403(b) Plans, Accounts or Annuities

1,875 topics in this forum

1. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28   

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

2. 401(a) Plan & non-ERISA 403(b) Plan

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

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

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

4. Universal Availability

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

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

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

6. Public School / Non-ERISA Plan

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

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

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

8. 414(h) plan

   By Guest Dick Lane, September 21, 1999
   • 2 replies
   • 16,481 views
   • 
   • Renier
   • April 3

9. Exclusion of Students for Coverage Testing

   By Guest Lane, February 1, 2012
   • 7 replies
   • 1,285 views
   • 
   • Belgarath
   • March 28

10. 403(b) - ineligible employee fixes

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

11. 403b HCE

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

12. 401k and 403b Sponsored

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

13. Safe harbor match - eligibility

    By Retirement Geek, February 6   

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

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

    By TPApril, September 15, 2018
    • 23 replies
    • 1,063 views
    • 
    • Belgarath
    • February 1

15. Moving to Single Vendor

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

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

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

17. Compensation Exclusions

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

18. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17   

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

19. Error in 2009 good faith 403b document

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

20. Non-ERISA 403(b) Church Plan and Employer Contributions

    By AJC, January 17
    • 3 replies
    • 292 views
    • 
    • AJC
    • January 17

21. Safe harbor match, employees excluded from match only

    By Belgarath, January 8
    • 5 replies
    • 300 views
    • 
    • Belgarath
    • January 11

22. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 1,427 views
    • 
    • lm64
    • January 3

23. TAMRA Plans

    By austin3515, December 16, 2018
    • 2 replies
    • 371 views
    • 
    • lm64
    • January 3

24. Cutback changes to Non-ERISA 403(b) Plan

    By oldman63, January 2
    • 2 replies
    • 162 views
    • 
    • david rigby
    • January 2

25. Midyear vesting change adopted 12/31 and anti-cutback rules

    By kmhaab, December 28, 2018
    • 3 replies
    • 234 views
    • 
    • kmhaab
    • December 31, 2018