403(b) Plans, Accounts or Annuities

1,934 topics in this forum

1. Nonelecting (maybe) Church plan stops filing 5500. Problem?

   By BG5150, September 11, 2020
   • 3 replies
   • 150 views
   • 
   • BG5150
   • September 15, 2020

2. Pros of a Church Plan electing to be covered by ERISA

   By BG5150, September 11, 2020
   • 3 replies
   • 284 views
   • 
   • Sellarsian
   • September 14, 2020

3. 403b doc restatement - next cycle

   By jmartinrps, September 11, 2020
   • 0 replies
   • 91 views
   • 
   • jmartinrps
   • September 11, 2020

4. IRS tax levies on 403(b) annuities

   By Ian, August 24, 2020
   • 5 replies
   • 302 views
   • 
   • Peter Gulia
   • August 26, 2020

5. Church wants to use tax credit

   By ldr, August 6, 2020   

   • secure act
   • church
   • 3 replies
   • 316 views
   • 
   • Patricia Neal Jensen
   • August 10, 2020

6. Partial Plan Termination Vesting

   By Belgarath, August 4, 2020
   • 3 replies
   • 186 views
   • 
   • Patricia Neal Jensen
   • August 5, 2020

7. "easy" eligibility question crossing the plan year

   By AlbanyConsultant, August 4, 2020
   • 2 replies
   • 190 views
   • 
   • AlbanyConsultant
   • August 4, 2020

8. 403b pre-approved non-amenders

   By austin3515, July 22, 2020
   • 7 replies
   • 259 views
   • 
   • Carol V. Calhoun
   • July 24, 2020

9. non-ERISA 403(b)?

   By JustMe, July 10, 2020
   • 6 replies
   • 341 views
   • 
   • MWeddell
   • July 24, 2020

10. 403(b) Match done on Fiscal Year compensation

    By ratherbereading, June 4, 2020
    • 3 replies
    • 290 views
    • 
    • MWeddell
    • July 24, 2020

11. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19, 2020
    • 3 replies
    • 323 views
    • 
    • austin3515
    • July 10, 2020

12. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 310 views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

13. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 627 views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

14. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 515 views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

15. 403(b) nonamenders

    By Belgarath, July 2, 2020
    • 2 replies
    • 280 views
    • 
    • Belgarath
    • July 7, 2020

16. Public School plan - union employees

    By Belgarath, July 3, 2020
    • 3 replies
    • 196 views
    • 
    • Luke Bailey
    • July 6, 2020

17. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

    By Peter Gulia, June 26, 2020   

    • 403(b); hardship; vendor
    • 8 replies
    • 231 views
    • 
    • Peter Gulia
    • June 29, 2020

18. Plan never formally adopted a plan document

    By Trisports, June 3, 2020
    • 1 reply
    • 227 views
    • 
    • justanotheradmin
    • June 3, 2020

19. inactive 403(b) plan

    By Santo Gold, June 3, 2020
    • 1 reply
    • 203 views
    • 
    • Peter Gulia
    • June 3, 2020

20. Annuity Distribution Rollover from Break in Service

    By DeborahPal, May 7, 2020
    • 2 replies
    • 248 views
    • 
    • david rigby
    • May 7, 2020

21. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 360 views
    • 
    • Kevin C
    • April 28, 2020

22. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12, 2020
    • 2 replies
    • 277 views
    • 
    • Suckafish
    • April 16, 2020

23. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

    By Peter Gulia, April 14, 2020
    • 0 replies
    • 167 views
    • 
    • Peter Gulia
    • April 14, 2020

24. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen, April 10, 2018   

    • tiaa
    • annuity contracts
    • 5 replies
    • 743 views
    • 
    • JRN
    • April 1, 2020

25. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 206 views
    • 
    • QP_Guy
    • March 23, 2020