403(b) Plans, Accounts or Annuities

1,904 topics in this forum

1. 403b Er Contribution testing

   By perkinsran, January 20
   • 5 replies
   • 321 views
   • 
   • perkinsran
   • January 26

2. Employee contributions 5500 requirement

   By Just Tri, November 18, 2019
   • 1 reply
   • 250 views
   • 
   • baneja
   • November 19, 2019

3. Church plan and allocation hours for non-elective

   By cpc0506, November 15, 2019
   • 0 replies
   • 175 views
   • 
   • cpc0506
   • November 15, 2019

4. due date for non-profit ER contribution

   By Santo Gold, March 2, 2012
   • 3 replies
   • 5,428 views
   • 
   • TPApril
   • November 15, 2019

5. Anti-cutback problem?

   By Belgarath, October 24, 2019
   • 3 replies
   • 483 views
   • 
   • Belgarath
   • October 29, 2019

6. Small Amounts in 403(b) Annuities Plans

   By bveinger, October 22, 2019
   • 5 replies
   • 439 views
   • 
   • Peter Gulia
   • October 24, 2019

7. 403b hardship

   By Carike, October 17, 2019   

   • suspend
   • 5 replies
   • 445 views
   • 
   • LANDO
   • October 21, 2019

8. Correcting Missed Elective Deferrals for Terminated Participants

   By Miner88, October 17, 2019
   • 1 reply
   • 434 views
   • 
   • Luke Bailey
   • October 18, 2019

9. Distribution of 401k

   By MarieD, October 12, 2019
   • 4 replies
   • 500 views
   • 
   • Bird
   • October 15, 2019

10. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 946 views
    • 
    • TPApril
    • October 10, 2019

11. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 329 views
    • 
    • Lou S.
    • October 10, 2019

12. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 223 views
    • 
    • Mr Bagwell
    • September 30, 2019

13. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 198 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

14. What are the benefits for a nonprofit to offer a 401k and 403b plan?

    By Guest 401kadmin, September 1, 2005
    • 21 replies
    • 8,818 views
    • 
    • Belgarath
    • September 16, 2019

15. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 243 views
    • 
    • Belgarath
    • September 12, 2019

16. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 367 views
    • 
    • FPGuy
    • September 11, 2019

17. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 133 views
    • 
    • AlbanyConsultant
    • September 10, 2019

18. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 225 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019

19. 403b forfeitures to new 401k

    By TPApril, August 31, 2019
    • 1 reply
    • 259 views
    • 
    • hr for me
    • August 31, 2019

20. 403b - Forfs Revert to Employer

    By austin3515, November 5, 2013
    • 9 replies
    • 2,116 views
    • 
    • TPApril
    • August 29, 2019

21. less than 20/hr 410(b) test

    By ATM, August 15, 2019
    • 3 replies
    • 263 views
    • 
    • Luke Bailey
    • August 20, 2019

22. 1035 Exchange - variable annuity

    By shERPA, July 31, 2019
    • 6 replies
    • 462 views
    • 
    • FPGuy
    • August 6, 2019

23. 403(b) public school employee. Need advice

    By Brett Smith, July 26, 2019
    • 3 replies
    • 311 views
    • 
    • Old Lawyer
    • July 29, 2019

24. $5,000 Cash-Out

    By oldman63, July 12, 2019
    • 3 replies
    • 393 views
    • 
    • oldman63
    • July 15, 2019

25. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 1 reply
    • 205 views
    • 
    • david rigby
    • July 8, 2019