403(b) Plans, Accounts or Annuities

1,882 topics in this forum

1. $5,000 Cash-Out

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

2. Plan Amendment Effective, but Late Adopted

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

3. 401(a) profit sharing and 403(b) annuity

   By thepensionmaven, June 24, 2019
   • 4 replies
   • 293 views
   • 
   • Belgarath
   • July 3, 2019

4. ETF's / Custodial Account

   By beartd, July 3, 2019
   • 1 reply
   • 257 views
   • 
   • jpod
   • July 3, 2019

5. Nondiscrimination Testing for Two Identical Plans of the Employer

   By oldman63, July 3, 2019
   • 1 reply
   • 218 views
   • 
   • CuseFan
   • July 3, 2019

6. 20 hour exclusion

   By Belgarath, June 18, 2019
   • 9 replies
   • 413 views
   • 
   • Belgarath
   • June 27, 2019

7. Annual notice required to satisfy universal availability?

   By 403BWilder, June 24, 2019   

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

     Tagged with:

     • universal availability
     • participant notice
     • nondiscrimination testing
   • 2 replies
   • 492 views
   • 
   • EPCRSGuru
   • June 25, 2019

8. 403(b) Money Purchase Pension Plan?

   By chris, January 27, 2011
   • 20 replies
   • 4,901 views
   • 
   • nancy
   • June 13, 2019

9. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28, 2019   

   • 403(b) employer contribution?
   • 4 replies
   • 380 views
   • 
   • loserson
   • June 12, 2019

10. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn, June 5, 2019
    • 4 replies
    • 311 views
    • 
    • Patricia Neal Jensen
    • June 11, 2019

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

    By BG5150, June 6, 2019
    • 10 replies
    • 432 views
    • 
    • Belgarath
    • June 11, 2019

12. Universal Availability

    By BTG, May 30, 2019
    • 3 replies
    • 355 views
    • 
    • BTG
    • June 3, 2019

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

    By Jeff Kirtner, May 21, 2019
    • 6 replies
    • 385 views
    • 
    • Patricia Neal Jensen
    • May 28, 2019

14. Public School / Non-ERISA Plan

    By austin3515, May 24, 2019
    • 2 replies
    • 256 views
    • 
    • austin3515
    • May 24, 2019

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

    By KaJay, April 12, 2019
    • 1 reply
    • 534 views
    • 
    • Patricia Neal Jensen
    • April 15, 2019

16. 414(h) plan

    By Guest Dick Lane, September 21, 1999
    • 2 replies
    • 16,710 views
    • 
    • Renier
    • April 3, 2019

17. Exclusion of Students for Coverage Testing

    By Guest Lane, February 1, 2012
    • 7 replies
    • 1,337 views
    • 
    • Belgarath
    • March 28, 2019

18. 403(b) - ineligible employee fixes

    By Griswold, March 26, 2019
    • 4 replies
    • 214 views
    • 
    • Griswold
    • March 27, 2019

19. 403b HCE

    By Dougsbpc, March 18, 2019
    • 2 replies
    • 253 views
    • 
    • Dougsbpc
    • March 19, 2019

20. 401k and 403b Sponsored

    By austin3515, February 21, 2019
    • 1 reply
    • 291 views
    • 
    • Belgarath
    • February 21, 2019

21. Safe harbor match - eligibility

    By Retirement Geek, February 6, 2019   

    • safe habor
    • match
    • 8 replies
    • 912 views
    • 
    • Doc Ument
    • February 13, 2019

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

    By TPApril, September 15, 2018
    • 23 replies
    • 1,284 views
    • 
    • Belgarath
    • February 1, 2019

23. Moving to Single Vendor

    By khn, January 23, 2019
    • 1 reply
    • 169 views
    • 
    • Patricia Neal Jensen
    • January 24, 2019

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

    By oldman63, January 24, 2019
    • 1 reply
    • 206 views
    • 
    • Kevin C
    • January 24, 2019

25. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 430 views
    • 
    • CuseFan
    • January 22, 2019