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403(b) Plans, Accounts or Annuities

Issues particular to 403(b) arrangements of nonprofit or governmental employers.

1,971 topics in this forum

  1. two NFPs merge, one with a 401k plan... what happens to that money?

    By AlbanyConsultant,
    • 2 replies
    • 376 views

  2. 403(b) and 401(k) testing

    By MetsFan86,
    • 0 replies
    • 228 views

  3. Cycle 3 Restatement for terminated plans

    By Tom,   
    • 5 replies
    • 979 views

  4. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 243 views

  5. leased employees - don't count the time?

    By AlbanyConsultant,
    • 2 replies
    • 282 views

  6. Age Discrimination

    By Guest mif2000,
    • 4 replies
    • 1.2k views

  7. Can 501(c)(13) Establish A 403(b) Plan?

    By metsfan026,
    • 1 reply
    • 331 views

  8. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 348 views

  9. Hardship Withdrawal - Member has mix of non-qualified Roth and Pre-tax money

    By KaJay,
    • 0 replies
    • 256 views

  10. Old Frozen 403b / Individual Contracts / Fiduciary Liability

    By austin3515,
    • 14 replies
    • 438 views

  11. Does TH exemption carry into 401k plan rollover?

    By AlbanyConsultant,
    • 1 reply
    • 384 views

  12. Nonelecting Church plan offers a match--5500 required?

    By BG5150,
    • 5 replies
    • 437 views

  13. Adding an Employer Sponsored Roth IRA to a B plan

    By HarleyBabe,
    • 6 replies
    • 280 views

  14. Going from ERISA 403(b) status to Non-ERISA 403(b) status

    By ldr,   
    • 2 replies
    • 514 views

  15. Contribution Allocation

    By Stash026,
    • 6 replies
    • 595 views

  16. 403b Eligiblity Period?

    By austin3515,
    • 13 replies
    • 6k views

  17. Annual notice required to satisfy universal availability?

    By 403BWilder,   
    • 4 replies
    • 2.1k views

  18. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 615 views

  19. Annuity

    By PS,
    • 4 replies
    • 359 views

  20. Universal Availability Rule

    By katdmin,
    • 1 reply
    • 488 views

  21. 403(b) Protected Benefits?

    By Guest dietpepsi,
    • 1 reply
    • 2.9k views

  22. How do I move my 403b investment to my personal Roth account in order to pay the taxes due out of pocket

    By Dick,
    • 2 replies
    • 288 views

  23. Taxation of 403(b) Distributions by New York State 1 2

    By joel,
    • 25 replies
    • 4.2k views

  24. Universal availability

    By Belgarath,
    • 4 replies
    • 365 views

  25. Annuity option when withdrawal from 401(a) thrift savings plan. Is this a distribution?

    By Maryalice,   
    • 6 replies
    • 425 views
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