403(b) Plans, Accounts or Annuities

1,904 topics in this forum

1. Non-ERISA 403(b) Church Plan and Employer Contributions

   By AJC, January 17, 2019
   • 3 replies
   • 408 views
   • 
   • AJC
   • January 17, 2019

2. Safe harbor match, employees excluded from match only

   By Belgarath, January 8, 2019
   • 5 replies
   • 358 views
   • 
   • Belgarath
   • January 11, 2019

3. 415 limit for 403b and 401k plans

   By dmb, November 30, 2016
   • 15 replies
   • 1,715 views
   • 
   • lm64
   • January 3, 2019

4. TAMRA Plans

   By austin3515, December 16, 2018
   • 2 replies
   • 602 views
   • 
   • lm64
   • January 3, 2019

5. Cutback changes to Non-ERISA 403(b) Plan

   By oldman63, January 2, 2019
   • 2 replies
   • 214 views
   • 
   • david rigby
   • January 2, 2019

6. Midyear vesting change adopted 12/31 and anti-cutback rules

   By kmhaab, December 28, 2018
   • 3 replies
   • 297 views
   • 
   • kmhaab
   • December 31, 2018

7. Contributions Based on Deferral Election

   By 401_noob, May 2, 2014
   • 6 replies
   • 2,433 views
   • 
   • Belgarath
   • December 6, 2018

8. Failure to Make Matching Contributions

   By oldman63, December 4, 2018
   • 2 replies
   • 194 views
   • 
   • Luke Bailey
   • December 5, 2018

9. 403b Contributions in New Jersey

   By austin3515, November 30, 2018
   • 7 replies
   • 1,547 views
   • 
   • Bird
   • December 3, 2018

10. 403(b) ineligible employer - no 5500's

    By WCC, November 12, 2018
    • 1 reply
    • 259 views
    • 
    • Carol V. Calhoun
    • November 13, 2018

11. excluded compensation

    By Earl, October 24, 2018
    • 1 reply
    • 324 views
    • 
    • PensionPro
    • October 24, 2018

12. 403(b) and PEO

    By 52626, October 17, 2018
    • 2 replies
    • 369 views
    • 
    • Bill Sweetnam
    • October 19, 2018

13. Excluded employees

    By pixmax, October 17, 2018
    • 1 reply
    • 239 views
    • 
    • Kevin C
    • October 17, 2018

14. controlled group - single board of directors?

    By WCC, October 9, 2018
    • 2 replies
    • 248 views
    • 
    • PensionPro
    • October 10, 2018

15. Holding a 403b1 annuity contract in a 403b7 custodial account

    By IHC, October 4, 2018
    • 0 replies
    • 306 views
    • 
    • IHC
    • October 4, 2018

16. 403(b) Plan Compensation Issues

    By PensionPro, October 2, 2018
    • 4 replies
    • 342 views
    • 
    • PensionPro
    • October 2, 2018

17. Ineligible employee?

    By Griswold, September 25, 2018
    • 10 replies
    • 658 views
    • 
    • Griswold
    • September 28, 2018

18. Rolling IRA into 403(b) Account

    By 52626, February 6, 2015
    • 2 replies
    • 919 views
    • 
    • jlea
    • September 25, 2018

19. Roth 403(b) Contributions and W2 reporting

    By John Cross, September 23, 2018   

    • roth
    • 403(b)
    • (and 2 more)

      Tagged with:

      • roth
      • 403(b)
      • wages
      • ira earnings test
    • 1 reply
    • 653 views
    • 
    • Luke Bailey
    • September 24, 2018

20. 2 plans - one non-ERISA and one ERISA

    By cpc0506, September 19, 2018
    • 3 replies
    • 321 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

21. 403(b) Plan Limits - Multiple Employers

    By JRG, July 19, 2017
    • 6 replies
    • 1,275 views
    • 
    • Appleby
    • September 11, 2018

22. TPA Loan Fee in 403(b) - Reasonable?

    By beartd, September 5, 2018
    • 5 replies
    • 408 views
    • 
    • BG5150
    • September 10, 2018

23. Merging assets into 403(b)

    By MarZDoates, September 6, 2018
    • 2 replies
    • 297 views
    • 
    • MarZDoates
    • September 6, 2018

24. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab, August 28, 2018
    • 0 replies
    • 224 views
    • 
    • kmhaab
    • August 28, 2018

25. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix, August 24, 2018
    • 1 reply
    • 314 views
    • 
    • Ebplans
    • August 27, 2018