403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. 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
   • 383 views
   • 
   • BigERISA
   • January 23, 2017

2. Grandfathered Annuities

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

3. Exclusions due to 20 or fewer hours of service

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

4. deleted

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

5. 403(b) mess no document no 5500s

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

6. EE now working <20 hrs/wk... exclude going forward?

   By AlbanyConsultant, December 5, 2016
   • 5 replies
   • 1k views
   • 
   • Belgarath
   • December 23, 2016

7. Non QJSA 403(b) spousal waiver for beneficiary

   By Jim Chad, December 13, 2016
   • 2 replies
   • 1.1k views
   • 
   • Carol V. Calhoun
   • December 13, 2016

8. 20 hour exclusion NOT to apply to part-time union employees

   By Belgarath, April 28, 2015
   • 17 replies
   • 1.8k views
   • 
   • K2retire
   • November 17, 2016

9. 415 Limit

   By DTH, November 10, 2016
   • 1 reply
   • 579 views
   • 
   • Belgarath
   • November 10, 2016

10. ASPPA Conference - any word on 403(b) document approval?

    By Belgarath, October 26, 2016
    • 5 replies
    • 750 views
    • 
    • Belgarath
    • October 28, 2016

11. College student exclusion being challengeed by IRS auditor due to summer employment

    By Eve Sav, October 4, 2016   

    • Student Exclusion 403(b)
    • 3 replies
    • 855 views
    • 
    • Belgarath
    • October 5, 2016

12. 403(b) Non Erisa Plan Termination

    By HarleyBabe, September 27, 2016
    • 3 replies
    • 1.6k views
    • 
    • Carol V. Calhoun
    • September 27, 2016

13. Establishing a 403(b) deadline

    By B21, September 23, 2016
    • 1 reply
    • 670 views
    • 
    • Peter Gulia
    • September 23, 2016

14. Student Employee exclusion

    By mattmc82, September 15, 2016
    • 1 reply
    • 835 views
    • 
    • Belgarath
    • September 15, 2016

15. reimbursing fees for switching to new investments

    By AlbanyConsultant, September 12, 2016
    • 2 replies
    • 637 views
    • 
    • QDROphile
    • September 14, 2016

16. Average Benefits Percentage Test with a 403(b) plan

    By AndyH, April 10, 2002
    • 10 replies
    • 5.1k views
    • 
    • Belgarath
    • September 6, 2016

17. 403b Plan Investments

    By Earl, August 12, 2016
    • 11 replies
    • 1.2k views
    • 
    • QDROphile
    • August 16, 2016

18. Are mandatory 403(b) deferrals still annual additions?

    By benefitz, July 26, 2016
    • 1 reply
    • 688 views
    • 
    • Carol V. Calhoun
    • July 28, 2016

19. TIAA-CREF Loan provisions - Corbel Doc

    By austin3515, July 21, 2016
    • 1 reply
    • 773 views
    • 
    • Peter Gulia
    • July 22, 2016

20. 403(b Non-ERISA and Investment Changes

    By DTH, July 20, 2016
    • 5 replies
    • 1.1k views
    • 
    • Belgarath
    • July 21, 2016

21. coverage problem

    By Earl, July 14, 2016   

    • document is no help
    • 6 replies
    • 823 views
    • 
    • rcline46
    • July 18, 2016

22. Controlled Group

    By waid10, June 30, 2016   

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

23. Any word on status of 403(b) pre-approved documents?

    By Belgarath, June 28, 2016
    • 4 replies
    • 698 views
    • 
    • Kevin C
    • June 29, 2016

24. Non-ERISA Church Plan Auto Enroll

    By cprisco, June 17, 2016
    • 1 reply
    • 833 views
    • 
    • Peter Gulia
    • June 17, 2016

25. 403(b) restatement

    By M Norton, June 13, 2016   

    • 403(b)
    • restatement
    • (and 1 more)

      Tagged with:

      • 403(b)
      • restatement
      • PPA
    • 0 replies
    • 1.3k views
    • 
    • M Norton
    • June 13, 2016