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403(b) Plans, Accounts or Annuities

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

2,012 topics in this forum

  1. Distributions from individual annuity contracts after 403(b) termination

    By Carol V. Calhoun,
    • 7 replies
    • 442 views

  2. Doctor w/ hospital 403b, starting 401k for practice (again)

    By AlbanyConsultant,
    • 1 reply
    • 457 views

  3. Post Merger - Entity has 2 403(b) Plans and 2 401(k) PLans

    By 401kology,   
    • 3 replies
    • 628 views

  4. Another 403(b) Question

    By bzorc,
    • 9 replies
    • 588 views

  5. Safe Harbor 403(b) Plan, but.....

    By bzorc,
    • 12 replies
    • 707 views

  6. having 2 403b plans?

    By AlbanyConsultant,
    • 6 replies
    • 520 views

  7. Non-ERISA 403(b) Satisfy CalSavers Exemption?

    By Patricia Neal Jensen,
    • 1 reply
    • 403 views

  8. 403(b) Match Failure

    By Coleboy1,
    • 2 replies
    • 628 views

  9. Universal eligibility? Full-time temporary employee expected to work (less than 1,000 hours).

    By gc@chimentowebb.com,
    • 5 replies
    • 543 views

  10. Does rollover from tax-deferred 403b to Roth count toward Roth income limit?

    By fiddle,
    • 4 replies
    • 561 views

  11. individual non-ERISA TSA... considered "paid out" for plan termination?

    By AlbanyConsultant,
    • 0 replies
    • 341 views

  12. Plan qualifying for non-ERISA, but executed an ERISA document

    By Belgarath,
    • 6 replies
    • 423 views

  13. 415 and 402(g) limits=>participant in both govt&private plans

    By TPApril,
    • 4 replies
    • 453 views

  14. Failed ACP. Can I cure with QMAC?

    By SPilger,
    • 0 replies
    • 275 views

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

    By AlbanyConsultant,
    • 2 replies
    • 457 views

  16. 403(b) and 401(k) testing

    By MetsFan86,
    • 0 replies
    • 330 views

  17. "20 hour exclusion"

    By Belgarath,
    • 2 replies
    • 389 views

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

    By AlbanyConsultant,
    • 2 replies
    • 438 views

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

    By metsfan026,
    • 1 reply
    • 504 views

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

    By KaJay,
    • 0 replies
    • 340 views

  21. 403(b)(9) Administration Questions

    By RCK13,
    • 7 replies
    • 526 views

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

    By austin3515,
    • 14 replies
    • 750 views

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

    By AlbanyConsultant,
    • 1 reply
    • 557 views

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

    By HarleyBabe,
    • 6 replies
    • 440 views

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

    By ldr,   
    • 2 replies
    • 692 views
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