403(b) Plans, Accounts or Annuities

1,880 topics in this forum

1. 401(a) profit sharing and 403(b) annuity

   By thepensionmaven, June 24
   • 4 replies
   • 276 views
   • 
   • Belgarath
   • July 3

2. ETF's / Custodial Account

   By beartd, July 3
   • 1 reply
   • 238 views
   • 
   • jpod
   • July 3

3. Nondiscrimination Testing for Two Identical Plans of the Employer

   By oldman63, July 3
   • 1 reply
   • 193 views
   • 
   • CuseFan
   • July 3

4. 20 hour exclusion

   By Belgarath, June 18
   • 9 replies
   • 374 views
   • 
   • Belgarath
   • June 27

5. Annual notice required to satisfy universal availability?

   By 403BWilder, June 24   

   • universal availability
   • participant notice
   • (and 1 more)

     Tagged with:

     • universal availability
     • participant notice
     • nondiscrimination testing
   • 2 replies
   • 390 views
   • 
   • EPCRSGuru
   • June 25

6. 403(b) Money Purchase Pension Plan?

   By chris, January 27, 2011
   • 20 replies
   • 4,857 views
   • 
   • nancy
   • June 13

7. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28   

   • 403(b) employer contribution?
   • 4 replies
   • 360 views
   • 
   • loserson
   • June 12

8. 401(a) Plan & non-ERISA 403(b) Plan

   By 401(k)athryn, June 5
   • 4 replies
   • 260 views
   • 
   • Patricia Neal Jensen
   • June 11

9. Freeze 403(b) plan, start new one; successor plan issues?

   By BG5150, June 6
   • 10 replies
   • 406 views
   • 
   • Belgarath
   • June 11

10. Universal Availability

    By BTG, May 30
    • 3 replies
    • 337 views
    • 
    • BTG
    • June 3

11. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner, May 21
    • 6 replies
    • 358 views
    • 
    • Patricia Neal Jensen
    • May 28

12. Public School / Non-ERISA Plan

    By austin3515, May 24
    • 2 replies
    • 229 views
    • 
    • austin3515
    • May 24

13. Can active employee contribute unused vacation time to 403(b)?

    By KaJay, April 12
    • 1 reply
    • 478 views
    • 
    • Patricia Neal Jensen
    • April 15

14. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 16,572 views
    • 
    • Renier
    • April 3

15. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 1,301 views
    • 
    • Belgarath
    • March 28

16. 403(b) - ineligible employee fixes

    By Griswold, March 26
    • 4 replies
    • 192 views
    • 
    • Griswold
    • March 27

17. 403b HCE

    By Dougsbpc, March 18
    • 2 replies
    • 226 views
    • 
    • Dougsbpc
    • March 19

18. 401k and 403b Sponsored

    By austin3515, February 21
    • 1 reply
    • 276 views
    • 
    • Belgarath
    • February 21

19. Safe harbor match - eligibility

    By Retirement Geek, February 6   

    • safe habor
    • match
    • 8 replies
    • 830 views
    • 
    • Doc Ument
    • February 13

20. can one become ineligible once eligible in 403(b)?

    By TPApril, September 15, 2018
    • 23 replies
    • 1,194 views
    • 
    • Belgarath
    • February 1

21. Moving to Single Vendor

    By khn, January 23
    • 1 reply
    • 153 views
    • 
    • Patricia Neal Jensen
    • January 24

22. Plan document not updated for final 403(b) regulations

    By oldman63, January 24
    • 1 reply
    • 193 views
    • 
    • Kevin C
    • January 24

23. Compensation Exclusions

    By Brigid, January 22
    • 5 replies
    • 398 views
    • 
    • CuseFan
    • January 22

24. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 284 views
    • 
    • Patricia Neal Jensen
    • January 22

25. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14
    • 5 replies
    • 293 views
    • 
    • Luke Bailey
    • January 17