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403(b) Plans, Accounts or Annuities

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

1,873 topics in this forum

  1. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 409 views

  2. Deemed Loan & In-Service Distribution

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

  3. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 215 views

  4. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 278 views

  5. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 712 views

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

    By AlbanyConsultant,
    • 6 replies
    • 352 views

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

    By Patricia Neal Jensen,   
    • 2 replies
    • 286 views

  8. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen,   
    • 4 replies
    • 495 views

  9. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 257 views

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

    By Patricia Neal Jensen,   
    • 4 replies
    • 483 views

  11. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 331 views

  12. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 1,020 views

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

    By Patricia Neal Jensen,   
    • 22 replies
    • 878 views

  14. 403(b) and 401a PS Plan

    By austin3515,
    • 8 replies
    • 345 views

  15. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 338 views

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

    By Belgarath,
    • 22 replies
    • 937 views

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

    By kmhaab,   
    • 10 replies
    • 656 views

  18. Is it a Roth?

    By joel,
    • 14 replies
    • 631 views

  19. Student-Teacher Exclusion

    By DTH,
    • 0 replies
    • 202 views

  20. Foundation with employees in U.S. and Canada

    By Belgarath,
    • 2 replies
    • 217 views

  21. MWBE 403(b) Recordkeeping and Administration Firms

    By Kim DiMaria,
    • 4 replies
    • 368 views

  22. TIAA-CREF Restatements with Ascensus

    By Christine Roberts,
    • 11 replies
    • 2,484 views

  23. Type 2 organization - automatically a controlled group?

    By AlbanyConsultant,
    • 0 replies
    • 205 views

  24. 401k Match or Nonelective

    By perkinsran,
    • 7 replies
    • 327 views

  25. 414(h)(2) and definition of compensation

    By Belgarath,
    • 1 reply
    • 323 views
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