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403(b) Plans, Accounts or Annuities

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

Followers 5

1,934 topics in this forum

  1. 403b - Forfs Revert to Employer

    By austin3515,
    • 9 replies
    • 2.2k views

  2. less than 20/hr 410(b) test

    By ATM,
    • 3 replies
    • 288 views

  3. 1035 Exchange - variable annuity

    By shERPA,
    • 6 replies
    • 564 views

  4. 403(b) public school employee. Need advice

    By Brett Smith,
    • 3 replies
    • 346 views

  5. $5,000 Cash-Out

    By oldman63,
    • 3 replies
    • 442 views

  6. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21,
    • 1 reply
    • 222 views

  7. 401(a) profit sharing and 403(b) annuity

    By thepensionmaven,
    • 4 replies
    • 357 views

  8. Nondiscrimination Testing for Two Identical Plans of the Employer

    By oldman63,
    • 1 reply
    • 259 views

  9. 20 hour exclusion

    By Belgarath,
    • 9 replies
    • 596 views

  10. Annual notice required to satisfy universal availability?

    By 403BWilder,   
    • 2 replies
    • 1.1k views

  11. 403(b) Money Purchase Pension Plan?

    By chris,
    • 20 replies
    • 5.2k views

  12. 403(b) Cash or Deferred?

    By Patricia Neal Jensen,   
    • 4 replies
    • 422 views

  13. 401(a) Plan & non-ERISA 403(b) Plan

    By 401(k)athryn,
    • 4 replies
    • 599 views

  14. Freeze 403(b) plan, start new one; successor plan issues?

    By BG5150,
    • 10 replies
    • 640 views

  15. Universal Availability

    By BTG,
    • 3 replies
    • 436 views

  16. Non-ERISA 403(b) started automatic contributions

    By Jeff Kirtner,
    • 6 replies
    • 473 views

  17. Public School / Non-ERISA Plan

    By austin3515,
    • 2 replies
    • 395 views

  18. Can active employee contribute unused vacation time to 403(b)?

    By KaJay,
    • 1 reply
    • 896 views

  19. 414(h) plan

    By Guest Dick Lane,
    • 2 replies
    • 17.5k views

  20. Exclusion of Students for Coverage Testing

    By Guest Lane,
    • 7 replies
    • 1.4k views

  21. 403(b) - ineligible employee fixes

    By Griswold,
    • 4 replies
    • 268 views

  22. 403b HCE

    By Dougsbpc,
    • 2 replies
    • 310 views

  23. 401k and 403b Sponsored

    By austin3515,
    • 1 reply
    • 334 views

  24. Safe harbor match - eligibility

    By Retirement Geek,   
    • 8 replies
    • 1.4k views

  25. can one become ineligible once eligible in 403(b)?

    By TPApril,
    • 23 replies
    • 1.8k views
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