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403(b) Plans, Accounts or Annuities

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

1,974 topics in this forum

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

    By AlbanyConsultant,
    • 2 replies
    • 380 views

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

    By MetsFan86,
    • 0 replies
    • 233 views

  3. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 261 views

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

    By AlbanyConsultant,
    • 2 replies
    • 295 views

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

    By metsfan026,
    • 1 reply
    • 358 views

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

    By KaJay,
    • 0 replies
    • 257 views

  7. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 351 views

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

    By austin3515,
    • 14 replies
    • 449 views

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

    By AlbanyConsultant,
    • 1 reply
    • 389 views

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

    By HarleyBabe,
    • 6 replies
    • 283 views

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

    By ldr,   
    • 2 replies
    • 538 views

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

    By BG5150,
    • 5 replies
    • 450 views

  13. Contribution Allocation

    By Stash026,
    • 6 replies
    • 623 views

  14. Annuity

    By PS,
    • 4 replies
    • 361 views

  15. 403(b) and Separate 401(a) Plan

    By Cassopy,
    • 12 replies
    • 668 views

  16. Universal Availability Rule

    By katdmin,
    • 1 reply
    • 499 views

  17. Any updates on Non-ERISA Governmental 401K plans

    By JOH,
    • 0 replies
    • 290 views

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

    By joel,
    • 25 replies
    • 4.5k views

  19. LTD Makes Employer Contributions

    By khn,
    • 0 replies
    • 262 views

  20. Universal availability

    By Belgarath,
    • 4 replies
    • 377 views

  21. Employer contribution made for two terminated employees by mistake.

    By KaJay,
    • 1 reply
    • 250 views

  22. Non-ERISA 403(b) Investment Contributions Curtailed

    By Patricia Neal Jensen,
    • 4 replies
    • 944 views

  23. 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
    • 291 views

  24. 403b Employer contribution miscalculated over 10 years. Correction?

    By ABC empl,
    • 2 replies
    • 239 views

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

    By Maryalice,   
    • 6 replies
    • 432 views
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