403(b) Plans, Accounts or Annuities

1,917 topics in this forum

1. inactive 403(b) plan

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

2. Annuity Distribution Rollover from Break in Service

   By DeborahPal, May 7
   • 2 replies
   • 231 views
   • 
   • david rigby
   • May 7

3. 403(b) Controlled Groups

   By 52626, April 28
   • 2 replies
   • 326 views
   • 
   • Kevin C
   • April 28

4. 403(b) - Ability to Take Over Contract

   By Suckafish, April 12
   • 2 replies
   • 261 views
   • 
   • Suckafish
   • April 16

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

   By Peter Gulia, April 14
   • 0 replies
   • 154 views
   • 
   • Peter Gulia
   • April 14

6. Annuity Contracts Deemed Distributed?

   By Patricia Neal Jensen, April 10, 2018   

   • tiaa
   • annuity contracts
   • 5 replies
   • 718 views
   • 
   • JRN
   • April 1

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

   By QP_Guy, March 23
   • 0 replies
   • 192 views
   • 
   • QP_Guy
   • March 23

8. Consequence of Missed Restatement Date

   By Patricia Neal Jensen, March 17
   • 5 replies
   • 371 views
   • 
   • G8Rs
   • March 20

9. Non ERISA 403B HELP

   By jesse12, February 21
   • 3 replies
   • 552 views
   • 
   • Luke Bailey
   • March 13

10. Question about what to do

    By Tom72981, March 12
    • 4 replies
    • 256 views
    • 
    • SteveS
    • March 12

11. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9
    • 1 reply
    • 292 views
    • 
    • Patricia Neal Jensen
    • March 9

12. maintaining the administrative addendum?

    By AlbanyConsultant, February 27
    • 0 replies
    • 169 views
    • 
    • AlbanyConsultant
    • February 27

13. Charter School 403(b)

    By oldman63, February 20
    • 2 replies
    • 177 views
    • 
    • oldman63
    • February 21

14. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1
    • 2 replies
    • 708 views
    • 
    • Belgarath
    • February 4

15. 403b Er Contribution testing

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

16. Employee contributions 5500 requirement

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

17. Church plan and allocation hours for non-elective

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

18. due date for non-profit ER contribution

    By Santo Gold, March 2, 2012
    • 3 replies
    • 5,553 views
    • 
    • TPApril
    • November 15, 2019

19. Anti-cutback problem?

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

20. Small Amounts in 403(b) Annuities Plans

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

21. 403b hardship

    By Carike, October 17, 2019   

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

22. Correcting Missed Elective Deferrals for Terminated Participants

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

23. Distribution of 401k

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

24. Form 5500

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

25. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

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