403(b) Plans, Accounts or Annuities

1,978 topics in this forum

1. Annuity Contracts Deemed Distributed?

   By Patricia Neal Jensen, April 10, 2018   

   • tiaa
   • annuity contracts
   • 5 replies
   • 1k views
   • 
   • JRN
   • April 1, 2020

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

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

3. Consequence of Missed Restatement Date

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

4. Non ERISA 403B HELP

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

5. Question about what to do

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

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

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

7. maintaining the administrative addendum?

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

8. Charter School 403(b)

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

9. 403b Er Contribution testing

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

10. Employee contributions 5500 requirement

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

11. Church plan and allocation hours for non-elective

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

12. due date for non-profit ER contribution

    By Santo Gold, March 2, 2012
    • 3 replies
    • 6.4k views
    • 
    • TPApril
    • November 15, 2019

13. Anti-cutback problem?

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

14. Small Amounts in 403(b) Annuities Plans

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

15. 403b hardship

    By Carike, October 17, 2019   

    • suspend
    • 5 replies
    • 868 views
    • 
    • LANDO
    • October 21, 2019

16. Correcting Missed Elective Deferrals for Terminated Participants

    By Miner88, October 17, 2019
    • 1 reply
    • 770 views
    • 
    • Luke Bailey
    • October 18, 2019

17. Distribution of 401k

    By MarieD, October 12, 2019
    • 4 replies
    • 773 views
    • 
    • Bird
    • October 15, 2019

18. Form 5500

    By ag780, July 13, 2011
    • 2 replies
    • 1.1k views
    • 
    • TPApril
    • October 10, 2019

19. Use of Non-Vested Participant Balances Early

    By ERISAGal, October 8, 2019   

    • 403b
    • forfeitures
    • 4 replies
    • 734 views
    • 
    • Lou S.
    • October 10, 2019

20. 403(b) to 401(k) - Apologies if redundant

    By HarleyBabe, September 29, 2019
    • 2 replies
    • 346 views
    • 
    • Mr Bagwell
    • September 30, 2019

21. Boys and Girls Club

    By cpc0506, September 25, 2019
    • 2 replies
    • 364 views
    • 
    • Patricia Neal Jensen
    • September 25, 2019

22. 403b restatement effective date

    By Megandps, September 12, 2019
    • 1 reply
    • 701 views
    • 
    • Belgarath
    • September 12, 2019

23. ERISA plan, but plan sponsor doesn't control

    By AlbanyConsultant, September 10, 2019
    • 4 replies
    • 585 views
    • 
    • FPGuy
    • September 11, 2019

24. FAB 2009-02 excluded participants in a plan term situation

    By AlbanyConsultant, September 10, 2019
    • 0 replies
    • 260 views
    • 
    • AlbanyConsultant
    • September 10, 2019

25. ERISA and Non-ERISA 403(b)

    By Jennifer D., September 4, 2019
    • 2 replies
    • 441 views
    • 
    • Patricia Neal Jensen
    • September 4, 2019