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403(b) Plans, Accounts or Annuities

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

1,882 topics in this forum

  1. 403(b) Plan Post-Merger - to Terminate or not to Terminate??

    By kmhaab,
    • 0 replies
    • 207 views

  2. Grandfathered non-ERISA plans - How to terminate

    By RWPHoenix,
    • 1 reply
    • 249 views

  3. Automatic Rollover

    By oldman63,
    • 3 replies
    • 363 views

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

    By David Peckham,
    • 2 replies
    • 681 views

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

    By Jennifer D.,
    • 2 replies
    • 275 views

  6. FBRIC determination

    By etg,
    • 1 reply
    • 309 views

  7. purged demographic information problems

    By AlbanyConsultant,
    • 3 replies
    • 298 views

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

    By Mel_1999,
    • 4 replies
    • 1,064 views

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

    By AlbanyConsultant,
    • 16 replies
    • 671 views

  10. 403b / 415 Limits

    By austin3515,
    • 5 replies
    • 327 views

  11. Loans to terminated participants

    By 30Rock,
    • 6 replies
    • 444 views

  12. Deemed Loan & In-Service Distribution

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

  13. 15-Year Service Catch-up and Nursing Homes

    By DTH,
    • 1 reply
    • 236 views

  14. 403(b) non-ERISA matched with a SEP

    By Belgarath,
    • 5 replies
    • 307 views

  15. need to restate before plan termination?

    By AlbanyConsultant,
    • 6 replies
    • 776 views

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

    By AlbanyConsultant,
    • 6 replies
    • 374 views

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

    By Patricia Neal Jensen,   
    • 2 replies
    • 309 views

  18. Annuity Contracts Deemed Distributed?

    By Patricia Neal Jensen,   
    • 4 replies
    • 528 views

  19. 5310 for 403(b) Plan

    By Dalai Pookah,   
    • 1 reply
    • 286 views

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

    By Patricia Neal Jensen,   
    • 4 replies
    • 514 views

  21. 403(b) plan participant count

    By M Norton,   
    • 3 replies
    • 348 views

  22. Failure to File 8955 SSA

    By Patricia Neal Jensen,   
    • 7 replies
    • 1,146 views

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

    By Patricia Neal Jensen,   
    • 22 replies
    • 930 views

  24. 403(b) and 401a PS Plan

    By austin3515,
    • 8 replies
    • 385 views

  25. Highly Compensated and post-severance compensation

    By Belgarath,
    • 5 replies
    • 362 views
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