403(b) Plans, Accounts or Annuities

1,974 topics in this forum

1. 403(b) nonamenders

   By Belgarath, July 2, 2020
   • 2 replies
   • 385 views
   • 
   • Belgarath
   • July 7, 2020

2. Should a 403(b) plan’s sponsor/administrator make its own hardship form?

   By Peter Gulia, June 26, 2020   

   • 403(b); hardship; vendor
   • 8 replies
   • 517 views
   • 
   • Peter Gulia
   • June 29, 2020

3. 403(b) Match done on Fiscal Year compensation

   By ratherbereading, June 4, 2020
   • 3 replies
   • 389 views
   • 
   • MWeddell
   • July 24, 2020

4. Plan never formally adopted a plan document

   By Trisports, June 3, 2020
   • 1 reply
   • 504 views
   • 
   • justanotheradmin
   • June 3, 2020

5. inactive 403(b) plan

   By Santo Gold, June 3, 2020
   • 1 reply
   • 617 views
   • 
   • Peter Gulia
   • June 3, 2020

6. 403(b) for HCEs / 401k for NHCEs

   By austin3515, May 19, 2020
   • 3 replies
   • 448 views
   • 
   • austin3515
   • July 10, 2020

7. Annuity Distribution Rollover from Break in Service

   By DeborahPal, May 7, 2020
   • 2 replies
   • 361 views
   • 
   • david rigby
   • May 7, 2020

8. 403(b) Controlled Groups

   By 52626, April 28, 2020
   • 2 replies
   • 569 views
   • 
   • Kevin C
   • April 28, 2020

9. A typical § 403(b) plan has no minimum-distribution provision the plan’s sponsor would change.

   By Peter Gulia, April 14, 2020
   • 0 replies
   • 251 views
   • 
   • Peter Gulia
   • April 14, 2020

10. 403(b) - Ability to Take Over Contract

    By Suckafish, April 12, 2020
    • 2 replies
    • 417 views
    • 
    • Suckafish
    • April 16, 2020

11. Final non-ERISA 403(b) 5500-SF??

    By QP_Guy, March 23, 2020
    • 0 replies
    • 337 views
    • 
    • QP_Guy
    • March 23, 2020

12. Consequence of Missed Restatement Date

    By Patricia Neal Jensen, March 17, 2020
    • 5 replies
    • 581 views
    • 
    • G8Rs
    • March 20, 2020

13. Question about what to do

    By Tom72981, March 12, 2020
    • 4 replies
    • 707 views
    • 
    • SteveS
    • March 12, 2020

14. Transfer from Non-ERISA 403(b) to ERISA 403(b)

    By austin3515, March 9, 2020
    • 1 reply
    • 819 views
    • 
    • Patricia Neal Jensen
    • March 9, 2020

15. maintaining the administrative addendum?

    By AlbanyConsultant, February 27, 2020
    • 0 replies
    • 266 views
    • 
    • AlbanyConsultant
    • February 27, 2020

16. Non ERISA 403B HELP

    By jesse12, February 21, 2020
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 13, 2020

17. Charter School 403(b)

    By oldman63, February 20, 2020
    • 2 replies
    • 446 views
    • 
    • oldman63
    • February 21, 2020

18. 403(b) - 410(b) coverage

    By 401Kerfuffle, February 1, 2020
    • 3 replies
    • 1.6k views
    • 
    • 401Kerfuffle
    • March 17, 2022

19. 403b Er Contribution testing

    By perkinsran, January 20, 2020
    • 5 replies
    • 707 views
    • 
    • perkinsran
    • January 26, 2020

20. Church Plan - Eligibility

    By 401(k)athryn, December 13, 2019
    • 1 reply
    • 737 views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

21. Employee contributions 5500 requirement

    By Just Tri, November 18, 2019
    • 1 reply
    • 365 views
    • 
    • baneja
    • November 19, 2019

22. Church Plan

    By oldman63, November 15, 2019
    • 3 replies
    • 474 views
    • 
    • Patricia Neal Jensen
    • July 9, 2020

23. Church plan and allocation hours for non-elective

    By cpc0506, November 15, 2019
    • 0 replies
    • 288 views
    • 
    • cpc0506
    • November 15, 2019

24. Anti-cutback problem?

    By Belgarath, October 24, 2019
    • 3 replies
    • 649 views
    • 
    • Belgarath
    • October 29, 2019

25. Small Amounts in 403(b) Annuities Plans

    By bveinger, October 22, 2019
    • 5 replies
    • 887 views
    • 
    • Peter Gulia
    • October 24, 2019