1,192 views
    • 
    • John Feldt ERPA CPC QPA
    • February 19, 2015

19. Max Deductible Limit?

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

20. EPCRS correction on payment of back wages?

    By waid10, February 17, 2015   

    • FLSA
    • back pay
    • (and 1 more)

      Tagged with:

      • FLSA
      • back pay
      • EPCRS
    • 3 replies
    • 1,888 views
    • 
    • K2retire
    • February 18, 2015

21. Compensation Definition for ACP

    By leighl, February 16, 2015
    • 1 reply
    • 1,027 views
    • 
    • ETA Consulting LLC
    • February 16, 2015

22. Pre 1/1/09 Contracts - Participants Excluded, but not assets

    By austin3515, February 8, 2015
    • 1 reply
    • 840 views
    • 
    • mbozek
    • February 9, 2015

23. 403b and 457 - contribute max to both?

    By SeanTankarian, February 3, 2015   

    • 457b 403b
    • 3 replies
    • 1,740 views
    • 
    • Lou S.
    • February 3, 2015

24. 403b question- adding new provider, plan document question

    By Sido, January 7, 2015
    • 3 replies
    • 2,042 views
    • 
    • Sido
    • January 31, 2015

25. Start up 403(b) and 5500 reporting

    By Lori H, January 26, 2015
    • 4 replies
    • 1,056 views
    • 
    • Lori H
    • January 27, 2015