403(b) Plans, Accounts or Annuities

1,917 topics in this forum

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

   By KaJay, April 12, 2019
   • 1 reply
   • 765 views
   • 
   • Patricia Neal Jensen
   • April 15, 2019

2. 414(h) plan

   By Guest Dick Lane, September 21, 1999
   • 2 replies
   • 17,269 views
   • 
   • Renier
   • April 3, 2019

3. Exclusion of Students for Coverage Testing

   By Guest Lane, February 1, 2012
   • 7 replies
   • 1,396 views
   • 
   • Belgarath
   • March 28, 2019

4. 403(b) - ineligible employee fixes

   By Griswold, March 26, 2019
   • 4 replies
   • 252 views
   • 
   • Griswold
   • March 27, 2019

5. 403b HCE

   By Dougsbpc, March 18, 2019
   • 2 replies
   • 293 views
   • 
   • Dougsbpc
   • March 19, 2019

6. 401k and 403b Sponsored

   By austin3515, February 21, 2019
   • 1 reply
   • 325 views
   • 
   • Belgarath
   • February 21, 2019

7. Safe harbor match - eligibility

   By Retirement Geek, February 6, 2019   

   • safe habor
   • match
   • 8 replies
   • 1,248 views
   • 
   • Doc Ument
   • February 13, 2019

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

   By TPApril, September 15, 2018
   • 23 replies
   • 1,697 views
   • 
   • Belgarath
   • February 1, 2019

9. Moving to Single Vendor

   By khn, January 23, 2019
   • 1 reply
   • 196 views
   • 
   • Patricia Neal Jensen
   • January 24, 2019

10. Plan document not updated for final 403(b) regulations

    By oldman63, January 24, 2019
    • 1 reply
    • 235 views
    • 
    • Kevin C
    • January 24, 2019

11. Compensation Exclusions

    By Brigid, January 22, 2019
    • 5 replies
    • 508 views
    • 
    • CuseFan
    • January 22, 2019

12. 404 Deductibility Rule and Tax Exempt Sponsor?

    By Patricia Neal Jensen, January 17, 2019   

    • 403(b); 404 deductibility limit
    • 4 replies
    • 345 views
    • 
    • Patricia Neal Jensen
    • January 22, 2019

13. Error in 2009 good faith 403b document

    By Flyboyjohn, January 14, 2019
    • 5 replies
    • 354 views
    • 
    • Luke Bailey
    • January 17, 2019

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

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

15. Safe harbor match, employees excluded from match only

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

16. 415 limit for 403b and 401k plans

    By dmb, November 30, 2016
    • 15 replies
    • 1,766 views
    • 
    • lm64
    • January 3, 2019

17. TAMRA Plans

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

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

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

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

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

20. Contributions Based on Deferral Election

    By 401_noob, May 2, 2014
    • 6 replies
    • 2,455 views
    • 
    • Belgarath
    • December 6, 2018

21. Failure to Make Matching Contributions

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

22. 403b Contributions in New Jersey

    By austin3515, November 30, 2018
    • 7 replies
    • 1,724 views
    • 
    • Bird
    • December 3, 2018

23. 403(b) ineligible employer - no 5500's

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

24. excluded compensation

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

25. 403(b) and PEO

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