403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. Excess Contributions and W2 Corrections

   By Rebecca Ennis, January 13, 2021
   • 1 reply
   • 297 views
   • 
   • BG5150
   • January 14, 2021

2. Cycle 3 Restatement for terminated plans

   By Tom, December 22, 2020   

   • terminated plans restatement
   • 5 replies
   • 1k views
   • 
   • VeryOldMan
   • October 26, 2021

3. For Profit Sub of 501c3

   By austin3515, December 14, 2020
   • 5 replies
   • 369 views
   • 
   • Patricia Neal Jensen
   • December 14, 2020

4. IRRs and TPA Approval

   By JOH, December 11, 2020
   • 6 replies
   • 344 views
   • 
   • RatherBeGolfing
   • December 17, 2020

5. Transfer between 403B providers

   By ronincerritos, December 5, 2020
   • 15 replies
   • 916 views
   • 
   • ronincerritos
   • December 11, 2020

6. 415 Plan Year as Limitation Year

   By austin3515, December 4, 2020
   • 2 replies
   • 191 views
   • 
   • austin3515
   • December 6, 2020

7. Making ER contrib to new 401k plan?

   By AlbanyConsultant, December 2, 2020
   • 9 replies
   • 317 views
   • 
   • Patricia Neal Jensen
   • December 3, 2020

8. Convert 403(b) Plan to 401k

   By arthurkagan, November 18, 2020
   • 4 replies
   • 820 views
   • 
   • Mikerbpm
   • November 20, 2020

9. Where are annuity contracts’ interest rates?

   By Peter Gulia, October 8, 2020   

   • insurance company; annuity contract
   • 5 replies
   • 505 views
   • 
   • BobbyV
   • October 9, 2020

10. ERISA 403(b) Plan - two participants

    By 401(k)athryn, October 1, 2020
    • 3 replies
    • 284 views
    • 
    • Patricia Neal Jensen
    • October 1, 2020

11. Exclusion of 1/1/09 Contracts

    By austin3515, September 28, 2020
    • 10 replies
    • 554 views
    • 
    • Belgarath
    • September 29, 2020

12. 403(b)

    By thepensionmaven, September 25, 2020
    • 1 reply
    • 230 views
    • 
    • Patricia Neal Jensen
    • September 28, 2020

13. 401k to Non ERISA 403b

    By pixmax, September 22, 2020
    • 3 replies
    • 454 views
    • 
    • Patricia Neal Jensen
    • September 23, 2020

14. Less than 20 hours a week excluded

    By austin3515, September 16, 2020
    • 3 replies
    • 312 views
    • 
    • Flyboyjohn
    • September 17, 2020

15. Pros of a Church Plan electing to be covered by ERISA

    By BG5150, September 11, 2020
    • 3 replies
    • 646 views
    • 
    • Sellarsian
    • September 14, 2020

16. Nonelecting (maybe) Church plan stops filing 5500. Problem?

    By BG5150, September 11, 2020
    • 3 replies
    • 486 views
    • 
    • BG5150
    • September 15, 2020

17. 403b doc restatement - next cycle

    By jmartinrps, September 11, 2020
    • 1 reply
    • 366 views
    • 
    • Patricia Neal Jensen
    • May 31, 2022

18. IRS tax levies on 403(b) annuities

    By Ian, August 24, 2020
    • 5 replies
    • 681 views
    • 
    • Peter Gulia
    • August 26, 2020

19. Church wants to use tax credit

    By ldr, August 6, 2020   

    • secure act
    • church
    • 3 replies
    • 555 views
    • 
    • Patricia Neal Jensen
    • August 10, 2020

20. "easy" eligibility question crossing the plan year

    By AlbanyConsultant, August 4, 2020
    • 2 replies
    • 280 views
    • 
    • AlbanyConsultant
    • August 4, 2020

21. Partial Plan Termination Vesting

    By Belgarath, August 4, 2020
    • 3 replies
    • 369 views
    • 
    • Patricia Neal Jensen
    • August 5, 2020

22. 403b pre-approved non-amenders

    By austin3515, July 22, 2020
    • 7 replies
    • 387 views
    • 
    • Carol V. Calhoun
    • July 24, 2020

23. non-ERISA 403(b)?

    By JustMe, July 10, 2020
    • 6 replies
    • 486 views
    • 
    • MWeddell
    • July 24, 2020

24. Non-ERISA 403b

    By austin3515, July 7, 2020
    • 12 replies
    • 963 views
    • 
    • Patricia Neal Jensen
    • July 8, 2020

25. Public School plan - union employees

    By Belgarath, July 3, 2020
    • 3 replies
    • 303 views
    • 
    • Luke Bailey
    • July 6, 2020