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403(b) Plans, Accounts or Annuities

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

1,880 topics in this forum

  1. Automatic Rollover

    By oldman63,
    • 3 replies
    • 350 views

  2. Merge 403(b) plan into 401(k) plan?

    By David Peckham,
    • 2 replies
    • 634 views

  3. Gov't Non-Erisa 403(b) Match

    By Jennifer D.,
    • 2 replies
    • 254 views

  4. FBRIC determination

    By etg,
    • 1 reply
    • 279 views

  5. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 287 views

  6. Merge 401(a) into a 403(b) Plan

    By Mel_1999,
    • 4 replies
    • 1,018 views

  7. Adding 20 hr/wk for deferral eligibility: OK?

    By AlbanyConsultant,
    • 16 replies
    • 648 views

  8. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 313 views

  9. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 418 views

  10. Deemed Loan & In-Service Distribution

    By 401(k)athryn,   
    • 6 replies
    • 351 views

  11. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 222 views

  12. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 289 views

  13. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 739 views

  14. Start a new 403b because old provider's CDSC is too high?

    By AlbanyConsultant,
    • 6 replies
    • 360 views

  15. When is a 403(b) not a 403(b)?

    By Patricia Neal Jensen,   
    • 2 replies
    • 296 views

  16. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen,   
    • 4 replies
    • 512 views

  17. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 267 views

  18. Restate to Terminate 403(b)? 2018 activity

    By Patricia Neal Jensen,   
    • 4 replies
    • 498 views

  19. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 334 views

  20. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 1,089 views

  21. Split 403(b) Plan into two plans?

    By Patricia Neal Jensen,   
    • 22 replies
    • 905 views

  22. 403(b) and 401a PS Plan

    By austin3515,
    • 8 replies
    • 364 views

  23. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 346 views

  24. Non-ERISA 403(b) and QDRO's

    By Belgarath,
    • 22 replies
    • 1,006 views

  25. Church Plan Excluded Eligible Employees - Correction by Amendment?

    By kmhaab,   
    • 10 replies
    • 684 views
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